Entering a Quotation - Inv. Address Card
- Invoice to Address
- Default taken from
Customer
- The Customer's mailing address, as it has been entered on the 'Contact' card of the Customer record. If you need to change something for this Quotation only, you can do so here. Permanent changes should be made in the Customer register.
- This field always shows the address of the Customer shown in the header, even if an Invoice To company has been specified on the 'Terms' card of the Customer record.
- Zone
- Default taken from
Customer
- These radio buttons show the Zone for this Customer, brought in from the Customer record. The Account Usage S/L setting allows different defaults for the Sales Account and the VAT Account to be set up for each Zone, which will be used in any Invoices produced from this Quotation. The setting cannot be changed for this Quotation: all changes should be made in the Customer register before entering Quotations.
- VAT No.
- Default taken from
Customer
- The Customer's VAT registration number. Although not vital for the purposes of producing a Quotation, it is important that the Customer's VAT Number is known if they are in the "Within EU" Zone and an Invoice is produced from the Quotation as this information is then required for EU VAT reporting purposes.
- Hansa contains a feature whereby it will check that the VAT Number entered here is in the correct format for the Customer's Country. The correct format should be defined in the VAT Number Masks setting in the System module. If the Customer's Country is blank, the Country from the Company Info setting will be used. If that is blank, no validation check will be made.
- Phone, Fax
- Default taken from
Customer
- The Customer's telephone and fax numbers, as entered on the 'Contact' card of the Customer record.
