Defining Default Address Types

Access the Billing Information form.

Billing Address Type

Enter a code to use this address as a sold-to address, a ship-to address, or both. Codes are:

X: Indicates use as a bill-to and a ship-to address.

S: Indicates use as a ship-to address only.

B: Indicates use as a bill-to address only.

Related Address Num (related address number)

Enter a related address number. Use this in instances in which the customer asks you to ship-to a variety of locations across the country, but wants to send all invoices to a single address. In that case, you have an address for each shipping destination. Each address is coded with an S (for ship-to only). The billing instruction record for each of these addresses would, in turn, point to a common related address number. Values 1 through 5 point to five related addresses.

Credit Check Level

Enter a code that controls the way that the system conducts credit checking. Values are:

P: The credit check is based on the customer's parent number. The system compares the open accounts receivable and open sales orders for the sum of the children and the parent against the credit limit for the parent number. Use this option when a customer with multiple offices or branches wants all credit checking to be reflected in a single account. When performing parent/child credit check, the open order amount in the F03012 table must be rolled up for each parent/child and all lines of business, including company 00000.

C or S: Check credit against the customer number only. If the user has set up the credit limit at the customer level, and the customer has a line of business, if sales orders are placed against different lines of business, the credit check considers them as one unit.

L: Check credit by line of business. Users should set up the credit limit for each customer and company combination and the credit check process performs against both the Sold-To and Order Company.

Note: Even though credit checking can be conducted at the parent or customer number level, all accounts receivable are posted to the Sold-To customer number (SDAN8 in Sales Order Detail table – F4211) when you run the Update Customer Sales program (R42800).