Bill-to, Sell-to and Ship-to Address Defaults

A new feature has been added to Progressus Projects and Contracts, to allow for products and services to be provided to one Customer and the Sales Invoice sent to another Customer. Additionally, the Project Manager can specify a different Ship-to Address for the Customer, a Site Address for the work, add an External Document Number, include a Customer Reference to be printed on sales documents and overwrite the standard financial terms of the specific Project or Contract.

Project or Contract Card

General FastTab

Field Name	Description
Sell-to Customer No.	Specifies the default Address, populated from the Customer Card.
Sell-to Address	Specifies the Customer Address where the Sales Invoice will be sent.

Shipping and Billing FastTab

Bill-to

Field Name	Description
Bill-to	Specifies the Customer where the Sales Invoice will be sent. Options:
	- Default (Customer): The same Address as the Customer on the Sales Invoice.
	- Another Customer: Specifies the Address for the Customer that is selected in the Name field.
	- Custom Address: Allows free form text entry of a different Address for billing.

Ship-to

Field Name	Description
Ship-to	Specifies the Project Address used for shipping.
	- Default (Sell-to Address): The same as the Customer's Sell-to Address.
	- Custom Address: Allows free form text entry of a different name and address for shipping.

Project Site FastTab (Project Card Only)

Address: Allows free form text of the site Address. Generally used when materials, products or Items are shipped directly to the location where the work is being done.

Sell-to Address

Project Sell-to Address

The Sell-to Address for Sales Orders/Sales Invoices for Projects is taken from the Project Card > General FastTab > Sell-to address.

Contract Sell-to Address

The Sell-to Address for Sales Orders/Sales Invoices for Contracts is taken from the Contract Card > General FastTab > Sell-to address.

Ship-to Address

Project Ship-to Address

The Shipping Address for Projects is taken from the Project Card > Shipping and Billing FastTab. If the Project Card > Shipping and Billing information is blank, the Sell-to information from the Project Card is used.

Contract Ship-to Address

The Shipping Address for Contracts is taken from the Contract Card > Shipping and Billing FastTab. If the Contract Card > Shipping and Billing information is blank, the Sell-to information from the Contract Card is used.

Bill-to Address

Project Bill-to Address

The Bill-to Address for Projects on Sales Orders/Sales Invoices is taken from the Project Card > Shipping and Billing FastTab. If the Project Card > Shipping and Billing information is blank, the Sell-to information from the Project Card is used.

Contract Bill-to Address

The Bill-to Address for Contracts on Sales Orders/Sales Invoices is taken from the Contract Card > Shipping and Billing FastTab. If the Contract Card > Shipping and Billing information is blank, the Sell-to information from the Contract Card is used.