The Customer Info, Bill To, and Ship To sections on the Editing Case page tell you the customer associated with the case, the customer to be billed for the invoice, and the customer the asset should be sent to when the case is complete.
When a case is created, the information for all three of these sections is populated with the customer associated with the asset when the case was created.
After the case is created, you can change the Bill To Customer or the Ship To Customer for the case to a different customer that already exists in the system. You can also create a new Bill To Customer Contact for the customer and assign them as a Primary Contact or Driver for the case.
See also: Manage Customers
Assign a New Bill To Customer
The Bill To section shows the current customer to be billed for the invoice of the case. This information also appears in the left side bar under BILL TO CUSTOMER.
To assign a new Bill To customer:
- Search for and select the case for editing.
- From the Editing Case page, click the Company name in the Bill To section.
- In the Select 'Bill To' Customer section of the Current 'Bill To' Customer page, select the field you want to search by from the dropdown, enter your search criteria, and click Search.
- If needed, click the column headings to sort your results or use the table's page controls to view more results.
- When you find the customer you want, click Pick from the CUSTOMER # column.
When the update completes, you're brought back to the Editing Case page and the new Bill To Customer is displayed.
Add a New Contact for the Bill To Customer
Even if you don't need to change the Bill To Customer for a case, you may want to add a new contact for the Bill To Customer.
To add a new contact for the Bill To customer:
- Search for and select the case for editing.
- From the Editing Case page, click the Contacts link under the 'BILL TO' CUSTOMER section of the left sidebar.
- On the 'Bill To' Customer Contacts page, review the list of contacts to make sure the contact you want to create doesn't already exist for that customer.
- If needed, you can select a field to search by, enter your search criteria, and click Search. You can also click the column headings to sort or use the table's page controls to view more contacts.
- If you still want to create a new contact, click NEW CONTACT from the top-right of the screen.
- On the New 'Bill To' Contact page, fill out as much of the information about the contact as you can (including the required info), then click CREATE NEW CONTACT.
When the update completes, you're brought back to the 'Bill To' Customer Contacts page and the new contact is displayed.
To assign your new contact as the Primary Contact or Driver for the case, go to the CASE INFO (VMRS) tab of the Editing Case page and update as needed in the Contacts section.
See also: Enter Case Information
Assign a New Ship To Customer
The Ship To section shows the current customer the asset should be sent to when the case is complete.
To assign a new Ship To customer:
- Search for and select the case for editing.
- From the Editing Case page, click the Company name in the Ship To section.
- In the Select Ship To Customer section of the Current Ship To Customer page, select the field you want to search by from the dropdown, enter your search criteria, and click Search.
- If needed, click the column headings to sort your results or use the table's page controls to view more results.
- When you find the customer you want, click Pick from the CUSTOMER # column.
When the update completes, you're brought back to the Editing Case page and the new Ship To Customer is displayed.
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