Summary: Set a Business Rule that bills a third-party or consignee carrier account when the Customer Order number (CO#) matches. Match the CO#, then set Bill Consignee/Third Party with the carrier, service, and account number.
Before you start
You need the third-party or consignee carrier account number to bill, and the CO# (Customer Order number) value you want to match.
Steps
- Go to Administration > Business Rules and create a rule on the profile (or global if it should apply everywhere).
- Set the criteria to match the CO# you want, for example CO# is the target value.
- Set the actions to Bill Consignee/Third Party, choose the carrier and service (for example, UPS Ground), and enter the third-party account number.
- Click Save.
- Process a test order with that CO# and confirm the billing terms, carrier, service, and account are applied.
What you should see
A test order with the matching CO# ships billed to the third-party account with the carrier and service you set. An order without that CO# is unaffected.
If something goes wrong
The rule fires but nothing is billed to the third party. The account number may be missing. Check that the account number is entered in the rule, or is arriving from your order host. See "Third-party billing rule does not fire because a UDF is empty."
Related articles
- Set up a profile for third-party (TPBILL) billing
- How To: Ship a Third Party Billed Shipment