Excel: Customer Addresses
Ship-to, bill-to, remit-to and sold-to addresses in one refreshable table
Overview
Ship-to, bill-to, remit-to and sold-to addresses in one refreshable table
One row per customer address: the customer, the address code and name, the full address, city, state, zip and country, contact details, and the role flags that say what the address is for.
The role parameter filters on those flags. Pass an unrecognised role and the feed says so by name rather than returning an unfiltered table that looks complete and is wrong.
How to connect it
Open the script, click Connect to Excel and copy the link. In Excel, Data → From Web, paste, choose Anonymous, and Load. From then on Refresh All re-runs the query — there is no exported file to hunt down, nothing is scheduled and nothing is emailed around.
How current is it?
This table reads Plex over its ODBC reporting connection, not the live transactional system. That copy can trail production by up to about four hours, so treat the numbers as recent rather than real-time. Refreshing re-runs the query, but it re-runs it against the same reporting copy — it does not reach past it.
That is the right trade for reporting, review meetings and models. Anything that has to be accurate to the minute — shipping a container, releasing a job — belongs in Plex itself, not in a workbook.
Filters
Every input is an optional URL query parameter on the link, so one script serves a whole team: two sheets can be the same feed with different values. For example ?customer=VALUE&role=VALUE.
| Input | What it does |
|---|---|
customer | substring match on Customer Code or Customer Name |
role | one of ship_to, bill_to, remit_to, quote_to, sold_to |
active_only | true = keep only active addresses |
max_rows | keep only the first N rows |
What this installs
The Excel Data - Customer Addresses script and one saved SQL query it runs on. The SQL lives in the SQL editor, so a column you want added is an edit in one place that every workbook picks up on its next refresh. The table has 22 columns as shipped, and no row cap — a cap would truncate silently and the workbook would look complete.
What you need
One ODBC credential pointed at your Plex reporting connection. The install wizard asks for it once and applies it to the query. If you do not have one yet, create it first in Script Engine → Credentials with type odbc.
What's Included
Use Cases
- Pull every ship-to for a customer into a routing sheet
- Verify bill-to details before an invoice run
- Check address coverage across a customer's plants
- Feed a shipping or tax model with current addresses
Benefits
- Re-queries the source on refresh instead of holding an emailed copy
- One feed serves every address role via ?role=
- An unknown role is an error, not a silently wrong table
- Filter to one customer by URL
Configuration Steps
After installation, you'll configure:
- Plex ODBC connection