Summary (TL;DR): This guide explains how to configure PunchOut supplier settings to ensure billing information is routed to the correct location or headquarters address.
Prerequisites:
Settings access with Administrator or Superuser permissions.
An active PunchOut integration with a supported vendor.
How do I edit the Bill To address for a PunchOut supplier?
By default, the Procurify system routes PunchOut orders to the billing address of the headquarters. You can modify this configuration so Bills match the specific delivery location of the Purchase Order.
Navigate to Settings > PunchOut Suppliers.
Locate the applicable PunchOut Supplier and select View.
Select the three-dot options button and click Edit Group.
Locate the Bill To dropdown field.
Select the appropriate Account Code or Location address for the PunchOut.
Click Complete integration to save the changes.
How does address selection impact PunchOut orders?
The address configuration determines how the vendor receives billing data during the digital handshake. Use the table below to understand the impact of your selection:
Configuration | Billing Outcome |
Headquarters (Default) | All orders for the supplier use the central headquarters address for the Bill. |
Shipping Location | The Bill To address automatically matches the shipping destination selected by the requester. |
Manual Selection | The PunchOut integration uses a specific fixed address regardless of the requester's location. |
Important Considerations
Global Application: Updating the Bill To address changes the billing information for every future order within that specific PunchOut group.
Requester Selection: If set to match the shipping location, the Bill To address reflects the specific shipping location selected on the PunchOut order by the requester.
Vendor Synchronization: Ensure the vendor's system is prepared to receive varying billing addresses if you choose the shipping location option.
Next Steps:
Verify the address change by initiating a test PunchOut session.
Notify your finance team of the updated billing routing to ensure accurate Bill reconciliation.
Additional Information:
Keywords: [PunchOut, Bill To, Address, Settings, Supplier, Billing, Location]