How does a Billing Account get selected to process an order? [Information]

When importing an order or batch, techSHIP follows a specific account matching procedure to choose which Billing Account it will use to process the order, as outlined below.

There are two ways to have techSHIP select an account:

• Automatic selection
• Forced/Arbitrary selection

Note the following concepts before reviewing the sequential verification:

• Baseline Level
  
  
  
• Routing Group: Used as in How to use Routing Group to set up Retailers [Step-by-Step guide]

AUTOMATIC SELECTION

techSHIP runs the verifications in this order:

1. SCAC and Routing Match:

The system first searches for an account that matches both the SCAC (Standard Carrier Alpha Code) as defined in the Baseline Account and the Routing Group value.

2. Routing Match Only:

If no match is found during the first step, the system proceeds to search for an account with a Routing group match. This means that even if the SCAC doesn't match, the system tries to identify an account based solely on the Routing information.

3. SCAC Match Only:

If the Routing match also fails to yield a suitable account, techSHIP will search for an account that matches the SCAC as defined in the Baseline Account alone. This step allows the system to find a possible match using the carrier code, even if the specific routing group details aren't available.

4. Default Account:

If none of the above steps result in a matching account, the system will assign the default account. The default account acts as a fallback option to ensure all imported orders are associated with an account, even when specific matches can't be found.

FORCED/ARBITRARY SELECTION

You can use OMR rules to force orders specifically through a Biling Account, as detailed here using the Billing Account Name action: Order Management Rules (OMR) available actions [Information].