Multiple Ship-to Addressing

On each quote or sales order, you must specify the ship-to customer, where the goods will be sent, and the bill-to customer, where the invoice will be sent.  On the bill-to customer's Customer Master file record, you can specify whether a pre-defined relationship must exist before the user can enter a bill-to/ship-to combination on an order.

When a new sales order, quote order, or debit/credit memo is entered, the system locates default data such as shipping and billing policies.  The default values are retrieved from the Customer Master file for the specified ship-to customer and bill-to customer.  You can change this default data; these changes are stored for that order or memo.

One of the defaults that can be changed is the ship-to customer's name and address.  This information is retrieved based on the ship-to customer number you entered.  However, it can be changed to specify information unique to a particular order, such as the name of the person who will receive the goods or the loading dock where they should be sent.

You can create a new ship-to customer during sales order entry by pressing a function key.  This feature allows you to accept orders for a new location with minimal effort.

Historical sales analysis data is accumulated by bill-to location.  Sales analysis can then be performed on the orders.  Analysis can be performed based on the bill-to customer's customer class, the bill-to customer's sales territory, and the salespeople associated with each order line.  All accounts receivable balances are maintained for the bill-to customer.

The default customer information retrieved from the customer files is used in the following conversations:

·      Sales Order Maintenance (order add only)

·      Quote Order Maintenance (order add only)

·     EDI's Sales Order Data Entry

·      Postbilling and Debit/Credit Memo Entry

For more information, refer to the Defining Customer Information key concept.