Customers

Lists the stored customer accounts.

Vendors

Lists the stored vendor accounts.

Warehouses

Lists the stored warehouses.

Company

Provides information about your company, including the address.

Sales orders

Relevant only if the form is accessed through the sales order form.

Lists the stored sales orders.

Sales lines

Relevant only if the form is accessed through the sales order form.

Lists the stored sales lines.

Purchase orders

Relevant only if the form is accessed through the Purchase order form.

Lists the stored purchase orders.

Purchase lines

Relevant only if the form is accessed through the Purchase order form.

Lists the stored purchase orders.

Overview

View or edit basic details of the relevant alternative address.

Address

View or edit the full details of the address selected on the Overviewtab.

Contact information

View or edit contact information for the selection on the Overviewtab.

Other

Select the Sales tax group for the selection on the Overviewtab.

Copy address to order

Copies the selected address to the header (if opened from the header) or line (if opened from the line) of the order from which the form was opened, and then closes the form. The upper button copies the address from the upper part of the form, and the lower button copies the address from the lower part of the form.

Copy address from order

Copies the selected address from the header (if opened from the header), or line (if opened from the line) of the order from which this form was opened, to the lower pane relating to the chosen tab in the upper pane.

Move

If the Sales ordersor Sales linestab is selected in the upper part of the form, then this button moves the alternative address selected in the lower part of the form to the alternative address of the relevant customer.

If the Purchase ordersor Purchase linestab is selected in the upper part of the form, then this button moves the alternative address selected in the lower part of the form to the alternative address of the relevant vendor.

Customer account

Customer accountis used to identify the customer; it must be specified when you create a customer.

The Customer accountis automatically generated by the system if defined on the Number sequencestabin Parameters . For more information, see Number sequences (form) .

Name

Enter or view the customer name to be printed on documents sent to the customer, such as invoices and account statements.

Search name

Enter the name you want to use when searching for the customer. If this is not entered, the system uses the Namefield as the default.

Address

The Addressfield is a free-text field where you type information such as street name, number, postal (ZIP) code, and city. The address information you type is subsequently used for printouts.

More help…

Vendor account

Vendor accountis a unique identification of the vendor.

The Vendor accountcan be generated automatically if specified on the Number sequencestab in Parameters . Note that the Vendor accountcan be an alphanumeric string of up to 10 characters.

Name

Enter the vendor name. It is printed on documents that are sent to the vendor, such as purchase orders. Note that this field can contain an alphanumeric string of up to 30 characters.

Search name

Enter the name you want to use when you search for the vendor; if not entered, the system uses the Name field as default.

Address

The Addressfield is a free-text field, where you type information such as street name, number, postal (ZIP) code, and city. The address information you enter is subsequently used for printouts. In the Addressfield, the city, county, state, and country/region are inserted automatically when you exit the field. If you enter a postal (ZIP) code that does not exist in the ZIP/postal Codesform, the system will automatically create it when you confirm that the information is to be updated in the ZIP/postal Codesform. The Addressfield format is set up in the Address formatform. When this is done, each entry will be formatted automatically according to that setup. When the address you entered has been approved, the fields of city, postal (ZIP) code, county, state, and country/region are automatically filled in. The contents of these fields might subsequently be changed regardless of the contents of the Addressfield, because they are used only for searching and sorting.

Warehouse

Enter or select Warehouse ID (maximum 10 characters).

Name

Identifying name or description of the warehouse.

Type

Select the warehouse type. There are three types of warehouse: Default, Quarantineor Transit.

More help…

Company name

Full name of company that is used in, for example, external reports.

Street name

Address of the company.

City

Cityfor the ZIP/postal Code.

ZIP/postal Code

Specify a ZIP/postal Codeother than the one given in the Addressbox. The ZIP/postal Codebox is used in relevant transfers and external reports.

County

Countywhere the company is located. Once you have indicated Country/regionand Statefor the company, click the drop-down list to view a list of counties. Countyis used in relevant transfers and external reports.

State

Statefor the company's mailing address. Stateis used in relevant transfers and external reports.

Country/region

Unique identification of the country/region, that can be attached to, for example, Customersand Vendors.

Sales order

Sales ordernumber is a unique field that is used to identify a sales order; it must be specified when you create a sales order.

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Customer account

Click the arrow to obtain a list of all existing customers.

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Invoice account

Invoice accountis used if the account number of the customer you want to invoice is different from the customer that placed the sales order.

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Delivery address

The address where you want to deliver the ordered goods.

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Sales order

Sales order number that the line is attached to.

Customer

Customer or vendor account number

Line No

Used for sorting.

Delivery address

Addressee - Enter address and postal (ZIP) code. The remaining information will be filled in if the postal code exists in the postal code table.

Name

Displays the name that is associated with this address.

Address type

Specify how to use the selected address:

• Invoicedisplays the address to which the invoice should be sent. (The invoice layout must be based on the sales tax group.)

• Deliveryis the main delivery address used, unless the alternative delivery address is selected at the time of delivery.

• Alt. deliveryis used when an address other than the Deliverytype is indicated at the time of delivery. Alternative delivery addresses are optional.

• SWIFTaddress is used for money transfers to foreign banks.

• Paymentis used for payment address.

Address

Addressee - Enter address and postal (ZIP) code, the rest will be inserted if the postal code exists in the postal code table.

Street name

Enter the street name of the address.

ZIP/postal Code

Enter a ZIP/postal Codeother than the one given in the Addressfield. For a list of options, click the square arrow. The ZIP/postal Codefield is used in connection with searching and sorting.

City

City for postal (ZIP) code.

County

Enter a county other than that given in the Addressfield. Click the arrow to view the contents of the Countiesform.

Only the counties that have been created for the state and specified in the Statefield are shown. The Countyfield is used in connection with searching and sorting.

State

Enter a state other than the one given in the Addressfield. For a list of the contents in the Statesform, click the arrow. Only the states created for the country/region specified in the Country/regionfield are shown. The Statefield is used for searching and sorting.

Note
The displayed list of states is determined by the selected country/region.

Country/region

Unique identification of the country/region, that can be attached to, for example, Customersand Vendors.

Telephone

Displays the telephone number for the current address.

Extension

Displays the direct telephone number for the contact person at this address.

Mobile phone

Displays the mobile phone number for the contact person.

Pager

Number of the pager.

Fax

The fax number for the current address.

E-mail

The e-mail address for the contact person.

SMS

The e-mail address for sending SMS to a mobile phone.

Internet address

The Internet address for the company.

Telex number

The telex number for the company at this address.

Sales tax group

This field displays the tax group. The tax group determines the percentage or fixed amount that is deducted for taxes.

NoteIf alternative delivery addresses are in different states or countries/regions, be sure and enter the appropriate tax group for each alternative address. Tax groups must be associated with a delivery address.

Receipt calendar

The days the customer can receive their order. Note that this field is editable only for Customers, Sales orders, and Saleslines.

Purchase order

Purchase order number is a unique field used to identify a purchase order; it must be specified when you create a purchase order.

More Help…

Vendor account

Click the square arrow to select a vendor (supplier) from a list of all existing vendors.

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Invoice account

Invoice accountis used if the account number of the vendor you want to pay is different from the vendor where you placed the purchase order.

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Purchase type

Select a purchase order type by clicking the square arrow. If you have created a blanket order and saved it, you cannot change the blanket order to a different Purchase type. You would have to delete the blanket order and create a new purchase order.

Delivery address

Address where the items are to be delivered.

Purchase order

Purchase number the line is attached to.

Vendor account

Vendor account number.

Line No

Used for sorting.

Delivery address

Address where the items are to be delivered.

Relation

Name of table where address belongs.