Purchase Order > Purchase Orders and Quotes > Create Purchase Order and Quote Overview > Purchase Order/Quote by Vendor

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

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.In the Order Address area, accept or amend the default ordering address shown. The default information comes from the vendor record.

1.1. To change the default ordering address, enter an address alias in the Alias field. Alternatively, you may click the Lookup button next to the Alias field to to display the Search window showing the address aliases available for the customer record; then; click the address alias to select.

1.2. To manually amend the order address, contact, phone and email information, enter the new values in their respective fields.

1.3. If you want to call the contact's phone number, click the Dial number button beside the Phone field. Clicking this button will initiate a call using the default phone application set up for the workstation you are using. Ensure that Microsoft’s default phone application is properly configured to use this feature successfully.

1.4. If you want to send an email to the default contact, click the New mail message button beside the Email field. Clicking this button will open the default email application set up for the workstation, with the email address already filled in. To use this feature, ensure that Microsoft’s default email application is properly configured on the workstation you are using.

2.3. To create a new order address, click the underlined Order Address field label to directly access the Address Maintenance function.

2.Accept or amend, as necessary, the default shipping address and ship to company information 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 for the sales order entered in the SO # field of the Information page; otherwise, leave the checkbox unmarked.

2.1. To manually amend the shipping address, contact, phone and email information, enter the new values in their respective fields.

2.2. If you want to call the contact's phone number, click the Dial number button beside the Phone field. Clicking this button will initiate a call using the default phone application set up for the workstation you are using. Ensure that Microsoft’s default phone application is properly configured to use this feature successfully.

2.3. If you want to send an email to the default contact, click the New mail message button beside the Email field. Clicking this button will open the default email application set up for the workstation, with the email address already filled in. To use this feature, ensure that Microsoft’s default email application is properly configured on the workstation you are using.

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 or quote being created. The corresponding purchase tax rate is displayed in the adjacent field for reference.

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 sales order.

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.

Note: The default order and shipping addresses in this page comes from the vendor's record that is assigned as the primary address.

Order From/Ship To Page

Order From/Ship To Page

See Also