Account Assignment
- Megan Stanage (Unlicensed)
- Megan Stanage
Account assignment is required in either D365 F&SCM or in Supply Chain Cloud.
Note
It is possible to complete this in Supply Chain Cloud; however, if you need a more intricate setup, we suggest completing this in D365 F&SCM.
Supply Chain Cloud > Setup > Account Assignment
The Account Assignment form links the carrier to client-specific account information, such as negotiated rates, to get real time rates.
Using credentials, you can access unique information when accessing the carriers' web services.
Criteria Section
Enter shipping carrier information in the Criteria section.
Multiple records for the same carrier/service can be set up to rate with different customer accounts or warehouses. The program will process the most-specific records first.
Important
Make sure to enable records once they are configured (by turning on the Enabled toggle). Account assignment records that are not enabled are not considered during account assignment.
Returns
Turn on this toggle to enable the account for returns only.
Important
If you turn on this setting, you must create a separate account assignment for outbound shipments.
Example
A subscription company (e.g., clothing, pet toys, home goods, etc.) ships packages overnight and includes a return label with every shipment. The return service is not overnight but ground. The return service would have its own account assignment.
Additional Criteria Section
You can use the Additional Criteria section to apply supplementary details to the account.
Results Section
In the Results section, include values for these mandatory fields:
- Account number
- Access Key
- User Name
- Password
Note
Test credentials are different from actual account credentials and will differ depending on which environment is being used.
Important
For LTL Rate Engines:
- the Account number maps to the Credential Set in Supply Chain Cloud.
- the Additional Account Number is the Billing Account Number.
Enter an Additional Account Number, as needed.
Enter a Third Party Account if you plan to pass a third-party account number for that Account Assignment record. (If a third-party account number is set on the sales order header, it will be used over this assignment.)