Steps in the screenshots correspond to the numbers in the headings.
Whether or not your Purchase Orders default as billable was originally established when your site was set up on eFACTORYPRO. This is determined by the Purchasing/SCS groups based on your contract.
1. To check to see if your site is set to Default to Billable POs, follow these instructions: Type Places in the upper left system search.
2. Click on the tab to load the Place Record.
3. Expand the red chevron in the search field.
4. Type in your four-digit site number.
5. Hit the green magnifying glass.
6. Your Bill To and Ship To Records will load. Click on your ST#. This is your Ship To Record and is your Place ID for your site.
One of the ways you can tell that you are in the right record is that it will have all your equipment records, your locations and bins, person records, etc.
7. Click on the Details Tab in the lower workspace.
8. If your POs are going to default to Billable, the Billing Place in this record will be checked.
In the example above, this site defaults to NON-BILLABLE.
Be sure you are looking at the Ship To Address and NOT the Bill To Address!
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