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 create customer remit-tos:

1. From the Maintenance > Branch menu, select Remit-To Maintenance to display the Remit-To Maintenance window.

2. In the Remit-To ID/New field, do one of the following to display a remit-to ID:

• Click the New Remit-To button to create a new remit-to ID, and when prompted, enter the name of the remit-to.

• Select an existing remit-to ID, or enter part of an ID to display a partial list of remit-tos.

3. In the Name field, enter the full name of the remit-to entity.

4. In the Address field, enter the remit-to entity's address.

5. In the City, St, and Zip fields, enter the name of the city where the remit-to entity is located.

6. 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.

7. In the Codes field, enter a phone code to a phone number. Phone codes are defined in the Valid Phone Codescontrol maintenance record.

8. In the Description field, enter the description of the phone number, such as "Main Office," or "Warehouse."

More Options for Assigning Remit-to Addresses to Branches

See Also:

Defining Customer Pricing Options

Maintaining Zip Codes

Creating Branch Records