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Customer Locations

Form ID: (AR303020)

On this form you can define, edit, or delete the locations of customers or prospective customers.

The form is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

You cannot delete a customer location if it is associated with any Accounts Receivable documents, sales orders, or customer contracts.



In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
Validate Addresses Validates the location addresses. Address validation is performed through the third-party software integrated with Acumatica ERP.
This command appears on the form only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.
View Account Location Navigates to the Account Locations (CR303010) form where you can view the account locations.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

In this area, you can select a customer account and create a new location for it, or select an existing location for editing.

Element Description
Customer The identifier of the customer account this location is associated with.The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location ID The identifier for the customer location. The system automatically assigns the identifier MAIN to the first (default) location associated with the customer account. For each additional location, you can specify a unique identifier.
Location Name The name of the customer location.
Status Required. The status of the customer location. The location can be assigned one of the following statuses:
  • Active: The location is in use and appears on all selection lists.
  • Inactive: The location is not available for selection.
A user can manually change the status of a non-primary customer location.
For auditing purposes, locations cannot be removed. A default location cannot be deactivated. If a non-primary location is not used (for example, if the office of the company has closed), you can deactivate it by selecting Inactive.
Default A check box that indicates (if selected) that the current location is the default location of the customer. If the check box is selected, it is unavailable for editing.You can select the check box to mark a new customer location as the default location of the customer. In this case, after you save your changes, the check box becomes unavailable for editing for this location. For the previous default customer location, the check box becomes clear and available for selecting.

Back to TopGeneral Tab

By using this tab, you can specify the location’s default branch, price class, default project, and contact and address information.

Location Address Section

Element Description
Override A check box that indicates (if selected) that the address settings of the customer location on the current tab can differ from the address settings of the customer. If the check box is cleared, the address settings of the customer location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the address settings are inherited from the Customers (AR303000) form).
View on Map Opens the address on the map. The system uses the map specified on the Site Preferences (SM200505) form. The map opens in a new browser tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the address of this customer location.
Address Line 2 The second line of the address of this customer location.
City The city of the location.
State The state or province of the location.
Postal Code The customer location’s postal code. If an input mask has been set for postal codes on the Countries/States (CS204000) form, type the code to fit this mask.
Country The country of the customer location.
If you change the customer class of an existing customer, the country of all customer locations will not be overridden with the new value from the customer class.
Latitude The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Longitude The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Validated A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service. This check box is available only when the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Additional Location Info Section

Element Description
Override A check box that indicates (if selected) that the contact settings of the customer location on the current tab can differ from the contact settings of the customer. If the check box is cleared, the contact settings of the location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the settings are inherited from the Customers (AR303000) form).
Account Name This customer location’s legal business name.
Attention The attention line as it is used in your company’s business letters, which is used to direct the letter to the contact person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The customer location’s default email address.
Web The website address (if any) related to the customer location.
Type and Phone Number The type and the phone number for the location; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are three elements to enter phone number types and phone numbers for the customer location.

Other Settings Section

Element Description
Default Branch The location of your company that will be used to ship the goods to the customer.
The list of values in this box may be limited based on the customer visibility restriction specified in the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form.
Price Class The price class that is associated with the customer location. A price class, defined on the Customer Price Classes (AR208000) form, indicates the price level offered to the customer and can be used as a condition to be met for a discount application.
Default Project The default project associated with this customer location. If the box is empty, the non-project code is associated with this location by default. The system inserts the specified project by default when you create any of the following documents for the customer location: a sales order on the Sales Orders (SO301000) form, an opportunity on the Opportunities (CR304000) form, or a cash sale on the Cash Sales (AR304000) form.
External ID The external identifier of the location. You can specify any additional identifier of the location if it is required by your work processes.

Back to TopShipping Tab

This tab contains the shipping and tax settings of the customer’s location.

When you create a new customer, the system automatically configures their first location using the customer class settings. If you make changes to the customer’s settings on the Shipping tab of the Customers (AR303000) form, those changes are automatically copied to the first location.

For any additional locations you add later, you’ll need to specify the settings on this tab manually.

Shipping Instructions Section

Element Description
Warehouse The warehouse to issue the goods to the customer location.
This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Ship Via The carrier used for shipping the goods to the customer at this location.
Shipping Terms The shipping terms used in relations with the customer.
Shipping Zone The shipping zone used to calculate the freight charge when your company ships goods to the customer.
FOB Point The location at which title for the shipment passes from your company to the customer.
Residential Delivery A check box that indicates (if selected) that the shipment will be delivered to a residential area.
Saturday Delivery A check box that indicates (if selected) that the shipment may be delivered on Saturday.
Insurance A check box that indicates (if selected) that insurance is required for the order.
Additional Handling A check box indicating (if selected) that additional handling is required for the shipment. The check box may be useful if your items have non-standard packages, fragile parts, or irregular shapes.
This check box applies only to shipments that are delivered via the Pacejet carrier service.
Ground Collect A check box that you select to use the FedEx Ground Collect option.
This check box is available if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form and in the Ship Via box on the Shipping tab, a ship via code with one of the following carrier services has been selected:
  • ShipEngine carrier service with a FedEx carrier
  • EasyPost carrier service with a FedEx carrier
  • FedEx carrier service
For more details on the FedEx Ground Collect program, see FedEx Ground® Collect.
Shipping Rule The option that defines how the orders should be fulfilled for this customer at this location. You can use one of the following options:
  • Ship Complete: Only completely fulfilled orders are allowed.
  • Back Order Allowed: Back orders are allowed for the customer if some items are out of stock.
  • Cancel Remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be canceled.
Order Priority The priority of sales orders of the customer from this location. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)
Lead Time (Days) The number of days required for shipped goods to reach the customer.
Calendar The calendar associated with the customer location. Calendar settings are defined on the Work Calendar (CS209000) form.

LTL/FTL Settings Section

This section contains settings for the shipments delivered with the less-than-truckload (LTL) or full truckload (FTL) shipping method via the Pacejet carrier service.

Element Description
Lift Gate A check box indicating (if selected) that a lift gate is required for the delivery.
Inside Delivery A check box indicating (if selected) that the shipment must be delivered inside the customer’s location.
Limited Access A check box indicating (if selected) that the delivery location has limited access

Tax Settings Section

Element Description
Tax Registration ID The optional tax registration ID associated with the location. An input mask or regular expression can be set to validate this value.
Tax Zone The tax zone associated with the customer location.
If you change the customer class of an existing customer, the tax zone of all customer locations will not be overridden with the new value from the customer class.
Tax Calculation Mode The tax calculation mode to be applied to the documents with the customer location.
This box contains one of the following options:
  • Tax Settings (default): The record uses the settings of the selected customer, or of the customer’s location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
  • Gross: The tax amount is included in the item price.
  • Net: The tax amount is not included in the item price.
This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
Tax Exemption Number If this customer is tax exempt, type the exemption number.This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features (CS100000) form.
Tax Exemption Type A classification type that determines a customer’s eligibility for tax exemption based on specific criteria.
The setting is used to specify the reason for tax exemption in a document with the current customer location specified.
This box appears on the form only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopGL Accounts Tab

On this tab, you can specify the General Ledger accounts associated with the location.

Element Description
Same as Default Location’s A check box that indicates (if selected) that the accounts to be used for this location are those specified for the default customer location.
AR Account The asset account used to record the customer balance for this location.
The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AR Sub. The subaccount associated with the selected AR account.
Sales Account The account used to record sales from this location.
Sales Sub. The subaccount associated with the selected sales account.
Discount Account The expense account to record the discount received by the customer.
Discount Sub. The subaccount associated with the selected discount account.
Freight Account An income account to record freight charges applicable to sales orders associated with this customer location.
Freight Sub. The subaccount associated with the selected freight account.
Retainage Receivable Account The account used to record the retained amounts on invoices for the customer location.
The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
By default, the system inserts into this box the account (if any) specified for the customer in the Retainage Receivable Account box on the GL Accounts tab of the Customers (AR303000) form. If you override this value for the default location, the system will override the account specified for the customer on the Customers (AR303000) form. You can override the default value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the account specified for the default customer location.
When you create an invoice for a customer with this customer location, this account is selected by default in the Retainage Receivable Account box on the Financial Details tab of the Invoices and Memos (AR301000) form.
This box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retainage Receivable Sub. The subaccount used to record the retained amounts on invoices for the customer location.
By default, the system inserts into this box the subaccount (if any) specified for the customer in the Retainage Receivable Sub. box on the GL Accounts tab of the Customers (AR303000) form. If you override this value for the default location, the system will override the account specified for the customer on the Customers (AR303000) form. You can override this value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the subaccount specified for the default customer location.
When you create an invoice for a customer with this vendor location, this subaccount is selected by default in the Retainage Receivable Sub. box on the Financial Details tab of the Invoices and Memos (AR301000) form.
This box appears on the form only if the Subaccounts and Retainage Support features are enabled on the Enable/Disable Features (CS100000) form.

Back to TopContacts Tab

In the table of this tab, you can specify the contacts associated with the customer location and assign roles to them.

This tab is available only if the Shopify Business-to-Business Entities feature is enabled on the Enable/Disable Features (CS100000) form.

Column Description
Contact The contact that is associated with the customer’s location.
Role The role assigned to the contact in the location.
The contact can be assigned either of the following roles:
  • Admin: The contact has administrative permissions in the location.
  • User: The contact does not have administrative permissions in the location.
These roles are specified for informational purposes and are only used for the export of business customers and sales orders that have been created for business customers to a Shopify store.