Beneficiary (Payee)

The following section explains the functions and features available to users on the Beneficiary (Payee) screen.

The Beneficiary (Payee) node consists of the General Information and Beneficiary (Payee) Information sections. You can add a record for an individual or entity.

By selecting the Spyglass on the Name fields, you can select an existing customer. If the customer has a foreign address in core, a CIF Foreign Address Conversion screen appears to convert the address to city, state, and postal code for documentation purposes.

The value in the Foreign Address Line populates the second Address line on the Add New tab, which is only used for export. The entries in the City, State, and Postal Code fields populate the City, State, and Postal Code fields on the Add New tab, which print on documents.

When an existing customer has a foreign address, select the Non US Address field on the Edit tab. If entering a new customer with a foreign address, select the Non US Address field on the Add New tab. Selecting the Non US Address field displays the Country field. Also, when the Non US Address field is selected, messages appear to indicate which fields are used for export and documentation purposes. The message, **For Export, appears next to the second Address line. The message, **For Documents, appears next to the City, State, and Postal Code fields.

Note The first Address line always prints on documents, but the second Address line is only used for export purposes when the Non US Address field is selected. When the Non US Address field is not selected, the second Address line prints on documents.