Link new Account Sites Address to existing Account Site Address
This can be achieved one of two ways:
a) Using Downloaded Data
1. Perform a download via the form or sheet to return the Customer Account that has the Site Account whose address is to be shared.
2. Note the Party Site ID, Party Site Name and Party Site Number are populated (At least one of these must be available for use to share addresses). Note the existing Account Site and Operating Unit.
3. In Account Site - Enter Create, the Operating Unit to share the address to and any other relevant details.
4. Upload.
The new Account Site has been created in the different Operating Unit, using the same address as the existing Account Site and an Account Site ID assigned.
5. Perform a download using Account Site ID for Operating Unit 2 to confirm that the same address was used.
b) Using Manually entered IDs/Data
1. If known, enter the Customer ID.
2. If known, enter Party Site ID. Party Site Name and/or Party Site Number are populated.
Notes: At least one of these must be available for use to share addresses.
Party Site ID is the driving column, but this can be derived from the Party Site Name and/or Party Site Number if not known.
3. In Account Site - Enter Create, the Operating Unit to share the address to, and any other relevant details.
4. Upload.
The new Account Site has been created in the different Operating Unit, using the same address as the existing Account Site and an Account Site ID assigned.
5. Perform a download using Account Site ID for Operating Unit 2, to confirm that the same address was used.
