Forum Discussion

Tina1959

Experienced Cover User

2 years ago

Solved

multiple delivery addresses

We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only. At the moment we can add 4 extra ...

Tracey_H
3 years ago
Hi MichelleP179

The USI for Aware super - accumulation is USI 53 226 460 365 001. The USI for VicSuper Future Saver is 53 226 460 365 011. You need to make sure you've selected the correct USI for those employees in their employee card before reversing and reprocessing their super payments.

If you're not sure which USI is correct you will need to check this with the super fund.

To clarify how Pay Super works, super payments are created and recorded in AccountRight, once authorised they are processed by the SuperChoice clearing house. If contribution details are not correct they will be rejected by SuperChoice or the employee's super fund.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Mike_James

Ultimate Cover User

2 years ago

Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select "another card" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.

Richard_Spencer
11 months ago
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When we use this method, of alternate address cards, we cannot get the "contact" from the alternative address card to show on the invoice.
The contact field in the custom form set up only allows for the master card contacts. Is there any way around this please?
- Mike_James
  Ultimate Cover User
  11 months ago
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  Hi Richard_Spencer , that's true, it's the contact for the billing card. You may need to add a contact name as part of the address for the alternative card, and possibly save the invoice form as a separate form and remove the main contact field.
  - Richard_Spencer
    10 months ago
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    Thanks for your quick response, Mike. Your suggestions are helpful. I didn't mention everything - we have a reason for wanting all the addresses to be the same shape with the contact names to appear consistently in the same place, (it's to do with dovetailing in with the postal service system). The problem is only when we use alternative address cards. We are experimenting with using the referral field when we know we need an alternative card address - and pulling that through in the contact position. It might work.

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addresses","id":"message:843459","revisionNum":1,"repliesCount":4,"author":{"__ref":"User:user:23813"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:843459"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:843459"},"body@stripHtml({\"truncateLength\":200})":" We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only. At the moment we can add 4 extra ...","body@stringLength":"267","rawBody":"

We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only.

At the moment we can add 4 extra addresses and this is not enough.

Any suggestions?

","kudosSumWeight":0,"postTime":"2023-10-26T11:46:36.887+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:843459_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":601},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only.

At the moment we can add 4 extra addresses and this is not enough.

Any suggestions?

"},"Conversation:conversation:843459":{"__typename":"Conversation","id":"conversation:843459","solved":true,"topic":{"__ref":"ForumTopicMessage:message:843459"},"lastPostingActivityTime":"2024-05-27T11:43:52.449+10:00","lastPostTime":"2024-05-27T11:43:52.449+10:00","unreadReplyCount":4,"isSubscribed":false},"ModerationData:moderation_data:843459":{"__typename":"ModerationData","id":"moderation_data:843459","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:843459_1":{"__typename":"Revision","id":"revision:843459_1","lastEditTime":"2023-10-26T11:46:36.887+11:00"},"AcceptedSolutionMessage:message:843470":{"__typename":"AcceptedSolutionMessage","id":"message:843470","conversation":{"__ref":"Conversation:conversation:843459"},"author":{"__ref":"User:user:1368"},"revisionNum":1,"uid":843470,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"parent":{"__ref":"ForumTopicMessage:message:843459"},"subject":"Re: multiple delivery addresses","moderationData":{"__ref":"ModerationData:moderation_data:843470"},"body":"

Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select \"another card\" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"213","postTime":"2023-10-26T11:56:35.568+11:00","lastPublishTime":"2023-10-26T11:56:35.568+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":792},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:843459/message:843470","readOnly":false,"editFrozen":false,"body@stringLength":"920","rawBody":"

Hi , the usual solution is to add customer cards for each branch, then invoice to the head office and select \"another card\" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.

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When we use this method, of alternate address cards, we cannot get the \"contact\" from the alternative address card to show on the invoice.

The contact field in the custom form set up only allows for the master card contacts. Is there any way around this please?

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When we use this method, of alternate address cards, we cannot get the \"contact\" from the alternative address card to show on the invoice.

The contact field in the custom form set up only allows for the master card contacts. Is there any way around this please?

Hi Richard_Spencer , that's true, it's the contact for the billing card. You may need to add a contact name as part of the address for the alternative card, and possibly save the invoice form as a separate form and remove the main contact field.

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Hi , that's true, it's the contact for the billing card. You may need to add a contact name as part of the address for the alternative card, and possibly save the invoice form as a separate form and remove the main contact field.

Thanks for your quick response, Mike. Your suggestions are helpful. I didn't mention everything - we have a reason for wanting all the addresses to be the same shape with the contact names to appear consistently in the same place, (it's to do with dovetailing in with the postal service system). The problem is only when we use alternative address cards. We are experimenting with using the referral field when we know we need an alternative card address - and pulling that through in the contact position. It might work.

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