Situs Address Assignment
Navigate: Records
> Addresses > Situs Address Assignment
Description
Use this task to assign, add, and delete situs addresses.
NOTE: The screen used to assign situs addresses is the same screen used to maintain situs addresses via the Records > Addresses > Situs Address Maintenance task.
Steps
Maintaining a Situs Address Assignment
- On the Records Search for Revenue Object screen, enter your search criteria and click Search.
- On the Records Search Results for Revenue Object screen, select the checkbox for one or more items and click Next.
- On the Maintain Situs Addresses screen, scroll to the Situs Search Criteria panel, enter search information, and click Search.
- In the Situs Search Results panel, select one or more addresses and click Apply in the Situs Address panel.
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Click Finish.
OR
Enter and apply a known address in the Situs Address/Create Situs panel.
Specifying a Primary Situs Address
If multiple situs addresses are associated with the revenue object(s), you can select the primary address and delete situs addresses.
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In the Shared Situs Addresses panel, locate the situs address you want and select the Primary checkbox.
NOTE: The Primary checkbox is displayed only when there are multiple addresses in the panel.
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In the Situs Address/Create Situs panel, click Apply.
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Click Save.