Order From/Ship To Page

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Order From/Ship To Page

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The Order From/Ship To page allows you to enter ordering and shipping address for the purchase order you are creating.

 

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Note: Although the process of creating purchase orders and quotes are handled by separate functions, much of the procedures and screens involved are similar.  The discussion to follow will use the term “Purchase Order” to refer to both purchase orders and quotes unless indicated otherwise.

 

 

Perform the following procedures in the Order From/Ship To page:

 

1.Accept or amend the default ordering address shown on this page. The default information in the Order Address area comes from the vendor record. To change the default ordering address, enter an address code in the Address Code field of the Order Address area.  Alternatively, you may click the List box button next to the Address Code field to select a different address code. You can also manually amend the address fields in the Order Address area without necessarily assigning a different vendor Address Code.

 

2.Accept or amend, as necessary, the default shipping address and ship to company name shown in the Shipping Address area. The default information in the Shipping Address area comes from the warehouse record specified in the Information page. Mark the Use SO Shipping Address checkbox if you want to use the shipping address in the sales order entered in the SO # field of the Information page; otherwise, leave the checkbox unmarked.

 

3.Accept or amend the default value in the Tax Code field. The default comes from the warehouse code entered in the Information page. This tax code will apply to the purchase order being created. The corresponding sales tax rate is displayed in the adjacent field for reference.

 

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Note: If the Use SO Shipping Address checkbox is marked, the default value displayed in the Tax Code field comes from the code entered in the Address Code field.

 

4.If you want to change the rates for a tax code, perform the procedures outlined in the Set up Sales Tax Code and Set up Sales Tax Entity sections.

 

 

 

See Also

Create Purchase Order by Vendor

Information Page

Line Items Page

Activity Page

Notes Page

Save the Purchase Order

 

 

 

 

 

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