Allow the sell-to and bill-to customers to be different for jobs
Important
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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2022 |
Apr 1, 2022 |
Business value
We've added support for projects where the party that is receiving a service is different from the party that is paying the bill. When a project manager creates a job, they can specify the customer who will benefit from the project, and this customer can be different from the company that will pay for the project. Additionally, the project manager can specify the place where the work will happen by selecting from a list of ship-to addresses for the customer, add information about external references to simplify communication about the project, and overwrite the standard financial terms of the specific project.
Feature details
We've added Sell-to and Ship-to field groups to the Jobs page. Existing jobs will be updated automatically, and these new fields will inherit values from the respective fields in the Bill-to group that was already available.
Additionally, the Your Reference, External Document No., Payment Terms Code, and Payment Method Code fields are added to jobs and will be respected when you create invoices.
Changes in the Job table and the Job Card page
| Element | Table 167 Job | Upgrade | Page 88 Job Card |
|---|---|---|---|
Sell-to |
|||
| Sell-to Customer No. | Added to table | From Bill-to Customer No. | Added to General tab |
| Sell-to Customer Name | Added to table | From Bill-to Customer Name | Added to General tab |
| Sell-to Customer Name 2 | Added to table | From Bill-to Customer Name 2 | - |
| Sell-to Address | Added to table | From Bill-to Address | Added to General tab |
| Sell-to Address 2 | Added to table | From Bill-to Address 2 | Added to General tab |
| Sell-to City | Added to table | From Bill-to City | Added to General tab |
| Sell-to Contact | Added to table | From Bill-to Contact | Added to General tab |
| Sell-to Post Code | Added to table | From Bill-to Post Code | Added to General tab |
| Sell-to County | Added to table | From Bill-to County | Added to General tab |
| Sell-to Country/Region Code | Added to table | From Bill-to Country/Region Code | Added to General tab |
| Sell-to Phone No. | Added to table | From Bill-to Phone No. | - |
| Sell-to E-Mail | Added to table | From Bill-to E-Mail | n/a |
| Sell-to Contact No. | Added to table | From Bill-to Contact No. | Added to General tab |
| SellToContact."Phone No." | n/a | n/a | Added to General tab |
| SellToContact."Mobile Phone No." | n/a | n/a | Added to General tab |
| SellToContact."E-Mail" | n/a | n/a | Added to General tab |
Bill-to |
|||
| Bill-to Customer No. | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Customer Name | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Customer Name 2 | Already in table | Kept current value | - |
| Bill-to Address | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Address 2 | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to City | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Contact | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Post Code | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to County | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Country/Region Code | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| Bill-to Contact No. | Already in table | Kept current value | Moved to new Invoice and Shipping tab |
| BillToContact."Phone No." | n/a | n/a | Moved to new Invoice and Shipping tab |
| BillToContact."Mobile Phone No." | n/a | n/a | Moved to new Invoice and Shipping tab |
| BillToContact."E-Mail" | n/a | n/a | Moved to new Invoice and Shipping tab |
Ship-to |
|||
| Ship-to Code | Added to table | blank | Added to new Invoice and Shipping tab |
| Ship-to Name | Added to table | From Bill-to Customer Name | Added to new Invoice and Shipping tab |
| Ship-to Name 2 | Added to table | From Bill-to Customer Name 2 | - |
| Ship-to Address | Added to table | From Bill-to Address | Added to new Invoice and Shipping tab |
| Ship-to Address 2 | Added to table | From Bill-to Address 2 | Added to new Invoice and Shipping tab |
| Ship-to City | Added to table | From Bill-to City | Added to new Invoice and Shipping tab |
| Ship-to Contact | Added to table | From Bill-to Contact | Added to new Invoice and Shipping tab |
| Ship-to Post Code | Added to table | From Bill-to Post Code | Added to new Invoice and Shipping tab |
| Ship-to County | Added to table | From Bill-to County | Added to new Invoice and Shipping tab |
| Ship-to Country/Region Code | added to table | From Bill-to Country/Region Code | Added to new Invoice and Shipping tab |
Other |
|||
| External Document No. | Added to table | blank | Added to General tab |
| Your Reference | Added to table | blank | Added to General tab |
| Payment Method Code | Added to table | blank | Added to new Invoice and Shipping tab |
| Payment Terms Code | Added to table | blank | Added to new Invoice and Shipping tab |
Known issues (to be fixed in next minor update)
The Payment Method Code and Payment Terms Code fields are not populated with information from the customer selected in the Bill-To Customer No.field.
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