Click Close to close the screen.
If you are working with a list of ship-to locations (on the screen that opens when you choose the Ship-To Locations icon), specify the customer number, select the location on the table, and then click Delete.
If you are working with a ship-to locations record (on the screen that opens when you click Open or New on the initial screen), specify the customer number and the ship-to location, and then click Delete.
To create a new ship-to location record for a customer, specify the customer number, and then click New.
This button is available on the screen that opens when you choose the Ship-To Locations icon.
To view a specific ship-to location record, specify the customer number, select the location on the table, and then click Open.
Type the number of the customer for whom you are adding, editing or viewing a ship-to location, or use the Finder or the navigation buttons beside the Customer Number field to select the number.
This field contains a code that is used to identify the ship-to location.
If you are adding a new ship-to location record, you type a code of up to six characters in this field, and then type a description in the adjacent field.
Each of the location codes for a single customer must be unique, but you can use the same codes for different customers. This means you can use standard codes to represent cities or suburbs, or location types for offices, stores, warehouses, or factories.
You select the code in the Invoice Entry screen and the Recurring Charges screen to assign a ship-to location to a document.
This tab is available on the screen that appears when you click Open or New on the initial A/R Ship-To Locations screen.
The address in the customer record or national account is usually the address that is printed on invoices and statements for the account.
When customers belong to a national account, the address in the customer record is usually the billing address for the national account. You use ship-to locations to record the customer's actual address. You also use ship-to locations if the customer has more than one address.
Type the name of the city where the customer resides or where you ship goods.
You can enter the name of the city in other address lines. However, the customer address on your statements, letters, and labels may not appear correctly. Also, if you export data to use in other programs, the field is more useful when you use the field consistently for the city.
Specify the name of the country where the business is located.
You use this field to record the fax number, if any, for your customer, national account, or ship-to location.
The field includes area code parentheses and hyphens if you selected the Format Phone Number option for the company in the Company Profile screen in Common Services.
Select this option if you do not want to use the ship-to location, usually because you plan to delete the record and do not want to assign it to transactions you enter for the customer in the Invoice Entry screen.
Note: You cannot set the ship-to location inactive if any unposted documents use the ship-to code. Therefore, before you set the record Inactive, assign a different ship-to code to any unposted documents that use the ship-to location.
This information field displays the date of the last change made to the ship-to location. You do not make an entry in this field.
Select the Primary Ship-To option to designate a particular ship-to location as the primary ship-to location for a customer.
Accounts Receivable then uses the shipping information from this ship-to location record as the default entries when you set up a recurring charge record or create an invoice for the customer. Order Entry also uses these defaults when you process an order for the customer.
This field contains the name of the state or province where the business is located. You can type up to 20 characters in the field, including spaces.
This field usually contains the telephone number at the place of business of the customer, national account, or ship-to location.
The field includes area code parentheses and hyphens if you selected the Format Phone Number option for the company in the Company Profile screen in Common Services.
Use this field to store an optional two-character territory code that your company uses to identify or sort customer accounts in a way that is not otherwise available in Sage 300 Accounts Receivable. You can also assign a territory code to the ship-to locations you create for the customer.
You maintain the information associated with each territory code outside Accounts Receivable, but you can use the code to select customers when printing Accounts Receivable reports and statements.
Type the zip code or postal code for the address.
This tab is available on the screen that appears when you click Open or New on the initial A/R Ship-To Locations screen.
This field usually contains the name of a contact person, position, or department for the customer, ship-to location, or national account.
You can also leave the field blank or enter other information in it, using up to 30 characters.
You use the E-mail field to enter the e-mail address for your contact at the ship-to location.
You use the Fax field to enter the fax number, if any, for your contact at the ship-to location.
The field includes area code parentheses and hyphens if you selected the Format Phone Number option for the company in the Company Profile screen in Common Services.
This field usually contains the telephone number at the place of business of the customer or national account.
The field includes area code parentheses and hyphens if you selected the Format Phone Number option for the company in the Company Profile screen in Common Services.
This tab is available on the screen that appears when you click Open or New on the initial A/R Ship-To Locations screen.
Use the salespersons fields on the Invoicing tab to:
- Assign up to five salespeople to each location.
- Indicate the percentage of sales and returns totals to allocate to each sale.
To enter salesperson information, type the salesperson number or select it from the Finder, then type the percentage.
To move to the next line, press Tab or click the next Salesperson Number field.
To delete a salesperson assignment, highlight the line, then press the Delete key on your keyboard.
The salesperson information you enter in a ship-to location record appears in the Invoice Entry screen when you specify the location. You can change the salesperson numbers and percentages as needed for particular invoices.
You do not have to enter salesperson information for ship-to locations, and you can change any salesperson information you enter in the record at any time.
Use the field to assign a Sage 300 Inventory Control price list to the customer or location. You can also enter other information in the field or leave it blank.
This field is not related to the price list, if any, that you create in Accounts Receivable.
Enter a description of the FOB point, using up to 30 characters.
The inventory location you specify in this field is used as the default for transactions you enter in Order Entry for the customer or ship-to location, unless you specify a template for the transaction.
Type the percentage of the customer's transaction totals to allocate to each salesperson.
The percentages you assign must add up to 100%.
The salespersons and percentages you assign to a customer group record appear as defaults when you add a new customer record for the customer group.
The salespeople and percentages you assign to a customer record or ship-to location appear as defaults on the Sales Split tab on the Invoice Entry screen when you enter transactions for the customer or for the customer's ship-to location, but you can change the information for a particular invoice, credit note, or debit note.
The Salesperson Name field displays the name entered in the Salespersons record for each salesperson code.
You cannot change any of the names on this tab. (Use the Salespersons screen to change salesperson names.)
Use the Salesperson Code column to specify the salespersons who are responsible for the customer's account. You can type the code or select it using the Finder.
You can select up to five salespeople, but you must select salesperson codes that are defined in Accounts Receivable.
The salespersons specified for the customer group appear as default entries for new customer records you add to the group.
Salespersons specified for a customer appear as default entries for new ship-to location records you add for the customer.
This is the method you use to ship goods to the ship-to location, such as courier or air freight. You can specify a ship via code that you set up in Order Entry or that you maintain elsewhere, or you can leave the field blank. You can also enter a description of up to 30 characters to describe the ship-via method.
If you use Sage 300 Order Entry, you can type a code that you have set up in Order Entry or select it using the Finder. If you do not use Order Entry, you can enter a code that you maintain elsewhere. You can use up to 6 characters for the ship via code.
You can change this information when you are entering an invoice that uses the location. You can also print the ship via information on invoices.
You can enter any delivery information in the Special Instructions field, such as "Deliver before 3:00 p.m." or "Use small truck for deliveries." You can also use the field to record other information for the location.
You can enter up to 30 characters of special instructions. You can change this information when you are entering an invoice that uses the location, and you can print it on invoices.
Enter the tax group and tax information for all goods being shipped to this location. Customers are often subject to different taxes if the goods are shipped to different states or countries.
Once you select the tax group, make sure that the tax class for each taxing authority is correct for the ship-to location, and enter any registration numbers that apply.
This tab is available on the screen that appears when you click Open or New on the initial A/R Ship-To Locations screen.
Optional fields are available only if you use Transaction Analysis and Optional Field Creator.
You can accept the default optional fields that appear on the tab, or delete them. You can also add different optional fields that you have set up for use with each screen.
For more information, see About Optional Fields in Accounts Receivable.
Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
You use the A/R Ship-To Locations screen to store an almost unlimited number of ship-to locations for your customers, which you can select when entering invoices or defining recurring-charge records. You can use this screen to:
- View a list of ship-to locations assigned to a customer, including the name, address, and zip or postal code at each of the shipping locations defined for a customer. You can also see whether you have designated a primary ship-to location for the customer.
- Add addresses to which customers want you to send the goods they order. (Invoices and statements are sent to the address entered in the customer record.)
- Enter a name, e-mail address, phone number, and fax number for a contact person.
- Edit or delete existing ship-to locations.
- Designate an inventory location that Order Entry uses as the default location when you specify the ship-to location in a transaction in Order Entry.
- Designate a primary ship-to location for a customer. More...
- Assign optional fields that are set up for use with ship-to locations.
Ship-To Locations List
When you open the A/R Ship-To Locations screen (by double-clicking the Ship-To Locations icon in the Customers folder), an initial screen appears that lists all ship-to locations for a specified customer. The list provides a convenient summary of the ship-to locations added to Accounts Receivable for the customer.
You must drill down to the detailed Ship-To Locations screen to add or edit a ship-to location for a specified customer, as follows:
- If you want to add a ship-to location, you click the New button to open the detailed screen where you enter all the details for the new ship-to location record.
- If you want to edit an existing ship-to location record, either double-click the location on the table, or select the location, and then click Open.
Address Tab
Use the Address tab to change the ship-to location's address, contact name, telephone number, e-mail address, fax number, and territory code. It also lets you select a ship-to location as the primary ship-to location for a customer.
Contact Tab
Use the Contact tab to enter the name, telephone number, fax number, and e-mail address for a contact person at the ship-to location.
Invoicing Tab
Use the Invoicing tab to:
- Enter an optional shipping method or carrier and shipping instructions, including an FOB point, for the ship-to location.
- Assign a tax group and tax classes for the location and enter any tax numbers.
- Specify the salespeople who are responsible for the customer's account at the ship-to location, and the percentage of each of the customer's transactions that you allocate to each salesperson. You can change any of the salesperson information in the ship-to location record at any time.
When you select the ship-to location in the Invoice Entry screen, the salesperson information entered is used for the document. You can make any changes you need for the transaction in the Invoice Entry screen.
- Designate an inventory location that Order Entry will use as the default location when you specify the ship-to location in a transaction in Order Entry.
Optional Fields Tab
Note: This tab appears only if you have activated Sage 300 Transaction Analysis and Optional Field Creator.
Use the Optional Fields tab to:
- Assign ship-to location optional fields to store additional information that you want to keep with particular ship-to location records. (You define ship-to location optional fields using the Optional Fields screen in the A/R Setup folder.)
If any optional fields are set for automatic insertion in ship-to location records, they appear on the tab, along with their default values, when you add a new ship-to location record.
If you set up the same optional fields for ship-to locations as for customers, national accounts and customer groups, the program uses the values from the customer record as default values for the optional fields in the ship-to location record. You can accept or change the optional field values.
- Enter values for the optional fields that are assigned to the screen.
If you use exactly the same optional fields for invoices, customers, and ship-to locations, when you select a ship-to location for a document on the Invoice Entry screen, the optional field values from the ship-to location record are used for the document.