Addresses List View
- Tom Williams
- Emma Greenwood
The purpose of the Addresses List View is to manage Mailing, Physical, and Remit-To addresses that are associated with your company. These are currently only used on reports so they can be added or removed without any restrictions.
Software Version: 2022.08.26 and newer.
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| 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!  For Remit To Address types that are assigned to a Customer master file record and/or a Sales Transaction Class record will result in the following messages being displayed if users try to delete them."Address: [AddressID] - Cannot delete an address that is set as the Remit To Address on the Customer master file record, [CustomerID]." "Address: [AddressID] - Cannot delete an address that is set as the Remit To Address on the Sales Transaction Class, [ClassID]." |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, 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 | Allows users to select the type of transaction or record they want to add. The list contains: |
| Notes | Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Address Group | A single-select standard lookup to assign an Address type. This defaults to blank but is required on Save, for all records. If not assigned, the message "Address Group is required" will be displayed. This field is always enabled on edit. Identifies the classification of a Company Address ID. There may be multiple Address ID's within an Address Group. The applicable Address Groups include:
Linked Database Field: ERPx_MFAddress.MFAddressGroupEN. This lookup contains all the values in the MFAddressGroup Enumeration Class. |
| Address ID | The unique identifier for the Address ID. This defaults to blank but is required on Save, for all records. If not assigned, the message "Address ID is required" will be displayed. This field is always enabled on edit, must be unique by Address Group, and must be <= 25 characters. Database Field: ERPx_MFAddress.AddressID. |
| Address Line 1 | Identifies the first line of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 75 characters. Database Field: ERPx_MFAddress.AddressLine1. |
| Address Line 2 | Identifies the second line of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 75 characters. Database Field: ERPx_MFAddress.AddressLine2. |
| Address Line 3 | Identifies the third line of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 75 characters. Database Field: ERPx_MFAddress.AddressLine3. |
| Address Line 4 | Identifies the fourth line of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 75 characters. Database Field: ERPx_MFAddress.AddressLine4. |
| Address Name | The name associated with the Address ID. This defaults to blank and is required for all records but does not need to be unique. If not assigned, the message "Address Name is required" will be displayed. This field is always enabled on edit and must be <= 150 characters. Database Field: ERPx_MFAddress.AddressName. |
| City | Identifies the City of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 35 characters. Database Field: ERPx_MFAddress.City. |
| Country | Identifies the Country for the Address record. This defaults to blank and is not required on Save. This field is always enabled on edit, does not have to be unique, and must be <= 100 characters. Database Field: ERPx_MFAddress.Country |
Identifies the Email associated with the address. This default to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 150 characters. Database Field: ERPx_MFAddress.Email | |
| Inactive | A Yes/No field used to identify if the record is Inactive. This defaults to 'No'. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. This field is always enabled on edit. Linked Database Field: ERPx_MFAddress.IsInactive. |
| Phone 1 | Identifies the phone number of the address. This defaults to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 25 characters. Database Field: ERPx_MFAddress.Phone1. |
| State | Identifies the State of the address. This default to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 30 characters. Database Field: ERPx_MFAddress.State. |
| Zip | Identifies the Zip Code of the address. This default to blank and is not required to Save. This field is always enabled on edit, does not have to be unique, and must be <= 15 characters. Database Field: ERPx_MFAddress.Zip. |