A/R Ship-To Locations Screen

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.

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 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.

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.