This panel displays the selected project or quotation address. The project/quotation addresses can be viewed on either order or phase level.
- Customer
- Order type
- Order number
- Status
- Displays the status of the project/quotation in the flow.
- Phase
- Displays the phase number if the addresses refer to a phase.
- Address type
- Depending on the type of address you have chosen to view, this field name will differ. One of the following field names may apply:
- Confirmation: This is the customer’s postal/visiting address. If a sales order is created this is where the order confirmation document should be sent.
- Delivery: This is the delivery address of the project e.g., the installation address.
- Invoice: This is the address to which the invoice document should be sent.
- Debtor: This is the address to which any payment reminders, statement of accounts or interest notes will be sent. The debtor is the customer who is responsible for paying the invoice, i.e. the customer that will update the Accounts Receivable.
- End user: This is the address that will be printed on the project printout document.
- Address number
- Displays the address number which is retrieved from the Business partner file for this customer. Note: If the address has been manually entered the address number will be 999.
- Address
- Displays the address which is retrieved from the Business partner file for this customer. If the address has been manually entered this field will be set to 999. Note: If the Validate state field in the Country table is set to OPTIONAL or MANDATORY for the country code entered below, a 2-character state/province code field is displayed on the fifth address line.
- Postal code
- This field is only displayed if the Validate state field in the Country table is set to NOT ALLOWED for the country code below. Displays the postal code of the address. The country code determines whether the postal code will be right- or left-justified.
- County
Displays the code from the County table indicating the county in which the customer/supplier is located.
- Tax jurisdiction
- Displays the tax jurisdiction of the customer/supplier.
- Country
- This field is only displayed if the EU reporting function is activated. Displays in which country the address is located.