Document number: 18006

 

To change the address for a customer contact in Vantive, do the following:

1. From the Toolbar when Vantive is opened, select File from the menu bar, select Open, and then select Customer Information, then Contact.
2. Enter the contact name or customer identifier and click the Search button.
3. Highlight the correct contact for whom you want to change information, and click on the Open button. This takes you to the Information screen for the contact. You can modify addresses on this page.
4. Highlight the first line of the current street address, and press the Delete key on your computer's keyboard.
5. Select Yes when asked if you want to "unlink" the record. This blanks out the address field.
6. If you want to select an address from the existing list, click on the drop-down arrow, then double click on the address you want to use.
7. If you want to add an address, click on the Address label, which opens a locator. Click on the New button and complete the form, remembering that all red fields are required. After saving the new address record, it is automatically associated with the contact record.
8. From the Toolbar select File, then Save from the list to keep your changes and update them to the customer's record.

For information on changing Bill To and Ship To information, see Eureka! document 16071 — Finance maintains data in customer records .

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: pjb 06/26/1998
Revised: amq 06/28/2002