Customer Ship To Address

Exit

Click this button to close the Customer Ship To Address window.

New

Click this button to create a new ship-to address. This button is disabled if you are in Inquiry mode.

Update

Click this button to edit the selected ship-to address. This button is disabled if you are in Inquiry mode.

Delete

Click this button to delete the selected ship-to address. This button is disabled if you are in Inquiry mode.

 Copy

Click this button to copy the selected ship-to address.

 Attachments

Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected ship-to address.

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 ship-to address. All customer contacts (including contacts for a ship-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 ship-to address.

Notes

Click this button to display Notes Entry, which allows you to view and enter notes for a selected ship-to address.

GDPR

 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.

Customer Code

This field is disabled and is informational only.

Customer Name

This field is disabled and is informational only.

 Ship-To ID

This field displays the ship-to address ID.

NOTE The system automatically assigns the IDs in a sequence.

Name (Ship-To Address)

Enter the name of the ship-to address.

Address 1

Enter the first line of the ship-to street address.

Address 2

Enter the second line of the ship-to street address.

Address 3

Enter the third line of the ship-to street address.

City

Enter the city of the ship-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

Enter the state or province of the ship-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 ship-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 ship-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 ship-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

Fax

Enter the fax number of the ship-to address. The format of the fax number is set up in Country Maintenance.

Telephone

Enter the telephone number of the ship-to address. The format of the telephone number is set up in Country Maintenance.

Emerg. Phone

Enter the emergency telephone number for the ship-to address. The format of the phone number can be set up in Country Maintenance.

Email

Enter the main email address for the ship-to address.

Latitude

Enter the latitude of the ship-to address if you are using an external delivery logistics interface.

Longitude

Enter the longitude of the ship-to address if you are using an external delivery logistics interface.

Primary Ship-to

Select this check box if the ship-to address is the main ship-to address for the customer that will be the default for sales order entry. There can only be one ship-to address marked as the primary ship-to address for each customer. This check box is cleared by default.

Active

Select this check box if this ship-to address is active and you want it to be available in Lookup windows and during sales order entry.

EDI Address Code

Enter the EDI shipping address code supplied by the customer on an EDI 850 transaction (incoming purchase order).

Related Bill-To

Enter a related bill-to address ID, or click the Lookup button to select a bill-to address ID. Use this field if a ship-to address needs to be associated with a specific bill-to address.

Store ID

Enter the store ID for the ship-to address.

Attention

Enter the main contact of the customer who should receive invoices for the ship-to address.

Shipping Location Prefix

Enter the default shipping location prefix for the customer's orders for the ship-to address, or click the Lookup button to select a shipping location prefix. This default shipping location overrides the default shipping location for the customer.

Note This default is only used if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up shipping locations, see Location Maintenance.

Shipping Location Name

Enter the default shipping location name for the customer's orders for the ship-to address, or click the Lookup button to select a shipping location name. This default shipping location overrides the default shipping location for the customer.

Note This default is only used if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up shipping locations, see Location Maintenance.

Sales Location Prefix

Enter the default sales location prefix for the customer's orders for the ship-to address, or click the Lookup button to select a sales location prefix. This default sales location overrides the default sales location for the customer.

Note This default is only used if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up sales locations, see Location Maintenance.

 Sales Location Name

Enter the default sales location name for the customer's orders for the ship-to address, or click the Lookup button to select a sales location name. This default sales location overrides the default sales location for the customer.

Note This default is only used if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up sales locations, see Location Maintenance.

Sales Rep 1

Enter the default primary sales representative for the customer's orders for the ship-to address, or click the Lookup button to select a sales representative. This default sales representative overrides the default primary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Rep 2

Enter the default secondary sales representative for the customer's orders for the ship-to address, or click the Lookup button to select a sales representative. This default sales representative overrides the default secondary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.

Shipper ID

Enter the preferred shipper ID, or click the Lookup button to select the shipper ID.

Fleet Delivery Shipper

This check box is selected if the shipper ID entered in the Shipper ID field is a fleet delivery shipper. This is informational-only. For more information, see Shipper Maintenance.

Shipping Mode

Enter the shipping mode for the ship-to address if you are using an external shipping interface.

Example R is the residential code for the UPS shipping interface.

Freight Collection

Enter the default freight collection terms code for the customer ship-to address, or click the Lookup button to select a default freight collection terms code. This overrides the default freight collection terms code for the customer. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance.

NOTE If you do not want to include freight charges on invoices for the customer, select the Orders Default as Freight Free check box. However, that setting may be overridden by the freight free setting for the freight collection terms on an order.

These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation).

Shipping Account ID

Enter the ship-to address account number to charge for delivery if you are using an external shipping interface. This may be overridden by a shipping account ID set up in Customer Shipping Options Maintenance.

FOB

Enter the default FOB (Freight On Board) used during sales order entry.

Shipping Label Format

Enter the shipping label format. For more information, see Setting Up Shipping Labels.

Pallet Label Format

Enter the pallet label format. For more information, see Pallet Label FAQ.

Monday

Select this check box if the customer does not accept deliveries on Mondays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Tuesday

Select this check box if the customer does not accept deliveries on Tuesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Wednesday

Select this check box if the customer does not accept deliveries on Wednesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Thursday

Select this check box if the customer does not accept deliveries on Thursdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Friday

Select this check box if the customer does not accept deliveries on Fridays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Saturday

Select this check box if the customer does not accept deliveries on Saturdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Sunday

Select this check box if the customer does not accept deliveries on Sundays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Tax Jurisdiction

Enter a valid tax jurisdiction for the customer’s ship-to address, or click the Lookup button to select a tax jurisdiction. You must enter a tax jurisdiction if the customer is to be taxed only if it is required for the ship-to country. This defaults to None if None is set up as a tax jurisdiction.

NOTE When the system uses AvaTax interface, the value for this field is automatically set to None.

Tax Exempt

Select this check box if this customer ship-to address is always tax-exempt for all products shipped to it.

State/Province Tax Exempt #

If this customer ship-to address is always exempt from state/province tax for all products shipped to it, enter the customer’s state/province tax exemption number. This field is only enabled if you select the Tax Exempt check box.

Entity Use Code

Enter a custom code to indicate the type of tax exemption or click the Lookup button to select a standard code from the list. This field is only enabled when AvaTax interface is used and if you select the Tax Exempt check box.

Country Tax Exempt #

If this customer ship-to address is always exempt from tax for the country for all products shipped to it, enter the customer’s country tax exemption number. This field is informational-only, and is only enabled if you select the Tax Exempt check box.

Excise ID

Enter the excise tax ID for the customer's ship-to address if the address is a tax warehouse.

Customer VAT ID

Enter a VAT identification number for the customer's ship-to address.

VAT Group Code

Enter a VAT group code for the customer's ship-to address, or click the Lookup button to select a VAT group code. This overrides the customer's VAT group entered on the Sales tab.

For information on setting up VAT groups, see VAT Group Maintenance.

VAT Exempt

Select this check box if the customer ship-to address is always exempt from VAT for all products shipped to it.

VAT Exempt Reason Code

If the ship-to address is exempt from VAT, enter an active VAT exempt reason code to explain why it is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only enabled if you select the VAT Exempt check box.

Ship to Invoice Format

Select the format to use when an invoice is printed (either from Invoice Create and Print or from Invoice Print).

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Billing Customer Invoice Format

Select the format to use for the billing customer when using Invoice Copy Print.

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Main Customer Invoice Format

Select the format to use for the main customer when using Invoice Copy Print.

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Region ID

Enter the forecast region ID to which this customer ship-to address belongs for DRP product forecasting, or click the Lookup button to select a region ID. For information on setting up regions, see Point of Sale Region Maintenance.

Name (Forecast Region)

This field displays the name of the region selected in the Region ID field.

Do Not Send EDI ASN

Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's.

Do Not Send EDI Invoice

Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.

Do Not Send EDI Order Acknowledgment

Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.

Do Not Send EDI Order Status

Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.