PO Shipping Locations
Company Tracker action: implementation-setup-po-shipping-locations
Milestone: Purchase Order / Module Setup (milestone_id=11, core_milestone_id=2)
Order: 4
Estimated duration: 0.5 hours
Typical owner: Purchasing / Controller
Purpose
Load alternate shipping locations so users can pick a different ship-to on PO entry and print that address on the purchase order document.
Prerequisites
- List of ship-to sites the client wants on POs at go-live (yards, jobsites used as ship-to, branches, etc.).
Vista configuration article
See the detailed Vista guide:
Configuring PO Shipping Locations
Field meanings and form steps live there. Do not restate them on this page.
Implementation guidance
- Decide / load: stand up the locations the client will select during PO entry so the PO document shows the right shipping address.
- Implementation is a straightforward master load of their real ship-to sites — not a complex policy form.
- Accept means Purchasing confirms go-live locations and that PO entry can select them.
Tips and gotchas
- Purpose is document/ship-to override on the PO, not inventory warehouse setup (IN is separate).
- Load what they will actually use at go-live; add more later as needed.
Done when
- In-scope shipping locations exist for go-live PO entry, or action N/A if they never override ship-to.