Background: Customer Ship-to Maintenance

Use the Customer Ship-to Maintenance (CSM) program to enter or change, copy, and delete customer ship-to addresses that are different from the customer's remit-to address. See Road Map for work flow.

This topic has these subtopics:

Ship-to Addresses
Order Entry
Tax Codes and Sales Tax Licenses
Audit Trail

Ship-to Addresses

Customers may want you to ship items to their warehouse, distribution center, or branch offices and bill their corporate office. You can set up an unlimited number of ship-to addresses and assign each a ship-to number.

Order Entry

When you enter an order in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), and EDI/Sales Quote Maintenance (QOE) programs, these Customer Ship-to Maintenance (CSM) program fields display for the customer ship-to number that you enter in the program:

  • Sales org code displays in the Revenue org cd field on the order

  • Sales region displays in the Ship-to sls reg field on the order

  • Sugg ship br displays in the Sales Branch field on the order

  • FOB

  • Freight terms

  • Ship via

  • Tax

In addition, you can select a language code for the ship-to address that is different from the language selected in the customer's record in the Customer Maintenance (CM) program. Item descriptions on sales and shipping documents print in the appropriate language for the ship-to address.

Tax Codes and Sales Tax Licenses

You must select a tax code in the Tax field even if this customer has an a sales tax license that exempts the customer from taxation.

If some or all of this customer's purchases are non-taxable, enter the resale license number for this state in the Sales tax license 1 and Sales tax license 2 fields. These fields may have different labels based on the Sales tax license desc 1 and Sales Tax License desc 2 options in the System Options Maintenance (XM) program (Enterprise Options).

The Exemption type field in the Tax Authorities Maintenance (TAM) program determines which license, if either, applies to a tax authority. If Exemption type is 1, then Sales tax license 1 applies; if the type is 2, then Sales tax license 2 applies; if the type is N, then neither sales tax license applies. The system calculates taxes for the tax authority. When it encounters a resale license it reports "tax exempt."

Audit Trail

To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.

  • C1S: Customer Ship-to Master