Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Shipping Addresses information Addresses information is configured per project and can be created or imported.
Table of Contents | ||
---|---|---|
|
New Shipping New Shipping Address
To create a New Shipping Address:
Under Projects > Shipping Addresses, click the
New Shipping Address button. A new row will display.
- Image Added
Default (Optional)- Select one default shipping address. When checked, the checked Shipping Address will be automatically selected for all models on the Models > Dashboard, Shipping Address column.
Address Name (Required) - Enter the name of the Shipping Address. This will display on all Purchasing activities.
Attention (Optional) - If "Attention" should be used in the address, enter that information here.
Address 1 (Required)- Enter the shipping address line 1.
Address 2 (Optional) - Enter the shipping address line 2.
City (Required)- Enter the shipping address city.
State (Required)- Enter the shipping address state.
Zip (Required)- Enter the shipping address zip code.
Phone (Optional) - Enter the phone number for the contact or office that can be called by the supplier to clarify questions.
Instructions (Optional) - Enter any instructions that all shipments should include.
Click Save when Done. Below is an example.
Image Removed
When a Purchase Activity is created, this information will display on the New activity form.
Image Removed
- Image Added
Reports
Reports can be setup for the following Item Types:Image Added
Assembly
Container
Container Details
Package
Package Details
Part
Report Fields
In each report, the following Report Fields are available:
STRATUS.Model.ShippingAddress
STRATUS.Model.ShippingAddress.Name
STRATUS.Model.ShippingAddress.Address1
STRATUS.Model.ShippingAddress.Address2
STRATUS.Model.ShippingAddress.City
STRATUS.Model.ShippingAddress.State
STRATUS.Model.ShippingAddress.Zip
STRATUS.Model.ShippingAddress.Attention
STRATUS.Model.ShippingAddress.Instructions
STRATUS.Model.ShippingAddress.Phone
Template
Users can reference the STRATUS.Model.ShippingAddress Report Fields on the following Template Types:
Package Sheet
Assemblies Sheet
Package BOM
Container Details
Select Project Shipping Address on Report
When more than one shipping address exists for a project, a user can select which shipping address to use when running a BOM report.
To add Shipping Address information to a project, under Projects, select the project, click the Shipping Addresses tab, and then add one or more Shipping Addresses.
Image AddedTo add the Shipping Address Report Fields to a template, under Admin > Company > Templates, create or select a BOM template where the Template Type is Bill of Materials and then add Report Fields that include .ShippingAddress.
Image AddedTo select a shipping address for a BOM report, go a Package’s BOM tab, select a report and click the download button. The Select Report Options dialog similar to the following will display. Select the Shipping Address.
Image AddedThe report will display the .ShippingAddress report fields as configured on the template.
Image Added