Customer Bill To Address

Menu Path: None

To use Customer Bill To Address, click the Customer Bill To Address button in the ribbon on the Bill To tab in Customer Maintenance.

Purpose

Manage the customer's bill-to addresses.

Overview

Use Customer Bill To Address to manage bill-to addresses linked with the customer, for example, create new bill-to addresses, update the existing bill-to addresses, and so on.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Bill To Address window.
New	Click this button to create a new bill-to address. This button is disabled if you are in Inquiry mode.
Update	Click this button to edit the selected bill-to address. This button is disabled if you are in Inquiry mode.
Delete	Click this button to delete the selected bill-to address. This button is disabled if you are in Inquiry mode.
Copy	Click this button to copy the selected bill-to address.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected bill-to address.
Credit Cards	Click this button to display Credit Card Number Inquiry, which allows you to view credit card information for the customer. A check mark appears on this button if credit card information exists for the selected customer. NOTE This button is disabled if the system uses None as the credit card interface.
Contacts	Click this button to display Contact Maintenance, which allows you to view, create, edit, and delete customer contacts. You can view, create, edit, or delete contacts for a specific bill-to address. All customer contacts (including contacts for a bill-to address) can be set up to receive emailed documents, such as order acknowledgments, invoices, and collection statements. The icon for this button includes a check mark if contacts exist for the selected bill-to address.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected bill-to address.
GDPR	Click this button to open the GDPR Maintenance window, which allows you to manage the data subjects' consent to use their personal data in Apprise. Note that an orange check mark appears on this button if personal data such as an address has been erased or filled already in GDPR Maintenance. This button is only available on the tabs that contain personal data such as addresses, phone numbers, fax numbers, and email addresses. For more information about data erasure, see GDPR Personal Data Removal or Right to be Forgotten Management. NOTE You can only update the GDPR information when updating or creating a customer.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Fields and Buttons

Field or Button	Description
Customer Code	This field is disabled and is informational only.
Customer Name	This field is disabled and is informational only.
Bill-To ID	This field displays the bill-to address ID. NOTE The system automatically assigns the IDs in a sequence.
Bill To Name	Enter the name of the bill-to address.

Main Tab Fields and Buttons

Field or Button	Description
EDI Address Code	Enter the EDI billing address code supplied by the customer on an EDI 850 transaction (incoming purchase order).
Primary Bill-To	Select this check box if the bill-to address is the main bill-to address for the customer that will be the default for sales order entry. There can only be one bill-to address marked as the primary bill-to address for each customer. This check box is cleared by default.
Active	Select this check box if the bill-to address is active and you want it to be available in Lookup windows and during sales order entry.
Address 1	Enter the first line of the bill-to street address.
Address 2	Enter the second line of the bill-to street address.
Address 3	Enter the third line of the bill-to street address.
City	Enter the city of the bill-to address, or click the Lookup button to select a city. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.
State/Province	Enter the state or province of the bill-to address, or click the Lookup button to select a state or province. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.
Postal Code	Enter the postal code of the bill-to address, or click the Lookup button to select a postal code. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.
Country	Enter the country for the bill-to address, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.
County	Enter the county associated with the bill-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.
Phone	Enter the phone number of the bill-to address. The format of the phone number is set up in Country Maintenance.
Fax #	Enter the fax number of the bill-to address. The format of the fax number is set up in Country Maintenance.
Email	Enter the main email address for the bill-to address.
Attention	Enter the main contact of the customer who should receive invoices for the bill-to address.
Importer of Record Number	Enter the C-TPAT importer of record number for the bill-to address.