Location
The Location screen allows you to define a physical location. This is used in the company and employee documents. It is also used in bill remit routings to indicate where clients should mail their payments.
General
In the General area, define the location.
| Field | Description | |
|---|---|---|
|
Code | Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. |
|
Name | Enter a name to describe the document. The name does not have to be unique. |
| Mailing Address |
Select if this address can be used to send and receive mail. If selected, Street, City, and Country are required. |
|
| Phone Number | Enter a telephone number for the location. | |
| Fax Number | Enter a fax number for the location. | |
|
Street | Enter the street address. This field is required when Mailing Address is selected. |
|
City | Enter the city. This field is required when Mailing Address is selected. |
|
State/Province | Enter or select the state or province. This field is required when Mailing Address is selected and the selected Country is set to have States or Provinces. For more information, see Country. |
|
Zip/ Postal Code | Enter the zip or postal code. This field is required when Mailing Address is selected and the selected Country is set to have postal codes. For more information, see Country. |
|
Country | Enter or select the country. This field is required when Mailing Address is selected. |
| Status |
Select the status of the document. |
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