New 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 [New Bill To Address].

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

3. Click [Select Contact] to select from a list of alternative contacts available at this Bill To Address.
4. Click [Select Address] to select from a list of alternative mailing addresses for this company.
5. Click in the Notes text box and type any optional comments or explanation (to a maximum of 255 characters).
6. 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.

7. Click:
• [Save] to save the new Bill To Address information and leave the Edit Bill To Address form, or
• [Cancel] to leave the Edit Bill To Address form without adding a Bill To Address.

If the contact/address combination already exists as a Bill To address, the system produces an error message. Otherwise, the system adds the new Bill To address into the system.