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. This creates the need to store addresses temporarily outside of QAD EA.

Note: Implementation Guide: QAD Customer Self Service 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. You must 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. They may be created for reasons such as 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, requiring address modifications to be stored until the order is released. For example, all orders must be reviewed before committing 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. This is an integral link between the two systems.	Y
Name	Y	Begins	Y	Customer name associated with the customer number. It may display or the name may display depending on specific implementation rules.	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 to be 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 a new 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. This 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 will not be added.

Address Name

An extended address field provided by the user 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, these should be valid ship via codes 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. All required fields—indicated by alternate field color—must be populated prior to saving 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 in the row of the record to be modified. Clicking the link displays 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 to commit the changes.