Define customer account addresses as drawees for bills receivable. You must define a drawee site for each customer account for whom you create bills receivable. You can define more than one address as a drawee, but for each account you can designate only one address as the primary drawee site.
For each drawee site, assign the business purpose 'Drawee' and define bills receivable accounts. You can assign bills receivable, unpaid bills receivable, remitted bills receivable, and factored bills receivable accounts to each drawee site. If you want to default the bills receivable creation receipt method or bank account to transactions that you enter manually or import with AutoInvoice, set the receipt method and bank account as primary at the customer account level or customer account bill-to site level.
Note: If the bills receivable creation receipt method uses the grouping rule One Per Customer or One Per Customer Due Date, then you must designate the customer drawee as primary to generate bills receivable automatically.
Prerequisites
Enter customer accounts and customer account addresses
Assign banks to customer accounts
Navigate to the Search Criteria or Find/Enter Customers window.
Find the customer account for which you want to assign a business purpose.
Open the Customer Addresses window for the first customer address that you want to define as a drawee site.
Open the Business Purposes tabbed region.
Enter Drawee in the Usage field.
Enter the Location for this site.
If this is the primary drawee site, check the Primary box.
Choose Open.
In the Accounts region, enter the bills receivable accounts for this drawee site.
Attention: Before you can enter accounts for this drawee site, a bill-to site must exist for this customer account.
Save your work.
Repeat steps 2 to 9 for each customer account address that you want to define as a drawee site.