This tab window is used to enter the address for the address ID specified on the Customer/Address tab window. You can specify the address types which will use each address (e.g., you may specify that an address will be used for delivery and paying). You can also enter contact details and communication methods for each address.
If you are using Vertex software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations the City, County, State and Zip Code fields must be correctly filled in to retrieve the appropriate jurisdiction code and accurately calculate taxes. If you change any of these fields, the jurisdiction code will be changed based on the new values when the record is saved.
If you are using Avalara software to calculate taxes, jurisdiction code is not used. However, it will only be possible to save the address if it is a valid address according to Avalara. If the entered address is not considered a valid address, an error will be displayed.
External tax calculation method is set up in External Tax System tab under Tax Control tab in Company window. Possible values for external tax calculation method are Vertex Sales Tax O Series, Vertex Sales Tax Q Series or Avalara Sales Tax. To be able to know which method to use when entering or updating a customer address we use the default company for the user that is set up in Users per Company in Accounting Rules.