Enter a unique ID code for the charge type. Up to six (6) alphanumeric characters are allowed.

Note: An entry in this field is required.

If TMWSuite is configured to interface with a third-party accounting package, enter the default general ledger number for the charge type.

Enter a free-form description of the billable item for which the charge type will be used. For example, if you were entering a charge type for a fuel surcharge, your entry in this field would probably be "Fuel Surcharge".

Note: An entry in this field is required. The description you enter will print on the invoice when the charge is applied to an order.

Applicable only for an accessorial charge type that has a set per-unit rate. When the check box is selected, users of Order Entry and Dispatch will not be able to change the per-unit rate for accessorials having protected charge types.

Specify the function of the charge type:

Select the default unit of measure on which the charge will be based. The most commonly used selections are listed here.

 

Select the type of measurement on which the rate will be based.

If desired, enter the default per-unit billing amount.

Note: This default amount is used only when you manually insert a new charge item on an order (using the Accessorial Charges window) or on an invoice. If the Rate Protected box is cleared, the system allows the default amount to be overridden.

Select the calculation method for the charge type. The most commonly used methods are listed here.

 

Enter the number by which the total quantity of the Unit Basis is divided to determine the base quantity for the charge. For example if the charge is per 100 units, enter 100.

Note: If the Rate Unit is Flat, the Quantity should be 1.

Specify the currency to be used for the charge type.

Read-only. The system selects this check box automatically when you create a line haul charge type.

This check box is applicable only for Canadian users. Select it if GST is applicable for the charge type.

Note: The name of this field is user-defined; it must be set up by your company in the Tax Maintenance window in the System Administration application.

This check box is applicable only for Canadian users. Select it if PST or HST is applicable for the charge type.

Note: The name of this field is user-defined; it must be set up by your company in the Tax Maintenance window in the System Administration application.

This check box is applicable only for Canadian users. Select it if QST is applicable for the charge type.

Note: The name of this field is user-defined; it must be set up by your company in the Tax Maintenance window in the System Administration application.

Allows you to configure a charge type to represent a positive, negative or zero dollar amount. Options are:

Over time, some charge types may become outdated and should no longer be used. In addition, many charge types marked as system codes may not be applicable for the way your company does business. To “retire” such charge types, select the Retired check box.

Once retired, the items remain on file, but no longer appear in drop-down lists. If desired, you can take retired items out of retirement by clearing the check box.

Note: If a charge type has already been used for rates or invoice details, you may experience rating problems if you retire it. For details, see Troubleshooting tips.

Shows the alternate EDI code entered in the EDI Code Maintenance window in File Maintenance. If you enter an alternate EDI code in this field, it will update the code in the EDI Code Maintenance window.

If no alternate EDI codes are recorded, either in this field or in the EDI Code Maintenance window, the system uses the first three characters of the item code as the default EDI code.

For more information on the EDI Code Maintenance window, refer to the “Setting up TMWSuite for EDI” chapter in the General EDI guide.

If desired, enter a free-form note about the charge type. A maximum of 51 alphanumeric characters is allowed.

Note: Any remarks entered in this field will display in these places:

Determines whether the system will allow you to save an invoice detail with a zero dollar ($.00) amount. Set the enforcement level you want to use. The options are:

Note: In addition to an entry in this field, other setup procedures are required in order for the zero rate check to become operational. For complete information on setting enforcement levels for charge types, refer to the chapter “Using the Reasonability Checking feature” in this guide.

If desired, enter a maximum amount allowed for an invoice detail with this charge type.

Note: This field pertains to using reasonability checking in Invoicing. In addition to an entry in this field, other setup procedures are required in order for the maximum rate check to become operational. For complete information on setting up charge types with maximum amounts, refer to the chapter “Using the Reasonability Checking feature” in this guide.

This field is linked to the Max. Amount field. Set the enforcement level you want to use. The options are:

Note: In addition to an entry in this field, other setup procedures are required in order for the maximum rate check to become operational. For complete information on setting enforcement levels for charge types, refer to the chapter “Using the Reasonability Checking feature” in this guide.

If desired, enter a minimum amount allowed for an invoice detail with this charge type.

Note: This field pertains to using reasonability checking in Invoicing. In addition to an entry in this field, other setup procedures are required in order for the minimum rate check to become operational. For complete information on setting enforcement levels for charge types, refer to the chapter “Using the Reasonability Checking feature” in this guide.

This field is linked to the Min. Amount field. Set the enforcement level you want to use. The options are:

Note: In addition to an entry in this field, other setup procedures are required in order for the minimum rate check to become operational. For complete information on setting enforcement levels for charge types, refer to the chapter “Using the Reasonability Checking feature” in this guide.