Adding Ship To Information

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

You can only add Ship 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 Account, Bill To, Sales Order, or Quote detail view, click the Ship To tab, click the Add ERP Ship To button.
2. Complete the following:
   1. Name - The name of the ship to record.
   2. Main Phone - The phone number to be used for the ship to record.
   3. Fax - The fax to be used for the ship to record.
   4. E-mail - The e-mail address to be used for the ship to record.
   5. Status - The status of the ship to record. Click the drop-down arrow and select from the list.
   6. Tax Code - If applicable, type the buyer's tax code to apply the ship to record.
   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. Carrier - The carrier to use for delivering the sales order. Click the Find button to find the appropriate carrier.
   10. Address - Address for the ship 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.
   11. 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.
   12. Territory - The territory to which the record should be assigned. Click the drop-down arrow and select from the list. The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

3. Click OK.

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

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

Related Topics

Ship To Tab for Sales Orders and Quotes

Using the Ship To Detail View