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. 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: 2023.08.31 and newer

Page Header

Toolbar Icons	Description
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Grid Layouts	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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page.
New	Opens a new blank record for data entry.
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
Address	Identifies the ID of the Address for the associated Account. This is a single select lookup that identifies the Customer Address, displayed as: [Address ID] - [City], [State] - [Customer Name] ([Customer ID]). The lookup contains the list of all Customer Address IDs. If changed, the details below will be updated to reflect the new Address ID. Database Fields: ERPx_ARCustomer.Address.AddressID, ERPx_ARCustomer.Address.City, ERPx_ARCustomer.Address.State, ERPx_ARCustomer.CustomerID, ERPx_ARCustomer.CustomerDescription
Customer	Identifies the Customer assigned to the record, displayed as [CustomerID] - [Customer Name]. This is a non-editable lookup that identifies the Customer, displayed as [Customer ID] - [Customer Name] that the Address belongs to. This default from the Customer that was added on New. Database Fields: ERPx_ARCustomer.CustomerID + ERPx_ARCustomer.CustomerDescription

Properties Tab

Toolbar Icons	Description
Excel	Exports 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.
Fields	Description
Properties	Identifies the Property that is being set up.
Value	A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified.
Group: ID and Descriptions
Address Name	The Address Name is used to name an Address ID. This is a text box to assign/edit the value for the Address 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 <=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_ARCustomerAddress.AddressName
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. 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	Customer Address Types are used to classify Customer Address IDs by purpose. The Address Types include: Billing - Identifies the single address used for sending invoices. A Customer can only have one Address ID assigned with an Address Type of 'Billing' or 'Both'. Shipping - Identifies the address(es) used to ship product. Customers can have many Address ID assigned with an Address Type of Shipping. Both - Identifies an address that is used for both Billing and Shipping. A Customer can only have one Address ID assigned with an Address Type of 'Both'. Inactive - Identifies Address IDs that are no longer active. 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_ARCustomerAddress.AddressTypeEN
Address 1	Address Line 1 typically contains the primary address information such as the street address. 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	Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. 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	Address Line 3 is used for additional address information that could not be contained in Address Line 1 or 2. 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	The City identifies the value of 'City' in an address record. 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	The State identifies the value of 'State' in an address record. 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	The Zip identifies the value of 'Zip' (Zip Code) in an address record. 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	The Country identifies the 'Country' of an address record. 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	Used to record the primary phone number associated with an address. This is informational only. 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	Used to record the fax number associated with an address. This is informational only. 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	Email is used to record the email address(es) associated with an address. 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	Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. 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. 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
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. 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
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. Outside Salespeople typically work outside the office and are involved with face to face meetings with active and prospective customers. 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. Inside Salespeople typically work in the office and are involved with sales over the telephone, email, or other cyber communication methods. 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. Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions. 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. 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_SOFreightTerms.Name
Sales Order Freight Programs	This field is not used. Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN

Attributes Tab

Toolbar Icons	Description
Excel	Exports 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.
Fields	Description
Attribute	A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Customers).
Available	A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required it will display "Yes - Required" if it is optional it will display "Yes - Not Required".
Value	Identifies the value assigned to the corresponding attribute. Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Contacts Tab

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

Toolbar Icons	Description
Excel	Exports 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.
Fields	Description
Contact Type	Contact Types are used to classify Contacts. 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	Used to record the email address(es) associated with a Contact. This is informational only. 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	Used to record the fax number associated with a Contact. This is informational only. 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	Used to record the name associated with a Contact. This is informational only. 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	Used to record a note associated with a Contact. This is informational only. 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	Used to record the primary phone number associated with a Contact. This is informational only. 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

Sales Programs Tab

This tab shows the list of all Sales Programs that are applicable to the customer address. This grid is informational only, it is not editable.

Toolbar Icons	Description
Excel	Exports 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.
Fields	Description
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: Accrual: Accrual programs use Sales Transactions to automate rule-based journal entries that are included with the Sales transaction's Journal Entry and are not visible to the customer. They can be used for rule-based delivered freight, royalties, and other taxes that are paid for by the company. Brokerage: Brokerage programs use sales transactions to account for and store the details of an expense that will be paid to a vendor in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Broker Balance sub-ledger. When Brokerage programs are 'Settled', AP Invoices are created to debit the accrual account and credit the Vendor's Accounts Payable account. This moves the sub-leger balance from the Broker to the Vendor. Off Book: Off Book programs use Sales Transactions to automate rule-based entries to an Off Book sub-ledger. These balances can be paid (to a customer or vendor) in the future or written off. These programs do not impact the General Ledger when the Sales transaction is posted, and they are not visible to the customer. They only impact the General Ledger when they are Settled. When they are 'Settled', AP Invoices or AR Credit Memos are created to debit the programs assigned 'Expense Account' and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-leger balance from the Broker to the Vendor. These are often used to keep a tally of money that can be used for food shows and other marketing activities. Balances that are written off have no impact on the General Ledger. On Invoice: On Invoice programs automate adding additional line items to Sales Transactions (i.e., Promotional Discounts, Sales Tax, or rule-based Freight charged to a customer). These line items are included with the Sales transaction's Journal Entry and are visible to the customer. Rebate: Rebate programs use sales transactions to account for and store the details of an expense that will be paid to a vendor or credited to a customer in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Rebate Balance sub-ledger. When Rebate programs are 'Settled', AP Invoices or AR Credit Memos are created to debit the accrual account and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-leger balance from the Rebate to the Vendor/Customer. Open Rebates balances can also be applied to open sales transactions when applying payment receipts. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgramCustomerAddress.ProgramHeaderSK
Start	A textbox to identify if the 'Start Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.StartDate

Catalog Tab

This tab shows the list of Item Sets, containing the list of Items, that the customer address has rights to purchase.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
Excel	Exports 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.
New	Opens a new blank record for data entry.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Item Set	Displays the name of the Program's 'Item Set' that contains the sales line-item.

Favorites Tab

This tab shows the Favorite Items belonging to the customer address.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
Excel	Exports 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.
New	Opens a new blank record for data entry.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
# Substitute Items	A hyperlink that displays the count of the substitute items assigned to the Customer Favorite Item. This defaults to the text 'Add' and shows the count once one or more substitute items have been assigned. Clicking on the hyperlink opens the 'Assign Substitute Items' page.
Customer Item Description	A textbox that identifies the Item Description the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 105 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemDescription
Customer Item ID	A textbox that identifies the Item ID the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 50 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemID
Item	Identifies the Item, displayed as Item ID: Item Description. This defaults to blank, is required, is not editable after save, and duplicates are not allowed. The lookup contains a blank record and the list of all 'Active' Items. Database Field: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_ARCustomerFavorite.ItemSK,
Price UOM	Displays the unit of measure upon which the line item price is based. This defaults from the 'Sales - Price' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.PriceUOMSK
Seq.	A textbox that identifies the sequence the Favorite items will be displayed. This defaults to the next number based on the count of favorites for the Customer. This can only be edited by using Drag & Drop to move Favorite Items. Database Field: ERPx_ARCustomerFavorite.LineItemSort
Unit UOM	Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This defaults from the 'Sales - Units' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.UnitsUOMSK
Weight UOM	Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This defaults from the 'Sales - Weight' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.WeightUOMSK

Price Lists Tab

This tab shows the list of Price Lists the customer address is assigned to. They are listed in the sequence they are evaluated. Nothing within the grid is editable except the sequence the price lists are shown. The sequence can be changed using drag & drop.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
Excel	Exports 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.
New	Opens a new blank record for data entry.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Currency	A textbox to identify the Currency assigned to the Price List. This should always match the Currency assigned to the Customer. Database Field: ERPx_MFPriceListHeader.CurrencySK
Description	A textbox to identify the Price List's Description. Database Field: ERPx_MFPriceListHeader.Description
Freight Included	A Yes/No lookup to identify if the prices include freight or not. If "Yes" the prices are considered to be 'Delivered Price' if "No" the prices are considered FOB. Database Field: ERPx_MFPriceListHeader.IsFreightIncluded
Price List	A textbox to identify the unique identifier of the Price List. Database Field: ERPx_MFPriceListHeader.PriceListID

NorthScope

Customer Address Record View