Help On Ship / Bill To Customer

This Help page allows you to search and select the Customer Code and transfer the details to the required field.

You can search the Customer Code by specifying the Order From Customer and the details in search criteria. The details to be specified in the search criteria are Customer Type, Prospect and OU. The system retrieves the search results in the multiline. The Customer Code with “Active” status is alone fetched. Select the Customer Code from the multiline and click the “OK” pushbutton to transfer it to the required page.

Click the lens icon positioned next to the “Bill To Customer” or “Ship To Customer” Field.

The “Help On Ship / Bill To Customer” page appears.

Enter the following detail:

Order From Customer

The code pertaining to the customer who has placed the order.

Enter the following details in the “Search Criteria” group box:

Customer Type	Use the drop-down list box to select the type of the customer. The values in the drop-down list box are “Ship To Customer”, “Bill To Customer” and “Both”.
Prospect	The checkbox indicating whether the customer is a regular customer or not.
Org. Unit	The checkbox indicating whether the customer is registered at organization unit level.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:

Default	The flag identifying whether the customer code specified is the default customer or not.
Customer Type	The type of the customer.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Address Line 1	The first line of the address of the customer.
Address Line 2	The second line of the address of the customer.
Address Line 3	The third line of the address of the customer.
City	The name of the city.
State	The name of the state.
Country	The name of the country.

Check the box in the “Select” column of the multiline to select the Customer Code.

Click the “OK” pushbutton.