Display Bill-to Addresses On Sales Orders
Control how Order Management displays the bill-to address on a sales order.
Set Default Value for Bill-to Address
Order Management can set the Bill-to Address to the account site that the bill-to account references. You can edit the site to control this behavior.
Navigate to the Manage Customers page, then edit the site.
If |
Then |
---|---|
Only one site specifies bill-to usage. |
Order Management defaults the address to this one site. |
More than one site specifies bill-to usage. |
Use the Address Purposes area to set the Primary. Order Management will use the primary as the default value for Bill-to Address. |
Display Only Bill-to Usages in Bill-to Address
Order Management includes each account site that uses bill-to usage in the drop down for Bill-to Address, by default. Bill-to Address filters account sites according to the business unit that the sales order references. The user can't search this attribute. The user can only select values from the list.
To control the addresses that display, set the Purpose on the account site to bill-to usage when you set up your account.