2660153 - How to use the Account address options for Ship-to and Bill-to

How to use the Account address options below for Ship-to and Bill-to:

• Yes
• Yes(Standard)
• Yes(Automatic)
• No

SAP Cloud for Customer

1. Go to the Customers work center.
2. Go to the Accounts view.
3. Open any Account.
4. Go to the Addresses facet.
5. Click on Edit.

Result: In the dropdown menus of fields ship-to/bill-to, there are four options (Yes / Yes(Standard) / Yes(Automatic) / No).

On a technical (database) level, it is possible to decide to maintain each Account address as a ship-to/bill-to etc address or not.

If one or more addresses of an Account is maintained as ship-to/bill-to address, at least one of the ship-to/bill-to addresses of the Account needs to be maintained as default ship-to/bill-to address.

Once that Account is selected as ship-to/bill-to party in a business document (such as a Sales Quote), the following is picked as the document address:

• First the system checks, if a default ship-to/bill-to address exists. If it does, the default is selected.
• If no default ship-to/bill-to address exists, the main address of the Account is selected.

Definition of the different values:

Yes (Standard)

• This address has been explicitly flagged as ship-to/bill-to address, and among all ship-to/bill-to addresses, it is the default one.
• If the Account is selected as ship-to/bill-to party in a transactional document (such as a sales quote), this address will be selected as the document address.

Yes 

• This address has been explicitly flagged as ship-to/bill-to address, but it is not the default one.
• This value can only be maintained for an address in the Account, if another address with the value Yes(Standard) already exists.

Yes (Automatic)

• This address is chosen as document address for a ship-to/bill-to party party, because it is the main address and no address – this one included – has been explicitly flagged as ship-to/bill-to address.
• Only the main address can have this value in the Account. It has the value, only if no address of the Account – main address included – has the ship-to/bill-to value Yes or Yes (Standard).
• This value is transient and it is calculated for the UI to document that this address has priority for the Involved Parties address determination.

No

• This is not a ship-to/bill-to party address.

 

Please note that if the Account has one Bill-to and one Ship-to addresses maintained as both "Yes(Standard)", system will prioritize the one set as Main.

Additionally, in the address value help on the Involved Parties facet, all addresses of the Account will be offered, and all can be selected, irrespective of their ship-to/bill-to party value. Also, the address options Yes/Yes(Standard)/Yes(Automatic)/No are not configurable and cannot be removed.

settings, configuration, customize, customizable, ship-to, bill-to , KBA , LOD-CRM-ACC , Account , LOD-CRM-OPP , Opportunity Management , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions