Assigning Remit-To Addresses to Branches

Each branch in your company has a remit-to entity associated with it that receives payment for products sold at that branch. The remit-to entity's name, address, and phone number display on the customer's bill. You may have several sales branches and one accounting branch where you expect to receive payment. You can designate the accounting branch as the remit-to entity for a branch, to assure that the customer always sends payment to the correct branch.

You can create one or more remit-to override entities in Remit-To Maintenance to override the remit-to entity set up at the branch level for customers and for zip codes. For example, apply an override if you want a billing service to handle a customer's large construction project instead of handling the billing yourself.

To assign a remit-to address to a branch:

From the Files > Branch menu, select Remit-To Maintenance to display the Remit-To Maintenance screen.
In the Remit-To ID/New field, do one of the following to display a remit-to ID:

Enter new to create a new remit-to ID, and then enter the ID of the remit-to entity. You are allowed 25 alphanumeric characters.
Press F10 and select an existing remit-to ID, or enter part of an ID to display a partial list of remit-to entities from which to select.
Leave the field blank. The system uses this branch as the remit-to entity.

In the Name field, enter the full name of the remit-to branch or company that receives payment for product purchased from this branch.
In the Address field, enter the remit-to entity's street address.
In the City, St, and Zip fields, enter the name of the city where the remit-to entity is located.
In the Phone field, enter the remit-to entity's phone numbers. The first phone number in the list prints on invoices and statement forms.
In the Codes field, enter a phone code that identifies the type of phone, such as fax, or main contact, if needed. Phone codes are defined in the Valid Phone Codes control maintenance record.
In the Description field, enter the description of the phone number, such as "Main Office," or "Warehouse."
Use the following hot keys, as needed.

To...	Use this hot key...
copy the information defined for this remit-to entity to a newly created remit-to entity record	Copy
delete a remit-to override record	Delete If you delete the record for a remit-to entity that has been assigned to a zip code customer, the system uses the next remit-to entity in the hierarchy.
display the Maintenance Log Viewing screen for this remit-to entity	Log

Press Esc to save the record and enter another remit-to entity, if necessary.
Press Esc again to exit the screen.