Adding Pay From information

Use this view to add associated pay from information. See Back Office

Note: 

You can only add Pay From information if:

  • The sales order has an associated Bill To.
  • The integrated application allows new Pay From records.
  • The sales order is not yet shipped or invoiced.

To add Pay From information:

  1. Click the Pay From tab on the Sales Order or Bill To detail view.
  2. Click Add Pay From icon.
  3. Specify this information:
    Note: The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application.
    Name
    The name of the pay from record.
    Main Phone
    The phone number to be used for the pay from record.
    Fax
    The phone number to be used for the pay from record.
    Email
    The email address to be used for the pay from record.
    Address
    Address for the pay from record. Click Edit, to view the Edit Address window and complete the address information. To view a map of the address, click Map icon . If Contour integration is enabled and configured this opens a map using the Contour provider. If a provider is not configured the address displays in MapQuest. See Adding or modifying an alternate address
    Note: Based upon the implementation you cannot able to modify address information.
    Status
    The status of the pay from record. Click the arrow and select from the list.
    Customer Type
    A description of the customer type. Click the arrow and select from the list. The available options are specific to the implementation.
    Payment Term
    The payment condition or conditions that must be met. Click the arrow and select from the list.
    Tax Code
    If applicable, type the tax code to apply the pay from record.
  4. Click OK.
  5. Promote the pay from if required based on the implementation:
    1. Click Promote in the Task Pane if the Sync Status is set to Changes Pending. Otherwise no action is required. See Using the Task Pane
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