Customer Profiles tabs D-U

Steamship Line

Place a checkmark in the box if this client is a steamship line.

Rail Yard

Place a checkmark in the box if this client is a rail yard.

Port Profit Tools Site

Place a checkmark in the box if this client is a port.

Profit Tools Site

When either 'Steamship Line', 'Rail Yard' or 'Port' is selected, the 'Profit Tools Site' field becomes available. The Profit Tools Sites available for selection will be blank unless the Status Changer program has successfully connected (at least once) to Profit Tools. When Status Changer first connects, it gets the list of sites from profit tools, and these will then be available for selection here.

Note: If you add a new container to a client that is a port and is set to be a Profit Tools Site, TruckMate will automatically upload the container details to Profit Tools so that it is tracked.

Add Charge

Place a checkmark in the box provided if this is a charge to be added.

Acc. Charge Code

Use the search button to bring up the 'Select Acc Charge Code' dialog box. Select the Accessorial Charge Code from those shown.

Note: The Application Configurator program > PROFILE.EXE > 'Calc Flip Charges' option will automatically calculate origin and destination flip charges.

Add Charge

Place a checkmark in the box provided if this is a charge to be added.

Acc. Charge Code

Use the search button to bring up the 'Select Acc Charge Code' dialog box. Select the Accessorial Charge Code from those shown.

Note: The Application Configurator program > PROFILE.EXE > 'Calc Flip Charges' option will automatically calculate origin and destination flip charges.

Release Number

Manually enter a Release Number for the Container in this field.

Class

Double click this field to select a Container Class.

Allowed

Manually enter a number of Allowed Containers for this Customer in this field.

Used

Will default to '0' upon insertion of a new detail line.

Active

Double click this field to set it’s value to either 'True' or 'False' depending on if the Container is Active or not.

Remarks

Enter any Free Format text in this field.

Direction

This value specifies the direction Intermodal Trips for this Customer can move. Double click this field to access the drop down menu used to configure its value. Select from either 'I' (Inbound), 'O' (Outbound) or 'B' (Both).

This section is related to Appian Integration. The needed fields are filled for the integration to be used by Appian, TruckMate does not utilise these fields for any other purpose.

SPEQ Code

This is a free format field to specify a special equipment that Appian will consider in its routing process, if the selected customer is involved.

Fixed Mins

This field is an integer number that represents a number of minutes to be added to the routing time for each stop at the selected customer.

Size Restriction

This is a numeric value that represents the maximum capacity of vehicles that can serve the selected customer. The unit of measure is determined by the first size filed found in Appian.

Early Buffer / Late Buffer

These are time buffers to adjust the pickup / delivery time windows. The early buffer would be subtracted from the opening of the available time window, and Late buffer would added the closing of the available time window for the selected customer. A time window for a freight bill is based on:

AM Start / End / Adjust

These fields define the morning rush hours. Start and End define the start time and end time of the morning rush hours, and the Adjust defines the impact of the rush hours. Adjust is a percentage value of the normal time (outside rush hours) to adjust for the morning rush hours. The default is '100', which means the adjusted time for morning rush hours is 100% of the normal time (no impact). If you want to reflect a 20% increase in traffic time as a result of morning rush hours, set this value to '120'.

PM Start / End / Adjust

These fields define the afternoon rush hours. Start and End define the start time and end time of the afternoon rush hours, and the Adjust defines the impact of the rush hours. Adjust is a percentage value of the normal time (outside rush hours) to adjust for the afternoon rush hours. The default is '100', which means the adjusted time for afternoon rush hours is 100% of the normal time (no impact). If you want to reflect a 20% increase in traffic time as a result of afternoon rush hours, set this value to '120'.

These fields control how Rating is applied for the selected Customer/Client.

Rate by Client

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Disc

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Pre Min / Rate by Post Min

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Acc Ch

Enter a Client ID, or select the search button to view all the clients entered on your system.

Cube to Wgt Conversion

The factor used by auto-rating to convert cube measurements to weight.

Aggregate Rating

Check this option if you would like to apply Aggregate Rating to the selected Customer.

Force Manual Rate

Selecting this box requires the User to enter manual rates for this Customer. This will override the automatic calculation. Usually, used only when cube rating is being applied.

Cube-to-Weight Break Point

You can use the 'Cube-to-Weight Break Point' to enter a custom weight value to limit your break weight, or you can select the 'Use 640 Rule' flag to the right to apply the cube-to-weight conversion rules up to 640 cubic feet only with the 640 rule becoming active at 640 cubic feet rather than 641 cubic feet.

This provides more flex by having the break weight in the Customer Profile as opposed to having the 640 rule hard-coded.

Use 640 Rule

Placing a checkmark in this box will cause the following calculations to occur: if the rate cube (cube value in base units) is greater than 640 then the cube weight will be equal to the (rate cube divided by 64) multiplied by 1000. If the rate cube is less than 640 then the cube weight would be calculated as the rate cube multiplied by the 'cube to weight' number. For example, cube rating compares the weight of a load to the number of cubes times a given amount, and then will rate at the higher of these two numbers. At some point, it is no longer appropriate to rate by cube but to go back to weight. This is where the 640 Rule comes in.

Selecting this button will open the Customer Service Notes window, which can be used to enter notes regarding this client as a 'Caller', 'Shipper' or 'Consignee', and will be viewable from the Customer Service program when the Client is selected as such.

The Rate Sheets Sub-Tab is where you can obtain detailed information about rate sheets. You can view proposals, confirmations and history of rating. It has four additional sub-tabs which are all read-only grids except for the 'Confirmations' grid which is editable.

The Confirmations Tab displays all approved Rate Sheets for the selected client. Rate Sheets are attached to clients on the Rate Sheet Tab, in the Attachments section. When a Rate Sheet is attached to a client, it becomes a Proposal, and can be viewed on the Proposals Tab. To convert a Proposed Rate Sheet to a Confirmed Rate Sheet, use the context menu option on the Proposals tab. Only Confirmed Rate Sheets will be used by the automatic rating functions in the Customer Service program and the Quick Bill Entry program.

Working Date

You can set the date by which the Rate Sheets are sorted between the Confirmations tab and the History tab. The History tab displays Rate Sheets that have exceeded their expiry date. By changing the Working Date, you can view current and expired Rate Sheets. Click on the down arrow for a calendar selection form.

Terms

This field allows you to set a Rate Precedence for the selected Rate Sheet for this Client. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet. If you double-click on a Client that has a 'Rate Group' assigned to them (rather than specific Rate Sheets), you will be taken to the Rate Sheets Tab with the first Rate Sheet in that Group displayed.

Note: You can sort the records in the Confirmations grid by clicking on any column name / title (excluding the 'Description' column, which is a calculated field).

The Proposals Tab displays all Rate Sheets for the selected client that have been 'proposed' - that is, attached but not yet approved. Rate Sheets are attached to clients on the Rate Sheet Tab, in the Attachments section. When a Rate Sheet is attached to a client, it becomes a Proposal, and can be viewed on the Proposals Tab in the Client Info section. To convert a Proposed Rate Sheet to a Confirmed Rate Sheet, use the context menu option on the Proposals tab. Only Confirmed Rate Sheets will be used by the automatic rating functions in the Customer Service program and the Quick Bill Entry program. Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet.

Note: You can sort the records in the Proposals grid by clicking on any column name / title (excluding the 'Description' column, which is a calculated field).

This grid is a read-only grid, if you choose to use the 'Plus' button (Add) from the navigation bar you will be forced to pickup a rate sheet via the editpick tool, however, the editpick tool will only allow you to select sheets that are neither duplicate (already assigned to the given client under any of the 3 rate sheet sub tabs) nor outdated (expired prior to your working date).

The History Tab displays Rate Sheets where the 'Expiry Date' exceeds the 'Working Date'. The Approved column will tell you whether the entry was a Proposal or a Confirmation. If the value in the Approved column is 'True', then the entry was a confirmation. If the value in the Approved column is 'False', it was an unconfirmed proposal, or was 'un-confirmed' on the Confirmations tab. Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet.

Note: You can sort the records in the History grid by clicking on any column name / title (excluding the 'Description' column, which is a calculated field).

Sequence

Specifies the order that assigned Rate Sheets will be queried. For example, if two Rate Sheets have been assigned to a Customer in the Rates Maintenance program, when you enter Detail lines in the Customer Service program and the Quick Bill Entry program, the Rate Sheet with the lowest sequence value will be tested first to see if a rate can be determined. If no rate is applicable from that sheet, the sheet with the next highest sequence value will be tested. The sequence can also be configured in the Rates Maintenance program.

Description

Displays the description of the Rate Sheet as entered in the Rates Maintenance program. You cannot change the assigned Rate Sheets here. Rate Sheets can only be assigned to Customers in the Rates Maintenance program.

Effective Date / Expiry Date

Displays the starting and ending Dates of the Rate Sheet as entered in the Rates Maintenance program.

Approved

Displays the 'Approved' value of 'True' or 'False' depending on the Customer.

Discount

Displays the Discount value for the specific Customer.

The Client Rating Sub-Tab allows you to specify Rate Clients for specific properties of this Client’s Rate Sheets.

The various 'Rate By' fields on this Tab are optional, and are used to change the Client ID that is used to lookup the rating information. When blank the 'Bill To' code of the Freight Bill is used.

These fields are useful in the case when you have many customers that use the same Rating Profile. When the Rating Profile changes (i.e. in the New Year), you’ll need to change the Profile for each customer. If you created a Client ID just for rating and assigned the rate setup to that Client, you could then assign that Client ID to each of the other Client’s 'Rate By' fields. When changes are required, you change the one Client’s rate setup and all Clients are changed. It is also easier to add new Clients: create the new Client ID and then point to the Rate Client.

% Discount

If this Customer always gets a discount on the calculated rate, enter the percentage of the discount here. This discount will be handled in a reduction in the rate value (as displayed in the Rate field of the Customer Service program, Quick Bill Entry program and Rates Maintenance program). Because the Rate amount is reduced, rather than the Subtotal being discounted, the Discount fields in the above programs do not display the discount amount.

To configure discounts that apply to the subtotal, use the Discounts Tab in the Rates Maintenance program.

Rate by Client

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Pre Min / Rate by Post Min

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Acc Ch

Enter a Client ID, or select the search button to view all the clients entered on your system.

Rate by Disc

Enter a Client ID, or select the search button to view all the clients entered on your system.

Cube to Wgt Conversion

The factor used by auto-rating to convert cube measurements to weight.

Wgt to Cube Conversion

This factor used by auto-rating to convert weight to cube measurements. The default weight-to-cube conversion can be set using the Application Configurator program > PROFILE.EXE > 'Weight To Cube' option.

Always Utilize My Rate-Sheets

If this flag is checked for a client, then any freight bill that the client is associated with (i.e. is the 'Bill-to', 'Shipper', 'Consignee', 'Caller', or 'Other' contact), will have rate-to set to that client (and hence the freight bill will be rated using that client’s rate-sheets).

If more than one client involved on the freight bill has the option checked, then standard precedence logic applies (i.e. if both the shipper and consignee are 'Always Utilize…​' clients, then on prepaid bills, the shipper gets priority, and on collect bills, the consignee gets priority).

Aggregate Rating

Check this option if you would like to apply Aggregate Rating to the selected Customer.

Force Manual Rate

Selecting this box requires the User to enter manual rates for this Customer. This will override the automatic calculation. Usually, used only when cube rating is being applied.

Use 640 Rule

Placing a checkmark in this box will cause the following calculations to occur: if the rate cube (cube value in base units) is greater than 640 then the cube weight will be equal to the (rate cube divided by 64) multiplied by 1000. If the rate cube is less than 640 then the cube weight would be calculated as the rate cube multiplied by the 'cube to weight' number. For example, cube rating compares the weight of a load to the number of cubes times a given amount, and then will rate at the higher of these two numbers. At some point, it is no longer appropriate to rate by cube but to go back to weight. This is where the 640 Rule comes in.

Note: This grid is a read-only grid, if you choose to use the 'Plus' button (Add) from the navigation bar you will be forced to pickup a rate sheet via the editpick tool, however, the editpick tool will only allow you to select sheets that are neither duplicate (already assigned to the given client under any of the 3 rate sheet sub tabs) nor outdated (expired prior to your working date).

Aggregate Rating

The Aggregate Rating flag is used to determine if a Freight Bill is rated by aggregate rating or standard rating. This only applies with the 'Aggregate Rating' option in the Application Configurator program > RATES.EXE is set to 'Client'. It is based on the Client who is the 'Bill To' code for the Freight Bill.

Base Rate Metrics

Not available

Force Manual Rate

Selecting this box requires the User to enter manual rates for this Customer. This will override the automatic calculation. Usually, used only when cube rating is being applied.

Use 640 Rule

Placing a checkmark in this box will cause the following calculations to occur: if the rate cube (cube value in base units) is greater than 640 then the cube weight will be equal to the (rate cube divided by 64) multiplied by 1000. If the rate cube is less than 640 then the cube weight would be calculated as the rate cube multiplied by the 'cube to weight' number. For example, cube rating compares the weight of a load to the number of cubes times a given amount, and then will rate at the higher of these two numbers. At some point, it is no longer appropriate to rate by cube but to go back to weight. This is where the 640 Rule comes in.

Note: This grid is a read-only grid, if you choose to use the 'Plus' button (Add) from the navigation bar you will be forced to pickup a rate sheet via the editpick tool, however, the editpick tool will only allow you to select sheets that are neither duplicate (already assigned to the given client under any of the 3 rate sheet sub tabs) nor outdated (expired prior to your working date).

Always Utilize My Rate Sheets

If this flag is checked for a client, then any freight bill that the client is associated with (i.e. is the 'Bill-to', 'Shipper', 'Consignee', 'Caller', or 'Other' contact), will have rate-to set to that client (and hence the freight bill will be rated using that client’s rate-sheets).

If more than one client involved on the freight bill has the option checked, then standard precedence logic applies (i.e. if both the shipper and consignee are 'Always Utilize…​' clients, then on prepaid bills, the shipper gets priority, and on collect bills, the consignee gets priority).

Cube to Wgt Conv

The factor used by auto-rating to convert cube measurements to weight.

Wgt to Cube Conv

This factor used by auto-rating to convert weight to cube measurements. The default weight-to-cube conversion can be set using the Application Configurator program > PROFILE.EXE > 'Weight To Cube' option.

Cube-To-Weight Break Point

Note: Users have the ability to enable Rating by Client Groups (and Metrics) via the Application Configurator program > RATES.EXE > 'Rate-By Metric/Client' option. If this option is set to 'True', The title of the 'Client Rating' Sub-Tab changes to 'Profile Data' and the majority of the 'Rate By' fields on the Sub-Tab will be disabled, and the Rating will be determined by the new Client / Metric Tabs in the Rates Maintenance program > Client Tab.

The Extra Charges Sub-Tab is used to configure Accessorial Charges (configured in the Codes Maintenance program) for individual customers. Accessorial Charges are added to Freight Bills in the Customer Service program and the Quick Bill Entry program.

Select one of the radio options to Filter the displayed Accessorial Charge records. Choose one of the following:

Enter some text in this field and select your <Enter> key to filter the Auto Code records based on the text you have entered (as well as the 'Filter By Status' radio option selected). Select the 'Clear Filter Value' button to the right of this field to remove any applied Auto Code filter.

Code Setup

This button allows you to view the code in Codes Maintenance program.

All Accessorial Charges created in the Codes Maintenance program > Accessorial Charges Tab, except those codes that were flagged as 'Custom Code Only', are shown here on this grid. The grid is read-only except for the 'Auto-Assign' and 'Substitution Code' columns that may be changed via either double-click (on the particular cell) or right-mouse-click (anywhere on the row). You may switch to codes maintenance (and go to the current base accessorial code) by either right-mouse-click or by clicking the button above the grid.

Auto Assigned

A value of 'False' indicates that this accessorial was not automatically assigned as opposed to a value of 'True' which means the charge was in fact automatically assigned. This field can be updated from this grid to indicate that the charge was changed (wasn’t auto assigned).

Base Code

This field shows the original code of the accessorial charge when it was originally assigned.

Base Code Description

This field shows the original description of the accessorial charge when it was originally assigned.

Substitution Code

You can setup substitutions for your Auto-Code Accessorial Charges. That is, every time the original code is manually assigned (or assigned automatically if it is an 'Auto Assign by Default' Code Type), the code specified in this field 'Substitution Code' will be used instead. Only 'Custom Code Only' type codes are available for substitution, and they must be of the same Charge Behavior as the original code. The 'Custom Code Only' and 'Auto-Assign by Default' parameters, as well as the 'Charge Behavior', are configured in the Codes Maintenance program > Accessorial Charges Tab.

If you Disallow a code for a specific customer, it will not be automatically assigned (in the case of Auto Assign by Default type codes) and will not be available for selection when manually entering Accessorial Charges in the Customer Service program and the Quick Bill Entry program.

Note: The Substitution column will have red font if set to 'Disallowed' (when substituted to blank).

Substitution Description

This is the description of the charge you want to substitute the original charge with, once you enter a code in the 'Substitution Code' field this field will change accordingly.

Auto-Assign Over Ridden

This field shows whether a substitution has been used for this charge of not ('True' / 'False'), a red font will be used if the value of this field is 'True' to give a better alert to users that the original charge has actually been changed.

Quotes created in the Customer Service program and on the Simulation Tab of the Rates Maintenance program will be displayed on the Quotes Sub-Tab. Each of the quotes shown is also a 'quote bill' in the Customer Service program, with a bill number prefix of 'Q'.

All of the fields on this Tab are of a read-only nature. All changes to Quote information are accomplished in the Customer Service program.

Filter

You can reduce the number of quotes displayed in the grid by applying a filter on one of: Quote Number, Shipper, Consignee, or Commodity. Click on the column header for one of these four options and then enter a valid value for that field in the Filter box.

View Quote

This option opens the Customer Service program (if not already opened) and display the selected quote.

Print Quote

Will display the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'QUOTE.RPT'. The report will preview to the screen. Click the printer icon at the top of the screen to send the report to the printer that is configured as the default printer for your workstation.

See the Crystal Reports Reference for more information on report functions.

In the Customer & Vendor Profiles program, you can set a blanket discount for all rates calculated for the selected customer. This results in a reduction of the rate displayed in the 'Rate' field on the Details tab of the Customer Service program and the Quick Bill Entry program.

However, in some cases (especially with tariff-based rating) you may need to configure discounts according to specific criteria. This can be done on the Discounts / Minimums Sub-Tab. When a discount configured on this Tab is applied to an item on the Details Tab in the Customer Service or Quick Bill Entry program, the Rate field will display the original rate (from the Rate Sheet Tab), and the Discount field will display the calculated discount amount configured on this Tab.

Using the 'Min Pre Disc', 'Intra State', 'Hide Expired' and 'By Date' fields, you can filter the Discounts/Minimums Rate Sheets that appear on this Tab. Simply flag the option you wish to Filter by (and in the case of the Date value, supply a specific date).

Description

Enter a free format description for this discount. This is for reporting and references purposes only, and is not used elsewhere in the system.

Start Date

Enter the date when this discount becomes applicable. The date will default to today’s date.

Expiry Date

Enter the date when this discount expires. The date will default to december 31st of the current year.

Sequence

If multiple discounts can apply to the same customer depending on the circumstances of the order, enter a numerical value that represents the order in which the discount should be tested ('1' first, '2' second, etc.) the first entry (according to the sequence value) that returns a discount will be used.

Rate Sheet ID

If this discount only applies to a specific Rate Sheet, enter the id number of the sheet in this field. Double click for a selection form.

Start Zone

If this discount only applies between specific Zones (as configured in the Codes Maintenance program), enter the start Zone in this field. Double click for a selection form.

End Zone

If this discount only applies between specific Zones (as configured in the Codes Maintenance program), enter the end Zone in this field. Double click for a selection form.

Between Zones

If this discount applies when the start and end Zones are reversed (ie, when the Freight Bill’s start Zone is the same as the discount’s end Zone, and the end Zone the same as the start Zone), enter 'true' in this field. If the discount only applies when the start and end Zones match, enter 'false'.

Note: The way the program looks for the Zones, when they are between Zones, is to ask if the start and end Zones are valid (because they are between Zones - True, there is no real start or end, just one end and the other end).

In an example situation MN to MT, the valid combinations could be MN and MT, MT and MN, MN and MN, MT and MT. The program goes through these in the order of the sequence field. (When you are in the Discounts/Minimums tab, and they are not in sequence order, refresh and they will be). What you should want, is for the program to look at the MN and MT (or MT and MN) combination first, because they will only hold true if both Zones are present. In the MN and MN and MT and MT combinations, as long as each of the Zones is either MN or MT, the program will use that rate. So, if you would move all your same state combinations to the very end of the list, then the only time they would be used is if none of the earlier combinations were met and they were in fact intrastate moves.

Min Weight

If this rate only applies when the weight on the Freight Bill’s detail line is greater than a certain value, enter the value in this field.

Max Weight

If this rate only applies when the weight on the Freight Bill’s detail line is less than a certain value, enter the value in this field.

Commodity

If this rate only applies when a specific Commodity Code (as configured in the Codes Maintenance program) has been entered on the Freight Bill’s detail line, enter the Commodity Code in this field. Double click for a selection form.

Lane ID

If this discount only applies when the Freight Bill’s end Zone is included in a specified lane (as configured in the CrossDock Traffic Lanes program), enter the lane number in this field. Double click for a selection form.

Discount

Enter the amount of the discount in this field. This value is stored in a percentage format; for example, for a 2.5% discount, enter '2.5'. This value will be displayed in the discount rate field on the detail line. This value is multiplied against the amount in the subtotal field to determine the amount of the discount, which is displayed in the discount field on the detail line.

Minimum Charge

If the total charges on a detail line should not be less than a certain value, enter that value in this field. If this minimum charge is calculated, the value in the subtotal field (which would otherwise be the rate multiplied by the number of rating units) will display this minimum charge. The discount rate and discount fields will be zero.

Rate ID Name

If you selected a value in the 'Rate Sheet ID' field, the Rate Sheet’s description (as configured on the Rate Sheets Tab) will display in this field.

Lane ID Name

If you selected a value in the lane id field, the lane id’s description (as configured in the CrossDock Traffic Lanes program) will display in this field.

Maximum Charge

If the total charges on a detail line should not be more than a certain value, enter that value in this field. If this Maximum charge is calculated, the value in the subtotal field (which would otherwise be the rate multiplied by the number of rating units) will display this Maximum charge. The 'Discount Rate' and 'Discount' fields will be zero.

Flat Rate

Enter a Flat Rate charge for this detail line.

Base Rates Only

Default value is set at false. To change to 'true', double-click in the column, and type in 'true'. If the value in this field is 'true', then the discount will only apply to the Rate Sheet if the Rate Sheet is marked as 'Base Rate'.

Shipper

Double click to select the Shipper’s Customer Code.

Consignee

Double click to select a Customer Code for the Consignee.

Requested Equipment

Enter any Equipment you would like to Request in the space provided.

Temp Controlled / Dangerous Goods

Double click to set these fields to 'True' or 'False', depending on the nature of the Discount being applied.

Intra State

If this Discount applies only within a certain State, double click this field to set it’s value to 'True'.

Min Pre Disc

This field is a 'True'/'False' field, and determines when the discount percentage is applied to the calculation of Freight Bill charges when they exceed a Client’s 'Min' or 'Max' charges.

Note: In order to set this field to 'True', the user may have to toggle the Application Configurator program > RATES.EXE > 'Use Pre Disc Min' option to 'True'.

With Minimums…​

= True

= False

With Maximums…​

= True

= False

Distance Min / Distance Max

Enter the Minimum and Maximum Distance values for this detail line by typing an integer value into the spaces provided.

Service Level

If you wish to apply Discounts based on a specific Service Level Code, double click this field to select a Service Level Code for the detail line.

Start Zip Min / Start Zip Max

These fields allow you to calculate discounts for your Clients using by Zip Codes. Use the 'Start Zip Min' and 'Start Zip Max' fields to configure a Zip code range. If a Freight Bill for an applicable Client contains a starting Zip code that falls within this range, the program logic will then use the Rate Sheet associated with the Client / Zip range when calculating Discounts and/or Minimum Charges.

End Zip Min / End Zip Min

These fields allow you to calculate discounts for your Clients using by Zip Codes. Use the 'End Zip Min' and 'End Zip Max' fields to configure a Zip code range. If a Freight Bill for an applicable Client terminates at a Zip code that falls within this range, the program logic will then use the Rate Sheet associated with the Client / Zip range when calculating Discounts and/or Minimum Charges.

Zip Allow Between

This option functions similarly to the 'Between Zones' option described above, but supplements Zip codes in the logic, instead of Zone codes.

Rate Type

This field allows determines the rating precedence of the selected Rate Sheet for this Client, used when working with Freight Bills of 'Prepaid' or 'Collect' type. For more information on this new feature, see the Rate Sheet Tab > Misc Tab > Rate Precedence section.

Currency

This field controls which minimum charge currency code will be used. This field will default to be base rate.

Use Minimum Charge Currency

When set to 'True', the value supplied in the 'Currency' field will be used. Default is set at 'False'. When MINCHARGE_CURRENCY_CODE is false, the minimum charge for multiple currency will be calculated as before which assumes that minimums are provided in system’s base currency. If it’s true, if the currency code does not match, then the minimum charge will not be applied at all.

Is Tariff Mincharge Discount Only

When this field is set to 'True', it will be used only as the discount for tariff minimum charge. To make it effective, the sequence no of this discount should be less than general discount. Default is set to 'False'.

Terms

This field allows you to set a Rate Precedence for the selected Rate Sheet for this Client. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Start Rate Base / End Rate Base / Rate Base Allow Between

These three columns work just like the 'Start Zone', 'End Zone' and 'Between Zones' columns (see above) except that they get their information from the RATE_BASE Table rather than the TruckMate Zone Tree. These fields effect Client Discounts and Min charges. Use the Rate Base Number Maintenance program to setup the Zones when testing.

Rate Mode

This column displays the selected Rate Mode, and works both with and without multi point rating.

The Tariff Class Sub-Tab is only applicable to sites using the CzarLite Tariff Rating system. When you import the CzarLite Tariff tables, Commodity Classes are created (in the Codes Maintenance program) to describe each tariff level. These commodity classes must be associated with Commodity Codes. Then, when a user creates a Freight Bill in the Customer Service program OR the Quick Bill Entry program, the Commodity Code associates the detail line with a given rating table. However, on the Tariff Class tab, you can configure table 'equivalencies'. Enter the 'base' tariff class in the Tariff Class field, and the tariff table by which you wish to rate in the Rate Class field.

When a user creates a Freight Bill for a customer, the tariff class that is associated with the detail line’s Commodity Code will be checked against entries on this tab. If an entry is found for the tariff class, the rate will be calculated based on the tariff contained in the Rate Class field.

Tariff Class

Double click to view Commodity Codes available and select the one of your choice.

Rate Class

Double click to view the Rate Class IDs available and select the one of your choice.

Tariff Class To

This field allows Tariff Ranges to be specified. The range is inclusive, so a 100-200 range includes 100 and 200. To determine if a Tariff is within range, the program will:

Codes are first converted to numeric values in step 2 so that '100' is not considered smaller than '20', as it would be if they were just compared as strings.

Note: The 'All Greater' field (below) takes precedence (i.e., if it is set, the 'Tariff Class To' field has no effect).

From Zone / To Zone

Double click to select a Zone Code for these two fields.

Between Zones

If this Tariff applies when the Start and End Zones are reversed (ie, when the Freight Bill’s start Zone is the same as the Tariff’s End Zone, and the End Zone the same as the Start Zone), enter 'True' in this field. If the Tariff only applies when the Start and End Zones match, enter 'False'.

Rate Mode

Double click to select a rate mode for multi point rating.

Sequence

If multiple Tariffs can apply to the same customer depending on the circumstances of the order, enter a numerical value that represents the order in which the Tariff should be tested ('1' first, '2' second, etc.) the first entry (according to the sequence value) that returns a Tariff will be used.

Intra State

If this Tariff applies only within a certain State, double click this field to set it’s value to 'True'.

All Greater

Double click this field to select a Rate Class. The Rate Class selected here will be used to determine the Range of Rate Classes that will be applied with the same Rate as the one chosen in the 'Rate Class' field of this Grid.

Example: if the 'Rate Class' value is '200' and the User enters '200' in the 'All Greater' field, all Tariff Based Rating for the chosen Commodity is given a manual Rate Class of over '200_'_ will be given the Rate Class value of '200'.

Terms

The 'Terms' field influences which Tariff Classes will be used based on the Freight Bill’s Rating Terms. The sequencing is affected by rating terms in the same way as Freight Bill discount sequencing. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Commodity Code

This is an optional field, if a commodity code is entered for this field, this row will only be used based on an exact 'Commodity Code' match.

Note: You can set the values designated on the Tariff Class Tab to apply to any Rate Sheet flagged as a 'Commodity Class Enabled' Rate Sheet by using an Application Configurator option. See the Application Configurator program > RATES.EXE > 'TruckMate Tariff Class' option for more details.

The Detention Sub-Tab allows you to view any Detention Rate Sheets that have been applied to the selected Client. Detention Rate Sheets are created in the main Detention Tab of the Rates Maintenance program.

Detention Sheet ID

Displays the Detention Rate Sheet ID Code.

Calc Order

The Calc Order sets the order in which the Detention Rate is used (specific to the Client). If your Client has multiple Detention rates, you will want to change the 'Calc Order' for each of them (this functionality is also available from the Detention Tab > Client Window).

Note: Detention Rating is determined in the following manner: the Client Information > Detention Tab is checked to see if there are existing Detention Rates attached to the Client. If so, they will be used, depending on their 'Calc Order' value. If not, the logic will check the 'Calculation Seq' field on the Detention Tab in order to determine which Base Rate should be applied.

Approved

Displays 'True' or 'False', depending on the 'Approved' Status of the Detention Rate Sheet.

The Routing Sub-Tab allows users to select routing codes in order to pair them with a specific client.

The Competitor Info Sub-tab allows various staff (e.g. sales reps) to gather info that may be helpful to staff setting rates for a given client. In this grid 'Competitor' is a required field and must already exist as a vendor of type ('I' or 'M') in Vendor Profiles.

Note: The Competitor Info Sub-Tab in TruckMate is part of the CRM (Customer Relationship Management) and thus requires the CRM license (Key 39000). For details on TMW Systems Products and Licenses please contact a TMW Systems representative. To avoid error messages related to unavailability of license every time the application is started, have the 'Competitor Info Sub-Tab' in Security Setup > Security > Tab Settings unchecked.

This section allows the user to select an agent if the agent is a carrier.

Name

Use the edit pick to select the desired carrier as an agent for the selected client. You use the filter to pinpoint your desired carrier.

Percentage

Enter a numeric value that represents the percentage that the carrier agent will charge when you provide services to the selected customer.

Maximum

Enter a dollar figure value that represents the maximum amount that this carrier agent can charge you on services you conduct to the selected client. If the percentage on one transaction with the selected customer exceeds the maximum value, only the maximum value will be incurred by the carrier agent.

This section is only available for TruckMate systems with TruckMate CRM license. This section allows the user to define additional representatives/agents for the selected customer. A customer might have more than one representative or agent of different roles or even the same role.

Function

Double clicking this field will allow the user to select the function the additional agent will play dealing with the selected customer. The user can define additional functions and update existing functions using the 'Functions' button described later in this section.

Type

Double click this field to select the type of the additional rep/agent. A window will popup with filtering features. Select the desired type from the list of available types. Available values include: Driver, Employee, User Group, Sales Rep (User or Vendor), User and Vendor (Type A).

Rep ID

This is the ID of the rep/agent, whether it’s a user or a vendor.

Comments

Enter any comments you wish to associate with this additional Rep/Agent.

User1,…​, User3

Those are user defined fields that can be utilized for any information storage purposes.

Functions

Selecting this button opens the 'Function Edit' window. The user can add, edit or delete functions according to business needs. The functions edited using this button become available for selection when entering the 'Function' field described earlier. Double clicking the function field (as described earlier), will bring up the latest list of available functions.