Bill To

The fields in this section include:

• Bill To - Contact Name -- This field is optional. The values available in this drop-down include:
• • Active Contacts only
  • Contacts associated with the current project's project organization
  • Contacts associated with any parent organization (within the current project's project organization's organization hierarchy)
  • The previously selected / currently saved Contact (even if it does not currently belong to a related organization)

If any of the Contacts associated with this project organization have been designated as the Default Contact For - Bill To, it will be selected by default when initially adding this entry.  Should the project organization be associated with a hierarchy of organizations, the Default Contact For entry selected will be from the lowest level organization within the current organization hierarchy.  To assist you in identifying which contact may be designated as the default, one entry in this drop-down listing may have the term [Default] appended to the entry.

The creation and maintenance of the list of Contacts associated with an Organization (including specifying the Default Contact For)  is managed on the Organization >> Contacts screens.

Note: these Contacts are not the contacts associated with a particular Address, but rather the Contacts associated with the Organization.

• Bill To - Address -- This field is required.  The values available in this drop-down include:
• • Addresses associated with the current project's project organization
  • Addresses associated with any parent organization (within the current project's project organization's organization hierarchy)
  • The previously selected / currently saved Address (even if it does not currently belong to a related organization)

If any of the Addresses associated with this project organization have been designated as the Default Address For - Bill To, it will be selected by default when initially adding this entry.  Should the project organization be associated with a hierarchy of organizations, the Default Address For entry selected will be from the lowest level organization within the current organization hierarchy.  To assist you in identifying which address may be designated as the default, one entry in this drop-down listing may have the term [Default] appended to the entry.

The creation and maintenance of the list of Addresses associated with an Organization (including specifying the Default Address For)  is managed on the Organization >> List >> Edit >> Organization Addresses screens.

The selections made on this screen will determine which Contact and Address will appear in the Bill To section of the Invoice header area.  These values can be overridden on an invoice by invoice basis (while adding or editing a draft invoice).

Note that whether the Organization Name will appear in the address can be controlled using the following property: Hide Project Org on Bill To Address  (unanet.invoice.hide.bill_to.org_name).

INVALID - Should you see the label INVALID appended to an entry, this would indicate that since the entry was originally associated, the organization hierarchy has been modified such that the organization the entry is associated with is no longer within the current organizations hierarchy.  The Organization to which the current entry is associated is also appended to help identify where that invalid entry currently resides.  You will need to select a new option that provides a valid entry from within the current organization hierarchy.