Shipping Tab of Purchase Requisitions

Use the Shipping tab to enter or edit the shipping data for a purchase requisition. You also use this tab to specify the drop-ship client, client address, client contact, and client contact email address.

Contents

Field Description
Ship To

Select the ship-to code to put data into most of the fields on this tab. Ship-to codes are defined on the Ship To grid of the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If none of the codes has the data that is necessary for this purchase requisition, select Other and put the necessary data into this form.

Client

This field displays if the Enable Drop Ship to Client option is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings.

This field is active if the Ship to code is Other. Click to open a Client Lookup, which lists the clients and vendor clients for which you have security access. Select the client to whom the drop shipment is to be sent.

If you select a different client, the address fields are cleared.

Address

This field displays if the Enable Drop Ship to Client option is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings.

This field is active and required if a client is specified. This is the client address to which the drop shipment is to be sent.

Select the client address code to put data into most of the fields on this tab, except for the Contact and EMail fields.

Name

If you select a ship-to code in the Ship To field, this field displays the code's Name from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Name for the Address you selected.

Address 1

If you select a ship-to code in the Ship To field, this field displays the code's Address 1 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 1 for the Address you selected.

Address 2

If you select a ship-to code in the Ship To field, this field displays the code's Address 2 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 2 for the Address you selected.

Address 3

If you select a ship-to code in the Ship To field, this field displays the code's Address 3 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 3 for the Address you selected.

Address 4

If you select a ship-to code in the Ship To field, this field displays the code's Address 4 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 4 for the Address you selected.

City

If you select a ship-to code in the Ship To field, this field displays the code's City from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the City for the Address you selected.

State

If you select a ship-to code in the Ship To field, this field displays the code's State from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the State for the Address you selected.

Zip

If you select a ship-to code in the Ship To field, this field displays the code's Zip from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Zip for the Address you selected.

Country

If you select a ship-to code in the Ship To field, this field displays the code's Country from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Country for the Address you selected.

Phone

If you select a ship-to code in the Ship To field, this field displays the code's Phone from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Phone for the Address you selected.

Click Ellipsis on a phone number field to show the Phone Format Selection dialog box. The dialog displays the usual country, description, and format for phone numbers.

  • 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

If you select a ship-to code in the Ship To field, this field displays the code's Fax from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Fax for the Address you selected.

Click Ellipsis on a phone number field to show the Phone Format Selection dialog. The dialog displays the usual country, description, and format for phone numbers.

  • 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 in the Ship To field, this field displays the code's Contact from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other in the Ship To field, enter the ship-to firm's contact in this field.

EMail

If you select a ship-to code in the Ship To field, this field displays the code's EMail from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other in the Ship To field, enter the ship-to firm's e-mail address in this field.

Ship Via

Select the ship-via code. Ship-via codes are defined on the Ship Via grid of the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

Or, if Automatic Add/Ship-Via is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings, you can add a new ship-via code here.