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Delivery Details


This form displays delivery address details of the sales order. If a customer has multiple delivery addresses set up, the primary address defaults to the form, or the first address set up for the customer if no primary is specified.

You can change the default with any of the customer's addresses as required, by selecting a different Address #. The delivery address selected prints on the packing slip/invoice of the order.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Address #

Enter or select a code number for this delivery address. This can be between 1 and 999.

Name

Enter the customer's name for their delivery address. You can enter up to 50 alphanumeric characters.

Address 1

Enter the first line of the address. You can enter up to 30 alphanumeric characters.

Address 2

Enter the second line of the address. You can enter up to 30 alphanumeric characters.

Address 3

Enter the third line of the address. You can enter up to 30 alphanumeric characters.

Suburb

The label for this field is the Suburb in Country Maintenance. You can enter a 50 character alphanumeric suburb, or select one from a dropdown list (suburbs available to select depend on the country that is selected.

Greentree is currently pre-populated with suburb codes for New Zealand and Australia). When you select a suburb from the list, the postal code, state and time zone (if required) updates to relevant fields. You can edit or select a suburb code.

Post code

The label for this field is the postal code in Country Maintenance. You can enter a 10 character alphanumeric post code, or select one from a dropdown list (codes available to select depend on the country that is selected.

Greentree is currently pre-populated with post codes for New Zealand and Australia). When you select a code from the list, the suburb, state and time zone (if required) updates to relevant fields. You can edit or select a post code.

State

This field is enabled if the Country Maintenance option Use state in address details is selected.

The label for the field is the one defined as the State in Country Maintenance. You can enter a 20 character alphanumeric state, or select one from a pre-populated dropdown list (states available to select depend on the country that is selected).

You can edit or select a state at any time.

Country

Terminology

Lookup Available?

New Zealand

City

Yes

Australia

State

Yes

USA

State

Yes

UK

County

Yes

Canada

Province

Yes

All Others

State

No

InformationA state associated with a (subsequently selected) post code or suburb always overwrite any existing value in this field.

Country

Select the country of the address.

T/Zone

This field is enabled if the Country Maintenance option Use time zone in address details is selected.

You can enter a six alphanumeric character timezone (recommended in standard format such as +12:00). If you selected a suburb or postal code from a list, the timezone associated with that selection defaults into this field.

InformationA timezone for a (subsequently selected) post code or suburb always overwrite any existing value in this field.

Phone

Enter up to 50 alphanumeric characters for the phone number associated with the delivery address. If phone masking is in use, this field is formatted using the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Mobile

Enter up to 50 alphanumeric characters for the mobile number associated with the delivery address. If phone masking is in use, this field will be formatted with the phone or fax mask defined in Country Maintenance.

Fax

Enter up to 50 alphanumeric characters for the fax number associated with the delivery address. If phone masking is in use, this field will be formatted with the phone or fax mask defined in Country Maintenance.

Contact

Enter the name of the main contact person for this delivery address, up to 30 alphanumeric characters long.

Email address

Enter up to 256 alphanumeric characters for the delivery address-specific email address.

Web address

Enter up to 256 alphanumeric characters for the delivery address-specific website address.

Run Number

This field displays the run number that is of the customer's delivery address, if delivery run and drop sequence function is being used. This is enabled if the Sales Order module is in use.

Drop sequence

This field displays the drop sequence of the customer's run number. This is enabled if the Sales Order module is in use and delivery run and drop sequence function is being applied. It is only applicable if the Sales Order module is in use.

Run List

Click this to display a list of sales orders which have the same run number as the one of the selected delivery address.

Additional Information

Enter any additional information which is specific to the selected delivery address. Click F9 to add or view a narration. Press CTRL-Enter to start a new line.

Save to AR

If you have entered a delivery address that is different to one that is already set up for the customer in AR Customer Maintenance, click this button to save the address details against the customer, so they can be recalled in future.

Save & Continue

Click this to save delivery details and return to sales order entry.

Restore Default

Click this to restore delivery details to defaults - this overrides any edits that have been made.

Information

The SO Module Control option Auto process delivery info determines at what point the user will be prompted to enter delivery details for a sales order. The options are:

  • Disabled - the user will not be prompted to enter a delivery address.
  • On Exit - the user will be prompted to enter a delivery address before closing the sales order.
  • Prior to Line Entry - the user will be prompted to enter a delivery address when the sales order header is saved (before entering lines).

If the drop ship option is selected on the SO Header, and a new linked purchase order is created for the sales order, the delivery details will be transferred to the linked PO Delivery Details. The Additional Information updates to the purchase order Despatch Notes.

Information

When the delivery address prints on the packing slip, it is formatted using the options selected in Country Maintenance, using the country assigned to the address.