Wiki source code of 10.2 Pcard Invoice Address
Last modified by Admin User on 2023/06/30 10:27
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5 | Optionally a Procurement Card can have an invoice address assigned to it. The invoice address will appear printed on the purchase order as the address to which invoices should be sent and will override any other default invoice address assignment for the user. | ||
6 | |||
7 | To access the invoicing address fields click on the expansion arrows: | ||
8 | [[image:PECOS Admin.WebHome@fig 10.3.png||height="90%" width="90%"]] | ||
9 | |||
10 | = Create Address = | ||
11 | |||
12 | To create a new address: | ||
13 | |||
14 | 1. Click the **New Address** button to open the **Procurement Card Address Maintenance** window. | ||
15 | 1. Enter address data. The following fields are mandatory: | ||
16 | 1*. Address Name | ||
17 | 1*. Address Line 1 | ||
18 | 1*. City | ||
19 | 1. Click the **Add Address **button. The address will populate the invoicing address fields and be saved as a PCard address. | ||
20 | 1. If no further PCard addresses are to be entered close the Procurement Card Address Maintenance window. | ||
21 | 1. Click **Update** to save this new address to your PCard. | ||
22 | |||
23 | = Change Address = | ||
24 | |||
25 | To change an existing PCard address: | ||
26 | |||
27 | 1. Click on the **Clear Address** button. The existing address will be removed from display. | ||
28 | 1. Optionally enter a partial value in the **Address Name** field to refine your search. | ||
29 | If a partial value is not inserted to refine the search, results are limited to 100 records which are //randomly// selected. | ||
30 | 1. Click the **Search Address** button. A Select Address window will open displaying the results of your search. | ||
31 | [[image:PECOS Admin.WebHome@Fig 9.4 - Select PCard address.png]] | ||
32 | 1. Click on the **Select** button next to the address you wish to assign to this PCard. | ||
33 | 1. The Select Address window will close and the address selected will populate the invoicing address fields. | ||
34 | 1. Click **Update**. | ||
35 | |||
36 | = Edit Address = | ||
37 | |||
38 | To edit an existing PCard address: | ||
39 | |||
40 | 1. Select the address that you wish to edit. You can edit the address that is displayed (already assigned to your PCard) or any other PCard invoicing address. | ||
41 | 1. If the address you wish to edit is already assigned to your PCard, click on the **Search Address** button. The **Select Address** window will open displaying only the address currently assigned. | ||
42 | 1. If the address that you wish to edit is an address other than the address assigned to the open PCard, firstly click on the **Clear Address** button. The currently assigned address will be removed from display. Optionally a partial value can now be entered in the Address Name field to refine your search. Click on the **Search Address** button to display available addresses for editing in the **Select Address** window. | ||
43 | 1. Click on the **edit **button next to the address to be edited. The address will open in a **Procurement Card Address Maintenance** window. | ||
44 | 1. Perform changes to the address and click the **Update** button. Be careful not to remove any mandatory information. | ||
45 | 1. Address data is updated and you are returned to the **Select Address** window where optionally you may undertake further address editing. | ||
46 | 1. After completing all editing tasks close the **Select Address** window. |