Account Locations
Form ID: (CR303010)
On this form, you can specify the settings of a business account location that has been created on the Business Accounts (CR303000) form or create a new location for a selected business account.
Form Toolbar
The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.
Command | Description |
---|---|
Validate Addresses |
Validates the location addresses. Address validation is performed through the third-party software integrated with MYOB Acumatica. This command is available only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form. |
View Customer Location |
Opens the Customer Locations (AR303020) form and displays the customer location associated with the business account location. This command is available only if the business account has been extended to be a customer—that is, if Customer or Customer & Vendor is selected as the type of the business account on the Business Accounts (CR303000) form. |
View Vendor Location |
Opens the Vendor Locations (AP303010) form and displays the vendor location associated with the business account location. This command is available only if the business account has been extended to be a vendor—that is, if Vendor or Customer & Vendor is selected as the type of the business account on the Business Accounts (CR303000) form. |
Address Lookup Dialog Box
Element | Description |
---|---|
Enter a Location |
A box for searching for the company's address. You can do the following by using this box:
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area. |
Map area | The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map. |
This dialog box has the following buttons. | |
Select | Closes the dialog box and populates the current section with the address details that you have selected in this dialog box. |
Cancel | Closes the dialog box and cancels the selection of the company address. |
Summary Area
In this area, you can select a business account and create a new location for it, or select an existing location for editing.
Element | Description |
---|---|
Business Account | The business account this location is associated with. |
Location ID |
The identifier of the location. The system automatically assigns the MAIN identifier to the first (default) location associated with the business account. For each additional location, you can specify an identifier. |
Status |
The status of the location. You can select one of the following options:
|
Default |
A check box that indicates (if selected) that the current location is the default location of the account. If the check box is selected, it is unavailable for editing. You can select the check box to mark a new account location as the default location of the business account. In this case, after you save your changes, the check box becomes unavailable for editing for this location. For the previous default account location, the check box becomes clear and available for selecting. |
General Tab
On this tab, you can specify the location's contact and address information, as well as other settings.
Element | Description |
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Location Name | A descriptive name to help users recognize the location. |
Element | Description |
---|---|
Override |
A check box that indicates (if selected) that the settings of the location address on the current tab can differ from the address settings of the business account. If the check box is cleared, the address settings of the location on the current tab and on the General tab of the Business Accounts (CR303000) form are synchronized. (That is, the address settings on the current tab are initially inherited from the Business Accounts (CR303000) form.) |
View on Map |
A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. |
Address Lookup |
A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services. |
Address Line 1 | The first line of the address of this account location. |
Address Line 2 | The second line of the location's address. |
City | The city of the location. |
State | The state or province of the location. |
Postal Code | The account location's postal code. If an input mask has been set for postal codes on the Countries/States (CS204000) form, type the code to fit this mask. |
Country | The country of the account location. |
Validated |
Read-only. A check box that indicates (if selected) that the address has been validated with a third-party service. This check box is available only when the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form. |
Latitude |
The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers. |
Longitude |
The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers. |
Element | Description |
---|---|
Override |
A check box that indicates (if selected) that the contact settings of the location on the current tab can differ from the contact settings of the business account. If the check box is cleared, the contact settings of the location on the current tab and on the General tab of the Business Accounts (CR303000) are synchronized (the settings are inherited from the Business Accounts (CR303000) form). |
Account Name | The business name of the business account, which will appear in records and on reports in which the business account is selected. |
Attention | The attention line as it is used in your company's business letters, which is used to direct the letter to the contact person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern. |
Type and Phone Number |
The type and the phone number for the location; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax. There are three elements to enter phone number types and phone numbers for the account location. |
The location's default email address. | |
Web | The website address (if any) related to the account location. |
Element | Description |
---|---|
Default Branch |
The branch of your company that will be used by default if goods are shipped to the business account. The system inserts this branch when a user creates a record for which this location is specified. You can override the branch in the created record. |
Price Class | The price class that is associated with the account location. A price class, which is defined on the Customer Price Classes (AR208000) form, indicates the price level offered to the account. |
Default Project |
The project that is associated with this account location by default, or a non-project code, indicating that no projects are associated by default. The system inserts this project when a user creates a record, such as an opportunity, and selects this account location for the specified business account. |
Shipping Tab
This tab displays the shipping and tax settings that you can specify for this location.
Element | Description |
---|---|
Tax Registration ID | The optional tax registration ID associated with the location. An input mask or regular expression can be set to validate this value. |
Tax Zone | The tax zone associated with the account location. |
Tax Calculation Mode |
The tax calculation mode of the account location. This box contains one of the following options:
|
Tax Exemption Number | If this account is tax exempt, the exemption number. |
Entity Usage Type |
The corresponding entity usage type. The setting is sent to Avalara to specify the reason for tax exemption in a document with the current account location if integration with Avalara is configured as described in Integrating MYOB Acumatica with Address Validation Providers. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service. |
Element | Description |
---|---|
Warehouse |
The warehouse to issue the goods to the account location. |
Ship Via | The carrier used for shipping the goods to the account at this location. |
Shipping Terms | The shipping terms used in relations with the account. |
Shipping Zone | The shipping zone used to calculate the freight charge when your company ships goods to the account. |
FOB Point | The location at which title for the shipment passes from your company to the account. |
Residential Delivery |
A check box that indicates (if selected) that the shipment will be delivered to a residential area. |
Saturday Delivery |
A check box that indicates (if selected) that the shipment may be delivered on Saturday. |
Insurance |
A check box that indicates (if selected) that insurance is required for the order. |
Ground Collect |
A check box that you select to use the FedEx Ground Collect option. This check box is available if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form and in the Ship Via box on the Shipping tab, a ship via code with one of the following carrier services has been selected:
For more details on the FedEx Ground Collect program, see FedEx Ground® Collect. |
Shipping Rule |
The option that defines how the orders should be fulfilled for this account at this location. You can use one of the following options:
|
Order Priority | The priority of sales orders of the account from this location. (This setting has no business logic tied to it and can be used for informational purposes only.) |
Lead Time (Days) | The number of days required for shipped goods to reach the account. |
Calendar | The calendar associated with the location. Calendar settings are defined on the Work Calendar (CS209000) form. |
Opportunities Tab
This tab displays the list of opportunities associated with this business account location.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column | Description |
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Opportunity ID | The identifier of the opportunity. |
Subject | The subject or a brief description of the opportunity. |
Stage |
The current stage of the opportunity. The list of available options is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes (CR209000) form. The following predefined options may be available, as well as any custom stage that has been defined for the opportunity class:
|
Probability | The probability of closing sales for the specified amount. |
Status |
The status of the opportunity. This box contains one of the following options:
|
Total | The total amount of the opportunity. |
Currency | The currency of the opportunity. |
Estimated Close Date | The estimated closing date of the opportunity. |
Contact | The name of the contact associated with the opportunity. |
Workgroup | The workgroup responsible for the opportunity. |
Owner | The owner of the opportunity. |
Cases Tab
This tab displays the list of cases associated with this business account location.
This tab is available only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Columns | Description |
---|---|
Case ID | The unique identifier assigned to the case. |
Subject | The description of the case. |
Class ID | The class of the case. |
Severity | The severity level of the case. |
Status |
The status of the case. This box contains one of the following options:
|
Reason |
The reason the status has been changed. The reason can be one of the following:
|
Date Reported | The date when the case was created. |
Init. Response | The date of the initial response to the case. |
Estimation | The date and time when the case should be closed. |
Closing Date | The date when the case has been closed. |
Workgroup | The workgroup working with this case. |
Owner | The owner of the case. |