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This article applies to:

  • Product: ONESOURCE Trust Tax

Setting PAN-Level Shipping Addresses for Bulk Shipments

The Shipping Addresses page allows you to set PAN-level shipping addresses for bulk shipments. If your PAN is in a SuperBank association, you can use the Shipping Addresses page to set the shipping addresses for bulk shipments for all the PANs in the SuperBank association.
note
To set or change the shipping mode for bulk shipments, use the options in the
Shipping
 category on the Options and Overrides page.

Adding a Shipping Address

For SuperBank associations, you can change the shipping addresses for any PAN in the SuperBank association. The shipping addresses are available for all of the PANs in the SuperBank association to ship to.
To add a shipping address:
  1. Select
    SETUP
     then
    Customize
    .
  2. In the grid under the
    Shipping Addresses
     collapsible section, select the
    Address Identifier
     field in the row that includes the text, "Please select here to add new row."
  3. Enter the address identifier for the shipping address in the
    Address Identifier
     field. When submitting a processing or printing bulk ship request, the address identifier is available for selection from the
    Shipping Address
     drop-down list.
  4. Press TAB to add the address identifier to the bottom of the grid.
  5. Select
    Save
    . Your Shipping Addresses page will look similar to the graphic shown below. Notice that Empty Shipping Address displays in the row of the newly added address identifier. Empty Shipping Address is removed after you enter and save the shipping address details.
  6. Select the
    Address Identifier
     link for the address identifier you added.
  7. Enter the shipping address details. Federal Express and UPS deliveries are not permitted if you enter a P.O. box address in the
    Street
     field.
  8. The
    Bill To
     drop-down list allows you to select the PAN the shipping charges are billed to. If you have multiple PANs but only one shipping address then all of the shipping charges are billed to the PAN you select from the
    Bill To
     drop-down list. To separate the shipping charges by PAN and ship to one address, add an address identifier for each PAN. When entering the shipping address details, use the same mailing address for each PAN, but select the PAN you want to bill the shipping charges to from the
    Bill To
     drop-down list.
  9. Select
    Save
    .

Selecting the Default Shipping Address for a PAN

To select the default shipping address for a PAN:
  1. Select
    SETUP
     then
    Customize
    .
  2. Open the
    PAN Defaults
     collapsible section.
  3. Select the
    Default Shipping Address
     field in the row that includes the PAN you want to select the default shipping address for.
  4. Select the shipping address you want to use as the default.
  5. Select
    Save
    .

Restricting Address Identifiers

If you were granted the
Can modify PAN level Options & Overrides
 user right, you can restrict the address identifiers available for selection from the
Shipping Address
 drop-down list on the Process page or the register Print pop-up window. When a register includes data from a SuperBank association, the logged-in PAN determines the address identifiers that are available for selection from the
Shipping Address
 drop-down list.
To restrict address identifiers:
  1. Select
    SETUP
     then
    Customize
    .
  2. Open the
    PAN Availability
     collapsible section.
  3. For each PAN, select the check box for each address identifier you want to make available in the
    Shipping Address
     drop-down list. As shown in the following graphic, the Thomson Reuters Carrollton Texas address identifier is selected for PANs L590, L599 and Y909. All of the address identifiers are available in the
    Shipping Address
     drop-down list if none check boxes are selected.
  4. Select
    Save
    .

Updating a Shipping Address

To update a shipping address:
  1. Select
    SETUP
     then
    Customize
    .
  2. In the grid under the
    Shipping Addresses
     collapsible section, select the
    Address Identifier
     link for the shipping address you want to update. The detail page for the shipping address displays.
  3. Update the shipping address details.
  4. Select
    Save
    .

Deleting a Shipping Address

To delete a shipping address:
  1. Select
    SETUP
     then
    Customize
    .
  2. In the grid under the
    Shipping Addresses
     collapsible section, select Delete.
  3. Select
    Save
    .