Account Locations

Form ID: (CR303010)

Attention: This form is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

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

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:
  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating MYOB Acumatica with Web Map Services.

ElementDescription
Enter a Location

A box for searching for the company's address.

You can do the following by using this box:

  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

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.
SelectCloses the dialog box and populates the current section with the address details that you have selected in this dialog box.
CancelCloses 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:

  • Active (default): The location is active, appears in all Location lookup tables, and can be selected in records.

    If a business account location has been assigned this status, the Active check box is selected for it on the Locations tab of the Business Accounts (CR303000) form.

  • Inactive: The location is inactive (as are the associated customer location and vendor location, if applicable). The account location cannot be specified in records and does not appear in lookup tables for the Location element. You cannot process an existing record with an inactive location specified; any attempt to modify the record results in an error.
    Attention: For auditing purposes, locations cannot be removed. You assign a location the Inactive status if it is not used (for example, if the office of the company has closed).

    If the business account location has been assigned this status, the Active check box is cleared for it on the Locations tab of the Business Accounts (CR303000) form.

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.

Table 1. Location Info Section
Element Description
Location Name A descriptive name to help users recognize the location.
Table 2. Location Address Section
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.

Table 3. Additional Location Info Section
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.

Email The location's default email address.
Web The website address (if any) related to the account location.
Table 4. Other Settings Section
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.

Table 5. Tax Settings Section
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 Settings (default): The record uses the settings of the selected customer, or of the customer's location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
  • Gross: The tax amount is included in the item price.
  • Net: The tax amount is not included in the item price.
This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
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.

Table 6. Shipping Instructions Section
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:

  • ShipEngine carrier service with a FedEx carrier
  • EasyPost carrier service with a FedEx carrier
  • FedEx carrier service

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:

  • Ship Complete: Only completely fulfilled orders are allowed.
  • Back Order Allowed: Back orders are allowed for the account if some items are out of stock.
  • Cancel Remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be canceled.
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
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:

  • Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services.
  • Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads.
  • Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services.
  • Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
  • Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
  • Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage.
  • Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
  • Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.
Probability The probability of closing sales for the specified amount.
Status

The status of the opportunity.

This box contains one of the following options:

  • New: The opportunity has been created, but no work has been done on it yet.
  • Open: The opportunity is being worked on by a sales team.
  • Won: The deal has been successfully closed.
  • Lost: The deal has been canceled.
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:

  • New: The case has been created in the system, but no work has been done on it yet. A case with this status can have the Unassigned or Assigned reason.
  • Open: The case is being worked on by the support team. A case with this status can have any of the following reasons: Assigned, In Process, Updated, In Escalation, or Pending Closure. If the case has been reopened by an incoming email, this status can also be assigned to the case along with the Updated reason.
  • Pending Customer: The support team is waiting for feedback or a response from a customer. A case with this status can have any of the following reasons: More Info Requested, Solution Provided, or Pending Closure.
  • Closed: The customer's problem has been resolved, a solution has been found, or no further work is expected to be done on the case. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.
  • Released: The AR invoice for the work performed has been generated for the customer on the Invoices and Memos (AR301000) form. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.
Reason

The reason the status has been changed.

The reason can be one of the following:

  • Unassigned (default): The new case has not been assigned to an owner. A case with this reason has the New status.
  • Assigned: The case has been assigned to an owner. If you select this reason and no owner is specified, the system will not generate a warning or error, so be sure that an owner is specified. A case with this reason has the New or Open status.
  • Opened on Portal: The new case was created on the Acumatica Self-Service Portal. A case with this reason has the New status.
  • In Process: The case is being worked on. A case with this reason has the Open status.
  • Updated: The case has been updated with new details or with changed settings. A case with this reason has the Open status.
  • In Escalation: The case has been escalated. A case with this reason has the Open status.
  • Pending Closure: The case is ready to be closed by the customer. A case with this reason has the Open or Pending Customer status.
  • More Info Requested: A request for additional information has been sent to the customer in order to find a solution to the case. A case with this reason has the Pending Customer status.
  • Waiting Confirmation: A solution to the case has been found; the case is ready to be closed and is awaiting confirmation from the customer. A case with this reason has the Pending Customer status.
  • Resolved: The case has been resolved. A case with this reason has the Closed or Released status.
  • Rejected: The case has been rejected by the owner of the case. A case with this reason has the Closed or Released status.
  • Canceled: The case has been canceled by the customer. A case with this reason has the Closed or Released status.
  • Abandoned: The case has been left without any answer from the customer for a long time. A case with this reason has the Closed or Released status.
  • Duplicate: The case is a duplicate of another case with the same problem from the same customer. A case with this reason has the Closed or Released status.
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.