Adding or modifying Pay From for Sales Orders

Use the Sales Order Pay From view to add or edit pay from information for the Sales Orders. Pay From is an account or address from which payment for goods or services or both are expected to be received.

You can have only one Pay From record associated with a Sales Order at a time. Submitting changes to an existing Pay From replaces the old record with the new record.

Note: 

You can only modify this information if:

  • The sales order has an associated Bill To. If not, you must first assign a Bill To.
  • The integrated application allows new Pay From records.
  • The sales order has not yet been shipped or invoiced.
  1. Expand the Pay From related section on the Sales Order details page, and perform one of these actions:
    • If a Pay From record exists, click Edit.
    • If a Pay From record does not exist, click Insert.
  2. Specify this information:
    Pay From
    The pay from record associated with the sales order.
    Note: To open the list of available Pay From records for this Sales Order, click Search list. The list is populated by the ERP system.
    Address
    The address for the Pay From record. The value is populated automatically, if the Pay From field is selected.
    Note: To view a map of the address, click Map. These are the possible scenarios:
      • If Contour integration is enabled and configured, a map is displayed using the Contour provider.
      • If a Contour provider is not configured, the address is opened in MapQuest.
  3. Click Submit.
    Note: A Pay From associated with a sales order cannot be removed. This can only be replaced by another Pay From.
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