When validating a customer's exemption document, use attributes to differentiate them as a drop ship customer.
Before you begin
- In CertCapture, view the documents available to you:
- Go to Manage Documents > Validate Documents.
- From Available Documents, select Available Documents or My Unfinished Documents.
Documents Claimed by Others are the files being validated by other users on your account.
- Find the customer's exemption document with the stage Ready for Validation, and then select the file name.
- Under Customer Attributes, add DROP SHIP.
- Finish validating the document.