button next to an address
name to expand an address section. Only one address section can be expanded
at a time. Use the Same as Main Address check
box when Mailing and/or Billing addresses are the same as the Main Address.Make the following menu selections to display this tab:
eFinancials—Setup—GL Setup—Companies—Addresses
Tab or
ePO—Setup—Companies—Addresses
Tab
Use this tab to set up or edit Main, Mailing, and Billing address and contact information for the company. The address information you enter on this tab displays in grids and prints on reports.
Fields
Click the arrow button next to an address
name to expand an address section. Only one address section can be expanded
at a time. Use the Same as Main Address check
box when Mailing and/or Billing addresses are the same as the Main Address.
Main Address
Main Address
Enter the main address for the company, using up to three lines.
Example:
81 Forests Path
Main Office
Zip / City / State
Enter the zip code, city, and state for the company. Use the two character abbreviation for state.
Country
Enter the country for the company main address.
Contact Title / First Name / M.I. / Last Name / Suffix
Enter up to three lines for the name of the contact at the company.
Example:
Mr. Gregory C. Fortunato Sr.
Phone
Enter the phone number for the contact, beginning with the area code. For US numbers, enter the 10 digit number with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Fax
Enter the facsimile phone number for the contact, beginning with the area code. For US numbers, enter 10 digits with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Enter the email address for the contact using a standard email format.
Example:
UserName@company.com
Mail Address
Same as Main Address (check box)
This option defaults as checked.
Checked (default) - The system uses the information for Main Address, including contact information, as the Mail Address. This address and contact information displays automatically in the Mail Address and Contact fields, but is not editable unless you uncheck this box.
Unchecked - Uncheck the box when the Mail Address, including contact information, is not exactly the same as the Main Address. When you do, the fields become editable. Then, make changes to the fields, as applicable.
Mail Address lines 1-3
The mailing address for the company, using up to three lines. Refer to Same as Main Address (check box) for more information.
Example:
XYZ Company
P. O. Box 6700
Zip / City / State
The zip code, city, and state in which the mailing address for the company is located. Refer to Same as Main Address (check box) for more information.
Country
The country for the mailing address of the company.
Contact
Refer to Same as Main Address (check box) for more information.
Title / First Name / M.I. / Last Name / Suffix
Enter the name of the contact at the mailing address for the company. For example:
Mr. Gregory C. Fish Sr.
Phone
Enter the phone number for the contact, beginning with the area code. For US numbers, enter the 10 digit number with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Fax
Enter the facsimile phone number for the contact, beginning with the area code. For US numbers, enter 10 digits with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Enter an email address for the contact at the mailing address using a standard email format. For example, UserName@company.com.
Billing Address
Same as Main Address (check box)
This option defaults as checked.
Checked (default) - The system uses the information for Main Address, including contact information, as the Billing Address. This address and contact information displays automatically in the Billing Address and Contact fields, but is not editable unless you uncheck this box.
Unchecked - Uncheck the box when the Billing Address, including contact information, is not exactly the same as the Main Address. When you do, the fields become editable. Then, make changes to the fields, as applicable.
Billing Address lines 1-3
The Billing Address for the company, using up to three lines. Refer to Same as Main Address (check box) for more information.
Example:
XYZ Company
P. O. Box 14000
Zip / City / State
The zip code, city, and state in which the Billing Address for the company is located. Refer to Same as Main Address (check box) for more information.
Country
The country for the Billing Address of the company.
Contact
Refer to Same as Main Address (check box) for more information.
Title / First Name / M.I. / Last Name / Suffix
Enter the name of the contact at the Billing Address for the company. For example:
Mr. Gregory C. Fish Sr.
Phone
Enter the phone number for the contact, beginning with the area code. For US numbers, enter the 10 digit number with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Fax
Enter the facsimile phone number for the contact, beginning with the area code. For US numbers, enter 10 digits with or without formatting, including dashes or parentheses around the area code. US phone numbers are displayed in the format (xxx) xxx-xxxx. For International phone numbers, first enter a plus sign + and then the system allows entry of 7 to 15 digits, separated by spaces if preferred. No formatting is applied to international phone numbers, which are displayed as entered.
Examples:
(813) 555-123-4567
+ 011 44 1234 567890
Enter an email address for the contact at the Billing Address using a standard email format. For example, UserName@company.com.
Save
Click to save changes.
See Also
Setup Companies - Simplified Setup
Edit Company Tabs - Simplified Setup
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