Create Billing and Shipping Address List
Administrators can create a list of billing and shipping addresses as well as the address for their agency that will print on the purchase order. Requesters and purchasers can then select from the address list when they create line items for requisitions or purchase orders in order to specify different addresses for shipping and billing.
The Address screen is comprised of the list of any addresses that you have saved and a form to add a new address or update an existing one.
Figure 1 - Address screen
1. From the Purchasing main menu, click
Administration, then click the
2. Complete the address fields as needed.
3.. Check the
Address check box.
4.. If needed, enter a
Group name and
Desc (description). Do not use special characters or symbols, including &,',“,<,and \. These identify the address on the Address screen and help users select addresses when creating requisitions or purchase orders. They are not printed on a purchase order or on any reports.
Contact information – for example, a person, department, business entity, etc.. This will print on a purchase order. Do not use special characters or symbols, including &,',“,<,and \.
Address. (The PO Form Address will be
address printed on the purchase order.)
8. To add another address, click
Cancel (this will clear the form but not cancel the address just added.)
9. If you use all three addresses, all three will be printed on a purchase order:
Figure 2 - Purchase order form
Select next to an address in the address list.
3. Edit the address as needed.
Although an address cannot actually be deleted, you can hide it from the default view in the Administration screen and also from the view of requesters and purchasers so they cannot select an old or incorrect address.
3. Uncheck the
Address check box.
The address list is available to users when they create a requisition or purchase order.
1. Click the line item
Menu and select either
Ship-To Address or
Edit Bill-To Address.
Select next to an address to apply to one or all line items in the requisition or purchase order.
Figure 3 - Select an address