Creating a billing rate

To create a billing rate:

  1. Go to Tools > Setup > Tariff > Tariff Maintenance.
    The Tariff Maintenance window opens.

  2. Click Create.
    The Create window opens.
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  3. Make entries in these fields.

  4. Select Billing in the Folder field.

  5. Select the type of rate in the Key Type field. The options are:

    • Primary
      Calculates a freight (line haul) charge

    • Secondary
      Calculates an accessorial charge that always applies for a certain type of order, for example, tarping. Secondary rates must be attached to primary rates.

    • Line Item
      Used to calculate an accessorial charge that does not always apply. The charge is added manually, on an order-by-order basis, such as a detention charge. Line item rates are not attached to primary rates.

    • Linked Line Item
      Used to calculate an accessorial charge that does not always apply. The charge is added manually, on an order-by-order basis, such as a detention charge. Linked Line Item rates are attached to primary rates. They are applied only when the primary rate is applied.
      Note: Linked line Item rates are applied only when all these conditions are true:

      • A $.00 invoice detail is added manually for an order.

      • The order matches the primary rate to which the linked line item rate is attached.

      • The charge type for the accessorial invoice detail matches the charge type on this rate.

      • The order matches the restrictions on this rate.

    • Tax
      Calculates an accessorial charge for Canadian taxes

    • Freestanding Accessorial
      Calculates an accessorial charge that applies to many or all trips
      Free-standing accessorial rates eliminate the need to attach common secondary rates for things such as tarping, fees, or surcharges, to all your primary rates. The system applies free-standing accessorial rates automatically to every trip that meets the key (index) restrictions you set.

  6. Select the charge type in the Item Code field.
    Note: You define charge types in the Charge Type Maintenance window.

  7. Click Create.
    The system closes the Create dialog box.

  8. Do one of the following to record the rate amount(s):

  9. Create a single charge rate by recording the rate in the Rate field in the header section.
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  10. Create a table of rates.
    For details, see Working with rate tables.

  11. As needed, record other options in the rate header.

  12. As needed, record one or more rate keys (indexes).
    Note: A rate key is a set of restrictions that specifies whether a rate is applicable for a particular order. For details, see Setting up rate keys.

  13. Click image9 Save.
    The system assigns an ID in the Tariff # field and saves the rate.