Summary: Business rules set under a profile (return address, service, terms, freight account) do not fill in when a manual order first opens. They apply when you click Rate. If the values look missing, click Rate to see them take effect.
Problem
A new profile was set up for manual orders, with business rules for return address, shipping service, terms, and freight account added under the profile. On a manual order, none of the rule values seemed to load.
Cause
Rules that set values run at rate or ship time, not the moment a blank manual order opens. The values are not meant to fill in on the empty order screen; clicking Rate runs the rules and applies them.
Fix
- Open the manual order and click Rate.
- Confirm the rule values (return address, service, terms, freight account) now apply.
- If the values still do not apply, do a hard refresh (reload) to clear an old screen, then click Rate again.
- If they still do not apply, check each rule's event and actions, and that the rule is under the correct profile.
What you should see
After you click Rate on a manual order, the profile's business rules fill in the expected fields, and the label shows the service, terms, account, and return address the rules set.
Related articles
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