Navigation:  Application Modules > Contracts > Configuration > Contract > Address Types

Within EnergySteward.com you are provided the capability of setting up multiple types of addresses (which you can assign to your contracts).  For example, you may decide you want to maintain contract addresses for the following:

 

 

A contract will automatically inherit the company address which gets setup for the parties involved. EnergySteward.com allows you to setup various other addresses on the contract with their respective purposes defined by this address type.

 

This configuration screen provides you with a method to setup contract address types.  When working with your contracts, these address types will be listed in various pull down list boxes when adding or updating a contract into EnergySteward.com.  You can have an unlimited number of addresses associated to  any given contract within the system.  Assigning an address a 'type' will define what the address represents.  In addition, you can run queries and reports based on this address type (ie.. pull up a list (then maybe export to Excel) of all "Invoice" addresses for all contracts, for instance).

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual contract setup screen.  You assign these address type associations to various contracts at the time you add or update the contract within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available address types:

 

 

Add Contract Address Type (button) - Click this button to add a new address type.

 

View/Edit Grid Button (pencil) - Click this next to the applicable address type in order to change the information about this type.

 

Delete Grid Button (red x) - Click this next to the applicable address type that you want to permanently delete.  When you delete an address type, then all  contract address associated to this type WILL BE REMOVED (contracts will still be there, just those specific addresses will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Contract Address Name - This can be any name for the address type which you want to define.  It is suggested that you make this name relatively descriptive for the address type in question.  The name you post here is what will show up within the pull down list box when setting up an additional address for the contract.

 

Notes - This is required and should just be a brief description for indicating when the address type is utilized.

 

Is Contract Address Type Available (checkbox) - If checked, then this address type is considered active and will therefore show up in the pull down list boxes when setting up  contract information.  If unchecked then historical address type information is maintained BUT when assigning new address types to contracts, the item will be unavailable (will not show up in the pull down list box).