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If Ship To or Bill To party for an order is actually the Ship To or Bill To Person, a user can clear the Ship To Company and/or Bill To Company. In this case, Aptify treats the order as an individual order. In this case, the Order Party field is automatically updated to Individual. See the figure below for an example.
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In Aptify, an administrator can configure a list of restricted countries where orders cannot be shipped. See the ValidateShipToLocation attribute in About Orders Entity Attributes for more details. |
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- Different Ship To and Bill To Parties: In this case, one Person/Company appears in the Ship To fields and a second Person/Company appears in the Bill To fields. To specify a different Bill To (when the preferred Bill To and Ship To addresses are the same), clear the Billing Same as Shipping option. See the figure below for an example. If the specified Ship To Person or Ship to Company has different preferred addresses for Shipping and Billing, Aptify uses the same person and/or company in both the Ship To and Bill To fields but it automatically unchecks the Billing Same as Shipping box and flows down different Ship To and Bill To addresses.
- Ship To/Bill To Company Is Not Person's Primary Company: Although a person's primary company affiliation appears in the Ship To/Bill To Company field by default, a user can manually enter any company on the order, even if the company is not the primary company for the person specified. See the figure below for an example.
- Hybrid Corporate/Individual Orders: In some cases, a user may need to specify a Ship To Company (for a corporate Ship To order) but leave the Bill To Company blank (for an individual Bill To order), or vice versa. Seethe figure below for an example.
In all of the cases described above, Aptify uses the characteristics of the specified Ship To party to complete the shipping information for the order, and Aptify uses the characteristics of the specified Bill To party to complete the billing information for the order. The Bill To and Ship To characteristics used on an order are described below.