Setting Up Date-Sensitive Customer Sets

Access the Customer Set Revision form.

Delivered To

Enter a name or number that identifies an address book record. This address book record represents the entity to which orders are delivered. You can use this number to locate and enter information about the address book record.

If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book Constants program (P0000). When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) had a long address TOTAL and an * distinguished it from other entries (as defined in the Address Book constants), then you could type *TOTAL into the field and the system would return 4100.

Invoiced To

Enter a name or number that identifies an address book record. This address book record represents the entity to which the invoice is sent. You can use this number to locate and enter information about the address book record

If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book Constants program (P0000). When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) had a long address TOTAL and an * distinguished it from other entries (as defined in the Address Book constants), then you could type *TOTAL into the field and the system would return 4100.

Paid By

Enter a name or number that identifies an address book record. This address book record represents the entity that pays the invoice. You can use this number to locate and enter information about the address book record.

If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book Constants program (P0000). When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) had a long address TOTAL and an * distinguished it from other entries (as defined in the Address Book constants), then you could type *TOTAL into the field and the system would return 4100.

Forwarded To

Enter a name or number that identifies an address book record. This address book record represents the entity to which an order is forwarded. You can use this number to locate and enter information about the address book record.

If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book Constants program (P0000). When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) had a long address TOTAL and an * distinguished it from other entries (as defined in the Address Book constants), then you could type *TOTAL into the field and the system would return 4100.

Address for Tax

Enter a code to specify which address book number the system uses when calculating taxes. Values are:

1: Use the ship-to address number for tax purposes.

2: Use the deliver to address number for tax purposes.

Address for Transport/Intrastat

Enter a code to specify which address book number the system uses for transportation and intrastate purposes. Values are:

1: Use the ship-to address number for transportation and intrastate purposes.

2: Use the deliver to address number for transportation and intrastate purposes.