Adding Bill To Information

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

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

To add:

  1. On the Sales Order or Quote detail view, click the Bill To tab, click add.png (Add Bill to).
  2. Specify this information:
    Name
    The name of the bill to record.
    Main Phone
    The phone number to be used for the bill to record.
    Fax
    The fax number to be used for the bill to record.
    Email
    The email address to be used for the bill to record.
    Status
    The status of the record. This information is for display only and must be added or edited in the integrated application.
    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.
    Payment Term
    The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
    Payment Method
    The method of payment for the sales order. Click the drop-down arrow and select from the list.
    Address
    Address for the bill to record. Click edit (Edit ), to open the Edit Address dialog box and complete the address information. To view a map of the address, click map_new (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.
    Note: Depending upon the implementation you may not be able to edit address information.
  3. Click OK.
  4. Depending upon the 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.
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