Configurable bill to defaults on purchase orders

You can now set what the “Bill to” location and “Bill to” contact default to on a purchase order.

Set both from Settings > Customize purchase order form > Bill to. The bill to location can be chosen from: the purchaser’s home location, which stays the default, the order request’s location, so billing follows the same logic your shipping address already does, or your headquarters location. The bill to contact controls whose name appears in the attention line of that address: choose the purchaser, the requester, a specific person on your team, or Accounts Payable, which uses the email address on file for the billing location.

On manually created purchase orders these are the starting values, and a purchaser can still change either one before sending, as they always could.

With Automatic Purchase Orders, the setting determines the bill to location and contact outright. Both were previously fixed to the final approver and their home location.

The ship to address continues to come from the order request’s location. When Automatic Purchase Orders is on, the final approver is still recorded as the purchaser on the PO.