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:
- SCAC: If empty at the Billing Account Level, it will use the value at the Baseline level
Billing Account Level
- Routing Group: Used as in How to use Routing Group to set up Retailers [Step-by-Step guide]
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) 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 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.
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].