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Understanding the Expand Bill-to-Ship Addresses campaign settings

This article applies to:CertCapture

When you create a campaign, consider enabling the Expand Bill-to-Ship Addresses option if you want to request documents from your bill-to customers using the ship-to customer names.

Examples of the Expand Bill-to-Ship Addresses option

You have a Bill-to customer with the following ship-to regions:

  • Alabama
  • North Carolina
  • Georgia

The bill-to customer also has ship-to customers in NC and GA.

Scenario 1: Expand Bill-to-Ship Addresses option disabled

Both options disabled.png

The bill-to customer receives a certificate request AL, NC, and GA certificates. The ship-to customers are not referenced in the request.

Scenario 2: Expand Bill-to-Ship Addresses option enabled, Consolidate to Customer Sheet option disabled
Expand enabled consolidate disabled.png

The bill-to customer receives a certificate request for AL under the bill-to customer name, but the NC and GA certificates are requested under the ship-to customer name:

Ship-to customer 1.png

Ship-to customer 2.png

Scenario 3: Expand Bill-to-Ship Addresses option enabled, Consolidate to Customer Sheet option enabled
Both enabled.png

The bill-to customer receives a certificate request for AL under the bill-to customer name, but the NC and GA certificates are requested under the ship-to customer name. An additional page is included which summarizes all of the documents being requested.

Consolidated customer sheet.png

 

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