Field reference
Address
How to use Address in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Address Type, Address Line 1, Country.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Address from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Address Titleaddress_title | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Address Typeaddress_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Address Line 1address_line1 | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Address Line 2address_line2 | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
City/Towncity | Data Required · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Countycounty | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
State/Provincestate | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Countrycountry | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Postal Codepincode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Email Addressemail_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Phonephone | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Faxfax | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Preferred Billing Addressis_primary_address | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Preferred Shipping Addressis_shipping_address | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Your Company Addressis_your_company_address | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Linkslinks | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dynamic Link |
Child tables
Links — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Link Document Typelink_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Link Namelink_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.