Adding, Modifying, or Deleting a Remit-to Location for a Vendor

You use the A/P Remit-To Locations screens to add remit-to location records for your vendors to Accounts Payable.

You can change the information in a remit-to location record at any time, with some restrictions. More...

When changing existing remit-to location records, the following restrictions apply:

You cannot change the remit-to location code.
You cannot delete a remit-to location record, or set it inactive, if it is used on any unposted documents.
If you use multicurrency accounting, the tax group for a remit-to location must use the vendor’s currency.
If you use Sage 300 ERP Optional Fields and Transaction Analysis, you can enter additional information for the remit-to location, but only if you have defined optional fields for use with remit-to locations.

Print the Remit-To Locations report.
Print the Vendor List, including the information you want to change for the remit-to location.
Make sure you want to add or change the remit-to information—not the vendor information.
Identify the vendor number for which you are adding a remit-to location.
Decide on a code to identify the new remit-to location.

To add a remit-to location:

Open Accounts Payable > A/P Vendors > Remit-To Locations.
In the Vendor No. field, enter the vendor number.
Remit-to locations for the specified vendor are displayed in the table.
Click New.
A screen appears allowing you to specify information for the new remit-to location.
In the Remit-To Location field, enter a unique code to identify the remit-to location. Also, in the field to the right, enter a description of the remit-to location.
Fill out the fields on each tab.
Click Add.

To edit an existing remit-to location:

Open Accounts Payable > A/P Vendors > Remit-To Locations.
In the Vendor No. field, enter the vendor number.
Remit-to locations for the specified vendor are displayed in the table.
Select a remit-to location in the table, and then click Open.

A screen appears allowing you to edit information for the specified remit-to location.

Tip: You can also edit other remit-to locations on this screen. To do so, enter the code for another remit-to location in the Remit-To Location field.
Make your changes.
Notes:
- If you make a remit-to location inactive:
  - You can no longer use it when adding an invoice.
  - Ensure that the Primary Remit-To option is not selected.
- You cannot make a remit-to location inactive if it is used on any unposted documents.
Click Save.

To delete a remit-to location:

Open Accounts Payable > A/P Vendors > Remit-To Locations.
In the Vendor No. field, enter the vendor number.
Remit-to locations for the specified vendor are displayed in the table.
Select a remit-to location in the table, and then click Delete.
Note: You cannot delete a remit-to location if it is used on any unposted documents.
If a message appears asking you to confirm the deletion, click Yes.

Print and file the updated Remit-To Locations report. For more information, see Printing the Remit-To Locations Report.