Viewing Bill To tab for Sales Orders and Quotes

The Bill To tab displays associated billing information.

To view the billing information:

  1. Open the Sales Order or Quote Detail view and click the Bill To tab.
    If the tab is not visible, click More Tabs.
  2. View or edit the following information:
    Bill To
    The bill to record associated with the sales order or quote. Click Bill To to open the associated Bill To detail view.
    Note: 

    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. Select a value from the list.
    Attention
    The salutation to use for mailed correspondence.
    Bill To address or location
    Click (Edit) 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, this opens a map using the Contour provider. If a provider is not configured then the address opens in MapQuest.
    Note: Depending upon the implementation you may not be able to edit address information.
    Payment Method
    The method of payment for the sales order. Click the drop-down arrow and select from the list.

    In the Address 1 box correct the street name.

  3. Sales Orders only. View or edit the following information:
    Payment Term
    The payment condition or conditions that must be met. Select a value 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. Click (Save).
  5. Depending upon the implementation, you may need to promote the bill to.
    If the Sync Status is Changes Pending, in the Task Pane, click Promote. Else, no action is required.