Adding Ship To Information

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

Note: 

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
  1. On the Account, Bill To, Sales Order, or Quote detail views, click the Ship To tab. Click add.png (Add ERP Ship To).
  2. Complete the following fields:
    Name
    The name of the ship to record.
    Main Phone
    The phone number to be used for the ship to record.
    Fax
    The fax to be used for the ship to record.
    Email
    The email address to be used for the ship to record.
    Status
    The status of the ship to record. Click the drop-down arrow and select from the list.
    Tax Code
    Specify the buyer's tax code to apply the ship to record, if applicable.
    Payment Term
    The payment condition or conditions that must be met. Click the field and select from the list.
    Payment Method
    The method of payment for the sales order. Click the field and select from the list.
    Carrier
    The carrier to use for delivering the sales order. Click search_new (Find) to find the appropriate carrier.
    Address
    Address for the ship 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). If Contour integration is enabled and configured it 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.
    Customer Type
    A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to the implementation.
    Territory
    The territory to which the record should be assigned. Click the field 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 the administrator.
  3. Click OK.
  4. Depending upon the implementation, you may need to promote the ship to.
    1. If the Sync Status is Changes Pending, then in the Task Pane, click Promote. Else no action is required.
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