Overview
This tab has all Customer Addresses associated with a given Customer. Rootstock Customer Address categories are Ship To, Bill To, SO Acknowledgement, and Installation Address. A given address can be set as a default address, of which at least one must be set as the default for each Address type. The number of addresses per customer is not limited. Although used when adding Sales Orders, any Customer Address may be overridden on a specific Sales Order.
Navigation
Customer Master > Customer Addresses Tab
Processing
Click the 'New Customer Address' link to create a new Customer Address. And each address can be maintained by clicking the 'Edit' or 'Delete' actions.
Fields
Customer Number: The Customer Number of the Customer that the Address record is being added.
Address Number: Sequential number of address (i.e., the first address entered =1, the second =2, and so on).
Name: The Name of the Customer that the Address record is being added.
Address Line 1: Typically the street address.
Address Line 2: Typically a suite, unit number or apartment number if applicable.
Address Line 3: Typically used for extended address information if applicable.
City: The City in which the address is located.
State/Province: The State or Province in which the City/street address is located.
Country: The Country in which the State (or Province) / City/ street address is located.
ISO Country Codes: This field contains the ISO codes for the Country.
NOTE If the flag Avalara Addr Validation–Use Country ISO on SO Control GEO Service Tab is True, then ISO Country Code will be used for validating or submitting the address to Avalara. Otherwise, the Country will be used.
Zip/Postal Code: Zip Code or Postal Code associated with this address.
Telephone: Customer’s primary telephone number for this address.
Fax: Customer’s primary facsimile (fax) number for this address.
Email Address: Email address of the primary contact at this address.
Contact Name: The primary Contact Name for this Customer Address. Must be a valid Customer Contact.
Contact Method: Preferred method of contact for the Contact Name defined for this Customer Address. Options are
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Email
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Phone
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Fax
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Text to Email
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Text to Phone
Exempt from VAT: Click here to indicate the Customer is Exempt from Value Added Tax.
Location Reference: User-defined further location/reference information regarding this Customer Address.
Valid as a Bill-to Address: This address type indicates where SO Invoices will be sent. When checked, indicates this address is a valid Bill-To Address for this Customer and can be used on RS Quotes and Sales Orders.
Default Bill-to Address: When checked, indicates this address is the default Bill-To Address for this Customer that will be used when adding RS Quotes or Sales Orders unless overridden. Note that there can be one default Bill-To Address for a given Customer.
Sync to Salesforce Bill-To Address: When checked, Add or update to the Bill-To Address will be synced with the corresponding address on the SF Account. This is applicable when 'Only Use Salesforce Address on Customers' is not checked on the System Defaults.
NOTE When the State and Country/Territory Picklists feature is enabled in Setup > Data Management > State and Country/Territory Picklists and if the 'Sync to Salesforce Bill-To Address' is checked, the 'State/Province' on the Salesforce Bill-To Address or Customer Bill-To Address will be updated as follows:
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While updating the 'State/Province' on the Salesforce Address (i.e., Alaska), the 'State/Province' on the Customer Address will be updated with the respective State Code (i.e., AK) that is fetched from the values configured on the State and Country/Territory Picklists feature.
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While updating the 'State/Province' on the Customer Address with the State Code (i.e., AK) /State Name (i.e., Alaska), the 'State/Province' on the Salesforce Address will be updated with the respective State Name (i.e., Alaska).
Valid as an Acknowledgement Address: This address type indicates where the SO Acknowledgements will be sent. When checked, indicates this address is a valid Acknowledgement address for this Customer and can be used on RS Quotes and Sales Orders.
Default Acknowledgement Address: When checked, indicates this address is the default Acknowledgement Address for this Customer that will be used when adding RS Quotes or Sales Orders unless overridden. Note that there can be one default Acknowledgement address for a given Customer.
Valid as an Installation Address: This address type indicates where the Product shipped will be installed. When checked, indicates this address is a valid Installation Address address for this Customer and can be used on RS Quotes and Sales Orders.
Default Installation Address: When checked, indicates this address is the default Installation Address for this Customer that will be used when adding RS Quotes or Sales Orders unless overridden. Note that there can be one default Installation Address for a given Customer.
Valid as a Ship-to Address: This address type indicates where shipments will be sent. When checked, indicates this address is a valid Ship-To Address for this Customer and can be used on RS Quotes and Sales Orders.
Default Ship-to Address: When checked, indicates this address is the default Ship-To Address for this Customer that will be used when adding RS Quotes or Sales Orders unless overridden. Note that there can be one default Ship-To Address for a given Customer.
Sync to Salesforce Ship-To Address: When checked, Add or update to the Ship-To Address will be synced with the corresponding address on the SF Account. This is applicable when 'Only Use Salesforce Address on Customers' is not checked on the System Defaults.
NOTE When the State and Country/Territory Picklists feature is enabled in Setup > Data Management > State and Country/Territory Picklists and if the 'Sync to Salesforce Ship-To Address' is checked, the 'State/Province' on the Salesforce Ship-To Address or Customer Ship-To Address will be updated as follows:
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While updating the 'State/Province' on the Salesforce Address (i.e., Alaska), the 'State/Province' on the Customer Address will be updated with the respective State Code (i.e., AK) that is fetched from the values configured on the State and Country/Territory Picklists feature.
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While updating the 'State/Province' on the Customer Address with the State Code (i.e., AK) /State Name (i.e., Alaska), the 'State/Province' on the Salesforce Address will be updated with the respective State Name (i.e., Alaska).
IMPORTANT The flags 'Sync to Salesforce Bill-To Address' and 'Sync to Salesforce Ship-To Address' are mutually exclusive, only one can be checked on a Customer Address record.
Tax Location: Tax Location, used for the calculation of appropriate taxes, that is associated with the given Ship-To Address. Required.
Shipping Zone: Shipping Zone associated with this Ship To Address, can be used to default the Issue From Site, Location ID, and/or Address of Origination. Note that this setting takes precedence over the Customer Master Shipping Zone setting.
Address Has Been Verified: When checked, indicates that this address has been verified.
Button
Validate: By clicking this button, the address entered above will be validated or sent to Avalara. If the address is valid, Address Has Been Verified will be flagged as True.
SEE ALSO
Customer Master
Customer Master Credit Tab
Customer Master Sales Order Defaults tab
Customer Master Shipping Tab
Customer Master Invoicing Tab
Customer Master Forms Templates Tab
Customer Master URL Tab
Customer Master Configurator Tab
Customer Contacts Tab
Carrier by Customer Tab
Customer Commission Schedule Tab
