About Bill To Characteristics

Aptify uses the following information from a Bill To party's Persons or Companies record on an order:

• Bill To Address/Phone: When a Bill To Person is specified, Aptify automatically adds that Person's default address (as specified by the person's Address Default Settings dialog) and phone number to the order. Note that if the person's Address Default Settings have not been configured, the system adds the person's preferred billing address (as specified by the Pref Bill Addr field) to the order.
• Credit Status/Credit Limit: A Bill To party must have approved credit and a sufficient credit limit to place an order without paying in full.
• The Credit Status and Credit Limit fields are specified on a Persons or Companies record's Details tab. The credit currently available to a Bill To party is the credit limit minus any outstanding order balances. For example, if a company has a $1,000 credit limit and currently has $600 in open invoices, $400 is the company's current credit limit for any new orders. Note that if an order with an outstanding balance is cancelled, Aptify applies that order's amount back to the Bill To party's available credit.
• Note that a person's or company's Credit Limit is expressed in a particular currency. If the person or company is involved in foreign currency transactions not in that currency, then Aptify automatically converts the available credit limit to its corresponding value in the foreign currency (using the most current Currency Spot Rate) to ensure that the person or company has sufficient available credit to complete a particular transaction.
• By default, Aptify checks a person's or company's available credit when an order is saved that is not paid in full. However, an organization can turn off this functionality if desired. See the discussion of the EnableCreditCheck attribute in About Orders Entity Attributes for details.
• Currency Type: Aptify automatically updates the order's Currency Type using the Preferred Currency specified in the Bill To party's Persons or Companies record (if different from the default currency).
• The Preferred Currency is specified on a Persons or Companies record's Details tab.
• If a Bill To Company is specified, the system applies the Company's Preferred Currency Type to the order.
• If no Bill To Company is specified, or if the specified Bill To Company does not have a Preferred Currency Type defined, then the system applies the Bill To -Person's Preferred Currency Type to the order.
• If no Preferred Currency Type is defined for the Bill To Company or Person, the order uses the default Currency Type for orders.
• Customer Type: Aptify automatically retrieves the membership type for the Bill To Company (if applicable) and Bill To Person and displays this information on the main area of the Customer tab below the Bill to Company field, as shown below. Aptify uses this membership information to determine what price to charge a Bill To party for a particular product. See Adding an Order Line for more information.
  
   

• The Bill To Company's customer type appears first, followed by the Bill To Person's customer type (that is, Bill To Company type/Bill To Person type).
• The Customer Type corresponds to the Member Type field that appears on a Persons or Companies record's -Membership tab.
• If a Bill To Company is not specified, Aptify displays "Not Available" for the company customer type, as shown below.
   

• Order Level: Aptify automatically updates the order's Order Level using the GL Order Level specified in the Bill To party's Persons record (if different from the default Order Level).
• The GL Order Level is specified on a Persons record's Details tab.
• For information on GL Order Levels, see About Order Levels and GL Accounts for more information.
• Sales Tax Rate: Depending on how your administrator has configured sales tax functionality in Aptify, the Order Entry system may determine an order's sales tax based on the Bill To information. See Managing the Sales Tax Infrastructure for information on taxation.
• Other Pricing Characteristics: Aptify supports numerous options for determining a product's price, including Price Filer Rules, Pricing Rules, and Pricing Objects. Using these pricing options, an organization can define a product's price based on any characteristic of the Bill To person or company.