Goal:
- How To: Change Bill To Address of a Purchase Order
Steps:
When creating a new Purchase Order this can be done as follows:
- Navigate to the Procurement section (Procure - Procurement) and choose your items as normal
- Click the Create Purchase Order button and the Purchase Order will appear on the screen
- In the Bill To section, you will see a dropdown, click and select a Location (this is the Company Address)
When Revising a Purchase Order this can be done as follows:
- Navigate to the Purchase Orders section (Procure - Purchase Orders) and select your Purchase Order to modify
- In the Purchase Order screen, scroll to the bottom and select Revise P.O. (if it is closed then you first have to reopen it)
- Scroll back to the top and in the Bill To section you will see a dropdown, click and select a Location (this is the Company Address)
Additional Information:
- Users must have access to multiple Locations
- Bill To Address gets its information from the Locations Company Address
- How to Create a Purchase Order
- How to Revise a Purchase Order