Ship-To Addresses(SU14)

Index
Ship-To Addresses-Search Criteria/Grid
Ship-To Addresses-Details Page
Ship-To Addresses-Create

Additional Information
Customer Master (SU13)
Export to Outlook-Contacts

 
The Ship-to Addresses (SU14) view allows you to maintain alternate Ship-to Addresses for Customers and Prospects. The ship-to addresses entered here are used as an alternate shipping points for the customer or prospect.

  • You can select alternate Ship-To Addresses from the 'Ship To' field in the following programs:

    • Enter Orders/Quotes (OE30)
    • Enter Inv/Direct Bills/Credits (IN41)
    • Enter Cash Counter Invoices (RS41)

  • Note: If the Ship-to code is assigned to a record in the following programs, the Ship-to cannot be deleted:

    • Maintain Cost Centre Master (SI01)
    • Contact References (EC31) (TIP: The Customer Contact Accounts (SU20) view can be used to determine the records in EC31 that are associated with the Ship-to record.)

Note: The ability to create and update information in Ship-to Addresses (SU14) is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in Ship-to Addresses (SU14). For more information, see Role Master-Permissions.

The following fields are available on the Ship-to Addresses (SU14) Search Results grid and are based on the order in which they appear in the grid on the search page:

  • Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Customer records. This field cannot be edited.

  • Customer Code - displays the Customer Code for the Ship-to Addresses record. This field cannot be edited.

  • Customer Name - displays the Customer name associated with the Customer Code. This field cannot be edited.

  • Ship To - displays the Ship to code assigned to the Customer. This field cannot be edited.

  • Name - displays the Name assigned to the Ship To code. You can edit this field as required. The Name can be a maximum of 30 alpha numeric characters in length.

  • Address 1 - displays the first line of the address information for the Ship To record. You can edit this field as required. The Address 1 can be a maximum of 30 numeric characters in length.

  • Address 2 - displays the second line of the address information for the Ship To record. You can edit this field as required. The Address 2 can be a maximum of 30 numeric characters in length.

  • City - displays the City for the Ship To record. You can edit this information as required. The City can be a maximum of 30 numeric characters in length.

  • Province/State - displays the Province or State code for the Ship To record. You can edit this field as required. The Province/State code can be a maximum of 2 numeric characters in length.

  • Postal/Zip Code - displays the Postal or Zip Code for the Ship To record. You can edit this field as required. For Canadian addresses, the Postal Code field automatically converts to Upper Case. The Postal Code displays exactly as entered, therefore be sure to enter the Postal Code with a space between the first group of 3 alpha numeric characters and the second group of 3 alpha numeric characters, for example H0H 0H0.

  • Address Map - displays the Detail icon. When you click on this link, an Internet Explorer window (or new folder) automatically launches a link to the "Google Maps" website for the current address.

  • Tax Group - displays Tax Group for the Ship To record. You can edit this information as required.

  • Telephone - displays the Telephone number associated with the Customer Code entered. You can edit this field as required. You can enter a maximum of 20 characters in this field. Be sure to include the Area Code and dashes.

  • Sales Rep 1 - displays Sales Rep assigned to the Ship-To record. You can edit this information as required.

  • Zone - displays Zone for the Ship To record. You can edit this field as required. Note: The Zone field is only available when Order Management is activated. Zones are maintained in Maintain Support Tables (SU09/Zones).

For information on the functionality of each button on the Ship-To Addresses(SU14) Search Criteria Results/Grid page, click here.

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Ship-To Addresses (SU14) - Details Page

When you click on the View Record Details icon Detail for a specific record on the Ship-To Addresses (SU14) Search Results/Grid page, the Ship-To Addresses (SU14) Detail page opens for that record.

The following list defines every field in the Details page:

  • In the Main Context section, the Company, Customer Code and Ship To code display as reference information for the detail record you are viewing.

  • In the General section:

    • Name - enter the Name associated with the alternate ship-to address. You can enter a maximum of 30 alpha numeric characters in this field.

    • Address 1 - enter the first line of address information in this field to a maximum of 30 alpha numeric characters.

    • Address 2 - enter the second line of address information in this field to a maximum of 30 alpha numeric characters.

    • City - enter the City information in this field to a maximum of 30 alpha numeric characters.

    • Province/State - enter or select from the lookup a Province or State code to a maximum of 2 alpha numeric characters.

    • Postal/Zip - enter the Postal or Zip code for the alternate ship-to address. For Canadian addresses, the Postal Code field automatically converts to Upper Case. The Postal Code displays exactly as entered, therefore be sure to enter the Postal Code with a space between the first group of 3 alpha numeric characters and the second group of 3 alpha numeric characters, for example H0H 0H0.

    • Country - enter the Country for the alternate ship-to address. You can enter a maximum of 20 characters in this field.

    • Tax Group - enter or select from the lookup the Tax Group associated with the alternate ship-to record.

    • Sales Rep 1 - enter or select from the lookup the primary Sales Rep associated with the alternate ship-to record.

    • Telephone - enter the Telephone number of the associated with the alternate ship-to address. You can enter a maximum of 20 characters in this field, which includes the area code and all dashes.

    • Zone - enter or select from the lookup the Zone for the record. Note: The Zone field is only available when Order Management is activated. Zones are maintained in Maintain Support Tables (SU09/Zones).

  • In the Reference Information section:

    • Creator - displays the user id of the user logged into the system when the Ship-To Addresses record was created.

    • Date/Time Created - displays the date and time at which the Ship-To Addresses record was created.

    • Modifier - displays the user id of the user logged into the system when this Ship-To Addresses record was last updated.

    • Last Change - displays the date and time at which the Ship-To Addresses record was last updated.

Note: If the Ship-to code is assigned to a record in the following programs, the Ship-to cannot be deleted:

  • Maintain Cost Centre Master (SI01)
  • Contact References (EC31) (TIP: The Customer Contact Accounts (SU20) view can be used to determine the records in EC31 that are associated with the Ship-to record.)

For information on the functionality of each button on the Ship-To Addresses(SU14) Details page, click here.

 
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