How to update Org Addresses so they will print on a billing statement.
How to update an existing Organization to specify Contact and Location:
Navigate to Organization Table:
Search for the Organization by WSUID or Name and click Search:
Review data and determine updates:
In this organization, the Primary Location and Primary Contact were not completed. Click the plus to add a new effective dated row.
Verify today’s effective date (or back date if necessary):
Then click the lookup icons to specify the Primary Location and Primary Contact.
Specify Primary Location 1 for Mailing Address
Specify Primary Contact 1
Click Contact Type Preferred button
Select Preferred Contact and then click OK
That will return you to the main maintenance screen. Verify there’s a gray check for Primary Location and a gray check for Primary Contact specified.
You have updated the Org Address and it should now print.
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