Manage multiple addresses for accounts

Applies To: Project Operations integrated with ERP scenarios

The Microsoft Dynamics 365 global address book is a centralized repository that stores and manages contact information for customers, vendors, employees, and other stakeholders. Consolidation of this information into the global address book ensures data consistency, simplifies data management, and allows for seamless communication across modules and processes in Dynamics 365 Finance.

This feature enables the management of multiple physical addresses for customers, vendors, and contacts. It also supports the use of delivery addresses in project quotations, contracts, and invoices.

Prerequisites

To use the functionality, in Dataverse, activate the Enable multiple addresses for accounts feature.

Minimum versions required

To use the feature for Dynamics 365 Project Operations integrated with enterprise resource planning (ERP) scenarios, you must have the following versions:

• Project Operations Dataverse version 4.143.0.X or later
• Dynamics 365 Finance version 10.0.43 or later

Dual-write maps

Customers, vendors, and contacts

After this feature is turned on, you can create and manage multiple physical addresses for each customer, vendor, and contact.

The Project addresses tab for managing physical addresses is available on the Customers, Vendors, and Contacts pages. You can create the addresses directly in either Dynamics 365 Finance or Dataverse. The information is then seamlessly synchronized through dual-write.

Project quotes

You can add a delivery address to the Project quotation header and Project quotation customer pages. All address-related fields, such as Street 1, Street 2, City, and Country/region, are disabled. Instead, you can select among the existing addresses for the customer.

In a similar way, the Invoice address and Delivery address fields are disabled on the Project quotation customer page. Instead, you can select one of the existing customer addresses. However, you can create a new address for the customer directly through the Address name lookup field by selecting New Address on the Delivery address or Invoice address lookup. The same address can be used on the Project quotation and Project quotation customer pages.

For the project quotation customer, the primary address from the customer defaults to the invoice address field on the project quote contract customer. However, the invoice address can be changed by selecting one of the existing addresses linked to the customer.

After the quotation is won, the delivery address from the project quotation is automatically carried over to the project contract. Additionally, the delivery address and invoice addresses of the project quotation customer are automatically entered for the project contract customer.

Project contracts

You can add a delivery address to the Project contract and Project contract customer pages. All address-related fields, such as Street 1, Street 2, City, and Country, are disabled. Instead, you can select among the existing addresses for the customer.

In a similar way, the Delivery address and Invoice address fields are disabled on the Project contract customer page. Instead, you can select one of the existing customer addresses. However, you can create a new address for the customer directly through the Address name lookup field by selecting New Address on the Delivery address or Invoice address lookup.

For the project contract customer, the primary address from the customer defaults to the invoice address field on the project quote contract customer. However, the invoice address can be changed by selecting one of the existing addresses linked to the customer.

When a new project contract is manually created, and a customer is selected on the Project contract page, the customer's primary address is automatically entered on the Project contract customer page. However, you can modify the invoice address if needed.

Project invoices

In Dataverse, the Delivery Address section is added to the project invoice.

The Invoice address and Delivery address fields, such as Street 1, Street 2, City, and Country/region, are disabled and automatically set based on the selected Invoice Address Name and Delivery Address Name values.

When a project invoice is generated for a project contract, the invoice address is automatically taken from the project contract customer.

The delivery address is automatically taken from the project contract customer, if it's specified there. Otherwise, it's taken from the project contract. If no delivery address is specified for the project contract or the project contract customer, the Delivery address field remains blank. However, on the Project invoice page, you can select a delivery address among the customer's existing addresses.

After the project invoice is confirmed in Dataverse, the delivery address and invoice address are synchronized with the invoice proposal in Dynamics 365 Finance.

The Delivery address and Invoice address fields are added to the Project invoice proposal page in Dynamics 365 Finance. These fields can't be edited, because the addresses are synchronized from Dataverse.