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Suggested Answer
Xavier Williams asked a question on 5 Feb 2015 9:03 AM

Hello,

We are trying to change the default billing address for TM project and it doesn't seem to update the default when entering bills for a customer.  Does anyone know how we can have a different Bill To address populate for each contract?

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Suggested Answer
BABU BASKARAN responded on 5 Feb 2015 10:13 AM

Hi Xavier,

Have you added the mutiple address id on customer(Debtor) maintenance.  Once you add it if you wanted one address defaulted on Project Billing please select the following

Bill To on the maintenance window.

Enter or select an address ID for the customer's bill-to address if an address other than the primary address is used for billing purposes. Click the Bill To link to view more information.

If you wanted to change the Bill to while Project Billing please press look up button on Bill to and change the BILL TO Address ID.

Best Regards,

Babu Baskaran

Financial Systems Manager

Please mark this as verified if it answers your question. Verifying the answer will help others who experience this same issue.

 

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Xavier Williams responded on 5 Feb 2015 10:26 AM

Thanks Babu.  What we're actually looking for is the ability to have different Bill To Addresses based on the Contract.  On the Contract form, we have a field called "Address ID" which lets you select an address for the contract.  I was hoping to have the Bill To address default from this field.  If we change the default for the Customer record, it will change it for all Contracts.  We need a different default for each contract.

Thanks for your help.

Jason

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Suggested Answer
BABU BASKARAN responded on 5 Feb 2015 10:39 AM

Hi Xavier,

Yes you are correct you can add address ID on contract level but when you do billing the bill to ID comes from customer master default and not the address ID of contract.

Best Regards,

Babu Baskaran

Financial Systems Manager

Please mark this as verified if it answers your question. Verifying the answer will help others who experience this same issue.

 

Reply
Suggested Answer
BABU BASKARAN responded on 5 Feb 2015 10:13 AM

Hi Xavier,

Have you added the mutiple address id on customer(Debtor) maintenance.  Once you add it if you wanted one address defaulted on Project Billing please select the following

Bill To on the maintenance window.

Enter or select an address ID for the customer's bill-to address if an address other than the primary address is used for billing purposes. Click the Bill To link to view more information.

If you wanted to change the Bill to while Project Billing please press look up button on Bill to and change the BILL TO Address ID.

Best Regards,

Babu Baskaran

Financial Systems Manager

Please mark this as verified if it answers your question. Verifying the answer will help others who experience this same issue.

 

Reply
Suggested Answer
BABU BASKARAN responded on 5 Feb 2015 10:39 AM

Hi Xavier,

Yes you are correct you can add address ID on contract level but when you do billing the bill to ID comes from customer master default and not the address ID of contract.

Best Regards,

Babu Baskaran

Financial Systems Manager

Please mark this as verified if it answers your question. Verifying the answer will help others who experience this same issue.

 

Reply