How to Add, Modify, or Delete a Ship-To Location for a Customer in Accounts Receivable for Sage 300
Before You Start
- Identify the customer number for which to add a shipping location.
- Decide on the code to use to identify the new ship-to location.
You can change all the information in a ship to record for a customer except the ship to code. - If you plan to delete a ship-to location, or set it inactive, make sure it is not used on any unposted documents.
Tip: Assign different ship-to locations on the unposted documents.
To add a ship-to location:
- Open Accounts Receivable > A/R Customers > Ship-To Locations.
- In the Customer No. field, enter the customer number, and then press Tab.
- Click the New button.
A separate A/R Ship-To Locations screen opens, which you use to enter complete details for the new ship-to location record. - In the Ship-To Location field, type a unique code to identify the ship-to location, and then press the Tab key to move to the next field.
- Type a description for the location.
- Fill out the fields on each tab.
Information from these fields are used as defaults when you specify the ship-to location code on invoices and recurring charge records.
Note: To designate the current ship-to location as the primary one for the customer, select the Primary Ship-To option on the Address tab. - When you have finished, click Add.
- When you have finished adding ship-to locations, click Close to return to the list of ship-to locations, and then click Close again.
To edit an existing ship-to location:
- Open Accounts Receivable > A/R Customers > Ship-To Locations.
- In the Customer No. field, enter the customer number, and then press Tab.
- Select (highlight) the ship-to location you want to edit, and then click Open.
- Make your changes.
Note: If you use multicurrency accounting, you can change the tax group only to a tax group that uses the customer’s currency. - Click Save.
- When you have finished editing ship-to locations, click Close to return to the list of ship-to locations, then click Close again.
To delete a ship-to location:
- Open Accounts Receivable > A/R Customers > Ship-To Locations.
- In the Customer No. field, enter the customer number, and then press Tab.
- Select (highlight) the ship-to location you want to edit.
- Click Delete.
After adding or modifying
- Print and file the updated “Printing the A/R Ship-To Locations Report” (page 323).