How to Change the Default Bill To and Ship To Address for Purchase Orders

Overview

In Microix, the default Bill To and Ship To addresses for Purchase Orders (POs) are defined within each workflow setup. These defaults are configured by an administrator and automatically populate when creating new POs within that workflow.

Steps to Change the Default Addresses (Administrator ONLY)

1. Navigate to Workflow Setup

   • Go to Maintenance → Organization Workflow.

2. Select the Workflow

   • From the list of workflows, select the workflow you wish to modify.

3. Update the Default Addresses

   • In the General tab, locate the Default Bill To and Default Ship To fields.

   • Select the desired address from the drop-down list.

4. Add a New Address (If needed)

   • If the required address is not listed, click the Address button on the toolbar.

   • Add the new address record and save it.

   • Return to the workflow setup and select the new address as the default.

5. Restrict User Changes (Optional)

   • To prevent users from changing the Bill To or Ship To address on the PO form, check the Disable option next to the respective field.

Important Considerations

• Vendor Punchout Integration

  • If your organization uses the vendor Punchout feature, ensure that all addresses in Microix are also authorized on the vendor’s portal. 

  • Some vendors require that the address code (not just the address text) matches their system.

    • To comply, either:

      • Create a matching address code in Microix, or

      • Coordinate with the vendor to synchronize address codes.

• Relocation or Address Changes

  • When your organization relocates or updates addresses, make sure to revise the address codes in Microix and your punchout out vendor portal.

  • Note: These updates only affect new purchase orders.

    • Existing POs that are still in progress must be manually modified before submission to the vendor.

Summary

By updating the default Bill To and Ship To addresses within the Organization Workflow settings, administrators ensure that purchase orders use the correct location information automatically. Proper synchronization with vendor systems and timely updates to address codes help maintain smooth order processing and compliance.