Shipping Tab of Purchase Orders

Use the Shipping tab to specify shipping data for a purchase order. If the purchase order was created from a purchase requisition or request for price quote, this tab displays a copy of the ship-to data from that transaction.

Contents

Field Description
Ship To

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

Select [Other] from the drop-down list to make the Client and Address fields active. To use this option, it is necessary to select the Modify Shipping Contact and Email option on the General Tab of Configuration > Purchasing & Inventory > Company Settings.

Client

This field is active if the Ship to code is [Other]. Click to display a lookup that lists the client and vendor records for which you have security access. Select the client to whom the drop shipment is sent.

If you select a new client, the Address fields are cleared.

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

Address

Select the code for the client address to which the drop shipment will be sent.

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

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 you specify a client, this field displays the Name from the client address that 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 you specify a client, this field displays Address 1 for the client address that 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 you specify a client, this field displays Address 2 for the client address that 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 you specify a client, this field displays Address 3 for the client address you specified.

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 you specify a client, this field displays Address 4 for the client address you specified.

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 you specify a client, this field displays the City for the client address you specified.

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 you specify a client, this field displays the State for the client address you specified.

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 you specify a client, this field displays the Zip for the client address you specified.

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 you specify a client, this field displays the Country for the client address you specified.

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 you specify a client, this field displays the Phone for the client address you specified.

Click the 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.

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 you specify a client is specified, this field displays the Fax for the client address you specified.

Click the 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 data in this field for the ship-to firm's contact.

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 data in this field for the ship-to firm's e-mail address.

Ship Via Select a ship-via code, if necessary.
F.O.B. Select an FOB code, if necessary.