Sales Order > Blanket Sales Order > Release Blanket Sales Order

The Payment/Bill/Ship page of the Release Blanket SO function is where you can enter data for the billing and shipping addresses, and the sales tax rate that will be applied to the sales order that will be created upon the release of the blanket sales order. The default information in this tab comes from the blanket sales order that you have created and is set to be released.

To review and accept or enter relevant information in this page, perform the following steps:

1.In the Payment area, review the information pertaining to the method of payment for this blanket sales order. This information is displayed for your reference only.

Note: If you want to make some changes to the method of payment, amend this blanket sales order using the Blanket Sales Order function.

2.In the Billing Address and Shipping Address areas, review and accept or amend the default billing and shipping addresses, and the contact information for the billing and the shipment of the blanket sales order.

2.1. To change the default billing or shipping address, enter a customer address code in the Address # field. Alternatively, you may click the List box button to display a list of address codes available for the customer record; then; click the customer address code to select.

2.2. If you want to amend manually the billing and shipping addresses, click the Overwrite button adjacent to the Address # field to enable the rest of the fields in the Billing Address or Shipping Address sections; then, enter the desired address and contact information in their respective fields.

2.3. If you want to amend manually the billing and shipping addresses, click the Overwrite button adjacent to the Address # field to enable the rest of the fields in the Billing Address or Shipping Address sections; then, enter the desired address and contact information in their respective fields.

3.In the Tax Code field, review and accept or amend the default sales tax code that you want to apply to the blanket sales order. Alternatively, you may click the List box button to display a list of tax codes; then, click the sales tax code to select.

Notes:

•To apply a sales tax to the line item, the line item must be taxable and a sales tax rate must be entered in this page. Access the Details tab in the Line Items Page and check that the line item's Taxable checkbox is marked.

•The Taxable checkbox in the Details tab is only accessible if the Allow Overwrite Tax Status (or Tax Code/Amount) option is activated in the inventory item's maintenance record.

Payment/Bill/Ship Page

Payment/Bill/Ship Page

See Also