2 Create a rulebook for the rule and attach the rule to this rulebook, or add the rule to an existing rulebook such as the default rulebook or a client-specific rulebook.

3 Add rule determinations to the rulebook.

4 Optionally, add rule determination exceptions to the rule.

5 Associate the rulebook with a shipment using one or more of the methods listed in Attaching Rulebooks to Shipments.

6 Create a shipment manually or through an interface with an ERP system. Rules processing then begins, and the appropriate rules fire.