The Address Chooser screen displays, as shown below.
You can change the ship-to address of the customer for a specific order line. You can also view the address history, mark an address as “bad,” select a primary address from a list of addresses, delete an address, and create a new address.
When Personify displays a single address associated with a customer (assuming no other considerations apply, such as for directory use or for billing or shipping purposes), the address displayed is the primary address. If a customer has only one address, then that address is considered the primary address by default. If a customer has more than one address, then the addresses are ranked in order using to the Priority Sequence field. The address with the lowest Priority Sequence number is used as the primary address.
Every order in Personify requires a Bill-To address and a Ship-To address. Each customer must have one address designated as the Bill-To address and one address designated as the Ship-To address. These addresses are used as the default addresses when an order is created for the customer.
· If the customer has only one address, then this address will be, by default, both the Bill-To and the Ship-To address.
· If the customer has more than one address, then the Bill-To address may be the same address as the Ship-To Address, or they may be different addresses from each other.
When an order is created for a customer, the Bill-To address for the customer is used as the Bill-To address for the order, and likewise for the Ship-To address. At any time, whether when creating the order or some later point, the Bill-To and Ship-To addresses for the order may be changed to any other address, even to an address for a different customer.
On the Order Entry screen, click Change Line-level Ship-to from
the Work with Line Items task category.
The Address Chooser screen displays, as shown below.
From this screen, you can perform the following tasks:
· Edit this Address – Click to edit the address. When finished, click Save and Close.
· Mark this Address as Bad – Click to mark the current address as bad. This address will remain associated with the customer via address history, but other users will know to not use this address.
· Make this the Primary Address – Click to make the above address the primary address.
This
option is not available for One-Time addresses.
· Delete this Address – Click to delete the address.
· View Address History – Click to view the history of addresses for the customer. From here, you can review the address change details and revert to an old address.
· Create a New Address – Click to create a new address for the customer.
· Include Bad Addresses – Select this checkbox to view the bad addresses as well as the good addresses.