Adding Bill To Information

Infor CRM Back Office Extension only. Use this view to add associated bill to information.

You can only add Bill To information if: the associated account has been successfully promoted the sales order has not yet shipped or invoiced the quote has not expired or been converted to a sales order

To add

1. On the Sales Order or Quote detail view, click the Bill To tab, click the Add Bill to button.
2. Complete the following:
   1. Name - The name of the bill to record.
   2. Main Phone - The phone number to be used for the bill to record.
   3. Fax - The fax number to be used for the bill to record.
   4. E-mail - The e-mail address to be used for the bill to record.
   5. Status - The status of the record. This information is for display only and must be added or edited in the integrated application.
   6. Customer Type - A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to your implementation.
   7. Payment Term - The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
   8. Payment Method - The method of payment for the sales order. Click the drop-down arrow and select from the list.
   9. Address - Address for the bill to record. Click the Edit button, to open the Edit Address dialog box and complete the address information. To view a map of the address, click the Map button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
      Depending upon your implementation you may not be able to edit address information.

3. Click OK.

4. Depending upon your implementation, you may need to promote the bill to.

   1. If the Sync Status is Changes Pending, then in the Task Pane, click Promote. Otherwise no action is required.

Related Topics

Bill To Tab for Sales Orders and Quotes

Using the Bill To Detail View