As
of 7.5.0, if the ship-to address is changed on an invoiced order line
for any subsystem, the system will not recalculate sales tax.There are various reasons that a customer's address needs to be changed, such as the customer moved or there was a typo in the address. You can perform the following actions related to customer addresses:
· Change the address of the customer in CRM360®
When the system displays a single address associated with a customer (assuming no other considerations apply, such as for directory use or for billing or shipping purposes), the address displayed is the primary address. If a customer has only one address, then that address is considered the primary address by default. If a customer has more than one address, then the addresses are ranked in order using to the Directory Priority field on the Add/Edit Address screen. The address with the lowest Priority Sequence number is used as the primary address.
Every order in the system requires a Bill-To address and a Ship-To address. Each customer must have one address designated as the Bill-To address and one address designated as the Ship-To address. These addresses are used as the default addresses when an order is created for the customer.
· If the customer has only one address, then this address will be, by default, both the Bill-To and the Ship-To address.
· If the customer has more than one address, then the Bill-To address may be the same address as the Ship-To Address, or they may be different addresses from each other.
When an order is created for a constituent, the Bill-To address for the constituent is used as the Bill-To address for the order, and likewise for the Ship-To address. At any time, whether when creating the order or some later point, the Bill-To and Ship-To addresses for the order may be changed to any other address, even to an address for a different constituent. When you change the primary address that has current (an open balance) or unfulfilled orders related to it, the Primary Address Propagation screen displays to select the orders for which you want to use the new primary address. For more information, please see Propagating the Primary Address to Orders.
If you change the ship-to address for the entire order, the order lines with the same previous address will be updated with the new address. Any order lines that have a ship-to address that is different from the order level ship-to address (on the Step 2 tab) will NOT be updated. Please note that there are exceptions for certain order lines, such as a shipped inventory order line.
As
of 7.5.0, if the ship-to address is changed on an invoiced order line
for any subsystem, the system will not recalculate sales tax.
To change an address on an order:
1. On the Order Entry screen, open the appropriate order.
2. To change the order level ship-to address:
a. Click the Step 2: Shipping Information tab.
b. Click Change Ship-To Address. To change the order level bill-to address, click Change Bill-To Address.
3. To change the line-level ship-to address:
a. Select the appropriate line item.
b. Click Change Line-level Ship-to from the Work with Line Items task category.
4. From the Address Chooser screen, you can perform the following tasks:
· Mark this Address as Bad – Click to mark the current address as bad. This address will remain associated with the customer via address history, but other users will know to not use this address.
· Mark Bad & Add New – Click to mark the selected address as bad and open the Add/Edit Address screen to create a new address.
· Create a New Address – Click to open the Add/Edit Address screen to create a new address.
· Include Bad Addresses – Check this checkbox to view the bad addresses as well as the good addresses.