There are three fields to the right of this field name:

#

The first field displays the unique numeric identifier that the system automatically assigns to the rate the first time it is saved. You cannot modify this identifier.

ID

The second field allows you to assign a user-defined identifier having a maximum of 13 alphanumeric characters.

Item

The third field allows you to assign a second user-defined identifier having a maximum of 13 alphanumeric characters.

Enter a free-form description that summarizes the rate’s function. This field displays up to 24 of the 50 alphanumeric characters allowed.

This is a free-form text field that allows for up to 30 alphanumeric characters. Although it was designed for entry of an account manager's name, you can use it as a comment field. If desired, use the Screen Designer feature to rename it. For details, see:

Guide: System Administration|Chapter: Customizing window layouts with the Screen Designer feature

Rows and/or Col's

Use the Rows and/or Col's fields to define rate tables.

The options shown in the Rows field are the same as those in the Col's field. For definitions of the options, see:

Guide: Billing Rate Basics | Chapter: Setting up a rate table

This field displays only when an option other than Not Used is selected in the Rows and/or the Col’s fields.

In some rate tables, a row and column may intersect at a cell for which no rate applies. For example, suppose Illinois is recorded as both an origin state and a destination state in a point-to-point rate schedule. The contract has rates for orders from and to Illinois and other states, but there is no rate for loads that begin and end in Illinois. The system does not accept a null (blank) value in a cell; therefore, you must enter 0.0000 in the Illinois-to-Illinois cell. By default, the system considers zero to be a valid rate and will apply it for orders beginning and ending in Illinois.

You can select the Ignore Zero Rates check box to specify that 0.0000 entries are just placeholders and not valid rates. Any zero-dollar rates that exist in the rate table will not be applied.

If desired, enter a minimum billing quantity. If the actual quantity falls below the minimum quantity specified for the rate, apply the minimum quantity.

The quantity is determined by the charge type you have selected. For example, suppose the following is true:

The customer will be billed for 500 pounds, even though the actual load was only 350 pounds.

If desired, enter a minimum charge. If the calculated charge is less than this minimum amount, the system applies the minimum as a flat rate.

Applicable for a rate schedule that has only one rate. Enter the per unit rate. For example, suppose you have chosen Freight (Distance) as the charge type. If you enter $1.50 here, the system will multiply the number of miles by $1.50 per mile.

Notes:

This field displays only when an option other than Not Used is selected in the Rows and/or the Col’s fields.

After you have specified how the rows and/or columns in your rate table are defined, you can use the Rating Option drop-down list to select the rating method for your rate schedule. The options are:

This field displays only when an option other than Not Used is selected in the Rows and/or the Col’s fields.

Your selection in the Option Applies To field specifies how the entry in the Rating Option field is to be applied. The options are:

For details, see Quantity-based options that affect how table rates are applied.

For rate schedules where charge types are based on a quantity (miles, pounds, volume, count, or percent of revenue), you can apply a minimum quantity or flat dollar amount for individual cells. Use one of these radio buttons to specify how the system is to calculate the minimum:

For details, see Flat rates, minimums, and maximums for charge-based and quantity-based rate schedules.

This is a required field. From the drop-down list, select the appropriate charge type for this rate. This selection determines the billing unit on which the rate will be based. For example, suppose you use the charge type is Freight (Weight), which is based on a billing unit of 100 pounds (i.e., per hundredweight). The charge will be calculated like this:

Note: The charge types displayed in the drop-down list correspond to the rate type, as shown in the Type field below the rate header.

By default, the Type is set as Primary (Linehaul) when you first access the Edit Billing Rate Schedule Folder. If you are creating a secondary, line item, or linked line item rate, change the entry in the Type field so that accessorial charge types display in the list.

This field is read-only. It displays the unit of measure defined for the charge type. For example, for the charge type Freight (Weight), it displays Weight.

Applies to rate schedules having charge types that are based on a quantity (miles, pounds, volume, count). It is useful when the order and billing quantities are different units of measure.

For example, suppose a billing contract requires billing by tons, but the quantity was entered as pounds on an order. During the rating process, the system converts pounds to tons.

Frequently a unit conversion results in a fractional billing quantity, which is shown in decimal form. Enter the desired number of decimal places (0 – 6) in the Unit Round field. For decimals ending in a number that is 5 or higher, the system rounds up. For decimals ending in a number that is 4 or less, it rounds down.

Note: By default, the field is blank, i.e., has a null value. If you do not make an entry, the system rounds to four decimal places.

This field is read-only. It displays the rate per unit quantity defined for the charge type. For example, for the charge type Freight (Weight), it displays $/100 lbs.

This field displays the currency specified for the charge type. If no currency was specified for the charge type, this field is blank; select the currency that applies for the rate.

This field allows you to enter a free-form commodity description that will override the usual commodity description on the body of a printed invoice. This is useful when you have one name for a commodity, but a customer has another.

1. To record the alternate description, select Optional templates below and override the words with free-form text.

2. The override description applies only to the first commodity on the trip.

3. The override is shown in the detail area of the invoice. If the invoice format you use shows the commodity description in the invoice header, the description in the header will be printed as it is entered in your commodity master file.

Free-form text regarding the rate schedule. The field displays 35 characters; it allows entry of up to 254 characters. To see the entire field, right-click on the field and select Zoom from the shortcut menu.

1. If an entry was made in the Remarks field for the charge type used on the rate, that remark displays here automatically.

2. When an order is pre-rated in Order Entry or Dispatch, the system copies an entry in this field to the Rmrk field in the order header. If a remark already exists on the header, the system appends the remark from the rate to the pre-existing remark.

3. When the Compute feature is used in Invoicing, the remark on a primary rate is copied to the Remarks field in the invoice header. Many invoice formats are configured to print the remark. This is useful when you want to communicate a special condition regarding the rate applied. For example, if the rate scheduled involves flat rates that include a tarping charge, you may want to record the remark: “Rate includes tarping charge.”

4. When the Compute feature is used in Invoicing, the remark on an accessorial rate is copied to the Notes area in the invoice detail for that accessorial. The Notes indicator, shown above and slightly to the right of the charge quantity, turns red when a remark exists.

To see the remark, click on the Notes indicator.

This field is visible only when you select Primary in the Type field: it applies only for Rate by Detail orders. Such orders may have the same commodity recorded for multiple freight details. You can set up commodity-based rates that will allow a break on freight charges by combining the total charge quantities on all freight details for the same commodity or commodity class. The Break on Total field allows you to specify whether the break is based on Commodity Code or Freight Class.

Applies to primary rates only. You can use it to specify a minimum flat rate that applies when accessorial charges have been rolled into the line haul amount. The system adds the line haul charge to the amounts for any accessorials marked For tot min that apply for the order. If the total is less than the minimum in the TotLH MinChg field, the system applies the minimum as a flat rate.