Ship To Tab for Sales Orders and Quotes

The Ship To tab displays associated shipping information.

To view

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

     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

   • Address - The address type selected for shipping. Click the drop-down arrow and select from the list.
   • Attention - The salutation to use for mailed correspondence.
   • Ship To address or location. Click the Edit button, to open the Edit Address dialog box. 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.
   • Early Shipment Allowed - Select if the associated products can be shipped before the expected ship date.
   • Partial Ship Allowed - Select if the associated products can be shipped separately as products are ready to ship.
   • Drop Shipment Allowed - Select if the associated products can be shipped directly from the manufacturer or another provider.
   • Carrier - The carrier to use for delivering the sales order. Click the Find button to find the appropriate carrier.
3. If you made any edits click the Save button.

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.