The list of Manifest Billing Types (aka PayFlag) is set by Epicor and can’t be changed. Is it letting you enter text in that Billing Type field? It should give you a drop down with options (screencap below from 2025.2):
If that’s not showing up, I would click on the “Billing / Detail” link under “Related Pages” on the left side of you screencap there. Then add a new one. The fields in the Billing / Detail page should give you a drop down with your options.
Add your carriers in Ship Via. Add Manifest Billing credentials for that Customer under Customer Manifest Billing.
The Order can be set with the new Ship Via Carrier and set with the Manifest billing of the customer, those manifest details will flow to the Packing slip when shipping.
So these are pre-set, and cannot be changed. If I’m not mistaken, XPO is a logistics / rate shopping service, is that correct? Will the account number here be the customer’s account, or your account number?
If it’s your account number (meaning that XPO or the Carrier will bill you, and you will add freight as a misc charge to the customer), I would suggest using “Shipper”. If it’s the customer’s account number and the shipping charges will be passed directly to the customer from XPO, I would use “Consignee”. The ShipVia could be named XPO Freight. We do something similar with KDL, a similar service to XPO.
I think for that you will need to create Ship To address, then tie the newly created Ship VIA to that Ship To address, and add the Manifest Billing account info to either Consignee or Third Party options.
From there, when the Ship To Address is added to an Order, you set the Ship VIA at the Order Header level and then set the Manifest Detail to Consignee. This will bring in the Manifest details saved in those areas from earlier. When someone adds an order line to a packing slip, the Ship VIA of the Order Header and the Manifest details populated will flow through to the pack.
