HOW TO - Add a BillTo Child to a customer

Modified on Thu, 01 Aug 2013 13:10 by hmontgomery Categorized as Address Book, Attributes

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===General Information===

'''Default Menu Location''' Maintain >> Address Book >> Organizations

[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Organization Screen - ABIS.jpg|Organization screen]

====Procedures====

* '''STEP 1:'''  Click the Organization icon located in the [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Tool Bar - Organization icon.jpg|Adjutant Tool Bar].  This will display the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Organization Screen - ABIS.jpg|Organization screen]'''.

* '''STEP 2:'''  Click '''New''' 

* '''STEP 3:'''  Add the location information into the corresponding fields.  You may leave the '''ID''' field blank.  Click '''Save''' when finished.  If the location is only an address, enter the address information into the '''Address''' field.  The system will automatically assign an ID and a Name (same as address).

* '''STEP 4:'''  Enter the customer name in the field highlighted below  

[imageauto||{UP}/billto.png]

* '''STEP 5:'''  Select '''BillTo''' from the '''Attributes''' list

[imageauto||{UP}/billto.png]

* '''STEP 6:'''  Click the '''Add to Parent List''' button next to the Parents text box. This will create the Parent-Child Ship To relationship and assign a Ship To attribute to your new location.

[imageauto||{UP}/billto3.png]

* '''STEP 7:'''  Click the BillTo attribute to fill out any additional info relevant to the location. Click '''Save''' when finished.

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HOW TO - Add a BillTo Child to a customer