Adding or Editing a Custom Address for a Transaction
You can add custom shipping or billing addresses for a single transaction.
Custom addresses are created on transactions automatically when an address has been used in transactions and then the address is changed on the entity record. When the entity address is changed, the address used in the transactions is changed to a custom address to keep it unchanged.
To enter a custom address on transactions:
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Create a transaction. For more information, see Creating Transactions.
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Select an entity in the appropriate field. For example, on a sales order, select a customer in the Customer field.
The default shipping and billing addresses display on the Shipping and Billing subtabs. If a shipping or billing address has not been entered for the entity, the Ship To or Bill To field is blank.
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Click either the Shipping or the Billing subtab.
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Select Custom in the Ship To Select or the Bill To Select field.
A popup window appears. Enter address information as required.
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Check the Residential Address box if this address is not a business.
This helps retrieve accurate rates when you use UPS or FedEx integration.
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Ensure the value for Country is correct. If it not, select a different country
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Enter the address information and click Save.
The address appears only on the transaction where it is entered and is not saved on the entity record.
After a custom address is entered, to change it on the transaction you must select Custom again in the Select field.
Editing a Custom Address
You can edit a custom address on an existing transaction.
To edit a custom address on an existing transaction:
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Open the transaction record.
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Click the Shipping or Billing subtab.
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In the Ship to Select or Bill To Select field, select Custom, and then click the Edit icon.
A popup window displays address fields where you can change the address.
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Click Save.