Address Maintenance
Customer addresses are stored and updated in QAD EA and made available to QAD CSS using load functions. However, users of QAD CSS can create or modify address records while placing orders, thus creating the need to store addresses temporarily outside of QAD EA.
Note: QAD Customer Self Service Implementation Guide provides details about using load functions to add QAD EA customer and item information to your QAD CSS database.
Address Maintenance lets administrators or other users designated by security group view, add, modify, or delete these temporary addresses.
Address records are domain-specific. Make sure that you indicate which data source (domain) the record is associated with.
Temporary addresses are typically only needed when you implement a Web order-entry system for business-to-customer processing. The reasons for creating temporary addresses can be either of the following:
• Business rules are in effect that require temporary storage of the address before posting an order. For example, you want to review addresses to prevent shipment to a P.O. box.
• Orders are not posted directly. They require address modifications and that the system stores the modification until the order is released. For example, review requirements of all orders before they are committed to QAD EA.
Addresses are typically created during the order-entry process.
Important: This function is not intended for long-term storage or maintenance of address records.
Specifying Bill-To and Ship-To Addresses During Order Entry
The menu location of Address Maintenance is Home Menu|Administration Menu|Address Maintenance.
Clicking the Address Maintenance menu option displays the screen in
Address Maintenance.
Address Maintenance
Address Maintenance Navigation summarizes the contents of the Address Maintenance navigation screen.
Address Maintenance Navigation
Column | Search | Search Type | Sort | Description | Link |
Customer Number | Y | Equals | Y | The unique identifier in both QAD EA and QAD CSS. It is an integral link between the two systems. | Y |
Name | Y | Begins | Y | Customer name associated with the customer number. Depending on specific implementation rules, the system displays either the customer name or the customer number. | N |
City | Y | Begins | Y | City name of this address record. | N |
State | N | n/a | N | State abbreviation code of this address record. | N |
Country | N | n/a | N | Country name of this address record. | N |
Related QAD CSS functions:
• Order Entry 1
• Order Entry 2
• Order Entry 3, Heads-Down Order (HDO) Entry
Adding an Address Entry
The Add function of Address Maintenance lets an administrator add custom addresses.
The following information is required to complete this process:
• The unique customer number applied to this record
• The complete customer address (including postal code and country)
• Tax code, carrier code, and carrier method
• Customer’s e-mail address
To create an entry:
1 Click Add in the navigation window to display the edit screen in Add mode.
2 Enter data into the appropriate fields.
3 Click Add in the edit window to save the record.
Detail Edit Address
Data Source
Choose the domain that this address is associated with.
Customer Number
Specify the unique identifier of this customer record in both QAD EA and QAD CSS. It is an integral link between the two systems.
Address Number
A unique number used to determine the sort order of multiple addresses associated with the same customer number. Positive and negative integers are allowed. Any address with the same customer number and address number as an existing address record cannot be added.
Address Name
An extended address field that the user provides to give a specific meaning to the address; for example, Atlanta Branch Office. The field displays on printed addresses.
Address 1–3
Address line entries.
City
City name of this address record.
State
State abbreviation code of this address record.
Country
Country name of this address record. This field displays a selection list of active country codes defined in QAD EA.
Phone Num
Complete telephone listing including country and area codes.
Carrier Code
Reference to customer’s preferred shipping carrier; for example, UPS or FedEx. If you plan to set up carriers in Carrier Href Maintenance, make sure that it is a valid ship via code defined in QAD EA.
E-Mail
E-mail address stored on this address record.
County
County name of this address record.
Zip Code
Zip (postal) code of this address record.
Tax Code
The customer’s tax code stored on this address record.
Fax Num
The customer’s fax number stored on this address record.
Carrier Method
Relates to customer’s carrier code stored on this address record; for example, ship via or freight list. The actual value varies based on how QAD CSS is implemented.
Clicking a command button executes one of the following actions:
• Add saves the new record to the database. Make sure that all required fields—indicated by alternate field color—are populated before you save a record. Before saving, the system verifies that the record is unique and displays an error if it is not.
• Cancel closes the window without adding the record.
Modifying an Address Entry
The Modify function of Address Maintenance lets an administrator modify existing address entries. Requirements for adding a record are the same as for editing a record.
To modify an entry:
1 Display the record to modify.
2 Click the Customer Number link to display the edit screen.
3 Enter data into the appropriate fields. Fields that do not allow change are indicated by a second alternate color.
4 Click Save.
