Summary: A markup looks wrong because the Business Rule sets the Markup Total and Markup Base equal to the List Total and List Base. It is copying the list values into the markup columns instead of adding a percentage. Change the rule to add the percentage.

Problem

A rate or markup review shows numbers that do not match the percentage you expected. The Markup Total matches the List Total, and the small difference you do see cannot be traced to the percentage.

Cause

The Business Rule copies the List Total and List Base charge into the Markup Total and Markup Base charge instead of adding a percentage. So the markup columns just hold the list values, and the only difference you see is the gap between the List Total and the List Base charge, not a real markup.

How to check: open the profile's markup rule and see whether it sets Markup Total equal to List Total.

Fix

  1. Go to Administration > Business Rules and open the profile's markup rule.
  2. Review its actions. If it sets Markup Total = List Total (and Markup Base = List Base), it is copying, not marking up.
  3. Change the rule to add the percentage to the rate, and set the rule Event to Before Shipment Rates so it applies at rate time.
  4. Reprocess a sample order and confirm the markup now shows the percentage you want.

What you should see

The Markup Total is higher than the List Total by the percentage you set. Changing the percentage changes the Markup Total.

Related articles

  • Rate markup or rate shop not applied: fix the rule Event
  • How Business Rule precedence works (default, global, profile)