A/P Remit-To Locations Screen
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Open Accounts Payable > A/P Vendors > Remit-To Locations.
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In the Vendor Number field, type the code for the vendor for which you are adding or editing a remit-to location, or use the Finder to select the vendor, and then press the Tab key.
Accounts Payable displays a list of all the remit-to locations for the specified vendor, if any exist. You open a separate Remit-To Locations screen for a specific location as follows:
- To view a remit-to location record, select the line for the location (on the table), and then click the Open button.
- To start a new remit-to location record, click the New button.
Type a unique code, using up to six characters, to identify a new remit-to location.
Tip: Each of the location codes for a single vendor must be unique, but you can use the same codes for different vendors. This means you can use standard codes to represent cities or suburbs, or location types for offices, stores, warehouses, or factories.
To select an existing remit-to code, type the code or select it from the Finder beside the Remit-To Code field. You can also click the navigation buttons beside the field to select existing codes.
Type a description or name of the location, using up to 60 characters.
You must enter a name for a new location before you can add the record.
Type the code for the vendor for which you are adding or editing a remit-to location, or use the Finder beside the Vendor Number field, to select the vendor.
Type the address at the remit-to location.
If you mark a remit-to location as the primary remit-to address, Accounts Payable uses the location as the default address on invoices and on vendor checks.
Select the name of the language in which you want to print the check amount when issuing checks to the location.
Tip: If you are using a keyboard, press the Down Arrow key until the abbreviation you want to use is displayed.
Type the name of the city for the remit-to location.
Tip: Although you can enter the city in other address lines, this field is more useful if you use it consistently for the city.
This field contains the country for the remit-to location.
You can type up to 20 characters in the field, including spaces.
Enter a primary e-mail address for the remit-to location.
This field contains the fax number, if any, at the remit-to address.
The field contains area code parentheses and hyphens if you selected the Format Phone Number option on the Company Profile screen in Common Services.
Select this option if you do not want to use a remit-to location again for a vendor, usually because you plan to delete the account.
Important! If you make a primary remit-to location inactive, make sure that you also turn off (clear) the Primary Remit-To option for the location.
You cannot use inactive remit-to locations inactive, can no longer use it when adding an invoice.
In this field, Accounts Payable displays the date of the last change made to the vendor record.
You cannot make an entry in this field.
Select this option if you want to use this location as the default address on invoices you enter for this vendor and on the checks you print for the vendor.
The location is automatically selected for the vendor when you begin invoice entry, but you can select another location or use the address from the vendor record for individual invoices.
You can select only one primary remit-to location for each vendor.
Important! If you make a primary remit-to location inactive, make sure that you also turn off (clear) the Primary Remit-To option for the location.
This field contains the name of the state or province for the remit-to address. You can type up to 30 characters in the field, including spaces.
This field usually contains the telephone number at the remit-to location.
The field contains area code parentheses and hyphens if you selected the Format Phone Number option on the Company Profile screen in Common Services.
Type the zip code or postal code for the remit-to address.
Type the name of the person or position you contact at the remit-to location.
Enter an e-mail address for the contact person at this remit-to location.
Use this field for the fax number for the contact person at this remit-to location.
The field contains area code parentheses and hyphens if you selected the Format Phone Number option on the Company Profile screen in Common Services.
Use this field for the telephone number of the contact at this remit-to location.
The field contains area code parentheses and hyphens if you selected the Format Phone Number option on the Company Profile screen in Common Services.
When you add a new record, this tab displays any optional fields that are set up for automatic insertion for that type of record. If default values are defined for any of these fields, they are also displayed.
You can remove optional fields, and you can add optional fields that are set up for use with this screen. You can also change any default values.
For more information, see About Accounts Payable Optional Fields.
Note: If you defined the same optional fields for remit-to locations as for vendors and vendor groups, the program uses the values from the vendor record as default values for the optional fields in the remit-to location record.
Overview
Use the A/P Remit-To Locations screen to:
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Add, edit, and delete remit-to locations—additional addresses to which you send payments and other correspondence to vendors.
Note: You use this code in the Invoice Entry screen to assign a remit-to location to a document you enter for the vendor.
- Assign a primary remit-to location displayed as the default for vendor invoices and printed on checks to the vendor.
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Specify the check language to use for each location.
Note: You can change the language in which the amounts are printed on checks. If you want to change the language for other items on the check or advice form, you must change the check report.
- Provide default entries for remit-to location optional fields. If you use the location when entering invoices, the optional entries from the remit-to location record override the entries provided by the vendor record.
Tip: If you want to view all locations for a vendor, or delete a remit-to location, you can do so directly from the initial screen that opens when you double-click the Remit-To Locations icon.
You can change all the information in a remit-to location except the remit-to code. If you need to change the code, you must add another record using the new code, then delete the record you no longer need.
Address Tab
Use this tab to:
- Change the check language, address, contact name, telephone number, and fax number for remit-to locations.
- Select primary remit-to locations for vendors.
- Assign Inactive status to remit-to locations you want to suspend temporarily or delete at year end.
Contact Tab
Use this tab to enter the name, telephone number, fax number, and e-mail address for a contact person at the remit-to location.
Optional Fields Tab
Note: This tab appears only if you use Sage 300 ERP Transaction Analysis and Optional Field Creator.
You use the Optional Fields tab to assign optional fields for particular remit-to locations.
If you set any optional fields for automatic insertion in remit-to location records, they appear on the tab, along with their default values.
Note: If you defined the same optional fields for remit-to locations as for vendors and vendor groups, the program uses the values from the vendor record as default values for the optional fields in the remit-to location record.
You can accept or change the optional field values. If an optional field requires validation, you can select only a value that is assigned to the optional field in Common Services or, if the optional field allows it, you can leave the default value field blank.
Tip: If you use exactly the same optional fields for invoices, vendors, and remit-to locations, when you specify a remit-to location on the Invoice Entry screen, Accounts Payable uses the optional field values from the remit-to location for the invoice, debit note, or credit note.
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