Use the Locations window to define ship-to, receiving, and other location information for Purchasing documents.

   To set up locations for Purchasing:

1. Navigate to the Locations window.

2. For information on the Name, Description, Inactive Date, Global, and Address Details fields, follow the instructions in Setting Up Locations or see the online help for the Location window.

3. Fill in information in the Shipping Details tabbed region.

   Note: Selecting the check boxes means that you are making the location Name a valid location in the list of values on a Purchasing document. For example, selecting Ship-To Site makes the location Name a valid choice in the list of values for the Ship-To field on a purchase order header. Note that if you define a default Ship-To or Bill-To Location in the Supplier-Purchasing region of the Financials Options window for your organization, that is the location that defaults onto your purchase orders. But if you wanted to change that default, the location Name that you define here and enable as a Ship-To or Bill-To site is available in the list of values for you to choose from in the Ship-To or Bill-To fields.

   Contact: Optional contact name for the location Name.

   Ship-To Location: Usually the same as the location Name. You could select a separate, previously defined Ship-To Location-for example, if you wanted to create a location Name, Office A, and specify Receiving Dock A as its Ship-To Location. Note, however, that once you specify a separate Ship-To Location, you can no longer enable the location Name as a Ship-To Site. In this example, Receiving Dock A is the ship-to site for Office A; therefore, Office A itself cannot also be the ship-to site.

   Ship-To Site: Select this option to make the location Name a valid ship-to organization on a purchase order or requisition.

   Receiving Site: Select this option to make the location a valid receiving Location when creating a receipt or receiving transaction.

   Office Site: Select this option to indicate that this location Name is an office site, such as a field office.

   Bill-To Site: Select this option to make the location Name a valid bill-to site. The Bill-To Site, which is used by Payables, is specified on a purchase order header.

   Internal Site: Select this option to make the location a valid internal ship-to location when creating an internal requisition.

4. Optionally fill in information in the Other Details tabbed region.

   Inventory Organization: Select an inventory organization within which this location will be available in the list of values on a Purchasing document. By selecting no inventory organization, this location becomes available on Purchasing documents in all organizations.

   EDI Location: If you use Electronic Data Interchange (EDI) to receive Advance Shipment Notices (ASNs) or ASNs with billing information (ASBNs), enter a defined location. This location should match the ship-to location specified on an ASN or ASBN. See: Advance Shipment Notices (ASNs).

5. If you want to use the Extra Information button to enter additional information required by your business, see: Entering Extra Information or see the online help for that window.