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Addresses

This Help File Page was last Modified on 09/09/2013

Addresses

This Help File Page was last Modified on 09/09/2013

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Addresses

This Help File Page was last Modified on 09/09/2013

Previous topic Next topic  
Sometimes Subscribers - particularly those having multiple locations - will request that specific types of documents (i.e., Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and Subscriber Information reports) be mailed to specific Locations or to special Alternate Mailing Addresses which are not entered into the Subscribers Form.
These specific types of documents may include any combination of the Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and Subscriber Information reports.
These other addresses may not actually be protected buildings.
They may be such things as Post Office Box Numbers or a Company office that is "out of town",
But, they are not the specific master Bill Payer address identified for the Account.
Once these Alternate Mailing Addresses (Addresses) are defined, using the Subscriber Reports Configuration Form, these Addresses may be assigned to the appropriate report type(s) based on the needs of each Subscriber.
To define one or more special mailing Addresses for a Subscriber, open the Subscribers Form and locate (F2 Search Subscriber) the Subscriber record that needs one of these special address defined.
On the Subscribers Form's General Quick Access menu, Select Addresses.

HelpFilesAddressesForm

Addresses Form for defining Addresses for Special Types of Documents

 

So in summary, the Addresses dialog is used to identity Alternate Mailing Addresses which may be used by the Subscriber for receipt of specific types of system produced documents such as Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and Subscriber Information reports.
These Addresses may be a Post Office Box, or a Company office that is "out of town", BUT are not the normal master Bill Payer address established for the Subscriber's Account.
Once defined, these Addresses may then be selected within the Configuration Form to identify the Alternate Mailing Addresses that must be used for one or more of these documents.
When a Sale is entered for a Subscriber, one of these Addresses may be selected as the Billing Address for that particular Invoice.

 

Entering Addresses for specific types of documents:
Click Add ("+").
Description - Enter a brief description of the types of document for which this Alternate Mailing Address will be used.
Enter a simple description such as Invoices, Proposals, Work Orders, Statements, O/C Reports, etc.
Attention - The Attention line will be printed below the Subscriber's Name.
This information may be used to identify a building name, a person, a title, suite number, additional address information or skipped entirely - depending on what is needed.
Care Of - The Care Of field also provides a place to expand the Subscriber's address information, and will appear below the Attention line, if entered.
Street - Enter the Street number and name.
City - Enter the City
State - Enter the State.
Zip - Enter the Zip Code.
Click Save ("ü") to record your entry.
Repeat this process as needed to identify all of the Alternate Mailing Addresses for the specific types of documents that require separate addresses be used.