Creating Customer Ship-To Addresses

Use the Customer Ship-To activities (27.20.2) to create, view, modify, or delete customer ship-to records.

• Create an entirely new ship-to and specify the address, tax, and contact details in this function. To do this, clear all the link-to-address fields, and enter a code in the Ship-To Code field (or leave blank for a system-generated number). The new address is created as a ship-to address type for the customer’s business relation. Multiple ship-tos for the same customer can share the same address.

• Indicate that another customer—of the same or different business relation—is the ship-to address of a specified customer; in this case, the same code and address information is used. A customer can be the ship-to address of only one other customer, and the address used is the headoffice address.

• Indicate a customer’s end user is also a ship-to address. In this case also, the same code and address information is used.

• Specify a new ship-to code and associate it with an existing address with the ship-to type defined for the customer or the customer’s business relation (where two customers share the same business relation).

Example: Alverton has two associated ship-tos: one for deliveries and one for returns. The company uses a central receiving address, so deliveries and returns have a common ship-to address. If Alverton updates any of the address details, the same change can be applied to both ship-tos at the same time.

Important: When maintaining ship-to addresses in Customer Ship-To Modify, if you modify any of the key address fields (address lines 1 to 3, the City field, or the Zip field) to be the same as an existing address, the system displays an error message stating that you must use the Link to Ship-To option to assign the ship-to to an existing address.

Temporary ship-to address records can be created during the execution of the following operational programs:

• Sales Quote Maintenance (7.12.1)

• Sales Quote Copy from Order (7.12.5)

• Sales Quote Copy from Quote (7.12.6)

• Sales Order Maintenance (7.1.1)

• Pending Invoice Maintenance (7.13.1)

• S/RO Maintenance (7.23.1)

• RMA Maintenance (11.7.1.1).

• Material Order Maintenance (11.11.1)

This is possible only when the user executing the operational program also has permission to execute the Customer Ship-To Create activity.

Enter the code that identifies the customer this ship-to record is associated with.

If you are not linking to another customer or to an end user, specify a new code. This code is automatically created with an address type of ship-to. If you leave Ship-To Code blank, the system automatically generates a number for the record based on the sequence defined in Customer Autonumber Create. See Autonumbering Sequences.

If you select Link to Another Customer or Link to End User, the Ship-To Code field is filled with the value you specify for the customer or end user. These addresses are added as ship-tos for the customer specified in Customer Code.

Enter a maximum of 36 characters for the ship-to name. The default is the business relation name for the customer to which the ship-to is linked. This field is optional.

Select this field if you want to specify another customer as the ship-to of this customer. You can then select an existing customer from the lookup. The customer code you select is displayed in the Ship-To Code field, and the customer’s headoffice address is displayed in the Address Information fields.

The Maintain and Create buttons in the Address Information area are unavailable. You can use the View button to see tax and contact details.

Select this field if you want to specify an end-user address as the ship-to of this customer. You can then select an existing end user from the lookup. The end-user code you select is displayed in the Ship-To Code field, and the end user’s headoffice address is displayed in the Address Information fields.

The Maintain and Create buttons in the Address Information area are unavailable. You can use the View button to see tax and contact details.

Select this field if you want create a new code that shares address information with another existing ship-to address for the specified customer code. Click the Ship-To Address button to display all ship-to addresses for the customer. After you select the address you require from the lookup, you can modify details.

All fields in the Address Information frame are read-only. Which buttons are active depends on your previous input:

Click View to view address details. When you specify another customer or end user as the ship-to, the address is display only.

Click Maintain to modify an existing ship-to type address. The Customer Ship-To Modify Address Information screen is the same as the business relation screen, and also contains tabs for contact information and tax information. This button is active when you select an address using the Link to Ship-to Address option.

Click Create to display the Customer Ship-To Create Address Information screen, which lets you create a new address to use as the ship-to address. This button is active when none of the link-to check boxes is selected.

When you create a new ship-to address using the Create activity or modify an address using the Maintain activity, the customer’s business relation is updated with the new ship-to address details.

The fields in the Customer Ship-To Create Address Information screen have the same layout and restrictions as those in the Business Relation Address Information tab. See Address Information Tab.