Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Every Customer can have multiple Address ID's associated to them. The Address ID stores data pertaining to the physical location, phone, and email.

Software Version: 2019.09.03 and newer

Page Header

Toolbar IconsDescription
DeleteDeletes 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 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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid LayoutOpens 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).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

HelpOpens the online WIKI help page for the current page. 

(lightbulb) This icon is only visible on pages that are documented in the online help.

NewOpens a new blank record for data entry.
FieldsDescription

Address ID

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.

The Address ID is used as a short description and identifier of the Customer Address account.

Linked Database Field: ERPx_ARCustomerAddress.AddressID

Address Line 1

The 'Address Line 1' property of the Address ID that is assigned. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.AddressLine1

Address Line 2

The 'Address Line 2' property of the Address ID that is assigned. This field is not required and is always editable from the Record View. 

Linked Database Field: ERPx_ARCustomerAddress.AddressLine2

Address Line 3

The 'Address Line 3' property of the Address ID that is assigned. This field is not required and is always editable from the Record View. 

Linked Database Field: ERPx_ARCustomerAddress.AddressLine3

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 field is always editable from the record view.

The Address Name is used as a long description/name of the Customer Address.

Linked Database Field: ERPx_ARCustomerAddress.AddressName

Address Type

The Address Type specific to the customer address. This field is a single select load on demand lookup and is required. If not assigned, the message “Request 1 (#MISSING#): Address Type is required” will be displayed on Save. This field is always editable from the record view.  

Linked Database Field: ERPx_ARCustomerAddress.AddressTypeEN

Carrier

The Carrier associated with the customer address. This field is a single select load on demand lookup. This field is not required and is always editable from the ‘Addresses’ tab of Customer Record View.  

Linked Database Field: ERPx_ ARCustomerAddress.CarrierSK

Checkbox

Used to select one or more records for delete or mass update.

City

The City of the customer address. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.City

Customer Class

The value of the 'Class’ property on the Customer record. This is a 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 by Customer but can be repeated across Customer Address accounts. Each Customer Address must be associated with a Customer ID.

Linked Database Field: ERPx_ARCustomerAddress.CustomerSK

Customer Name

The Customer Name associated to the customer address. This field is a single select load on demand lookup and is required. This defaults to blank for new records. If not assigned, the message "Customer is required." will be displayed on Save. This field is always editable from the 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. 

Linked Database Field: ERPx_ARCustomerAddress.IsDefaultShipToAddress

Email

The Email specific to the customer address. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.Email

Fax

The Fax Number of the customer address. This field is not required and is always editable from the Record View. 

Linked Database Field: ERPx_ARCustomerAddress.Fax

Freight Terms

The Freight Term specific to the customer address. This field is a single select load on demand lookup and is not required. This field is always editable from the record view.

Linked Database Field: ERPx_ARCustomerAddress.SOFreightTermsEN

Inside Salesperson


The Inside Salesperson specific to customer address. This field is a single select load on demand lookup and is not required. This field is always editable from the record view.  

This lookup contains a list of all the salespeople set up on the Salesperson LV where Type = ‘Inside Sales’. 

Linked Database Field: ERPx_ARCustomerAddress.InsideSalesPersonSK

Phone 1

The Phone number of the customer address. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.Phone1

Salesperson

The Salesperson specific to customer address. This field is a single select load on demand lookup and is not required. This field is always editable from the record view.  

This lookup contains a list of all the salespeople set up on the Salesperson LV where Type = ‘Outside Sales’.

Linked Database Field: ERPx_ARCustomerAddress.SalespersonSK

Site

The Site specific to the customer address. This field is a single select load on demand lookup and is not required. This field is always editable from the record view.

Linked Database Field: ERPx_ARCustomerAddress.SiteSK

State

The State of the customer address. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.State

Zip

The Zip Code of the customer address. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_ARCustomerAddress.Zip

Related Topics



 Page Definitions

Page Definitions


 Technical Details

Technical Details

  • No labels