What is the difference between the different types of locations on a contract?

What is the difference between the different types of locations on a contract?

CONTRACT EXPLORER > MAIN > BILLING TAB
  1. Tax Location
    1. Indicates the Tax Location to be utilized as a default when adding Contract Items to the contract
    2. Defaults to the Primary Customer's Primary Location
  2. Billing Location
    1. Indicates the Billing Location to be utilized as a default when adding Contract Items to the contract
    2. Defaults to the Primary Customer's Primary Location (Unless the Customer's Account has a location specified as the Primary Bill To and is not the same as the Primary Location)
  3. These locations are completely different than the locations on the Lease Equipment locations tab
    1. Changing the Tax Location on the Billing Screen will NOT update the Equipment Location on the Equipment > Locations Tab
    2. Changing the Bill To Location on an Billing Screen will NOT update the Billing Location on the Equipment > Locations Tab

MISCELLANEOUS INVOICE CREATION - HOW THE LOCATIONS POPULATE
  1. Nothing prepopulates for the taxable location, the user must manually select the Taxable Location for the Miscellaneous invoice when created via Tasks > Miscellaneous Billing
  2. The Bill To Location defaults to the Primary Location of the Customer being billed (or the Primary Customer of the Contract being billed) UNLESS the Customer has a different address noted as Primary Bill To Address.  This address would then override the Primary Location for the Bill To Location

CONTRACT EXPLORER > EQUIPMENT > EQUIPMENT LOCATION TAB
  1. Equipment Location
    1. Defaults to the Primary Location of the Primary Customer
    2. Indicates the physical location of where the equipment can be found
    3. Drives the taxability of the equipment for Leases
    4. If you build a Scheduled Billable Record onto a Lease, this address is utilized to assess taxability of the miscellaneous transaction code, as the Scheduled Billable is tied to the equipment record
    5. Each equipment record will need its Equipment Location specified in order to ensure correctness of the taxability for that equipment record
  2. Billing Location
    1. Defaults to the Primary Location of the Primary Customer, unless the Primary Customer has a Primary Bill To Location set
    2. Indicates the location in which the invoice will be sent per individual piece of equipment
    3. If you build a Scheduled Billable Record onto a Lease, this address is utilized as the billing location of the miscellaneous transaction code, as the Scheduled Billable is tied to the equipment record
    4. Each equipment record will need its Billing Location specified in order to ensure correctness of the invoice document created
  3. Both the Equipment Location and Billing Location fields will default to the Primary Customer's Primary Location
  4. These fields are completely independent of the Contract Main > Billing Tab locations
    1. Changing the Equipment Location on an equipment record will NOT update the Taxable Location on the Contract Main > Billing Tab
    2. Changing the Billing Location on an equipment record will NOT update the Bill To Location on the Contract Main > Billing Tab

CONTRACT EXPLORER > COLLATERAL > MAIN TAB
  1. This location will only indicate the physical location of the Collateral Record, as loans do not have Tax