Use this screen to set up all the remittance addresses used by your company.
A remittance address is any address where you want customers to send payments. If you have a lock box where payments should be sent, you must first set up a remittance address in this screen for your financial institution.
Once you have created all the remittance addresses, you can set up your project billing information. Once you have assigned projects a Remittance Address in the Project Billing Information screen (Projects\Maintain\Billing), any changes you make in this screen automatically take effect for all projects that use that remittance ID.
Set up this screen before you enter project billing information and before you calculate bills. The Remittance Address is a required field in the Controls tab in the Project Billing Information screen (Projects\Maintain\Billing), so you will need at least one remittance address in this screen before you can set up project billing information.
You can use this screen to add a new remittance address at any time. If you change a remittance address after billings have been calculated, then you must recalculate the billings in order to reflect the address change.
Can I change the information in this screen and what happens if I do?
You can change the information in this screen at any time. If you have already calculated billings and need to change the remittance address, you must recalculate the billings before the change will display on the bills.
The remittance address code is stored in the BILL_INVC_HDR_HS table and is included on retroactive or reversed billings. The Reverse Previous Bills (Projects\Process\Billing)and Calculate Retroactive Bills (Projects\Process\Billing)processes will use the remittance code in the BILL_INVC_HDR_HS table to retrieve the data currently stored in the Remittance Addresses screen.
Where is the information in this screen used?
The Remittance Address code is a required field in the Project Billing Information screen (Projects\Maintain\Billing). Therefore, you must initialize at least one remittance address before you can set up the Project Billing Information screen for any of your projects. The remittance address information will automatically be printed on the bill using the data entered in this screen.
Use the fields in this block to enter the remittance ID and the remittance description information.
Remittance ID *
Enter a unique code of up to six alphanumeric characters to identify the remittance address.
You cannot delete a remittance ID once the remittance ID has been used on an invoice. You can change the address information, however, and it will become effective for all projects that use that ID in the future.
Enter a description of up to 30 alphanumeric characters for this remittance address.
Use the fields in this block to enter name and address information to associate with the remittance code.
Name *
Enter a name of up to 40 alphanumeric characters to associate with this remittance address.
Enter address information up to 40 alphanumeric characters.
Do not enter city, state/province, country, or postal code information on these lines; enter this information in the fields reserved for them.
Enter the city for this address up to 25 alphanumeric characters.
If you skip ahead to enter the postal code first and that postal code has already been used in the system, the city information will automatically display. You can edit the displayed data, but your changes will not change the data in the Postal Codes screen (Administration\Maintain\Codes).
Enter, or use Lookup to select, the state/province for this address.
Data entered in this screen will be validated against the data in the States and Provinces screen (Administration\Maintain\Codes). If you have already entered the postal code, and the postal code has been used previously in the system, the state/province information will automatically display.
You can edit the displayed data, but your changes will not alter the data in the Postal Codes screen (Administration\Maintain\Codes).
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Note: You can use this field for foreign addresses to indicate some specific delivery location, such as a county in the United Kingdom. |
Enter, or use Lookup to select, the postal code for this address.
You can use up to 10 alphanumeric characters. Note that the postal code has a function that will display the city, state/province, and country code if this data has not already been entered.
The first time a postal code is used, the system will store the city, state/province, and country code in its table. Thereafter, if you enter the postal code first, the system will automatically display the other information. You can edit the displayed data, but your changes will not alter the data in the Postal Codes screen (Administration\Maintain\Codes).
Enter, or use Lookup to select, the country code for the address.
Data entered in this field will be validated against data in the EU Countries screen. If you have already entered the postal code, and the postal code has been used previously in the system, the country code will automatically display. You can edit the displayed data, but your changes will not alter the information in the Postal Codes screen (Administration\Maintain\Codes).
* A red asterisk denotes a required field.
Changes to this screen update the BILL_REMIT_ADDR table.
