Working with quotes > Looking up, linking, and editing rates > Restricting the rate list
Expand all textCollapse all textCollapse all textCollapse all text
 
Restricting the rate list
Over time, many rates may be created for some companies. By default, when you access the Quotes tab, the Quotes grid shows all of them. The restriction fields to the right of the grid allow you to narrow down the list. The system compares the entries you make in those fields with the entries made in the rates, and reduces the list to rates that match.
To use the restriction fields, do the following:
• After you make entries, click Load Quotes in the lower right of the screen. This triggers the system to search for rates that match your restrictions.
• To clear all restrictions, click Reset in the lower right of the screen. The system retrieves all rates.
There are four restriction tabs: General, Rev/Trip Types, Equipment, and Ranges.
Show me
Their names match the tabs on the Quotes window where they were created or can be viewed. Each of the tabs also has the same fields as those on the Quotes window.
Show me
The descriptions for the restriction fields on each tab are listed here:
General tab
The numbers in this table correspond with the numbers in the screen capture.
1
Origin and Destination:
To restrict by rates by location, enter the origin city/state and/or the destination city/state.
Radius
Radius fields are shown to the right of the Origin and Destination fields. Make an entry in one or both fields to find rates that specify locations that are within a radius of the location(s) you entered on this tab.
Miles
When you enter a mileage amount in this field, the system will search for rates that have origin and destination locations that are no farther apart than the mileage you have specified.
2
Charge Type
To see rates with a particular primary charge type, select a charge type in this field.
3
Currency
To restrict the rate list to those that specify a particular currency, select it here.
4
Bill To or Order By check box
Select the box to have the system search for rates that have the current company as a Bill To or Order By restriction.
5
Parent/Division Of
Search Parent check box
With Children check box
This field and check boxes are displayed only for a Parent company.
• Parent/Division Of
Displays the ID of the Parent company.
• Search Parent
Select this box if you want to restrict the search to rates that have the Parent company on their rate indexes.
• With Children
This check box is enabled only if you selected the Search Parent check box. Select the With Children box to retrieve rates that have indexes that specify Bill To's for which the company is a Parent.
6
From and to
Expire and Created Date check box
The check box determines which dates the system uses when it searches for rates using dates that you enter. Regardless of whether the box is selected or not, the system will always search for:
• Rates that have a From and/or To effective date that falls within that date range
• Active rates that span that date range; i.e. their From date is before the first date in your date range, and their To date is after the last date in your date range.
The check box gives you the ability to expand your search. If you select it, in addition to the rates listed above, the system will search for rates that were created during that date range. To determine whether or not to retrieve a rate, it uses the (tar_creatdate) on the tariffheader.
Rev/Trip Type
RevTypes1 - 4
Use one or more of the RevType fields to specify the revenue classifications for the rates you want to see.
Note: The RevType1–4 fields are user-defined. Your company defines the field names and options in the RevType1 – RevType4 labels in System Administration.
Trip Type, i.e. LghType1
and
LghTypes2 - 4
Trip Type is an alternate name for LghType1. The LghType fields allow you to restrict rates based on the LghType classifications, which are used to categorize trip segments to which the orders belong.
Note: LghTypes1-4 are user-defined. Your company defines the field names and options in the label file in System Administration.
Equipment
Use one or more of the TrlType fields to specify the trailer classifications for which the rate schedule is applicable. When an order is rated, the system will compare the TrlType1 – TrlType4 fields on the primary trailer's profile with restrictions entered in these fields.
Note: The TrlType1–4 fields are user-defined. Your company defines the field names and options in the TrlType1–4 labels in System Administration.