Purchase Orders - Expanded shipping address options

To enable expanded shipping address options for Purchase Orders, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Confirm that any portable views and reports that need to display the Purchase Order shipping address are mapped to the new Purchase Order Shipping Address attributes.

3. Navigate to the Configuration application (Apps > Administration > Configuration).

4. Open the Purchase Orders application configuration.

5. On the appropriate configuration tab, enable the Shipping Address Source attribute.

   Note If desired, a default value can be set for new Purchase Orders.

6. Optionally, open the Projects app or Portfolio Manager app configuration and enable the Project Shipping Address section.

7. Click Save when you are done.

If the Project Shipping Address section is enabled, users with the appropriate permissions can enter a shipping address on the project document. This address can then be used on Purchase Orders when Project Shipping Address is selected as the shipping address source.

To enter a project shipping address, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Open the Project Information page from the project header, Project Finder, Projects app, or Portfolio Manager app.

3. Select Edit.

4. Complete the following fields as appropriate:

   Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

   Field	Description
   Shipping Address
   Address fields	Enter the shipping address for the project. This address can be used in Purchase Orders. Note If these fields do not appear when the page is in edit mode, review the configuration page for the Projects app or Portfolio Manager app and enable the appropriate fields.

5. Click Save when you are done.

If the Shipping Address Source field is visible on Purchase Orders, users can choose which source should be used for the Purchase Order shipping address. If the field remains hidden, the configured default value is used on all new Purchase Orders.

To select the shipping address source on a Purchase Order, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the Purchase Orders application.

3. Create a new Purchase Order or open an existing Purchase Order in edit mode.

4. In the Shipping Address Source field, select one of the following options:

   Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

   Option	Description
   Shipping Address Source
   Ship To Company office address	Uses one of the offices of the Ship To Company as the Purchase Order shipping address. This is the default behavior.
   Project Address	Uses the Project Address from the project document as the Purchase Order shipping address.
   Project Shipping Address	Uses the Shipping Address entered on the project document as the Purchase Order shipping address.
   Manual Purchase Order address	Allows the shipping address to be entered directly on the Purchase Order.

5. Review or update the Purchase Order Shipping Address fields as appropriate.

6. Click Save when you are done.

Non-standard portable views and reports must be updated to use the Purchase Order Shipping Address attributes if they should display the expanded shipping address values.

To update portable views and reports, complete the following steps:

1. Identify any non-standard portable views or reports that display a Purchase Order shipping address.

2. Update those portable views and reports to reference the Purchase Order Shipping Address attributes.

3. Test each portable view or report with Purchase Orders that use each configured shipping address source.

4. Publish or distribute the updated portable views and reports as appropriate for your domain.

Your domain administrator or another user with the appropriate permissions can configure the related apps in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level.

Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or, in some applications, by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information about the Configuration app, including how to configure application fields, refer to Application configuration.

The following items are specific to this feature:

Available application roles

Application roles determine which actions users can perform in the app. Roles are assigned to groups in the Groups app > Permissions tab. Members of the group then have the permissions associated with the roles assigned to the group.

The following roles are available for this application:

Role	Details
Administrator	Full administration, including add, configure, create lists, edit, import, export, share, view, send, process, remove, and edit view templates.
Contributor	Can add, edit, open, view, send, and process records.
Moderator	Can add, edit, import, export, remove, share, open, view, send, and process records.
Observer	Can open, view, send, and process records.
Referencer	View-only access to records.
TemplateEditor	Can edit view templates.

Note To manage these permissions, open the Groups app and assign the appropriate application role to the group. Only users with the appropriate permissions can manage application roles. For more information, refer to Managing Permissions.