Customer Address Configuration

You can see and update the customer's address settings from this page.

Click Address in the menu below the customer name.
  • The header provides the following information:

    Field Description Mandatory Example
    Address ID Address codification Yes MPA0231-002
    Customer Name If the address name is different from the company name. No
Below the header, different tabs contain additional information:
  • General Address Information:

    Field Description Mandatory Example
    Country Address country Yes FRANCE
    Address Address details Yes N° street XXXX

    City postcode, COUNTRY
    Address Types Checkbox to define the type of action(s) linked to this address (delivery, document, payment...). No
    Communication Method (in the General Address Information tab) You can add contact information linked to this address. This data will be used for each document created for this customer address. No
    Contact Specific and identified person registered in IFS Cloud. No
  • Delivery Tax Information:
    • Configuration for a tax-exempt customer:

    • Configuration for a customer subject to tax:

      Field Description Mandatory Example
      Tax Withholding, Tax Rounding Method, Tax Rounding Level These fields are always configured consistently when there is no withholding tax applicable to the company. Yes Check the screenshots.
      Tax Liability It can be TAX or EXEMPT depending on the customer. Yes TAX
      Tax Book Ref Must be TB. This configuration is the only one used. Yes TB - Tax Book
      Tax Free Tax Codes This configuration is only used for exempted customer (Export, Exempted, etc.). No Check the screenshots.
  • Document Tax Information: those details are used if you need to register a tax ID for your customer. They are linked to the customer's address.

    Field Description Mandatory Example
    Company Select your company. Yes MPF
    Supply Country From which country your customer is supplied. Yes FRANCE
    Delivery Country Where the delivery will be sent.

    It can be * for all.

    		 Yes * or FRANCE
    Tax ID Type Type of Tax ID. Yes FRTAX
    Tax ID Number Tax ID number of your customer. Yes FR#########
  • Sales Address Information:

    Field Description Mandatory Example
    Delivery Terms Use INCOTERMS codes. Yes E (EX WORKS)
    Delivery Terms Location Define the specific location of delivery terms. No Port du Havre
    Ship-via Method used to send the order to the customer. Yes UPS Standard
    Shipment Type Identify if the delivery must be automatic or not. No NA (Not Automatic)