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. |
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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. 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. 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. Database Field: ERPx_ARCustomerAddress.AddressLine3 |
Address ID | Identifies the ID of the Customer Address. This is a hyperlink that opens the Customer Address Record of the selected record. This is required and is always editable from the 'Properties' tab of the Customer Address Record View. 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. Field: ERPx_ARCustomerAddress.AddressID |
Address Name | The Address Name is used to name an Address ID. This is required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View. Database Field: ERPx_ARCustomerAddress.AddressName |
Address Type | Customer Address Types are used to classify Customer Address IDs by purpose. The Address Types include:
Database Field: ERPx_ARCustomerAddress.AddressTypeEN |
Carrier | This identifies the default Carrier associated with the customer address. If a Carrier is specified, it will default on new Sales Orders for this 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. Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. Database Field: ERPx_ ARCustomerAddress.CarrierSK |
City | The City identifies the value of 'City' in an address record. 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. Database Field: ERPx_ARCustomerAddress.City |
Customer Class | Customer Classes are used to identify default values that are applied to new Customer records and to group Customers and transactions together for reporting and data selection purposes. This is required and is always editable from the 'Properties' tab of the Customer Record View. Database Field: ERPx_ARCustomer.CustomerClassSK |
Customer ID | Customer IDs are used as a short description and the unique identifier for Customers. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Customer IDs the 3-3-2 method would be recommended. This is a hyperlink that opens the Customer Record View of the selected record. This is required and is always editable from the Customer Record View but only in systems that are not integrating Customers with a third party system. To be editable, the "Customer" 'Transaction Type on both the 'Inbound to NorthScope' and 'Outbound from NorthScope' Integration Modes must be set to "None" on the Integration Configuration page. Database Field: ERPx_ARCustomerAddress.CustomerSK |
Customer Name | Customer Names are used as a long description for Customer records. This is required and is always editable from the Customer Record View. 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? Database Field: ERPx_ARCustomerAddress.IsDefaultShipToAddress |
Email is used to record the email address(es) associated with an 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. Database Field: ERPx_ARCustomerAddress.Email | |
Fax | Used to record the fax number associated with an address. This is informational only. 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. Database Field: ERPx_ARCustomerAddress.Fax |
Freight Terms | This identifies the default Freight Terms associated with the customer address. If a Freight Term is specified, it will default on new Sales Orders for this 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. Freight Terms are used to describe the contract terms between the shipper and receiver or product. They can be assigned to Inventory Transfer and Sales Order Shipments. These can print on transaction documents but do not drive an other functionality. Database Field: ERPx_ARCustomerAddress.SOFreightTermsEN |
Inside Salesperson | This identifies the default Inside Salesperson associated with the customer address. If an Inside Salesperson is specified, it will default on new Sales Orders for this 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. Inside Salespeople typically work in the office and are involved with sales over the telephone, email, or other cyber communication methods. We need to add a Dev Item to fix the Customer RV Address Tab. There is only 1 column for Salesperson and the lookup contains both Inside and Outside salepeople. Database Field: ERPx_ARCustomerAddress.InsideSalesPersonSK |
Phone 1 | Used to record the primary phone number associated with an address. This is informational only. 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. Database Field: ERPx_ARCustomerAddress.Phone1 |
Salesperson | This identifies the default Outside Salesperson associated with the customer address. If an Outside Salesperson is specified, it will default on new Sales Orders for this 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. Outside Salespeople typically work outside the office and are involved with face to face meetings with active and prospective customers. We need to add a Dev Item to fix the Customer RV Address Tab. There is only 1 column for Salesperson and the lookup contains both Inside and Outside salepeople. Database Field: ERPx_ARCustomerAddress.SalespersonSK |
Site | This identifies the default Site associated with the customer address. If a Site is specified, it will default on new Sales Orders for this 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. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Field: ERPx_ARCustomerAddress.SiteSK |
State | The State identifies the value of 'State' in an address record. 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. Database Field: ERPx_ARCustomerAddress.State |
Zip | The Zip identifies the value of 'Zip' (Zip Code) in an address record. 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. Database Field: ERPx_ARCustomerAddress.Zip |