Rates Maintenance - Part A

Code

In this field, the user designates the Routing Code ID. This code can be attached to clients on the Assignment tab, and will then automatically build out the Multi-Point Rating legs when that client is used as the Bill-To party of a freight bill. These codes are also available for manual assignment to a freight bill from the Customer Service program > LTL/Routing tab.

Description

Enter a brief description for the Routing Code in this field.

Use Pick Rec/Use Delv Rec

These flags control if a Pickup or Delivery term plan record is created.

Base

If checked, this Routing Code will appear in the Customer Service program > LTL Routing tab > Routing Code edit pick list. If this option is unchecked, other Routing Codes will be assigned to the Freight Bill’s Bill To code.

Note: Base Routing codes will not be selected/used if a client-assigned Routing Code can’t be found. Base Routing Codes function differently from Base Rate Sheets.

Sequence

This is the sequence that Base Routing Codes will appear in, in the Customer Service program > LTL/Routing tab > 'Routing Code' edit pick list.

Pickup/Delivery Options

These fields allow the user to select pickup/delivery options, as set up on the Pick/Delv Options tab.

Routing rules determine how each sequence will be rated by matching the Travel Mode, Rate Mode and any Rate Sheet tied to that Rate Mode. This grid is basically used to setup the rating leg sequence for any client attached to this Routing Code. When a freight bill is created for a client that has had this Routing Code assigned, all of these legs will appear on the Customer Service program > Details tab, with specific rates (as determined by the rate sheet tied to the Rate Mode chosen).

Travel Mode

User can input options like Air, Ocean, Rail, Road and also ISLAND, MAINLAND, etc..

Rate Mode

Enter the Rate Mode you wish to associate to the Travel Mode for each particular leg of the Routing Code.

Tx Type

User can choose between 'P' (Pickup), 'I' (Interchange/Linehaul), 'D' (Delivery) and 'M' (Manual) movement types.

Aggregate Rating

This column is used to control if the multi-point rating record should be set to use aggregate rating.

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.

This grid contains information about rate sheets that were already confirmed, below a description of the most important fields on the grid.

Effective 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.

Discount

This field allows the user to enter a discount that would reflect the discount rate rather than the end result, so a user enters discount in this field for each rate sheet. The discount will apply to Rate.

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 an assigned 'Rate Group' (rather than a specific Rate Sheet), 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 an automatically populated field).

Not Approved

This option sets the currently selected Rate Sheet to un-approved. This will remove the Rate Sheet from the Confirmations tab, and re-display it on the Proposals tab.

Print Confirmation

Selecting this option opens the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'RATEPRO.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.

Copy from another Client

This option allows you to copy an existing rate profile from another customer. Usually this is done to set up a new customer with your standard Rate Sheets.

View Notes

Selecting this option will open a small window that will display any notes that have been entered for this specific Client, in regards to the Rate Sheets that have been approved for use.

Find Confirmation

Selecting this option will open a window that allows the user to search for a confirmed Rate Sheet for the selected Client via a number of criteria (i.e. 'Rate Sheet ID', 'Description', 'Effective Date', 'Expiry Date', etc.).

The Proposals Sub-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).

Approve

This option is used to approve a Rate Sheet that has been assigned to a Client in the Rate Sheet Tab > Attachments section. This will remove the Rate Sheet from the Proposals Tab, and display it on the Confirmations Tab.

Note: Base Rates do not need to be approved on a per-Client basis, as they are approved globally using the 'Approved' flag on the Rate Sheet Tab > Date Tab.

Print Proposal

Will display the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'RATEPRO.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.

The History Sub-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.

View Rate Sheet in Rates Maintenance

Selecting this option will open an instance of the Rates Maintenance program, with the selected Rate Sheet visible on the Rate Sheets Tab.

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.

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.

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…​

With Maximums…​

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.

Tariff Value Min / Tariff Value Max

Using these two fields, the user can set the minimum value and the maximum value for the tariff. These two fields define the upper limit and the lower limit of tariff values that allow the current discount / minimum record to be utilized in the system for any given rating scenario.

Note: A commodity in TruckMate is linked to a commodity-class, and a commodity-class in turn is linked to a tariff value.

User Condition

This field can be used to add an additional condition (SQL Memo) to the already established criteria for the discount / minimum record. The condition must be linked to information form the freight bill and/or detail line (TLORDER and/or TLDTL tables). The purpose of this field is to add more flexibility and ease in applying the discount / minimum to a set of customers. For example, the user can a add condition to apply the discount / minimum record to only commodities with commodity codes that start with a specific number (123 for example). For the previous example the user needs to enter the following: TLDTL.COMMODITY LIKE '123%'.

User 1 - User 4

These are 4 user fields that can be used for any current or future business needs.

Copy from another Client

You can copy the discounts configured for another Client to the Client currently selected in the Client Information grid. You will be prompted to select the other Client’s code or name.

Copy from another Client

You can copy the discounts configured for another client to the client currently selected in the Client Information grid. You will be prompted to select the other Client’s code or name.

Copy From Another Client

This option allows the user to copy the routing code information from another client.