Entering a Contract - Inv. Address Card
This page describes the fields on the 'Inv. Address' card of the Contract record. Please follow the links below for descriptions of the other cards:
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- Invoice to Address
- Default taken from Contact record for the Customer (Invoice Address)
- The Customer's address will be brought in from the 'Contact' card of their record in the Contact register. You can change change the address for a particular Contract, but if you need to make more permanent changes, you should do so in the Contact register.
- VAT Zone
- Default taken from
Contact record for the Customer
- These radio buttons show the Customer's Zone, brought in from the Contact record. The Zone can control the choice of Sales Account and VAT Code or Tax Template for each Item in the Contract: you will have defined separate default Sales Accounts and VAT Codes or Tax Templates for each Zone on the 'Sales' card of the Account Usage S/L setting. You cannot change the Zone in a Contract: you should make any necessary changes in the Contact register before entering Invoices.
- You can change the names of two of these options if they are not suitable. Using the VAT Zone Label setting in the Sales Ledger, you can replace the string "EU" with your own string (for example "SACU" in South Africa).
- VAT Reg.
- Default taken from
Contact record for the Customer
- The Customer's VAT registration number. Although not vital for the purposes of producing a Contract, 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 Contract as this information is then required for EU VAT reporting purposes.
- You can have a validation check carried out to ensure that the VAT Number entered here is in the correct format for the Customer's Country. If you want there to be such a validation check, define the correct formats in the VAT Number Masks setting in the System module. The validation check will take place when you save the Contract, and a message will be shown if the VAT Number is in the wrong format. The check will be based on the Country specified in the Contact record for the Customer or, if that is blank, using the Country in the Company Info setting (i.e. your own Country). If that is also blank, no validation check will be made.
- Sort Key
- Default taken from
Contact record for the Customer (Route)Â
- This field can be used in countries where a post code, zip code or other area code appears on a separate line in an address. When printing Contract Labels, they can be chosen or sorted by Sort Key.
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The Contract register in Standard ERP:
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