AppVision Kft.

In the case of EKÁER notifications, we should strive to provide the address data in a detailed form. To do this, we need to record some related information on Customer, Vendor and Location Cards. In addition, the Company Information Card has a special role, where we can set the data of our own company.

With the help of the search function, please find and open Company Information.

Please make sure, that you have all the necessary information in the menu correctly:

Currently, for EKÁER notifications, we take the Name information, Address, City, Postcode and Country/Region Code data from here.

In addition, in case of a Hungarian company, we use VAT Registration field to, so it’s absolutely necessary to fill it in.

Please fill in the company data correctly before generating the source documents. The correctness of the name and tax number is especially important for the reporting process!

It is worth noting, that the Company Information menu Ship-to Address section can play an important role on the purchasing side.

If no default Location Code is defined for the vendor card, then Business Central uses the information in the Company Information menu, when creating puchase orders. (Vendor Card/Receiving fasttab/Location Code field)

If a Location Code has been set here in the Company Information, this will be used on purchase orders. The delivery address type of the order will be „Location Code”, and the address data will be transferred from the Location Card.

If no Location Code has been set in the Company Information, the delivery address type of the order will be „default”, and Business Central uses the data of Ship-to fields of Company Information menu.

To use customer detailed addresses, enter and set up a Bill-to Address ID for each. This function is already used in the framework of localization pack, and from the point of view of EKÁER, it is an important condition for the operation of the module.

With the help of the search function please find Customers list, and open a Customer card by clicking on Customer No., or ‘Manage/Edit’ button.
Bill-to Address ID can be found on the Invoicing fasttab.

Entering Detail Address data

Use the dropdown menu to enter new address information, by clicking the New button, as follows:

Fill in the relevant fields: Post Code, Country Code (updated by Post Code), City, (updated by Post Code) Name of Public Premises, Type of Public Premises, House Number, etc. Business Central fills the Address and Address 2 fields by merging the data.

• Address ID – enter a number here
• Post Code – choose from the dropdown list, or type it manually
• City – if the above Post Code and related data are filled in in the Post Code list, the system will automatically fill in the City field with the data taken from there
• Country/Region Code – if the above Post Code and related data are filled in in the Post Code list, the system will automatically fill in the Country/Region Code field with the data taken from there
• Name of Public Premises – the certain road, street etc. name: in case of ‘Király street’, the word ‘Király’.
• Type of Public Premises – eg.: street, square, avenue, park etc. 
• House No.

You can enter additional information, such as Building, Staircase, Level, and Door if necessary.

When you’re done, please click ‘OK’ to finish the process, and application sets that address Id as the Bill-to Address ID of the Customer.
If approved, the information on the Address&Contact fasttab will be updated by entering the Bill-to Address ID.

After you’ve finished the address setup, please search Invoicing fasttab, and fill in VAT Registration No. field in case of it is a Hungarian Customer, and if it’s a foreign entity, please fill in VAT Identification No.

If you have Shipping Addresses in connection with a Customer, it is also necessary to provide detailed address information on Ship-to Address Cards.

Please click on Related/Customer/Ship-to Addresses button on a Customer Card.

The Ship-to Address List opens. Please select one and open the Ship-to Address Card by clicking on its ID or choosing Manage/Edit button.

In General fasttab, Detailed Address ID field you can enter relevant information. As in the previous chapter, entering Detail Address data process is similar. (Entering Detail Address data)
You can choose from the dropdown list or create a new address id by using the ‘New’ button.

When you select a Detailed Address ID, Address information of the Card will be updated.

With the help of the search function please find Vendors list, and open a Vendor card by clicking on Vendor No., or ‘Manage/Edit’ button.
You can enter a derailed address in the Detailed Address ID field on Address&Contact fasttab. As in previous chapters, you can choose from the dropdown list or create a new address with the help of ‘New’ button.

If you also have Order Addresses to you Vendor, please take care of detailed address information regarding Order Address Cards too.
Open the Order Address list from a Vendor Card by clicking on Related/Vendors/Order Addresses, then click on the ID to open its card.

On General fasttab, Detailed Address ID field you can enter relevant information. As in the previous chapters, entering Detail Address data process is similar.

Last but not least, it is important that the address data of your company’s warehouses be available in the same, detailed format.

With the help of the search function please find an open Locations list. Open a Location Card by clicking in the Code field, or use Manage/Edit button.

On Address&Contact fasttab you can find Detailed Address ID field, in which you can enter required data, similar as on the Customer and Vendor Cards.