Bill To Tab for Sales Orders and Quotes

The Bill To tab displays associated billing information.

To view

1. Open the Sales Order or Quote Detail view and click the Bill To tab. If the tab is not visible, click the More Tabs tab.
2. View or edit the following information:
   • Bill To - The bill to record associated with the sales order or quote. Click the Bill To to open the associated Bill To detail view.
     • To change the bill to, click the Bill To Find button to find the associated bill to record.
       
     • Infor CRM Back Office Extension only. To add a new bill to click Add Bill to button.

     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

   • Address - The address type selected for billing. Click the drop-down arrow and select from the list.
   • Attention - The salutation to use for mailed correspondence.
   • Bill To address or location - 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.
     • In the Address 1 box correct the street name.
   • Payment Method - The method of payment for the sales order. Click the drop-down arrow and select from the list.
3. Sales Orders only. View or edit the following information:
   • Payment Term - The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
   • Billing Trigger - The agreed upon condition for invoicing the product. For example, Shipment, Proof of Delivery, or Customer Acceptance.
   • Ownership Transfer - Identifies the place where the transfer of ownership takes place.
   • Inco Term - International Commercial (INCO) Terms are a series of pre-defined commercial terms widely used in International commercial transactions or procurement processes.
   • Invoice Immediately - Select if the invoice should be sent out upon creation of the sales order.
   • Tax Exempt - Select if the sales order products are not taxable.
4. If you made any edits click the Save button.

5. 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.