Can a customer be set up to have a bill to based on the ship to address? We have a few very large customers but they get billed based on the ship to address.
I don’t believe you can in a real easy way. I believe you could get there with either of the following set-ups.
You could use Relationship Classes to group the customers together and create a unique customer for each Ship To/Bill To combo. You would then have to use the Relationship to get consolidated sales.
Or, you could set up unique customers for each Bill To, set the customers as only a Valid Payer (can’t be used as a Sold To or Ship To). Then you could add those customers as Alternate Bill Tos to the main customer and the bill to can be selected on order entry.
1 Like
This is how we do it. We don’t use Epicor’s “Ship-To” functionality. We set up each physical address as a separate customer account (this is how we always did it in our legacy system, so, we just continued the practice when we moved to Epicor). Then you can assign alternate Bill-To’s any which way you want.
that is what I was afraid of.
1 Like
Its frustrating. We run into this all the time. For example, a universities and gov agencies its so common for the specific departments to have their own bill to and cc.
Setting up different customers is inefficient for us. For example, we have the Avalara tax connect module. But to get it to work we would have to recreate the tax exempt for each department.
1 Like
We use Avalara too.