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 phone numbers and contact names. In addition, each address can specify its own shipping location, or ship ID, to indicate where a vendor should ship items that have been purchased.
Set up this screen when Costpoint Purchasing is initialized, and maintain it when changes are needed to the existing locations. Before initializing this function, establish the following System Codes in Costpoint System Administration: Countries, States/Provinces, Postal, and Sales Tax Codes.
Enter an identifier for the branch location containing up to 12 alphanumeric characters. This is a required field.
Enter 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.
Use the fields in this group box to maintain addresses and related information for the branch location.
Select the New Line button on the toolbar and enter an address code for this branch location. The code can be a maximum of 10 alphanumeric characters. This is a required field and must be established before the Contacts subtask can be maintained.
Enter a unique ID containing up to 20 alphanumeric characters. The ship ID will identify the corresponding address as a valid location to which purchase order items can be shipped. You can also assign Ship ID information to vendors (in the Maintain Vendors screen), customers (in Costpoint Sales Order Entry), and warehouses (in Costpoint Inventory). You can view all ship ID information that has been established in the Display 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 the first address line for this branch location containing up to 40 alphanumeric characters. This is a required field.
Enter the second address line for this branch location containing up to 40 alphanumeric characters. This address line, as well as address line 3, is optional.
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. This is a required field.
Enter, or use Lookup to select, the state/province for this branch location address. The state/province must have been established in the Maintain States and Provinces screen in Costpoint System Administration. This is a required field.
Enter, or use Lookup to select, the postal code, not exceeding 10 alphanumeric characters for this branch location address. The code must have been established in the Maintain Postal Codes screen in Costpoint System Administration. This is a required field.
Enter, or use Lookup to select, the country, not exceeding eight alphanumeric characters for this branch location address. The value "USA" will automatically default but can be changed. This is a required field.
Enter, or use Lookup to select, the sales or value added tax code, not exceeding six alphanumeric characters, for this branch location address. This is a required field when a ship ID has been entered.
This non-editable field displays the description for the sales or value added tax code.
Enter a phone number, not exceeding 25 alphanumeric characters, for this branch location address code. This field is optional.
Enter a fax number, not exceeding 25 alphanumeric characters, for this branch location address code. This field is optional.
Enter an additional number (e.g., home, emergency), not exceeding 25 alphanumeric characters, for this branch location address code. This field is optional.
Enter "Y" (Yes) to indicate that the address entered for this code is a bill-to address. The system default is "Y." Enter "N" (No) to indicate that this address is not a bill-to address; or enter "D" to designate the address as the default bill-to address. The default bill-to address will be provided when branch location addresses are associated with buyers in the Buyers screen. The default is also provided during purchase order entry after you have entered the branch location in the Address subtask of the Enter POs screen.
The bill-to address can be printed on the purchase order. The option to print the bill-to address is included in the PO Print Options screen.
Enter "Y" (Yes) to indicate that the address entered for this code is a return address. The system default is "Y." Enter "N" (No) to indicate that this address is not a return address, or enter "D" to designate the address as the default return address. The default return address will be provided when branch location addresses are associated with buyers in the Buyers screen. The default is also provided during purchase order entry after you have entered the branch location in the Address subtask of the Enter POs screen.
The last name, first name, title, phone number, fax number, other number, and any comments entered in the Contacts subtask for this branch location will be displayed in this group box. These fields can only be maintained in the Contacts subtask.
Select this pushbutton to maintain contact names for a branch location.