Situs Address Assignment

Navigate: ClosedRecords > 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

  1. On the Records Search for Revenue Object screen, enter your search criteria and click Search.
  2. On the Records Search Results for Revenue Object screen, select the checkbox for one or more items and click Next.
  3. On the Maintain Situs Addresses screen, scroll to the Situs Search Criteria panel, enter search information, and click Search.
  4. OR

    Enter and apply a known address in the Situs Address/Create Situs panel.

  5. In the Situs Search Results panel, select one or more addresses and click Apply in the Situs Address panel.
  6. Click Finish.

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.

  1. 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.

  2. In the Situs Address/Create Situs panel, click Apply.

  3. Click Save.