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Pulling Customer Maintenance Address Fields into C1 & B1 Fields

  • 1.  Pulling Customer Maintenance Address Fields into C1 & B1 Fields

    Posted Nov 29, 2018 07:46 PM
    We are utilizing SL 2015, and are curious as to whether the Main Address and Bill To addresses shown on the Customer Maintenance (08.260.00) screen (pdf attached) can be designated as the C1 & B1 addresses in the Address Maintenance (PA.ADR.00) screen (jpg attached).  Currently, we are manually entering address data in each field individually and it feels inefficient.  Thanks so much.

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    Connie Tomlinson
    Contracts Administrator
    KBA, Inc.
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    Attachment(s)

    pdf
    SL Address Fields.pdf   107K 1 version


  • 2.  RE: Pulling Customer Maintenance Address Fields into C1 & B1 Fields

    BRONZE CONTRIBUTOR
    Posted Nov 30, 2018 10:16 AM
    It would be a very simple customization to write!  I think my users would like this too, I'll work on it if no one else has it done already.  I think I'd put a drop down on the screen to select which address to pull, and a button you press that goes and fetches the selection and writes it to the screen.  That way you'd have flexibility for the various combos.

    Joe

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    Joe Miller
    Director of Systems Architecture
    Harrison, Walker & Harper
    Paris TX
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    Original Message


  • 3.  RE: Pulling Customer Maintenance Address Fields into C1 & B1 Fields

    Posted Nov 30, 2018 02:18 PM
    Hi Joe.  A user replied to me directly and let me know that the Customer Maintenance Bill To address is used by default on project invoices if no BI address is entered on a project.  She also said likewise we do not have to enter the CI address. I tried removing the BI address on a project, and the Customer Maintenance Bill To address
     did pull through automatically.

    Thanks so much for offering to help!

    ------------------------------
    Connie Tomlinson
    Contract Administrator
    KBA, Inc.
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    Original Message