Edit Bill To

1. In the Tree Menu, select Setup | Bill To Addresses.

The Advanced Administration Application displays the Bill To Address Search form.

2. Click in the Contact Name text box, or the Company Name1 text box, and type all or part of the name of a company, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all contacts matching your query.

4. Click Edit beside the Bill To Address you want to modify.

The Advanced Administration Application displays the Edit Bill To Address form.

5. Click [Select Contact] to select from a list of alternative contacts available at this Bill To Address.
6. Click [Select Address] to select from a list of alternative mailing addresses for this company.
7. Click in the Notes text box and type any optional comments or explanation (to a maximum of 255 characters).
8. Click in the Home Organization drop-down menu and select from the list of available Buying Organizations.

Note: You may not be able to assign a Home Organization at this point, but rather accept the default setting. This is because this field may only contain seed data. In order to populate this field, you must first create your Buying Organizations, see New Organization. Once you set up your organizations, the Home Organization box populates with available organizations. See Restricting Visibility. For more information on Home Organizations, see Key Concepts.

9. Click:
• [Save] to save the changed Bill To Address information and leave the Edit Bill To Address form, or
• [Cancel] to leave the Edit Bill To Address form without making any changes.