web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / SOP - Set Up of the In...
Microsoft Dynamics GP (Archived)

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

(1) ShareShare
ReportReport
Posted on by KDrost 7

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

*This post is locked for comments

I have the same question (0)
  • Almas Mahfooz Profile Picture
    Almas Mahfooz 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
    Shannon Aune 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans