Resetting an order's Bill To and RevType1 values from a primary rate > Using the Set Bill To and RevType1 fields in the Edit Invoice Folder
Using the Set Bill To and RevType1 fields in the Edit Invoice Folder
Values that you enter in a primary rate's Set Bill To Cmp ID and RevType1 fields are used to reset the Bill To and RevType1 values in the Edit Invoice Folder when the rate applies. The fields are found on the rate's Index Settings tab.
1. In the primary rate, select the Index Settings tab.
2. Select values in the Set Bill To Cmp ID and RevType1 fields.
3. Click savebutton Save.
When you compute the charges for the order in Invoicing, if the applied primary rate has values recorded in the Set Bill To Cmp ID and RevType1 fields on the Index Settings tab, the system updates the Bill To and RevType1 fields.
If either field on the rate has a value of UNKNOWN, the corresponding field on the invoice is not changed.