1. Fields & Definitions for Receiving & Billing Information
1.1. Receiving Address Tab

Receiving Location This is the company name of the user’s receiving location.  If you have more than one receiving location, you must select at least one as the default.  You can choose among the selection of receiving addresses when you prepare the purchase order.
User must select at least one as the default by checking this box
Check this box if you would like to add the same address selected to the Billing Information as a Billing Address.

If the “Use One Default Tax for This Receiving Address and Use Single Tax Per PO Item” checkbox is not checked, the user can add multiple taxes for the receiving address, and the PO will calculate all taxes that are added in the tax list.

If the checkbox is checked, the user can add many taxes for the receiving address but only check one as default tax.  When a PO is created, the default tax will be used to calculate.  User can select different tax to calculate, but still only use one tax to calculate.

In supplier module, the user can set up default receiving address and default tax (if the default receiving address has single tax checkbox checked.)
Address

This is the street address where you want your product delivered.  Two address lines are allowed.  The second line is for a suite number, etc. 
City This is the City where you want your product delivered 
State This si the State where you want your product delivered 
Postal Code/Zip This is the Zip code where you want your product delivered 
Country This is the country of the receiving location.
Phone

This is the phone number at the receiving location.
Fax

This is the fax number at the receiving location.
Attention

This is the name of the contact at the receiving location.
Receiving Addresses All the Receiving addresses available are displayed in this box.
1.2. Tax & Shipping Mode Tab

Receiving Location

This is the name of the company at the receiving location.  This carries over from the previous screen and can’t be edited.
Ship Via This is the name of the carrier
FOB This selection is for Free-on-board information.  This is the point when title passes 
Ship Charge This selection is for Shipcharge selection.  This will indicate the shipcharge preference of the user.
Account Number

This is the user’s account number in those instances where the user will be paying the freight charges directly to the carrier and not to the supplier. 
Delivery Time This is the time when the delivery is expected to be at the receiving location.
Tax Exempt Number

This is the user’s sales tax identification number for those purchases which are not subject to sales tax.  Please check with your state or local sales tax authorities for more information regarding Sales Tax exemptions since the laws vary from state to state.
Default Tax This is available if the "use One Default Tax for This Receiving Address and use Single Tax Per PO Item" is checked in the Receiving Address tab.  The user would then highlight the desired Tax rate they wish to have as the Default and check mark the Default Tax Box. This tax rate will default into the Purchase Order with the option for the user to change it per order. 
Sales Tax Authority/Tax % This is the sales tax authority and the Tax % is for those purchases which are subject to tax.

 

1.3. Billing Information Tab

Billing Address This is the company name of the user’s billing location.  If you have more than one billing location, you must select at least one as the default.  You can choose among the selection of billing addresses when you prepare the purchase order. 
User must select at least one as the default by checking this box
Address

This is the street address where you want your billing mailed.  Two address lines are allowed.  The second line is for a suite number, etc. 
City This is the City where you want your billing mailed. 
State This si the State where you want your billing mailed. 
Postal Code/Zip This is the Zip code where you want your billing mailded.
Country This is the country of the billing location.
Phone

This is the phone number at the billing location.
Fax

This is the fax number at the billing location.
Attention

This is the name of the contact at the billing location. Example:  Accounts Payable.
Receiving Addresses All the billing addresses available are displayed in this box.