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Microsoft Dynamics GP (Archived)

SOP - Set Up of the Invoice and Statement Documents regarding Customer addresses

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Hello,

We currently collect 4 different categories of addresses from our customers. Our printed/pdf Invoice has 2 addresses on it and our statement, one. 

I would like to find where these defined/categorized addresses are set up, where I would set up a new category. 

I then would like to change the category of address on all Invoices and all Statements, for example, from "MAILING" to "BILLING".

I apologize in advance - first, I know everyone doesn't have the same categories as we do, secondly this might be back end changes I can't access or the documents or forms might be individualized just for our company and I will need our contact business vendor or my IT department to change this. I have done research, googling and asking in house and am running into walls. 

I do see where I can change individual customers to direct their statement to a different address, but I would like to do it for all customers in a certain Class. 

Any help would be great. TYIA

KD

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I have the same question (0)
  • Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

    If you are looking for someone to do this task, l can do this for you. contact me at my email.

  • Suggested answer
    Shannon Aune Profile Picture
    Microsoft Employee on at

    Hi  KD,

    I believe what you are asking is how you can update the Address ID for your customers on a global level, however as you mentioned there is not a way to do that in GP using a utility or even a class ID. It is something that would need to be done through SQL, so you would want to work with your IT group, and try your options in a Test company that is created from a backup of Production before attempting any changes in Production directly.

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