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Entering Customer Addresses

The system lets you enter, add, change, or deactivate customer address information. You can enter multiple addresses for each of your customers and specify one or more business purposes for each address (such as Ship-To, Bill-To, or Statements). You can also enter various levels of information for your customer addresses. For example, you can enter telephone numbers for a specific address or for a specific customer contact.

You can validate your addresses using flexible address formats or the address validation system option. If your tax method is Sales Tax, the system uses validated customer address information to determine tax liability on your customer's transactions.

In a sales tax based system, Receivables calculates tax based on the address components of your sales tax structure (for example, State.County.City). Since tax rates can change over time, modifying one of these components for a customer's address could cause the tax for transactions previously assigned to this address to be invalid, and be in violation of US sales tax audit requirements. This restriction also applies to the Country and Postal Code address components and if your tax method is 'VAT'.

The system will not let you update the components of an address if the following are true:

You can modify the Address field (street address) at any time, regardless of the restrictions mentioned above.

Addresses assigned to Bill-To business purposes are used for all transactions. Addresses assigned to Ship-To business purposes are used for all transactions except commitments, since commitments do not need a Ship-To address.

When you create an address, its status is Active by default. You can make a customer address inactive by unchecking the Active check box in the Customer Addresses window. When you make an address inactive, you can no longer create new transactions for this address, but you can process existing transactions that use this address. AutoInvoice does not import transactions that have inactive addresses.

Values that you assign to a customer site (address) take precedence over values that you enter at the customer, profile class, or system options level.


   To view all addresses for a customer:

   To enter a new address for a customer:

See Also

Addresses Field Reference

Assigning Customer Banks

Assigning Payment Methods to Customers

Entering Customer and Contact Telephones

Creating Customer Relationships

Address Validation

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