Order Entry - Process - Billing

The Billing (ALT-L) tab contains contact information for your company or branch location to be used for billing purposes. Default information can be specified in the Branches Maintenance form on the Bill-to tab. This may be optionally set to match the master branch's billing address.

Main Menu > Purchasing > Order Entry, Process (F12), Billing (TAB)

Address Fields

Formatting of address fields are determined by parameters as well as your computer's region and language settings. The address appears differently based upon whether your company is located in the United States, Canada, or the United Kingdom. The same address control is used in a wide range of transactions and forms; however, each area may use the address differently. Branches, customers, contacts, jobs, and vendors all have associated address data.

Address_Control

Name

This is the name associated with the address and is typically the first (top) line when an address is printed or displayed. This part of the address can be up to 50-characters in length.

In some cases, the "Name" address field performs additional functions that might not be obvious. For example, when adding a new customer, the name becomes the default for the "sort name" field and also the name of the "primary contact" for the account. The sort name can then be modified so that it is different from the address "name;" however, changes to either the "name" or the name associated with contact zero automatically update to keep both fields the same.

Company

This is the company name associated with the address (if any). If supplied, the company prints/displays below the "name" and above the address lines (1 & 2). This part of the address can be up to 30-characters in length.

Note: if the "company" and "name" for an address match exactly, the text value is only printed once on documents to avoid unnecessary repetition.

Address Line 1

This is the first of two (2) lines provided for the address. Both are optional. Usually, when an address is displayed or printed on a document, an address line is only shown when it has been assigned a text value. This is done to avoid unnecessary blank spacing between address lines. This part of the address can be up to 30-characters in length.

Address Line 2

This is the second of two (2) lines provided for the address. Both are optional. Usually, when an address is displayed or printed on a document, the address line is only shown when it has been assigned a text value. This is done to avoid unnecessary blank spacing between address lines. This part of the address can be up to 30-characters in length.

City

This text area is reserved for the "city" (city, town, village, etc.) part of the address. This part of the address can be up to 30-characters in length.

State or Province (Code)

This portion of the mailing address varies based on your software region setting located under the Parameters database (United States vs. Canada) or your computer's globalization setting. When shown, it is a postal abbreviation used for the state, province, or territory where the address is located. When using a zip code database, entry of a zip code ("postal code" in Canada) can result in this field automatically completing. Listings of state and province codes also include territories. This part of the address can be up to 2-characters in length. In some cases, the printed address will only show the state/province if the "city" part of the address is also present.

Upon request, support can enable a parameter that would include country codes in addition to the state or province code.

States, provinces, and country codes are grouped together. If your company is located in Canada, province codes are listed first in the drop down followed by states and then countries (if enabled). In the United States, state codes are listed first followed by Canadian provinces and then country codes (if enabled). If your company is located in the United Kingdom (UK), this field is not shown nor is it typically printed. There is no "UK" parameter setting. If you are located in the United Kingdom, the software uses the region and language settings of your computer as well as the database region (in certain cases).

Postal Code (aka. ZIP Code or Postcode)

In certain cases, postal (ZIP) code changes can trigger other changes such as setting the sales tax location. This part of the address can be up to 10-characters in length. In North America, the zip code is numeric and is listed to the right of the city and state/province. In the United Kingdom, the postcode is printed as a separate line (the last or bottom line of the address).

Delivery Point

The USPS (United States Postal Service) assigns delivery points in addition to the zip + 4 codes as a way of designating multiple delivery points at the same address (4 offices in the same building -- or -- 2 apartments in the same house, for example). Delivery points are not typically printed (except for Canadian users in certain cases) but are included when POSTNET bar-coded mailing labels are printed. Usually, this is a single digit added to the end of the ZIP code, ZIP+4 code, or a combination of both codes when printing a barcode. Typically, a check digit is also added after the delivery point (if included). This part of the address can be up to 4-characters in length.

For Canadian users, the delivery point field has an alternate use (see below):

clip1558 Settings for Canada

If your company is located in Canada (and assigned to the Canada regional parameter), the delivery point can be used to add a country notation to addresses on documents. If the delivery point is US, USA, or CAN, these is printed with most document addresses. Again, this is only done for Canadian systems (as determined by the "Canada" system parameter).