Recording a creditor as having moved

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Overview

If post sent to a creditor is returned indicating that the creditor has moved without a forwarding address, the creditor's record may be marked "Return to Sender".  Records of circulars sent also include any creditors which are marked RTS.

Recording a creditor as having moved

To mark a creditor as having moved with no forwarding address, it is necessary to add a new address type in the creditor record.

1.    First, open the creditor record:

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2.    In the Address Type section, click Click here to edit address.

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The creditor's Counterparty record is displayed.

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3.    To add the new Address Type, click [Add].

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4.    Select the [RTS] Address Type.

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You will see that the RTS Address Type is shown as a 'default mailing address'.

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Note

If you deselect 'Default Mailing Address' from the Counterparty record, the original address will be retained in the Counterparty record as the Default Mailing Address: the RTS 'address' will be added as a second address.

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This is probably not what you want to do.

5.    Click the Save icon to save the Counterparty record.

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You will receive a warning regarding selecting RTS as an Address Type.  Click [Continue].

6.    The creditor record is re-displayed with the updated address.  You will see that the RTS 'address' is the only address available for the creditor and is shown in red.

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The creditor record may now be closed.

Circulars and RTS creditors

When producing a circular to creditors, the 'Select Recipients' page will show all creditors ...

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... but the intended recipients will show RTS on a separate tab.

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Once the circular has been produced, a schedule of creditors that received the circular is saved in the Document Management folder along with the circular itself.  

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Any RTS creditors are shown at the end of the schedule.

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Creditor listings and RTS creditors

To display a list of creditors for a job, go to Reports and Forms > Creditor Listing > Creditor Address Listing.

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The RTS creditors are shown at the end of the schedule of creditors.

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