Shipping addresses

Create a shipping address

1. In the Navigation pane, highlight the Purchasing > Setup > Shipping Addresses folder.
2. Click . The New Shipping Address window opens.

   

3. Enter a unique Name for the shipping address.
4. Enter a Description of the shipping address.
5. In the Address section, enter address details for the shipping address.
6. In the Phone Numbers section, enter one or more phone numbers at the shipping address.
7. In the Email field, enter the email address for the primary contact at the shipping address. The field produces a hyperlink when you enter an email address. If you press Ctrl+click on the field contents, your mail client opens with a pre-addressed email.
8. Save the new shipping address.

Purpose

The Shipping Addresses Listing provides a list of shipping addresses defined in Purchasing.

Content

For each shipping address included on the report, the listing shows:

• description
• city
• state
• main phone number.

In addition, you can include one or more of the following:

• details (full address, other phone number, fax phone number, email address)
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Purchasing > Setup > Shipping Addresses folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of shipping addresses:
     1. Right-click the Shipping Addresses folder and select Select and Report > Shipping Addresses Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected shipping addresses:
     1. In the HD view, select the shipping addresses to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular shipping address from the Shipping Address window:
     1. In the HD view, locate and double-click the shipping address to report on. The Shipping Address window opens with the shipping address loaded.
     2. Click .
3. Select the Options tab.

   

4. Mark the checkbox(es) for the additional information to include:
   • Details
   • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
5. Select the Output tab.
6. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

• Shipping addresses