Costpoint Online Help

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Address Tab

Use this tab on the Manage Purchase Order Vouchers screen to identify the pay vendor and address code for the purchase order voucher.

Maintain the fields on this tab whenever the pay vendor or vendor address code needs to be changed. You can use this tab at any time during voucher entry.

Select

Field Description
Pay Vendor (Pay Vendor Name, Pay Vendor Location)

The pay vendor for this voucher defaults from the Vendor field. However, you can edit this field, allowing payment to a different vendor, if you selected the Allow Edits to Pay Vendor on Voucher check box on the Defaults tab of the Manage Vendor screen.

Enter, or click to select, a valid vendor to pay and to whom the check is cut. The vendor selected must be a valid vendor established on the Manage Vendors screen. After you select a vendor, the vendor name and vendor location also display, but cannot be edited.

If the pay vendor is different from the voucher vendor, and the pay vendor is not set up for CIS, Costpoint displays a warning message. A warning message also displays if the CIS Type is different for the pay vendor and voucher vendor, if both are set up for CIS. You assign the CIS Type on the CIS Info subtask of the Manage Vendors screen.

If a password is required (indicated in the Payment Security group box on the Configure Accounts Payable Settings screen), a prompt displays to request a password after you try to update the Address Code and/or Pay Vendor. You must enter a valid password to update the record.

Joint Payee

If applicable, enter the name of the joint payee. The joint payee need not be a Costpoint vendor. You must enter the word and before the joint payee name. The Joint Payee that you enter on this subtask also displays on the Check tab, and on the check when it is printed.

Note: If the Address Code selected in the Select Payment Address group box is EFT-active, the Joint Payee field is disabled. As a result, Electronic Funds Transfer (EFT) cannot be used if there is a Joint Payee on the voucher.

Payment Address

Use this group box to enter the address code and address to which the check is to be sent.

Field Description
Address Code

Enter, or click to select, a valid address code. The address code selected must be a valid payment address for the given pay vendor. This code is established on the Manage Vendor screen.

If the Payment Address option on the Addresses subtask of the Manage Vendors screen is set to Default, that Address Code automatically defaults into this field, but can be changed if necessary. This is a required field.

Line1

This non-editable field displays the first address line.

Line2

This non-editable field displays the second address line.

Line3

This non-editable field displays the third address line.

City

This non-editable field displays the city.

State/Province

This non-editable field displays the state or province.

Postal Code

This non-editable field displays the postal code.

Country

This non-editable field displays the country.

Password

Use this field to enter a password, if you set up that requirement via the Payment Security group box on the Configure Accounts Payable Settings screen, to update the Pay Vendor and/or Address Code fields.