to select, an identifier for the branch location containing up to 12 alphanumeric characters. This is a required field. Choose characters for your branch ID that help identify the type of selections you made on the screen.Use this screen to establish and maintain separate branch location information for the company. Any branch location can have many addresses, including an order address, remit-to address, and bill-to address. Each address can have multiple telephone numbers and contact names. In addition, each address can specify its own shipping location, or ship ID, to indicate where vendors should ship items.
Before you use this application, you must establish country, state/province, postal, and sales tax codes in Costpoint.
Use the fields in this block to create a new branch ID or to retrieve a previously saved one. A branch ID represents a set of screen selection parameters. After you have saved a branch ID and its related parameters, you can retrieve them using Query.
Enter, or click to select, an identifier for the branch location containing up to 12 alphanumeric characters. This is a required field. Choose characters for your branch ID that help identify the type of selections you made on the screen.
When you save your record, all the selections made on the screen are stored with the branch ID. Later, you can retrieve the branch using Query.
Enter, or click to select, a name for the branch location containing up to 40 alphanumeric characters. This is a required field.
Enter a description of the branch location containing up to 30 alphanumeric characters.
Click 
to create a new line, and enter an address code for this branch location. The code can be a maximum of 10 alphanumeric characters.
Select this check box to indicate if the Ship ID is active.
Enter a unique ID containing up to 20 alphanumeric characters. The ship ID identifies the corresponding address as a valid location where you can receive shipments.
You can assign ship IDs for vendors on the Manage Vendors screen, customers on the Manage Customers screen, and warehouses on the Manage Warehouses screen. You can view all ship IDs on the View Ship IDs screen.
Enter a description for the ship ID containing up to 30 alphanumeric characters. This description is required when a new ship ID is added.
Enter, or click to select, the sales or value added tax code, up to six alphanumeric characters for this branch location address. Establish sales tax and VAT codes on the Manage Sales or Value Added Taxes screen. This is a required field when a ship ID is entered.
This field displays the description for the sales or value added tax code.
Enter the first address line for this branch location containing up to 40 alphanumeric characters.
Enter the second address line for this branch location containing up to 40 alphanumeric characters.
Enter the third address line for this branch location containing up to 40 alphanumeric characters.
Enter the city for this branch location address containing up to 25 alphanumeric characters.
Enter, or click to select, the state/province for this branch location address. Establish states/provinces on the Manage States and Provinces screen.
Enter, or click to select, the postal code, up to 10 alphanumeric characters for this branch location address. Establish postal codes on the Manage Postal Codes screen.
Enter, or click to select, the country, up to eight alphanumeric characters for this branch location address. Most other countries are already defined in Costpoint, but you can establish additional country codes on the Manage Countries screen.
Select the Bill To Addr value from the drop-down list. The following are the values:
Yes - Indicates that the address entered for this code is considered as bill-to address. This is the default value.
No - Indicates that the address is not a bill-to address
Default - select this to designate the address as the default bill-to address. The default bill-to address is provided when branch location addresses are associated with buyers on the Manage Buyers screen. The default is also provided during purchase order entry after you have entered the branch location on the Manage Purchase Orders screen.
Use the Configure Purchase Order Print Options screen to select to have the bill-to address print on purchase orders.
Select the Return Addr value from the drop-down list. The values are:
Yes - Indicates that the address entered for this code is considered as the return address. This is the default value.
No - Indicates that the address is not a return address
Default - select this to designate the address as the default return address. The default return address is provided when branch location addresses are associated with buyers on the Manage Buyers screen. The default is also provided during purchase order entry after you have entered the branch location on the Manage Purchase Orders screen.
Enter a telephone number for this branch location address code, not exceeding 25 alphanumeric characters.
Enter a fax number for this branch location address code, not exceeding 25 alphanumeric characters.
Enter an additional number (for example, home, emergency) for this branch location address code, not exceeding 25 alphanumeric characters.
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Subtask |
Description |
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Contacts |
Click this link to open the Contacts subtask for the current record. |