Supplemental Addresses (c6.0)

Modified on Mon, 04 Dec 2023 at 05:29 PM

 

 

 

Supplemental Addresses

 

Purpose of this document

 

Supplemental Addresses can be used to document additional addresses for various entities. They are in addition to the base site address and shipping address. Supplemental Addresses are available for Parent Agencies, Agencies, Parent Vendors, Vendors, Parent Donors, Donors, and Food Drive Donors.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.


 

 

TABLE OF CONTENTS


 

 
 

Supplemental Address Options

 

The following options are supported with Supplemental Addresses. Multiple addresses of a given Type can be defined per source. However, only one address (at a time) can be marked as the default for the source. For example, you can have multiple addresses of Type Billing Address but only one of them can be marked as the Default Billing Address for a given Agency.

 

Billing Address - This option applies to Parent Agencies and Agencies. A Send to Parent Billing Address field exists on the Invoicing FastTab of the Agency Card. Toggle on the Send to Parent Billing Address field if you want the Parent Agency’s billing address to be the default instead of the Agency’s billing address.

 

  

Mailing Address - This option applies to Parent Agencies, Agencies, Parent Vendors, Vendors, Parent Donors, Donors, and Food Drive Donors. A Send to Parent Mailing Address field exists on the Invoicing FastTab of the Agency, Vendor, and Donor Cards. Toggle on the Send to Parent Mailing Address field if you want the Parent Agency, Parent Vendor, or Parent Donor mailing address to be the default instead of the Agency, Vendor, or Donor mailing address.

 

 

 

Ship-To Address. This option applies to Agencies only. Each site should decide whether they are going to use the Supplemental Ship-To Address functionality or the base Ceres Ship-To Address functionality. Both should not be deployed together. The Supplement Ship-To Address will automatically flow to the Agency Order whereas the Ship-To Address will only flow if a Ship-To Code is manually selected on the Agency Order. See Agency Ship To Addresses for more information on that functionality.

 

Buy-from / Order Address – This option applies to Vendors only.

 

Statement Address – This option applies to Parent Agencies and Agencies. A Send to Parent Statement Address field exists on the Invoicing FastTab of the Agency Card. Toggle on this field if you want to send the statement to the Parent Agency’s Statement address.

 

 

 

Supplemental Addresses Setup

 

Supplemental Addresses can be accessed from Parent Agencies, Agencies, Parent Vendors, Vendors, Parent Donors, Donors and Food Drive Donors, from the Card or List:

 

  1. From the Card or List click Related à Agency, Donor, Vendor. Etc. à Supplemental Addresses. You will see the listing of Supplemental Addresses that exist within Ceres for that record. Below is an example of how to access the Supplemental Addresses from an Agency.

 

  

  1. The Supplemental Address List is displayed.

 

  1. Click Home à New to create a new Supplemental Address.

 

  

  1. The Supplemental Address Card Page is displayed. Update the Card as needed. A description of the fields follows:

 

 

 

No.: This is the main identifier for the Supplemental Address, which can be entered as any combination of text and numbers. To manually assign a No, input a value in the No. field. Alternatively, you can have a Supplement Address No automatically assigned by tabbing off the field if setup or clicking on the ellipsis button, selecting a No. Series from the List, and then clicking the OK button.

 

For automatic numbering, you must first input a No. Series in the Suppl. Address Nos. field on the Numbering FastTab of the Agencies & Receivables Setup, Purchases & Payables Setup, and Donation Setup. Below is an example of the Agencies & Receivables Setup.


 

 

 

Type: Select the type that best fits the purpose or use of the address. You can choose from the following:

 

Blank – Identifies the address is informational only and will not be used as a default address elsewhere in Ceres.

 

Billing Address – Identifies the address as being used for billing correspondence and allows the address to be flagged as the Default Billing Address.
 

Mailing Address – Identifies the address as being used for mailing correspondence and allows the address to be flagged as the Default Mailing Address.
 

Ship-to Address – Identifies the address as being used for shipping correspondence and allows the address to be flagged as the Default Ship-to Address.
 

Buy-from/Order Address – Identifies the address as being used for purchase order correspondence and allows the address to be flagged as the Default Buy-from/Order Address.
 

Statement Address – Identifies the address as being used for statement correspondence and allows the address to be flagged as the Default Statement Address.
 

Multi-Purpose – In some cases an address may serve more than one purpose. For instance, the address may be used for billing and mailing. The option allows for any or all defaults to be set for the address.

 

Name: Enter the name for this Supplemental Address.

 

Name 2: An extension of the Supplemental Address name field. 

 

Address: Enter the address for this Supplemental Address, such as a mailing address or billing address. 

 

City: Enter the city for this Supplemental Address.

 

State: Enter the state for this Supplemental Address.

 

Zip Code: Enter the zip code for this Supplemental Address.

 

Note: If you fill in the zip code field with a zip code that is linked to a single city in the zip code table, Ceres will fill in the city field automatically. If there is more than one city linked to the zip code, Ceres displays a list of the relevant cities for you to choose from. If the zip code is not set up in the zip code table, you must enter the city manually.

 

 

 

Country/Region Code: Select the Country Code from the lookup list, primarily used to determine the address formatting on documents applicable for the selected Country.

 

Phone No.: Enter the primary phone number for this Supplemental Address. You should use a consistent format when entering the number, such as: (123) 456-7890 for example. The value entered here will also appear on the Communication FastTab.

 

Phone Ext No.: Enter a phone extension for this Supplemental Address.

 

Fax No.: Enter the fax number for this Supplemental Address. You should use a consistent format when entering the number, such as: (123) 456-7890 for example.

 

E-Mail: Enter the e-mail address for this Supplemental Address. You may enter a single email address conforming to the standard e-mail address format.

 

Contact: Enter the primary contact’s name for this Supplemental Address. 

 

 

Defaults: As outlined above, there are five different Supplemental Address options. Toggle on corresponding fields to designate that this is the default Supplemental Address for this address option.


 

Default Billing Address – Toggle on if the Supplemental Address is the default billing address. This setting will be overridden if the Send to Parent Billing Address field is toggled on.

 

Default Mailing Address - Toggle on if the Supplemental Address is used as the default mailing address. This setting will be overridden if the Send to Parent Mailing Address field is toggled on.

 

Default Ship-To Address – Toggle on if the Supplemental Address is used as the default ship-to address. This field must be marked before the Shared Pick-Up Address field can be toggled on.

 

Default Buy-from/Order Address: Toggle on if the Supplemental Address is used as the default Buy-from Order Address.

 

Default Statement Address: Toggle on if the Supplemental Address is used as the default address on statements. This setting will be overridden if the Send to Parent Statement Address field is toggled on.

 

Note: If an unsupported option is selected an error message will display. For example, Supplemental Buy-from/Order Addresses are not supported for Agencies. Therefore, if a user tries to select a Type of Buy-from/Order Address an error message such as one shown below will be presented.

 

   

  1. Select the back arrow to complete the setup of the Supplemental Address.

 

 

 

Shared Supplemental Address Setup

 

Shared Supplemental Addresses can be associated with Parent Agencies, Agencies, Parent Vendors, Vendors, Parent Donors, Donors and Food Drive Donors, and are set up in the same manner as Supplemental Addresses. The most typical use of a shared address is a shared delivery location for Agencies.

 

  1. The Shared Supplemental Address List can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Shared Supplemental Address List” in “Tell me what you want to do” then selecting “Shared Supplemental Address List” from the results in the Go to Pages and Tasks section OR by selecting the “Shared Supplemental Address List” menu action (if present) from your Role Center home page.

 

  

  1. The Shared Supplemental Address List Page is displayed.

 

  

  1. Click New to create a new Shared Supplemental Address.

 

  

  1. The Shared Supplemental Address Card Page is displayed. Update the Card as needed. description of the fields follows:

 

 

 

No.: This is the main identifier for the Supplemental Address, which can be entered as any combination of text and numbers. To manually assign a No, input a value in the No. field. Alternatively, you can have a Supplement Address No automatically assigned by tabbing off the field if setup or clicking on the ellipsis button, selecting a No. Series from the List, and then clicking the OK button.

 

For automatic numbering, you must first input a No. Series in the Suppl. Address Nos. field on the Numbering FastTab of the Agencies & Receivables Setup, Purchases & Payables Setup, and Donation Setup. Below is an example of the Agencies & Receivables Setup.

 

Source Type: Select Source Type from the List. This is the type of record this Shared Supplemental Address can be associated with. The options are Agency, Vendor, Donor, Parent Agency, Parent Vendor, Parent Donor, and Food Drive Donor.

 

Type: Select the type that best fits the purpose or use of the address. You can choose from the following:

 

Billing Address – Identifies the address as being used for billing correspondence and allows the address to be flagged as the Default Billing Address.

 

Mailing Address – Identifies the address as being used for mailing correspondence and allows the address to be flagged as the Default Mailing Address.

 

Ship-to Address – Identifies the address as being used for shipping correspondence and allows the address to be flagged as the Default Ship-to Address.

 

Buy-from/Order Address – Identifies the address as being used for purchase/order correspondence and allows the address to be flagged as the Default Buy-from/Order Address.

 

Statement Address – Identifies the address as being used for statement correspondence and allows the address to be flagged as the Default Statement Address.

 

Multi-Purpose – In some cases an address may serve more than one purpose. For instance, the address may be used for billing and mailing. The option allows for any or all defaults to be set for the address.

 

Name: Enter the name for this Shared Supplemental Address. For shared pickup address, enter the site or location where the product will be picked up vs. an Agency Name.

 

Name 2: An extension of the Shared Supplemental Address name field.

 

Address: Enter the address for this Shared Supplemental Address. 

 

Address 2: An extension of the Shared Supplemental Address field.

 

City: Enter the city for this Shared Supplemental Address.

 

State: Enter the state for this Shared Supplemental Address.

 

Zip Code: Enter the zip code for this Shared Supplemental Address.

 

Note: If you fill in the zip code field with a zip code that is linked to a single city in the zip code table, Ceres will fill in the city field automatically. If there is more than one city linked to the zip code, Ceres displays a list of the relevant cities for you to choose from. If the zip code is not set up in the zip code table, you must enter the city manually.

 

 

 

Country/Region Code: Select the Country Code from the lookup list, primarily used to determine the address formatting on documents applicable for the selected Country.

 

Phone No.: Enter the primary phone number for this Shared Supplemental Address. You should use a consistent format when entering the number, such as: (123) 456-7890 for example. The value entered here will also appear on the Communication FastTab.

 

Phone Ext No.: Enter a phone extension for this Shared Supplemental Address.

 

Fax No.: Enter the fax number for this Shared Supplemental Address. You should use a consistent format when entering the number, such as: (123) 456-7890 for example.

 

E-Mail: Enter the e-mail address for this Shared Supplemental Address. Enter a single e-main address using the standard e-mail address format.

 

Contact: Enter the primary contact’s name for this Shared Supplemental Address.

 

Defaults: As outlined above, there are five different Shared Supplemental Address options. Toggle on the corresponding fields to designate that this is the default Supplemental Address for this address option.

 

Note: The same information can be specified for a Shared Supplemental Address as for a non-shared Address.

 

  1. Click the OK button to complete the setup of the Shared Supplemental Address

 


Sharing a Supplemental Address

 

Once a Shared Supplemental Address has been created, it can be associated (shared) with other sources (Agency, Donor, Vendor, etc.). To associate a Shared Supplement Address with a Source, go to the List or Card Page for the desired Source. In this example we’ll share the newly created Shared Supplemental Address with an Agency.  However, the steps shown here also apply to associate a Shared Address with any other source type (Donor, Parent Donor, Vendor, Parent Vendor, etc.).

 

  1. From the List or Card Page for the desired source, click Related à Agency, Donor, Vendor. Etc. à Supplemental Addresses.

 

  

  1. Click New to create a new Supplemental Address.

 

  

  1. One the Supplemental Address Card Page, ensure that the No. has been updated and then click the Copy Supplemental Address Action Item.

 

  

  1. The Copy Supplemental Address Page will be displayed. 

 

 

 

Copy from Shared Address  Toggle on this field to see only Shared Address via the No. dropdown. Leave this field off to see a listing of non-Shared Addresses.

 

Source Type - Select the Source for the “Copy-from” address.

 

No. - Select the address to be copied into the newly created address.

 

  1. Once the appropriate address to copy has been specified, click the OK button. Ceres will display a confirmation dialog. Click Yes to continue or No to cancel the operation.

 

Note: The Copy Supplemental Address process is available for both Shared and non-Shared Address. Thus, you can copy any address into an existing address. Further, the Copy Supplemental Address process enforces singular defaults. Thus, if the Shared or non-Shared Address is marked as a default (e.g., Default Ship-to Address) and the source being copied to already has an address marked as the Default Ship-to Address, Ceres will halt the process with an informative error.

   

  1. Return to the Supplemental Address List Page to view all the addresses. Shared Supplemental Addresses are bolded so they can easily be distinguished from non-Shared Addresses.

 

  

  1. Shared Addresses can only be administered (created or modified) from the Shared Address Page as noted above. When opening the Card Page for an associated Shared Supplement Address (such as the one we created in this example), the Card Page will be displayed in its non-editable state.


Supplemental Address Flow

 

Supplemental Addresses use the same logic as general addresses in how they flow to document headers. Below is an outline as to how addresses flow.

 

Agency Addresses

 

Physical (Site) Address: Recommend using the address fields on General FastTab of the Agency Card as the physical site address. This address will flow to the General FastTab of the Agency Order if a Supplemental Mailing Address does not exist.

 

Shipping and Billing FastTab of the Agency Order - No Agency Supplemental Addresses setup.

 

 

Shipping and Billing FastTab of the Agency Order - Send to Parent Mailing Address is on and a Parent Agency Supplemental Mailing Address Setup.

 

 

 

Default Billing Address: Supplemental Billing Address. This address will flow to the Invoicing FastTab of the Agency Order. If no Supplemental Address is found, Ceres will flow the address on the General FastTab of the Agency Card. However, if the Send to Parent Billing Address field on the Invoicing FastTab of the Agency Card is toggled on, Ceres will use the address from the Parent Agency. That address can be a Supplemental Address or the general address.

 

General FastTab of the Agency Order - Send to Parent Billing Address toggled off and no Agency Supplemental Address set up.

 

General FastTab of the Agency Order - Send to Parent Billing Address toggled on.

 

 

 

Note: A Parent Agency Supplemental Billing Address must be set up for address to flow.

 

Default Ship-To Address: Supplemental Shared Pick-up or Supplemental Ship-To Address. This address will flow to the Shipping and Billing FastTab of the Agency Order. If no Supplemental Address is found, Ceres will flow the address fields on the General FastTab of the Agency Card to the Shipping and Billing FastTab of the Agency Order. However, if a Ship-To Code is selected on the Agency Order and no Supplement Shared Pick-up Address is found, then the Ship-To Address will flow to the Shipping and Billing FastTab of the Agency Order.

 

Shipping FastTab of the Agency Order – Shared Supplemental Address setup for Agency

 

  

Default Statement Address: The Statement Address does not flow to the Agency Order. Instead, it is used when printing the Parent Agency Statement or the Agency Statement.

 

Agency Statement Billing Address - Send to Parent Statement Address toggled off.

 

  

 

Agency Statement Billing Address - Send to Parent Statement Address toggled on.

 

 

 

Vendor Addresses

 

Physical Address: Recommend using the address fields on General FastTab of the Vendor Card as the physical address. This address will flow to the General FastTab of the Purchase Order if no Supplemental Mailing Address is found.

 

General FastTab of the Purchase Order - No Supplemental Addresses set up.

 

 

 

Default Mailing Address: Supplemental Mailing Address. This address will flow to the General FastTab of the Purchase Order. If no Supplemental Address is found, Ceres will use the address on the General FastTab of the Vendor Card. However, if the Send to Parent Mailing Address field on the Invoicing FastTab of the Vendor Card is toggled on, Ceres will use the address from the Parent Vendor. That address can be a Supplemental Address or the general address.

 

General FastTab of the Purchase Order – Vendor Mailing Supplemental Address and Send to Parent Mailing Address toggled off.

 

 

 

Donor and Food Drive Donor Addresses

 

Physical Address: Recommend using the address fields on General FastTab of the Donor and Food Drive Donor Card. The address will flow to the General FastTab of the Donation Order if no Supplemental Mailing Address is found.

 

General FastTab of the Donation Order - With no Supplemental Addresses.

 

  

 

Default Mailing Address: Supplemental Mailing Address. This address will flow to the General FastTab of the Donation Order. If no Supplemental Address is found, Ceres will use the address on the General FastTab of the Donor Card. However, if the Send to Donor Mailing Address field on the Invoicing FastTab of the Donor Card is toggled on, Ceres will use the address from the Parent Donor. That address can be a Supplemental Address or the general address.

 

 

General FastTab of the Donation Order – With Supplemental Address and Send to Parent Mailing Address toggled off. 

 

 

General FastTab of the Donation Order - With Send to Parent Mailing Address toggled on.          

 

 

 

 

Appian

When Donation Orders are exported by Appian, the Donor’s physical address will be used and not the Supplemental Address, if applicable.

 


 

 

Reports

 

Whatever address (general or supplemental) is on the various FastTabs of the un-posted documents will automatically flow to the posted document when the transaction is posted. The address on the posted documents is used when printing document reports, such as the Agency Invoice or the Posted Donation Receipts. For other reports, such as the Agency Statement, the address that prints is based on the Supplemental Address setup.

 

Below is a List of reports that support Supplemental Addresses:

 

Report

Billing Address

Mailing Address

Shared Pick-Up (Ship-To) Address

Buy-From / Order Address

Statement Address

Agency Order

 

 

Agency Invoice

 

 

Agency Receipt

 

 

Agency Return Order

 

 

Agency Credit Memo

 

 

Agency Statement

 

 

 

 

Parent Agency Statement

 

 

 

 

Purchase Order

 

 

 

Purchase Invoice

 

 

 

Purchase Receipt

 

 

 

Purchase Return Order

 

 

 

Purchase Credit Memo

 

 

 

AP-Check 

 

 

 

 

Donation Order

 

 

 

 

Donation Receipt

 

 

 

 

Donation Return Order

 

 

 

 

Posted Donation Receipt

 

 

 

 

Donation Receipt Summary

 

 

 

 

Reminder

 

 

 

 

Fin. Charge Memo

 

 

 

 

 

 

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