Creating a new Ship-To Address (SU14) record

Additional Information
Customer Master(SU13)

In the Ship-To Addresses (SU14) view, you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new record is controlled by the permissions assigned to the resource within the role. Specifically, the resource assigned to your role must include the 'Create' operation.

Creating a new Ship-To Address record:

  1. On the Ship-To Addresses (SU14) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Ship-To Addresses(SU14)/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company number. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup a Customer Code. The selected code can be either a Customer or a Prospect.

    • Enter a new Ship To code. You can enter a maximum of 6 alpha numeric characters in this field. This is a mandatory field.

    When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Customer Code/Ship To and click Continue, the details page for that record opens in edit mode.

  3. The Ship-To Addresses Detail page opens for the new record. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new record. The following fields are mandatory:

    • Name
    • Tax Group
    • Sales Rep 1

    Note: If you omit entering any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Submit or Save.

    For details on the information required in every field, please see the field descriptions outlined in the Ship-To Addresses-Details Page topic.

    Warning: If you Personalize the Ship-To Addresses-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

  4. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit , the changes are saved and you are returned to the Create page where you can enter another new record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

  5. Repeat these steps until all of the Ship To Addresses are set up.

 
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