How to set the Bill-to and Ship-to customer at order entry

Orders in FDM4 can have different bill-to and ship-to customers.

NOTE: If you have already entered an order in the system, refer to Updating the Bill-to customer on an existing order.

During the first step of order entry, it is best to always ask yourself, "Who is paying the bill?" Once you have determined the answer, choose that customer when beginning your order. By default, the system assumes the Bill-to and Ship-to customers will be the same, but for orders where you need to make adjustments, the Ship-to customer can be changed on the Order Information Screen.

Follow these steps:

1. Start your order by choosing a customer and order type.
2. On the Order Information Screen, delete the customer number shown in the Ship To section. 
3. Use the Help Lookup 🔍  to find the customer where the order is shipping. Select that customer to continue.
4. Continue on the Order Information Screen by entering the Address Number and any additional required information to proceed with the order. 

How do I update the Bill-to customer once you have moved on from the Order Information Screen? 

If you need to update the Bill-to while still in the order, click the Hamburger Menu (next to the "Check Stock" button) and click Update Bill To Customer.