Address Setup

As a Business Manager
I want to ensure that the bill-to address on invoices shows the customer's full name, two address lines, postal code and city, and country (for international customers only)
So that the address block is complete and correct for all documents, domestic and international

Setup:

1. Open Address Fields and locate the rows for the Sales Invoice Header table with Type = Billto.
2. Verify that Name, Address, Address 2, Post Code + City are all present as rows, with New line enabled on each row that should start a new line.
3. Ensure the Country field row uses Using Table = Country/Region and Using Field = Name (to show the country name rather than the code).
4. In Document Customizer Content, enable Blank Local Country/Region for the Sales Invoice. This will suppress the country name when the customer's country matches the company's country code.

As a Business Manager
I want to print both the bill-to address and the ship-to address on invoices when the delivery address differs from the billing address
So that the customer can confirm both addresses from a single document

Setup:

1. In Document Customizer Content, enable Show Both Addresses for the Sales Invoice.
2. Ensure the Address Fields table has rows defined for both Type = Billto and Type = Shipto for the Sales Invoice Header table.
3. The two address blocks will be rendered side by side (bill-to on the left, ship-to on the right by default based on the Layout position settings).

As a Business Manager
I want to place the bill-to address at exactly 50 mm from the top and 25 mm from the left edge of the page, aligned to the window of our standard DL envelopes
So that invoices can be mailed without needing to insert a separate address label

Setup:

1. Create a new Address Template for the Sales Invoice Header table. Set:
   • Address Vertical Position = 50, Address Vertical Pos. Unit = mm (use cm if mm is not available; 5 cm = 50 mm)
   • Address Horizontal Position = 25, unit = cm (2.5 cm)
   • Address Position Text Align = Left
2. Add the address line rows in the template.
3. Create a Report Address Template for the Sales Invoice Header table. Set the Bill-to Address Template Code to your new template.
4. In Document Customizer Content, set Address Template Code to the Report Address Template code.

As a Business Manager
I want to print the customer's name in bold in the address block, while the address lines below are in regular weight
So that the name stands out and makes envelopes easy to sort

Setup:

1. Open the Address Template for the relevant document table.
2. In the template Lines, find the row for the Name field.
3. Enable Bold on that row.
4. Leave all other rows with Bold unchecked.
5. Save and run a test report.

As a Business Manager
I want to print the label "Deliver to:" in the ship-to address block so that the two address blocks are clearly distinguishable on the page
So that recipients can immediately identify the billing address vs. the delivery address

Setup:

1. In the Address Template (or classic Address Setup) for the Ship-to address type, add a row at the top of the sequence.
2. Set Field No. to blank (or a constant-return field) and set Caption to a caption code that translates to "Deliver to:" in the relevant languages.
3. Enable New Line on this row so the caption appears on its own line above the name.
4. Save and test.

As a Business Manager
I want to show the full country name (e.g. "Germany") rather than the country code (e.g. "DE") in the address block, and have it automatically translate to the document language
So that addresses on international documents are human-readable for the recipient

Setup:

1. In Address Fields (or Address Template Lines), find the row for the country field.
2. Set Field No. to the Country/Region Code field on the document table.
3. Set Using Table to the Country/Region table.
4. Set Using Field to the Name field on Country/Region.
5. Enable Country Field (this is set automatically when Using Table is Country/Region). The system will suppress the country when it matches the company's country code if Blank Local Country/Region is enabled.
6. The Country/Region table in BC stores localised country names; the system uses the document language to retrieve the translated name via BC's FormatAddress mechanism.

As a Accountant
I want to ensure that invoices in EUR show our EUR bank account details and invoices in DKK show our DKK bank account
So that customers always receive the correct payment routing information without any manual adjustment

Setup:

1. Open Bank Accounts per Currency from Document Customizer Content (or from the navigation).
2. Add a row for each currency: set Currency Code to EUR (or DKK) and Bank Account to the relevant bank account code.
3. Optionally set Payment Method if the bank account selection should also depend on the payment method (e.g. different IBAN for direct debit vs. wire transfer).
4. In Header Setup or Footer HTML Parameters, reference the Bank Field mechanism to display the bank account fields (IBAN, SWIFT, Bank Name) from the resolved bank account.

Note: The Bank Accounts per Currency lookup priority is: (1) match on both Payment Method and Currency Code, (2) Currency Code only, (3) Payment Method only, (4) no filter (default account). Set up at minimum a row with blank Currency Code as the fallback for currencies not explicitly listed.

As a IT Manager
I want to create a Report Address Template that bundles a precisely positioned bill-to template and a ship-to template for the Sales Invoice Header, so both addresses are fully controlled and consistently formatted
So that the Sales Invoice always renders both addresses exactly as specified, regardless of the Layout's global position settings

Setup:

1. Create an Address Template for the Bill-to address (table = Sales Invoice Header): define all fields and position settings.
2. Create a separate Address Template for the Ship-to address (same table): define fields and position settings (e.g. placed to the right of the bill-to block).
3. Open Report Address Templates and create a new record with a code (e.g. SINV-ADDR), set Table No. to Sales Invoice Header.
4. Set Bill-to Address Template Code to the bill-to template. Set Ship-to Address Template Code to the ship-to template.
5. In Document Customizer Content, set Address Template Code to SINV-ADDR.
6. The Layout-level address position fields are now overridden by the template positions.

As a Business Manager
I want to hide the country name on invoices sent to customers in the same country as our company, while still showing it for international customers
So that domestic invoices look cleaner without redundant country information

Setup:

1. In Document Customizer Content, find the relevant document row and enable Blank Local Country/Region.
2. Ensure the address rows include a country field configured with Using Table = Country/Region (so the Country Field flag is set).
3. At print time, if the customer's country code matches the company's country code from Company Information, the country name is suppressed.

As a Business Manager
I want to print the ship-from location address on transfer orders so that the receiving warehouse knows exactly where the shipment is coming from
So that transfer documents contain full origin and destination address information

Setup:

1. Create an Address Template for the Transfer Header table, for the ship-from address type. Add lines for the transfer-from location's address fields (Name, Address, City, Country).
2. Create or update a Report Address Template for Transfer Header. Set Ship-from Address Template Code to the ship-from template.
3. In Document Customizer Content for the Transfer Order, set Address Template Code to this Report Address Template.

Note: Ship-from address is only available as an Address Template type for the Transfer Header table, based on the source code. It is not exposed as a classic Address Setup type.