Discussions
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Need to store Site Location address for Customer that are not Default Billing or Default Shipping
Hello!
I have researched this issue all afternoon with no success.
I need a solution for storing a Site Address on transaction documents that are not related to the Customer on the document. Currently, staff are using custom field that stores free-form text, but as you can guess, inconsistency with entering makes this almost useless for reporting/historical purposes.
For example, I enter SO for customer, but I need to assign a Site Location where the items will be installed for the customer (Customer may have mulitple site locations--think customer owning different.Convenient Stores/Gas Stations).
I thought about custom record; however, the same Site Location needs to be used on Purchase Orders as well as Sales Orders and Quotes and Returns and Cases.