Ship To Main

Descriptions of the fields and buttons on the Ship To Main screen on the Customer Maintenance tab are provided in the following table.

Note: To access the Ship To Main screen, you must have the proper security privileges. The Customer Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

Field or button	Description
Ship To Location	This is the ship to number or code that will be used throughout the system to represent the information entered for this maintenance.
Name	Enter the name that you will use for this ship to.
Active	If this is an active ship to location, select this option.
Address Lines	Enter the address for this ship to location.
City	Enter the city for this ship to location.
State	Enter the state for this ship to location.
Zip Code	The Zip Code field interacts with the Map Location field. When you enter a ZIP code in this field, the system checks if the ZIP code is a valid map location: If it is a valid map location, the system defaults the entered code into the Map Location field. If you enter a nine-digit ZIP code, the system uses the first seven digits of the entry to check the Map Location file, then, if valid, defaults the seven-digit entry to the Map Location field. If the entered code is not a valid map location, the system enters NEW in the Map Location field, enabling you to update the field manually.
County	The City and County fields must match the Vertex files exactly; do not abbreviate the information in these fields.
Phone	This is the phone number for the ship to location.
Fax	This is the fax number for the ship to location.
Contact	Enter the name of your primary contact for this ship to.
Contact Phone	This is the phone number of your primary contact at this ship to.
Extension	If your contact has an extension, enter that information here.
Contact Email	This is the email address for your primary contact at this ship to.
Sales Reps
Sales Rep	Enter the sales rep.
Sales Rep 2	Enter the sales rep who splits the commission with the first salesperson (identified in the Salesperson field).
Split %	Enter the split commission percentage for salesperson 2.
Shipping Defaults
Company	Enter the default company for this customer, if desired.
Warehouse	Enter the default warehouse for this customer, if desired.
Map Location	This 13-character alphanumeric field contains the geographical location of the customer's ship to address. If the field is not filled during maintenance, the value NEW is assigned. When a "000001" ship to is automatically created at customer master maintenance, this field defaults to NEW.
Invoice Print	Select how often you would like individual invoices printed, either from the menu or during a jobstream. The valid options for this field are as follows: Daily (D) During Shipping Process (S) Monthly (M) Never (N) Weekly (W)
Special Instructions	Any default special instructions that you want added in Customer Service and printed on the pick ticket must be typed here. The limit for this field is 25 characters.
Tax Exempt Number	This is a 12-digit tax exempt number given to qualified customers.
Delivery Instructions	The Delivery Instructions field enables you to enter text that prints at the top of the body of the invoice and the packing list. You can enter up to two lines of 55 characters each.
Tax Jurisdiction	This is a five-digit tax jurisdiction that reflects the taxable governing entity for the Ship To address.
New	If you wish to create a new Ship To, click New.
Accept	Click this button to save any changes that you have made.
Cancel	Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information.