Customer Addresses store information pertaining to the physical location, phone, email, payment information, and other setup information. Customer Addresses are classified as Bill-To, Ship-To, Both, or Inactive and are assigned to a Customer. A Customer can have multiple Address records associated to it. This list view shows all the Address ID's for all the Customer accounts. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This list view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Customer Address attributes are automatically included in the default view. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Error rendering macro 'excerpt-include' : No link could be created for 'Checkbox - LV'. |
| Address 1 | Address Line 1 typically contains the primary address information such as the street address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View. Linked Database Field: ERPx_ARCustomerAddress.AddressLine1 |
| Address 2 | Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1.This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View. Linked Database Field: ERPx_ARCustomerAddress.AddressLine2 |
| Address 3 | Address Line 3 is used for additional address information that could not be contained in Address Line 1 or 2.This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View. Linked Database Field: ERPx_ARCustomerAddress.AddressLine3 |
Address ID | Customer Address IDs are used as a short description and unique identifier for Customer Address records. They can be changed at any time to any alphanumeric value. For Customers with only one Address, the default value of PRIMARY can be used. Address IDs of BILLING and SHIPPING are often used for Customers with separate addresses for each. For customers with many Ship-to addresses a City or Street name can be used.A hyperlink that shows the value of the ‘Address ID' property on the Customer Address record. Clicking on the link opens the record view for the selected Customer Address. This defaults to blank for new records and is required. If not assigned, the message "Request 1 (#MISSING#): Address ID is required." will be displayed on Save. This field is always editable from the record view. Address IDs must be unique by Customer but can be repeated across Customers. For example all Customers can have an Address ID of MAIN but only one Address for a given Customer can be "MAIN". The Address ID is used as a short description and identifier of the Customer Address account. Linked Database Field: ERPx_ARCustomerAddress.AddressID |
Address Name | The ‘Address Name' property on the Customer Address record. This defaults to blank for new records and is required. If not assigned, the message "Request 1 (#MISSING#): Address Name is required." will be displayed on Save. This is always editable from the Address Record View or the Customer Record View - Addresses Tab. The Address Name is used as a long description/name of the Customer Address. Linked Database Field: ERPx_ARCustomerAddress.AddressName |
Address Type | Identifies whether the Address ID is a Billing, Shipping, Both (same for both billing & shipping), or Inactive Address. This field is required. If missing, the message “Request 1 (#MISSING#): Address Type is required” will be displayed on Save. from the Address Record View or the Customer Record View - Addresses Tab. Only addresses with an Address Type of 'Shipping' or 'Both' will be displayed on the 'Sales Order: Select Ship-to' page. Linked Database Field: ERPx_ARCustomerAddress.AddressTypeEN |
Carrier | The default Carrier associated with the customer address. This is not required and is editable from the Address Record View or the Customer Record View - Addresses Tab. If a Carrier is specified, it will default on new Sales Orders for this address. Linked Database Field: ERPx_ ARCustomerAddress.CarrierSK |
City | The 'City' property of the Address ID. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.City |
Customer Class | The Customer Class assigned on the Customer record. This is required field and can be updated from the Customer Record View. Linked Database Field: ERPx_ARCustomer.CustomerClassSK |
Customer ID | A hyperlink that identifies the Customer assigned to the Customer Address. Clicking on the link opens the record view for the selected Customer. Customer IDs must be unique and can be edited from the Customer Record View. Linked Database Field: ERPx_ARCustomerAddress.CustomerSK |
Customer Name | The Customer Name associated to the customer address. This defaults to blank for new records and is required. If missing, the message "Customer is required." will be displayed on Save. This field is always editable from the Customer Record View. Linked Database Field: ERPx_ARCustomer.CustomerName |
Default Ship To | A Yes/No field to identify whether the customer address is the default address to be shipped to. This field is not required. Where is this editable from? Linked Database Field: ERPx_ARCustomerAddress.IsDefaultShipToAddress |
The 'Email' property of the Address ID. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.Email | |
Fax | The 'Fax' property of the Address ID. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.Fax |
Freight Terms | The Freight Term specific to the customer address. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. If a Freight Term is specified, it will default on new Sales Orders for this address. Linked Database Field: ERPx_ARCustomerAddress.SOFreightTermsEN |
Inside Salesperson | The Inside Salesperson specific to customer address. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. This lookup contains a list of all the salespeople set up on the Salesperson List View where Type = ‘Inside Sales’. If an Inside Salesperson is specified, it will default on new Sales Orders for this address. Linked Database Field: ERPx_ARCustomerAddress.InsideSalesPersonSK |
Phone 1 | The 'Phone' property of the Address ID. This field is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.Phone1 |
Salesperson | The Salesperson specific to customer address. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. This lookup contains a list of all the salespeople set up on the Salesperson List View where Type = ‘Outside Sales’. If a Salesperson is specified, it will default on new Sales Orders for this address. Linked Database Field: ERPx_ARCustomerAddress.SalespersonSK |
Site | The default Site specific to the customer address. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. If a Site is specified, it will default on new Sales Orders for this address. Linked Database Field: ERPx_ARCustomerAddress.SiteSK |
State | The 'State' property of the Address ID. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.State |
Zip | The 'Zip' property of the Address ID. This is not required and is always editable from the Address Record View or the Customer Record View - Addresses Tab. Linked Database Field: ERPx_ARCustomerAddress.Zip |