Using the Restrict Rate Schedules window
When you click the Restrict button in the Settlement Rate Schedules scroll window, the Restrict Rate Schedules window is displayed. It allows you to enter restrictions to narrow down the number of pay rates listed in the Settlement Rate Schedules scroll window.
Only rates having data that match the restrictions you set will be listed. Make entries in one or more of these fields:
Field | Definition |
|---|---|
Bill To | Restrict the list based on entries in the Bill To field on the Index tab. |
Ord | Restrict the list based on entries in the Ord’d By field on the Index tab. |
OtherType1 OtherType2 | Restrict the list based on the entries in the OtherType1 and OtherType2 fields that are located below the Ord’d By field on the Index tab. Note: These fields are not associated with the OtherType1 and OtherType2 fields that are located below the Bill To field on the Index tab. 1. |
Freight | Restrict the list based on entries in Freight (commodity) field on the Index tab. |
Fgt Class | Restrict the list based on entries in Fgt Class (commodity class) field on the Index tab. |
Carrier | Restrict the list based on entries in Carrier field on the Index Asset tab. |
Board Carrier | Restrict the list based on the option selected in the Board Carrier field on the Index Asset tab. The options are: Yes The rate is to be used only for trips to which board carriers were assigned. No The rate cannot be used for trips to which board carriers were assigned. Any The rate can be used for any trip regardless of whether a board carrier was assigned. (default) Note: Board carriers are inside carriers whose drivers, tractors, and trailers are listed on the Dispatch Planning Worksheet. A non-board carrier is an outside carrier; the activities of resources for such carriers are not tracked on the Planning Worksheet. You must use the Carrier File Maintenance screen in File Maintenance to classify a carrier as board or non-board. |
Loaded | Restrict the list based on the option selected in the Loaded field on the Index tab. The options are: Loaded Retrieve rates used to calculate pay for transporting a loaded trailer. Empty Retrieve rates used to calculate pay for empty (deadhead or bobtail) movements. Any Retrieve rates used to calculate pay for either loaded or empty movements. |
Team/Single | Restrict the list based on the option selected in the Team/Single field on the Index tab. The options are: Single Rates apply only to trips to which a single driver was assigned. Team Rates apply the rate only to trips to which a team of drivers were assigned. Any Rates apply to trips executed by a single driver or a team. |
Type | Restrict the list based on the type of rate. Primary Rates for freight (line haul) pay. Secondary Rates for accessorial pay that is always applied. Line Item Rates for accessorial pay that may be occasionally added. |
Pay Type | Restrict the list to rates that are based on a specified pay type. |
Effective Date Range | For details on this section of the window, see Setting date restrictions. |
RevTypes 1 - 4 | Restrict the list based on entries in one or more of the RevType fields on the Index tab. |
Company | Restrict the list based on the entry specified in the Company field on the Index tab. |
LghType 1-4 | Restrict the list based on the entry specified in the LghType1-4 fields on the Index Trip tab. |
TrlType 1 - 4 | Restrict the list based on entries in one or more of the TrlType1 – 4 fields on the Index Asset tab that specify the trailer classifications for which the rate schedule is applicable. |
Terminal | Restrict the list to rates having the same terminal selected in the Terminal field in the Trailer section of the Index Asset tab. |
Apply To | Restrict the list to rates having the same resource type selected in the Apply To field on the rate header.  Note: The Third Party option is applicable only if you have purchased the Third Party Pay add-on feature. |
Origin Company | Restrict the list based on entry in the origin company field on the Index tab. Note: If you do not know the company ID, click the Search button to access the Find Companies scroll window. |
Origin City | Restrict the list based on entry in the origin city field on the Index tab. |
Origin State | Restrict the list based on entry in the origin state/province field on the Index tab. |
Origin ZIP (3-digit) | Restrict the list based on entry in the origin ZIP code field on the Index tab. Note: The ZIP restriction is limited to the SPF, or first three numbers of the ZIP code. |
Origin County (3) | Restrict the list based on the three-character abbreviation entered in the origin county field on the Index tab. |
Destination Company | Restrict the list based on entry in the destination company field on the Index tab. Note: If you do not know the company ID, click the Search button to access the Find Companies scroll window. |
Destination City | Restrict the list based on entry in the destination city field on the Index tab. |
Destination State | Restrict the list based on entry in the destination state/province field on the Index tab. |
Destination ZIP (3-digit) | Restrict the list based on entry in the destination ZIP code field on the Index tab. Note: The ZIP restriction is limited to the SPF, or first three numbers of the ZIP code. |
Destination County (3) | Restrict the list based on the three-character abbreviation entered in the destination county field on the Index tab. |
Rates Including Tables | Select this check box to restrict the list to rate schedules that have rows and/or columns of rate amounts. |
DrvType1 - 4 | Restrict the list based on entries in the DrvType1 – 4 fields on the Index Asset tab. |
Terminal | Restrict the list to rates having the same terminal selected in the Terminal field in the Driver section of the Index Asset tab. |
TrcType1 - 4 | Restrict the list based on entries in the TrcType1 – 4 fields on the Index Asset tab |
Terminal | Restrict the list to rates having the same terminal selected in the Terminal field in the Tractor section of the Index Asset tab. |
Note: To reset all restriction fields back to their default values, click the Reset button in the lower left of the window.