Hi
In the Receivables Transaction Entry window the Address ID seems to default to whatever is setup as the default customer address on the customer card. The users would like it to default to the address id that is setup for the Bill To on the customer card. Is this possible?
I know you can change which address id is used when you use this window but the users don't want to do that.
Thanks
Jennifer
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Sounds more like you need to put security in place so that not everyone has access to change the Customer Maintenance window. You can change so that employees can inquire on that window, but only certain people in the organization should have the ability to make changes. In most organizations only one person can add a customer or a vendor, everyone else sees the Inquiry window.
Hi Susan
Thanks for the reply. The issue they are having sometimes is someone will go into the customer maintenance window and change what the default address id is. Then when they use the receivables transaction entry it pulls whatever the default is and the user doesn't notice it isn't the correct address to be used and then the transaction gets mailed to the wrong address. The users know they can change it when entering in a transaction but don't always check that the correct one is selected. So, your solution works until someone goes into the customer maintenance window and changes what the default address is. So, I was looking for a way on the receivables transacton entry window to make the address default to the Bill To address.
Thanks
Jennifer
you can run a sql statement that changes the address id.
You are working on the Customer Master (RM00101).
You could run the following SQL statement:
update RM00101 set ADRSCODE ='Bill To'
or whatever you called your Bill to Address. Then all what is going to show in your Customer Maintenance window will be the Bill to Address.
Why do they have an issue with the Id. When they go to run invoices it picks up the ship to, when you run statements you tell it what address id to choose.
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