Defining Ship To and Bill To Information
You can enter customer address information for a sales order. You can either specify ship-to and bill-to information or allow the information to default based on your customer setup. For each item, you can choose to override ship-to addresses at the line, shipment schedule, or option level that default according to your standard value rules.
Prerequisites
To define order-level address information:
1. Navigate to the Main header alternative region in the Sales Orders window.
2. Select a Customer Name or a Customer Number.
If you have not previously defined the customer for this order, navigate to the Special menu and choose Quick Customer Entry. See: Entering Customers.
3. Choose the Addresses button.
The Ship To and Bill To Addresses window appears.
Note: Depending on how your standard value rules are set up, choosing an order type before you define ship-to and bill-to addresses for the order may default address information in the Ship To and Bill To Addresses window.
4. Select a Ship To Location or Ship To Customer.
These fields provide default ship-to information for all lines on the order.
If you enter only a customer, you may need to choose address information as well. If you enter only a location, Oracle Order Entry/Shipping automatically completes the corresponding customer name and address information.
Only active locations display in the list of values, and you can limit your search in the list by any part of the customer name, site name, and address.
If the system profile option OE: Customer Relationships is set to Yes, you can choose a ship-to location based only on the customer listed on the order or a related customer. If OE: Customer Relationships is set to No, customer relationships are ignored and you can choose a ship-to location from any customer.
5. Select a Ship To Contact.
You can choose any contact associated with the ship-to address.
6. Select a Bill To Location.
These fields provide bill-to information for all lines in the order.
If you enter only a customer, you may need to choose address information as well. If you enter only a location, Oracle Order Entry/Shipping automatically completes the corresponding customer name and address information.
Only active locations display in the list of values, and you can limit your search in the list by any part of the customer name, site name, and address.
If the system profile option OE: Customer Relationships is set to Yes, you can choose a bill-to location based only on the customer on the order or a related customer. If OE: Customer Relationships is set to No, customer relationships are ignored and you can choose a bill-to location from any customer.
7. Select a Bill To Contact.
You can choose any contact associated with the bill-to address.
9. Close the Ship To and Bill To Addresses window.
To define line-level address information:
1. Navigate to the lines block in the Sales Order window.
3. Navigate to the Shipping lines alternative region.
4. Select a Ship To Location to receive this item.
You can set up your standard value rules to default the order-level ship-to location at the line level. You can also override the order-level location for a particular line.
Only active locations display in the list of values, and you can limit your search in the list by any part of the customer name, site name, and address.
If the system profile option OE: Customer Relationships is set to Yes, you can choose a ship-to location based only on the customer listed on the order or a related customer. If OE: Customer Relationships is set to No, customer relationships are ignored and you can choose a ship-to location from any customer.
5. Select a Ship To Contact.
You can choose any contact associated with the ship-to address.
Note: You can also view line-level ship-to location, address, and contact information by navigating to the Special menu, selecting More..., and choosing Ship To Location.
Note: If the item is an ATO model or Ship Model Complete PTO model, or part of a ship set, you must enter line-level address information in the Schedule Group Attributes window. See: Defining Schedule Group Attributes.
See Also
Overview of Sales Orders
Creating Customer Relationships
Order Entry/Shipping Profile Options
Defining Standard Value Rule Sets
Set up your customers. See: Entering Customers.