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Def - Customer Address ID
Def - Customer Address ID
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 The purpose of the Customer Address Record View is to add, edit, and remove Customer Address records. From here, users can add, edit, remove, and activate/inactivate these records.  

Software Version: 2023.0608.30 31 and newer

Table of Contents
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Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Properties 
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Properties - RV
Properties - RV
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Value
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Value - RV
Value - RV
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Group: ID and Descriptions
Address Name

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Def - Address - Address Name
Def - Address - Address Name
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 This is a text box to assign/edit the value for value for the Address Name that Name that applies to the Address ID. This defaults from the Customer Name entered on the Properties tab but can be overwritten and must be <be <=150 characters. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Address Name is required." will be displayed on Save. This is always editable.

Database Field: ERPx ERPx_ARCustomerAddress.AddressName

Address ID

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Def - Customer Address ID
Def - Customer Address ID
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 This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by Customer (For example, every Customer can have an Address ID of 'PRIMARY' but that ID can only be used once for each Customer account) and must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressID

Group: Address
Address Type

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Def - Customer Address Type
Def - Customer Address Type
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 This is a single select lookup that defaults to "Both", is required, and is always editable.

This lookup contains the values in the AddressType Enumeration Class.

Database Field: ERPx ERPx_ARCustomerAddress.AddressTypeEN 

Address 1

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Def - Address - Address Line 1
Def - Address - Address Line 1
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 This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine1

Address 2

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Def - Address - Address Line 2
Def - Address - Address Line 2
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 This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine2

Address 3

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Def - Address - Address Line 3
Def - Address - Address Line 3
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 This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine3

City

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Def - Address - City
Def - Address - City
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 This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=35 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.City

State

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Def - Address - State
Def - Address - State
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 This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.State

Zip

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Def - Address - Zip
Def - Address - Zip
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 This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Zip

Country

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Def - Address - Country
Def - Address - Country
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 This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Country

Phone

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Def - Address - Phone 1
Def - Address - Phone 1
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 This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Phone1

Fax

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Def - Address - Fax
Def - Address - Fax
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 This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Fax

Email

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Def - Address - Email
Def - Address - Email
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 This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Email

Group: Configuration
Attribute Class

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Def - Attribute Class
Def - Attribute Class
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 This is a single-select lookup that defaults to blank, is not required, and is always editable. Once assigned, the Attributes belonging to the Attribute Class will be visible and editable on the Attributes Tab. This is always editable.

The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Customer Address Attribute Class". 

Database Field: ERPx_ARCustomerAddress.AttributeClassSK

Sales Order Site

A single select lookup to identify the default 'Site' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Sites.

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Def - Site
Def - Site
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Database Field: ERPx_ARCustomerAddress.SiteSK

Sales Order Carrier

A single select lookup to identify the default 'Carrier' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Carriers.

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Def - Carrier
Def - Carrier
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Database Field: ERPx_ARCustomerAddress.CarrierSK

Salesperson - Outside

A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Outside Salespersons

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Def - Salesperson - Outside
Def - Salesperson - Outside
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Database Field: ERPx_ARCustomerAddress.SalespersonSK

Salesperson - Inside

A single select lookup to identify a default 'Inside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Inside Salespersons

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Def - Salesperson - Inside
Def - Salesperson - Inside
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Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK

Item Access

A single select lookup to identify how access to sales items are established for the Address ID. This defaults to "Inherit Item access from Customer" but is always editable. The available options include:

  • Allow access to all Items: Any item from the Item Master can be sold to the Customer Adddress.
  • Inherit Item access from Customer: The rules for the Address are controlled by the "Full Item Access" property on the Customer Record View.
  • Limit access to only assigned Item Sets: Only the Items included on the Item Set(s) assigned on the Customer Address 'Catalog Tab' can be sold to the Customer.

This lookup contains the values in the ARItemAccessOption Enumeration Class.

Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN

Tax Class

This field is not currently used, it is managed at the Customer level.

A single select lookup to assign the Tax Class to the Customer Address. This defaults to blank for new records, is not required and is always editable.

Tax Classes are used to calculate sales tax on Quick Sales transactions.

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Def - Tax Class
Def - Tax Class
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Database Field: ERPx_ARCustomerAddress.TaxClassSK 

Freight Terms

A single select lookup to identify the default 'Freight Terms' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Freight Terms.

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Def - Freight Terms
Def - Freight Terms
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Database Field: ERPx_SOFreightTerms.FreightTermName, ERPx_ARCustomerAddress.SOFreightTermsENName

Sales Order Freight Programs

This field is not used.

Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN

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Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Attribute

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Attribute - Attribute
Attribute - Attribute
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 The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Customers). 

Available
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Attribute - Available
Attribute - Available
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Value
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Attribute - Value
Attribute - Value
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Contacts Tab

This tab shows the list of all Contacts that belong to the customer address.

Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Contact Type

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Def - Contact - Type
Def - Contact - Type
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 This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. 

Database Field: ERPx_ARCustomerContact.ContactTypeSK

Email

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Def - Contact - Email
Def - Contact - Email
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Email

Fax

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Def - Contact - Fax
Def - Contact - Fax
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Fax

Name

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Def - Contact - Name
Def - Contact - Name
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Name

Note

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Def - Contact - Note
Def - Contact - Note
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Note

Phone

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Def - Contact - Phone 1
Def - Contact - Phone 1
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Phone

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Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Address ID

A text box to identify the Customer Address ID assigned to the Sales Program.

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SPProgramCustomerAddress.CustomerAddressSK, ERPx_SPProgram.ProgramHeaderSK

Active

A textbox to identify if the Sales Program is 'Active'. If "Yes" the Program is Active, if blank the Program is Inactive.

Database Fields: ERPx_SPProgram.IsInactive

End

A textbox to identify if the 'End Date' assigned to the Sales Program.

Database Fields: ERPx_SPProgram.EndDate

Program

A hyperlink to identify the Program ID. Clicking on the hyperlink opens the Program Record View within the page.

Database Fields: ERPx_SPProgram.ProgramID

Program Class

A textbox to identify the Program Class assigned to the Program ID. 

Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgram.ProgramClassSK 

Program Type

A textbox to identify the Program Type. Program Types can be as follows:

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    Def - Program Type - SP Accrual
    Def - Program Type - SP Accrual
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    Def - Program Type - SP Brokerage
    Def - Program Type - SP Brokerage
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    Def - Program Type - SP Off Book
    Def - Program Type - SP Off Book
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    Def - Program Type - SP On Invoice
    Def - Program Type - SP On Invoice
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    Def - Program Type - SP Rebate
    Def - Program Type - SP Rebate
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Database Fields: ERPx_MFSysEnumeration.EnumerationValue where EnumerationClass = 'SPProgramType', ERPx_SPProgramClass.ProgramTypeSKClassNameERPx_SPProgramSPProgramCustomerAddress.ProgramClassSKProgramHeaderSK

Start

A textbox to identify if the 'Start Date' assigned to the Sales Program.

Database Fields: ERPx_SPProgram.StartDate

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