Brokers

Form ID: (SO303500)

You use this form to create and maintain a contact record for each broker whose services your company uses for deliveries of international shipments by external carrier services.

This form is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

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.
Element	Description
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.
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.


Element	Description
Broker	The identifier of the broker. You can select an existing identifier or create a new one. When you save a new record, the system automatically inserts the value from the Last Name box to this box.
Status	The status of the broker. You can select one of the following options: Active: The broker is active, meaning that it can be specified in shipments. The broker can be specified for a shipment in the Broker Info section of the Shipping tab of the Shipments (SO302000) form. Inactive: The broker is inactive, meaning that it cannot be specified in shipments.

Table 1. Contact SectionThis section contains the settings related to the contact information of a broker.
Element	Description
First Name	The first name of the broker.
Last Name	The last name of the broker. This box is mandatory.
Company Name	The name of the broker's company. This box is mandatory.
Job Title	The broker's job title or position.
Email	The email address of the broker.
Type and Phone Number	The phone number of the broker and its type; you select the type (unless you want to leave the default option) 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. The boxes are mandatory.
Web	The URL of the website associated with the broker, if applicable.

Table 2. Address SectionThis section contains the settings related to the address of a broker.
Element	Description
Address Lookup	Opens the 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 integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1	The first line of the broker's address. This box is mandatory.
Address Line 2	The second line of the broker's address, if necessary.
City	The city of the broker's mailing address. This box is mandatory.
State	The state or province of the broker's mailing address. If a list of states is available for the country that is specified in the Country box, select a state from the list, which is based on the states defined for the selected country on the Countries/States (CS204000) form. This box is mandatory.
Postal Code	The postal code of the broker's address. This box is mandatory.
Country	The two-letter code representing the country of the broker’s mailing address. You can select a code from the predefined list of countries. When you are creating a new broker, the system populates this box with the default country, which is specified for the current branch on the Branches (CS102000) form in the Default Country box (in the Configuration Settings section of the Branch Details tab). You can override this value. This box is mandatory.
Validated	A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service. This check box is cleared by default, read-only, and updated by the system after the address has been validated. The check box is displayed on the form only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.