Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Address/Contact Info Subtask

Use this subtask to enter and maintain information about vendor addresses.

For a prospective vendor, all fields on this subtask are editable. For a vendor, all fields are read-only.

Note: For prospective vendors, an error message displays if you attempt to delete an address line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.

Contents

Field Description
Address Code Enter a code that will be used to identify the prospective vendor address.
Address Line 1, Address Line 2, Address Line 3 Enter the street address and any address information other than the city, state/province, country, or postal code.
City Enter the city.
State/Province Enter, or click to select, the state or province.
Postal Code Enter, or click to select, the postal code associated with the city, state/province, and country.
Country Enter, or click to select, the country code.
Payment Address

Select one of the following settings from the drop-down list:

  • Default: Select this option if you want this address code to default automatically in the voucher.

  • Yes: Select this option if this address code is a remittance or payment address.

  • No: Select this option if this address code is not a payment or remittance address.

Phone Number Enter the primary phone number for the address entered.
Fax Number Enter the fax number for the address entered.
Other Number Enter any other phone number necessary.
Email Address Enter the email address for the address entered.

Subtask

Subtask Description
Contacts Click this link to open the Contacts subtask, where you can enter, edit, and view contacts specific to each of the vendor's addresses.