Datto Autotask PSA: How does the 'Ship To' Address Populate on a Purchase Order?

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Question

How does the Ship To address populate on a Purchase Order?

Environment

  • Datto Autotask PSA

Answer

From the Purchasing and Fulfillment screen:

  • If you select item(s) on a single sales order, the Ship To address from the sales order will populate with the radio button for Other Address Selected.
  • If there are multiple sales orders or no sales orders among the selected item(s), then the PO will default to Home Office and populate the address from the internal account primary location.

From the New Purchase Order screen:

  • The system will always default to Home Address.

NOTE: The Ship To on the sales orders will default to the Client Address, but you can edit it after its creation.

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