Working with rate quotes

When you are set up for 3G-TM Rating integration, you use the Rate Quote window to enter the information for an order and request applicable rates from your 3G-TM contracts.

To access the window, go to Operations > Rate Quote.

The Rate Quote command is not in the Operations menu by default. For details, see Adding the Rate Quote command.

Understanding the Rate Quote window

The Rate Quote window contains multiple sections.

Quote header

Provides the Bill To and the date range for the requested rates

Stop information

Provides the locations for the pickup and drop locations

Accessorial charges

Identifies accessorial charges requiring rates

Revenue classifications

Provides the RevType1-4 values associated with the rate request.

Notes:

If your system is set up to default revenue types from the Bill To on an order, that setup applies. You can change values as needed.
If your system is set up to default revenue types from the shipper or consignee:
- That setup does not apply.
- Leave the UNKNOWN value in the fields. When you create an order or a quote from the returned rate, the defaults from the shipper or consignee will be applied.
- If you want, you can use Quick Designer to remove the fields from the window.
For more information on defaulting revenue types, see Setting default values in the order header.

Freight details

Identifies the commodities and provides the amounts to be shipped

Returned Rates

Displays the rates returned by 3G. Rates are listed in order of cost effectiveness, with the best rate displayed at the top of the grid.

3G User connection information

Information displayed depends on whether your user profile has the required 3G-TM credentials recorded in the External User Cross Reference window.

If the credentials are missing, you see a message stating, "Could not reach integration service."

If your profile has the required credentials, you see the information used to connect to 3G-TM, including:

User ID that represents the integration
Endpoint URL
Your 3G-TM organization name
Location of the INI files on the server hosting the integration web service

Note: This information does not appear for users who are not TMW system administrators.

Requesting rates

When requesting rates, you provide the basic order entry information. The system compares your entries with the contracts you have established in 3G, and returns the most cost-effective rates matching the request.

See it in action

To submit a rate request, follow these steps.

Go to Operations > Rate Quote.
The Rate Quote window opens.

Note: The Rate Quote command is not in the Operations menu by default. If you must add it, see Adding the Rate Quote command.
In the Details section:
- Identify the Bill To associated with the rate request.
- Set the Pickup date/time that applies to the rate request.
  
  Note: The field defaults to the date/time you accessed the Rate Quote window.
- Set the Latest Delivery date/time that applies to the rate request.
  
  Note: The field defaults to three days from the date/time you accessed the Rate Quote window.
In the Origin and Destination sections, select the company IDs for the stop locations.
The system automatically fills in the City/State, Postal Code, and Country fields based on the information in the company profiles.

Note: The ID in your TMW database must match the Trading Partner ID in 3G-TM.
In the Overrides section, set the revenue types as needed.

Notes:
1. If your system is set up to default revenue types from the Bill To on an order, that setup applies. The Bill To’s values are used. You can change values as needed.
2. If your system is set up to default revenue types from the shipper or consignee, that setup does not apply. The field values remain as UNKNOWN. You must enter the revenue types manually.
3. For more information on defaulting revenue types, see Setting default values in the order header.

In the Freight section, make entries in the following fields.

Field definitions

The fields are listed alphabetically.

Field	Description
Commodity	Commodity on the order Type the first few characters of the commodity name. The drop-down list shows the possible choices. Select the commodity.
Count	Number freight units
Count Unit	Unit of measure for the count
Handling Unit	Package category, as defined for your contracts with 3G-TM
Handling Unit Qty	Number of handling units for the package category, as defined for you contracts in 3G-TM
NMFC class	National Motor Freight Classification code used to determine standardized freight pricing for your shipment
Volume	Volume quantity
Volume Unit	Volume unit of measure
Weight	Weight quantity
Weight Unit	Weight unit of measure

Field

Description

Commodity

Commodity on the order

Type the first few characters of the commodity name. The drop-down list shows the possible choices. Select the commodity.

Count

Number freight units

Count Unit

Unit of measure for the count

Handling Unit

Package category, as defined for your contracts with 3G-TM

Handling Unit Qty

Number of handling units for the package category, as defined for you contracts in 3G-TM

NMFC class

National Motor Freight Classification code used to determine standardized freight pricing for your shipment

Volume

Volume quantity

Volume Unit

Volume unit of measure

Weight

Weight quantity

Weight Unit

Weight unit of measure

In the Accessorials section, you can add a charge to the rate request by selecting the pay type in the Code field.
The system automatically shows the description for the selected code.

Note: If you incorrectly add an accessorial, click in its row to delete it.

Click Get Rate.
The returned rates appear in the Rates section.

Primary rate information appears in these fields.

Field definitions

The fields are listed alphabetically.

Field	Definition
CarrierID	Unique ID recorded for the carrier associated with the returned rate Note: When a rate returns a carrier, and that carrier exists in your TMWSuite database, it will be assigned to the order you create from the quote. However, the returned carrier must have a profile in your TMWSuite database. The returned carrier will not be assigned to the order you created if: The rate returns the house carrier The returned carrier ID has an asterisk (*) next to it. The asterisk indicates that the carrier does not have a profile in your TMWSuite database.
Contract	3G-TM contract ID associated with the returned cost rate
ContractUse	Identifies the returned rate as client-specific or generic If a generic rate is returned, the value is BlanketCost.
CostRateDescription	Description recorded for the rate in 3G-TM
CostRateId	Numeric ID assigned to the rate in 3G-TM
CostRatingType	Unit basis used to calculate the pay
Days	Estimated number of transit days calculated during rating
DeliveryDate	Expected delivery date calculated during rating
IsHouseCarrier	Identifies whether the rate is based on using a non-specific carrier False The returned rate contains a specific carrier recommendation True The returned rate does not contain a specific carrier recommendation
LineHaulGross	Total line haul amount calculated by the rate
LineHaulNet	Adjusted line haul amount calculated by the rate
Mode	Transport mode for the contract strategy associated with the retrieved rate TL Truckload LTL Less Than Truckload
Name	Name of the carrier associated with the returned rate
RevContractUse	Identifies the returned rate as client-specific or generic If a generic rate is returned, the value is BlanketCost.
RevenueRate Description	Description recorded for the rate in 3G-TM
RevenueRateId	Numeric ID assigned to the rate in 3G-TM
RevenueRatingType	Unit basis used to calculate the charge
RevenueStrategyId	Numeric ID assigned to the contract strategy in 3G-TM
RevenueTierId	Numeric ID assigned to the contract tier in 3G-TM
RevIsHouseCarrier	Identifies whether the rate is based on using a non-specific carrier False The returned rate contains a specific carrier recommendation True The returned rate does not contain a specific carrier recommendation
RevLineHaulGross	Line haul amount calculated by the rate Note: If a client-specific rate is returned, the revenue is based on that rate, rather than on the cost.
RevLineHaulNet	Adjusted line haul amount calculated by the rate
RevStrategyDiscount	Charge discount associated with the contract strategy level
RevStrategyMarkup	Charge markup associated with the contract strategy
RevTariffDiscount	Discount dollar amount for the returned charge rate The discount applies to a Tariff type strategy. It can be associated with weight- or volume-based rates.
RevTariffDiscount Percent	Percentage used to reduce the charge calculated by the rate
RevTotalAccessorial	Accessorial charges calculated by the rate
SCAC	SCAC code assigned to the carrier assigned by the rate
Service	Identifies the service type associated with the returned rate Your company defines its service types in 3G-TM.
Source	Identifies 3G-TM as the source of the rate
StrategyDiscount	Discount that applies to the strategy level used to calculate the charge
StrategyId	Contract strategy used to rate the order
StrategyMarkup	Markup dollar amount for the returned rate This markup adjusts the cost and shows in the detail.
TariffDiscount	Discount dollar amount for the returned cost rate The discount applies to a Tariff type strategy. It can be associated with weight- or volume-based rates.
TariffDiscountPercent	Percentage used to reduce the cost calculated by the rate
TierId	Srategy tier used to calculate the charge A strategy may have more than one tier. Tiers are defined by mileage bands, weight breaks, or other set of maximums/minimums.
TmsMarkupPercent	Percent of the cost rate used to compute the charge based on a markup
TotalAccessorial	Total accessorial charges calculated by the rate
TotalCost	Total line haul and accessorial charges calculated by the rate
TotalRevenue	Total line haul charges calculated by the rate

Field

Definition

CarrierID

Unique ID recorded for the carrier associated with the returned rate

Note: When a rate returns a carrier, and that carrier exists in your TMWSuite database, it will be assigned to the order you create from the quote. However, the returned carrier must have a profile in your TMWSuite database.

The returned carrier will not be assigned to the order you created if:

The rate returns the house carrier
The returned carrier ID has an asterisk (*) next to it. The asterisk indicates that the carrier does not have a profile in your TMWSuite database.

Contract

3G-TM contract ID associated with the returned cost rate

ContractUse

Identifies the returned rate as client-specific or generic

If a generic rate is returned, the value is BlanketCost.

CostRateDescription

Description recorded for the rate in 3G-TM

CostRateId

Numeric ID assigned to the rate in 3G-TM

CostRatingType

Unit basis used to calculate the pay

Days

Estimated number of transit days calculated during rating

DeliveryDate

Expected delivery date calculated during rating

IsHouseCarrier

Identifies whether the rate is based on using a non-specific carrier

False
The returned rate contains a specific carrier recommendation
True
The returned rate does not contain a specific carrier recommendation

LineHaulGross

Total line haul amount calculated by the rate

LineHaulNet

Adjusted line haul amount calculated by the rate

Mode

Transport mode for the contract strategy associated with the retrieved rate

TL
Truckload
LTL
Less Than Truckload

Name

Name of the carrier associated with the returned rate

RevContractUse

Identifies the returned rate as client-specific or generic

If a generic rate is returned, the value is BlanketCost.

RevenueRate
Description

Description recorded for the rate in 3G-TM

RevenueRateId

Numeric ID assigned to the rate in 3G-TM

RevenueRatingType

Unit basis used to calculate the charge

RevenueStrategyId

Numeric ID assigned to the contract strategy in 3G-TM

RevenueTierId

Numeric ID assigned to the contract tier in 3G-TM

RevIsHouseCarrier

Identifies whether the rate is based on using a non-specific carrier

False
The returned rate contains a specific carrier recommendation
True
The returned rate does not contain a specific carrier recommendation

RevLineHaulGross

Line haul amount calculated by the rate

Note: If a client-specific rate is returned, the revenue is based on that rate, rather than on the cost.

RevLineHaulNet

Adjusted line haul amount calculated by the rate

RevStrategyDiscount

Charge discount associated with the contract strategy level

RevStrategyMarkup

Charge markup associated with the contract strategy

RevTariffDiscount

Discount dollar amount for the returned charge rate

The discount applies to a Tariff type strategy. It can be associated with weight- or volume-based rates.

RevTariffDiscount
Percent

Percentage used to reduce the charge calculated by the rate

RevTotalAccessorial

Accessorial charges calculated by the rate

SCAC

SCAC code assigned to the carrier assigned by the rate

Service

Identifies the service type associated with the returned rate

Your company defines its service types in 3G-TM.

Source

Identifies 3G-TM as the source of the rate

StrategyDiscount

Discount that applies to the strategy level used to calculate the charge

StrategyId

Contract strategy used to rate the order

StrategyMarkup

Markup dollar amount for the returned rate

This markup adjusts the cost and shows in the detail.

TariffDiscount

Discount dollar amount for the returned cost rate

The discount applies to a Tariff type strategy. It can be associated with weight- or volume-based rates.

TariffDiscountPercent

Percentage used to reduce the cost calculated by the rate

TierId

Srategy tier used to calculate the charge

A strategy may have more than one tier. Tiers are defined by mileage bands, weight breaks, or other set of maximums/minimums.

TmsMarkupPercent

Percent of the cost rate used to compute the charge based on a markup

TotalAccessorial

Total accessorial charges calculated by the rate

TotalCost

Total line haul and accessorial charges calculated by the rate

TotalRevenue

Total line haul charges calculated by the rate

To view accessorial rate information click in the rate’s row.
The details are shown in the following fields.

Field definitions

Fields are listed alphabetically.

Field	Definition
Code	Unique ID code assigned to the pay type
Description	Pay type description
Max	Indicates whether the amount is based on a maximum charge: Cleared The amount is not based on a maximum charge. Selected A maximum charge was used to calculate the amount.
Min	Indicates whether the amount is based on a minimum charge: Cleared The amount is not based on a minimum charge. Selected A minimum charge was used to calculate the amount.
Qty	Number of units on which the pay rate is based
Rate	Per-unit amount used to calculate the pay
Rate Description	Shows the rate description recorded in 3G-TM, followed by the calculation method used to determine the pay Note: If you cannot see the entire description in the field, place your cursor over it to display the description as a ToolTip. For example: DOC FSC tiers. (Fuel cost 3.656000) 10.00% of 84.00000000 (Fuel Surcharge added to fuel surcharge accessorial) (Includes 0.84 charge for Fuel Surcharge)
Rev Code	Unique ID assigned to the charge type
Rev Description	Description recorded for the charge type
Rev Max	Indicates whether the amount is based on a maximum charge: Cleared The amount is not based on a maximum charge. Selected A maximum charge was used to calculate the amount.
Rev Min	Indicates whether the amount is based on a minimum charge: Cleared The amount is not based on a minimum charge. Selected A minimum charge was used to calculate the amount.
Rev Qty	Number of units on which the charge is based
Rev Rate	Per-unit amount used to calculate the charge
Rev Rate Description	Description recorded for the rate in 3G-TM
Rev Total	Calculated charge for the accessorial
Total	Total dollar amount calculated for the accessorial by the returned rate

Field

Definition

Code

Unique ID code assigned to the pay type

Description

Pay type description

Max

Indicates whether the amount is based on a maximum charge:

Cleared
The amount is not based on a maximum charge.
Selected
A maximum charge was used to calculate the amount.

Min

Indicates whether the amount is based on a minimum charge:

Cleared
The amount is not based on a minimum charge.
Selected
A minimum charge was used to calculate the amount.

Qty

Number of units on which the pay rate is based

Rate

Per-unit amount used to calculate the pay

Rate Description

Shows the rate description recorded in 3G-TM, followed by the calculation method used to determine the pay

Note: If you cannot see the entire description in the field, place your cursor over it to display the description as a ToolTip. For example:

DOC FSC tiers. (Fuel cost 3.656000) 10.00% of 84.00000000 (Fuel Surcharge added to fuel surcharge accessorial) (Includes 0.84 charge for Fuel Surcharge)

Rev Code

Unique ID assigned to the charge type

Rev Description

Description recorded for the charge type

Rev Max

Indicates whether the amount is based on a maximum charge:

Cleared
The amount is not based on a maximum charge.
Selected
A maximum charge was used to calculate the amount.

Rev Min

Indicates whether the amount is based on a minimum charge:

Cleared
The amount is not based on a minimum charge.
Selected
A minimum charge was used to calculate the amount.

Rev Qty

Number of units on which the charge is based

Rev Rate

Per-unit amount used to calculate the charge

Rev Rate Description

Description recorded for the rate in 3G-TM

Rev Total

Calculated charge for the accessorial

Total

Total dollar amount calculated for the accessorial by the returned rate

Once you review the rate information and identify the rate that best suits your needs, you can create a quote or create an order.

Creating a quote from a returned rate

After identifying the best returned rate, you can create a quote from it.

If needed, request rates for a trip.
In the Rates section, select the rate on which you want to base the quote.
Click Make Quote.
The Order Maintenance window opens.

The system assigns the next available order number to the quote and sets the Status field to Quote.

Creating an order from a returned rate

After identifying the best rate returned, you can create an order from it.

If needed, request rates for a trip.
In the Rates section, select the rate on which you want to base the order.
Click Make Order.
The Order Maintenance window opens.

The system assigns the next available order number to the order.

If the carrier on the returned rate you selected has a profile in your TMWSuite database:
- That carrier is assigned to the order.
- The status is set to Planned.

If the returned rate you select specifies the house carrier, the status is set to Available.

If the returned rate specifies a carrier that is not in your database, the system does not allow you to create the order.

The bottom of the window shows the cost and revenue calculated by the selected rate.

To see rating details, select the Profit and Loss tab.
Invoice details appear on the left side of the tab. Pay details appear on the right side.

The RefNumber field contains a 9-digit code. This code shows the 3G-TM rate’s:
- Contract ID
- Strategy ID
- Tier ID

If the order changes, most likely it will need to be rerated. You must do the rerating in Order Maintenance or in the Trip Folder. The call to 3G-TM rating is supported only in TMW Operations.