If the billing information needs to be updated in cases where a School District or Booster Club is paying for the goods shipping to another customer.
Follow these steps if you are still in the order:
- After starting the order, from any screen click the hamburger menu next to "Check Stock".
- Select Update Bill-To Customer.
- Enter the new Bill-to customer number (or use the help lookup to search for it).
Follow these steps if you have completed the order:
⚠️ This Update Bill To Tool only works for open orders. If an order has already invoiced, it is not possible to change the Bill-To Customer in the system. You will need to reach out to your assigned Billing Analyst to have this change made on the invoice, and manually sent to the customer.
- Search and Run the Update Bill To function in FDM4
- Type in the Order Number
- The original bill-to-customer will load. Use the New Bill-To Customer field at the bottom to update the order.
Note: Use the help lookup 🔍 option to search for the correct bill-to customer.
It is always ideal to set the correct Bill-To Customer at Order Entry, but this tool was created to help make the adjustment if forgotten.