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Delivery Addresses

Delivery Address....Addresses are maintained in the Core menu and are created one of two ways:

• Delivery-to vendor addresses imported from Classic
• New deliver-to vendor address details entered when processing a requisition or purchase order.

Activate/Inactivate Delivery Addresses

1.  From the Admin Core menu select 'Bank Account'
2. Click on Create
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3. Enter in desired information
4. Click on Save to create the bank account, click on cancel to not create the bank account and return to the query list

Create Delivery Addresses

Query Delivery Addresses

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1. Delivery Addresses'
   1. By default, all delivery addresses imported from Classic are inactive.  Checkmark the 'Active' box to activate a delivery address.
      
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   2. Once a delivery address is activated, it will automatically populate the delivery address box when creating a requisition or purchase order.
      
      

Create/Edit Delivery Addresses

A delivery address cannot be created or edited from the Delivery Addresses interface.  A delivery address is automatically created when you enter a new delivery address or edit an existing delivery address during requisition or purchase order processing.

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Query Delivery Addresses

The delivery addresses grid allows the user to search for existing bank accounts delivery addresses by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record. Click on Image Removedbeside a bank account to see the full details.   The  The Advanced Search can be utilized by clicking on the in the upper right side of the grid.

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Delete Delivery Addresses

Click on the Image Removed in the grid beside the bank account to edit the record. Only fields that are allowed to be edited will be displayed. 

Add Start/Stop Date

1. From the Admin menu select 'Bank Account'
2. Search for and select desired bank account
3. Click on the Image Removedbeside the desired bank account and input a valid date into either the start or stop date field
4. Click on Image Removed to save the changes, click Image Removed to remove the changes and leave the record as it was.

Delete Delivery Addresses

 Click on Image Removed  in the grid beside the desired bank account . A confirmation box will appear asking to confirm that the bank account be deleted.  Bank accounts may only be deleted if they have no related transactions.

 A delivery address cannot be deleted.  If it's currently activate, click on the 'Active' box to remove the checkmark.  The delivery address will now be inactive and may no longer be selected when processing a requisition or purchase order.