Set up address and contact information purposes

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In Microsoft Dynamics AX, you can assign one or more purposes to a postal address record or a contact information record. A purpose describes how a particular address record or contact information record is used. The following table shows an example of the list of addresses for a customer, and the purposes that are assigned to each postal address.

Postal address	Address purpose
Eislebener Street/67 12345 Berlin Germany	Primary, Delivery, RemitTo
Thierschstrasse 12 56789 Munich Germany	Delivery, Service
An der Budesstrasse 123 34567 Neu-Isenburg/Frankfurt Germany	One time

For example, if a customer record contains a postal address for each of the customer's four locations, you can assign a purpose to each postal address. The purpose can help you track where deliveries must be sent, where services are needed, or where mail is sent by using the postal service.

Predefined purposes

Microsoft Dynamics AX includes several predefined purposes. You can also create your own purposes to meet the requirements of your organization. The following table describes the purposes that are included in Microsoft Dynamics AX.

Purpose	Description
Invoice	The address to which you send invoices.
Delivery	The address to which products are delivered.
SWIFT	The address that is used for money transfers by international banks.
Payment	The address to which you send payments.
Service	The address that is used for service calls.
Home	The address that is used for the party's home.
Other	The address that is used for another type of location that is not defined in this list.
Business	The address that is used for the party's business.
RemitTo	The address to which you send the payment when a check is issued to a vendor.
Third party shipping	The address that is used when the customer is billed for freight by a shipping carrier.
Statement	The address that is used when internal or external statements are generated, or when customer statements are exported to Microsoft Excel by using the Collections form.
Fixed asset	The address that is used for a fixed asset.
One time	An address that is used only one time, and that does not have to be stored with the party record. You can mark an address as one time only when you are adding an address in a transaction, such as a sales order.
Recruit	The address that is used to for a recruit or a prospective worker.

Assign a purpose to an address or contact

1. Click Organization administration > Setup > Global address book > Address and contact information purpose.

2. In the list, select whether each purpose applies to an address record, a contact information record, or both.

3. To add a new purpose, click New, and then enter the name of the purpose and a brief description. Then select the Postal address or Contact information check box to specify whether the purpose is used for address records or contact information records.