Customer locations

You can create customer locations from the Locations folder or from a customer record on the Locations tab. The difference is that when you create a location from the customer record, some of the fields are prefilled for you.

1. In the Navigation pane, highlight the Accounts Receivable > Customers > Locations folder.
2. Click . The New Location window opens.

   

3. In the Customer field, select the customer code associated with the customer location.
4. Enter a unique Code for the customer location. The code must be unique among other locations for the same customer. You can use up to 30 characters.
5. Enter a Description of the customer location.

6. If the customer location is the primary location for the customer, mark the Primary checkbox.

   Note

   Only one customer location can be flagged as the primary location. If you flag a location as primary and another location is already flagged as primary, ActivityHD removes the primary designation from the other customer location record.

7. If the customer location is the location where invoices for the customer should be sent, mark the Invoice checkbox.

   Note

   Only one customer location can be flagged as the invoice location. If you flag a location as the invoice location and another location is already flagged as the invoice location, ActivityHD removes the invoice designation from the other customer location record.

8. If the customer location is the location where statements for the customer should be sent, mark the Statement checkbox.

   Note

   Only one customer location can be flagged as the statement location. If you flag a location as the statement location and another location is already flagged as the statement location, ActivityHD removes the statement designation from the other customer location record.

9. In the Address section, enter name and address details for the customer location.
10. In the Tax Entity field, select the default tax entity to use as the destination tax entity on new invoices for the customer location. If you leave this field blank, the default origin tax entity is used instead.
11. In the Salesperson field, select the default salesperson to use on new invoices for the customer location. If you leave this field blank, the default salesperson from the customer record is used instead.
12. In the Phone section, enter one or more phone numbers for the customer location including the Main and Fax numbers.

13. In the Internet section, enter the customer location's Email and Web Site addresses. Both fields produce hyperlinks when you enter an address. If you press Ctrl+click on the Email field contents, your mail client will open with a pre-addressed email. If you press Ctrl+click on the Web Site field, your browser will open to the specified Internet location.

    Note

    If the location is the invoice and/or statement location and you need to specify multiple recipients for invoices and/or statements, you can enter multiple email addresses separated by semi-colons.

14. In the Invoice Delivery field, select the method to use to deliver invoices whenever the customer location is listed on an AR invoice. This method can be overridden when you print invoices. Your options are:
    • Print
    • Email

    Note

    If you select "Email", you must enter an email address in the Email field.

15. In the Statement Delivery field, select the method to use to deliver statements whenever the customer location is listed on an AR invoice. This method can be overridden when you print statements. Your options are:
    • Print
    • Email

    Note

    If you select "Email", you must enter an email address in the Email field.

16. Save the new customer location.

To combine customer locations, the target customer location and the source customer location(s) must be associated with the same customer. Any notes and attachments associated with the source location(s) are added to the notes and attachments for the target location.

To combine two or more customer locations:

1. In the Navigation pane, highlight the Accounts Receivable > Customers > Locations folder.
2. Start the Combine wizard using one of the following methods:
• To use filters to select the source location(s) to combine:
1. Right-click the Locations folder and select Select and Combine from the shortcut menu.
2. On the Selection tab, define any filters to apply to the data.

   

• To hand-select the source location(s) to combine:
1. In the HD view, select the source location(s) to combine. You can use Ctrl and/or Shift selection to select multiple locations.
2. Click .
3. On the Combine tab in the Combine Into field, select the target location.

   

4. Click Next >>. ActivityHD prompts you to confirm that you want to combine the selected locations.

   

5. Click Yes.

   

6. When the process is complete, click Finish.