Field | Description |
Shipping Overrides
|
Select this option to make the
Ship To and
Ship Via fields on this tab active. Use this field when the ship-to location for this item differs from the default ship-to location for the entire item request.
|
Ship To
|
Do one of the following:
-
Select the ship-to code to use in most of the fields on this tab. Ship-to codes are defined on the Ship tab of
.
-
Select
[Other] to make the
Client and
Address fields active, if the
Modify Shipping Contact and Email option is selected on the General Tab of
.
|
Client
|
This field is active if the
Ship to code is
[Other]. Click
to open a list of all client and vendor client records that you are approved to access. Select the client who is to receive the drop shipment.
If you select a different client, the data is deleted from the address fields.
This field displays if the
Enable Drop Ship to Client option is selected on the General tab of
|
Address
|
Select the client address code to populate all of the fields on this tab except for the
Contact and
EMail fields.
This field displays if the
Enable Drop Ship to Client option is selected on the General tab of
This field is active and required if you specify a
Client. This is the client address where the drop shipment is to be sent.
|
Name
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Name from the Ship tab of
.
-
If you select
[Other] and specify a client, Vision enters the
Name from the client address that you specify.
|
Address 1
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters in the code's
Address 1 from the Ship tab of
.
-
If you select
[Other] and specify a Client, Vision enters
Address 1 for the client address that you specify.
|
Address 2
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Address 2 from the Ship tab of
.
-
If you select
[Other] and specify a Client, Vision enters
Address 2 for the client address you specified.
|
Address 3
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Address 3 from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters
Address 3 for the client address you specified.
|
Address 4
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Address 4 from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters
Address 4 for the client address you specified.
|
City
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
City from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters the
City for the client address you specified.
|
State
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
State from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters the
State for the client address you specified.
|
Zip
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Zip from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters in the
Zip for the client address you specified.
|
Country
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Country from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters the
Country for the client address you specified.
|
Phone
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Phone from the Ship tab of
-
If you select
[Other] and specify a Client, Vision enters the Phone for the client address you specified.
Click
to display the usual format for phone numbers in the Phone Format Selection dialog.
-
You can select a different format for the phone number fields in the record that is open now.
-
You can change the phone format any time, for any phone number field in Vision.
|
Fax
|
This data displays when you select data in the
Ship To field:
-
If you select a ship-to code, Vision enters the code's
Fax from the Ship tab of
Configuration
Purchasing & Inventory
Company Settings.
-
If you select
[Other] and specify a Client, Vision enters the
Fax for the client address you specified.
Click
to display the usual format for phone numbers in the Phone Format Selection dialog.
-
You can select a different format for the phone number fields in the record that is open now.
-
You can change the phone format any time, for any phone number field in Vision.
|
Contact
|
If you select a ship-to code, Vision enters the code's
Contact from the Ship tab of
If the
Client field is active and has data, click
to select from a list of primary client contacts or billing client contacts. Select the client to contact about the drop shipment.
This field is editable if this is not a drop shipment and the
Modify Shipping Contact and Email option is selected on the General tab of
If you change the data in this field, it has no effect on data in the Client Info Center record.
|
EMail
|
If you select a ship-to code, Vision enters the code's
EMail from the Ship tab of
If this is a drop shipment, Vision enters the client contact's e-mail address.
You can edit this field if this is not a drop shipment and the
Modify Shipping Contact and Email option is selected on the General tab of
If you change the data in this field, it has no effect on data in the Client Info Center record.
|
Ship Via
|
Select a ship-via code from the drop-down list.
|