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shipping address


On a Purchase Order, is there a more efficient way to enter a different Ship-To Address and Ship-To Contact (of our company) than by checking 'Override' and typing in an alternate address/contact?  

Best answer by abeckerman65

I checked my emails.  My Acumatica partner suggested a method without using branches.  We extended our company id to be a customer (vendor also works).  Then we were able to add to the customer record multiple Locations with the various Ship To addresses.  I made a special customer class for it so it would be kept distinct from other customers.  Thank you for following up! 

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eleanorp
Freshman II
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  • Freshman II
  • October 22, 2021

Hello,

 

Have you tried adding different locations for your company? You’d have to add them once but you could then just select a different one when you needed to. 


Naveen Boga
Captain II
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Hi @abeckerman65  Yes, there is simple way to change the Shipping Contact and Address by creating the different shipping location for that particular branch in Business Accounts screen.

Please find the screenshots for reference. 

 


Thank you eleanorp! How do I add different locations for our company?  

Thank you Naveen B!  Business Accounts appear to be for customers/vendors.  I’m trying to add locations for our company.  You mentioned branch.  Would I have to create branches of our company?  


Naveen Boga
Captain II
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Hi @abeckerman65  In Purchase Orders screen, Ship-To Contact and Ship-To Address are populated based on the below destination types, but NOT by the Company. 

Shipping Destination Types

  • Branch
  • Vendor
  • Customer
  • Warehouse

 

 


Thank you. Do I need to create a new branch for each address I want to add?  


Naveen Boga
Captain II
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Not required, we have an option that one Branch can have multiple locations. (Please find the more info on previous post)


I can create Branches, but I can’t pull them up in Business Accounts to add Locations to an existing Branch.  All I see there are Vendors, Customers and Prospects.  Am I missing some configuration?  Thank you 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • January 24, 2022

Hi @abeckerman65 were you ever able to resolve your issue? Thanks!


I checked my emails.  My Acumatica partner suggested a method without using branches.  We extended our company id to be a customer (vendor also works).  Then we were able to add to the customer record multiple Locations with the various Ship To addresses.  I made a special customer class for it so it would be kept distinct from other customers.  Thank you for following up! 


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