Issuing pay for a trip

You can create pay details for a resource in TMW Operations. However, the system will not finalize the pay until you actually settle the trip.

Use the Vendor Charges section of the Profit and Loss tab to create pay details. This tab is available in both Order Maintenance and the Trip Folder.

When you use the Profit and Loss tab to issue pay for a trip, you can create pay details for a single resource, or for multiple resources.

You can use one or both of the following methods to create details:

Manual entry of pay details
Automatic calculation of pay based on rates previously set up in TMW’s Rate Schedules application

In some cases, it may be necessary to use both rating options for the same trip. For example, you could use the Compute Pay command to calculate the line haul pay and secondary pay automatically. You could then use the Add Pay command to add other pay manually, such as detention pay.

See it in action

The Profit and Loss tab turns blue when any pay or invoice details exist.
On the Profit and Loss tab, you can enter invoice details and pay details in one location. This allows you to see a trip’s estimated profitability at a glance.

The Vendor Charges section of the Profit and Loss tab is shown here.

Header section

The following buttons are displayed at the top of the Profit and Loss tab.

Add Pay

Adds a blank pay detail at the end of a list of pay details

Delete Pay

Removes a selected pay detail

Compute Pay

Calculates pay for the resources assigned to the currently displayed trip segment based on rates set up in TMW’s Rate Schedules application

Pay details

Pay details appear in the middle of the Vendor Charges section. Some of the most important columns are defined below.

You can use the Field Chooser to add or remove columns as needed.

Frequently, the default column names in the application’s data grids are the same as the column names in the database table. However, sometimes they differ when the database names are long or difficult to understand.

This list shows the default column names as they appear in the user interface. When the user interface name is different from the database name, the database name is shown in parentheses below the user interface name.

You can view a column’s default name and database name by right-clicking on the name in the column header. For more information, see Renaming columns in a grid layout.

Field Definition

Field	Definition
Type (asgn_type)	Resource type: Driver, Tractor, Trailer, Carrier, or Third Party
ID (asgn_id)	Unique ID code for the resource
Item Code (pyt_itemcode)	Description of the pay type on which the pay detail is based Notes: Because Item Codes can be cryptic, the system shows the pay type’s *description* in this field by default. First available in version 2020.1 You can use the `ItemCodeDisplayValue` General Info Table setting to show the unique Item Code value in this field instead. This field displays a list of all active pay types.
Description (pyd_description)	Description of the pay type selected in the Item Code field
Quantity (pyd_quantity)	Rating quantity, i.e., the number by which the rate is multiplied to calculate the pay
Rate (pyd_rate)	Per-unit pay amount
Amount (pyd_amount)	Read-only field. The amount paid. The system automatically multiplies the Quantity times the Rate and displays the total in this field.
Rate Unit (pyd_rateunit)	Calculation method used for the pay detail (for example, Flat, $/Mile, $/Piece, and so on)
Basis Unit (pyd_basisunit)	Type of measurement on which the rate is based, for example, Flat, Distance, or Weight
tar_tarriffnumber	Unique ID assigned to the rate (tariff) used to calculate this pay detail
pyd_basis	Pay type’s basis: LGH Primary pay type used for line haul rates ANC Secondary pay type used for accessorial pay INV Secondary pay type used for accessorial pay that is issued only when the accessorial has been billed to a customer
pyd_fixedQty	When selected, the *quantity* is frozen (fixed) and will not be changed in settlements.
pyd_fixedRate	When selected, the *rate* is frozen (fixed) and will not be changed in settlements.
pyd_fixedAmt	When selected, the quantity, rate, and amount are frozen (fixed) and will not be changed in settlements.

Type
(asgn_type)

Resource type: Driver, Tractor, Trailer, Carrier, or Third Party

ID
(asgn_id)

Unique ID code for the resource

Item Code
(pyt_itemcode)

Description of the pay type on which the pay detail is based

Notes:

Because Item Codes can be cryptic, the system shows the pay type’s description in this field by default.

First available in version 2020.1

You can use the ItemCodeDisplayValue General Info Table setting to show the unique Item Code value in this field instead.
This field displays a list of all active pay types.

Description
(pyd_description)

Description of the pay type selected in the Item Code field

Quantity
(pyd_quantity)

Rating quantity, i.e., the number by which the rate is multiplied to calculate the pay

Rate
(pyd_rate)

Per-unit pay amount

Amount
(pyd_amount)

Read-only field. The amount paid. The system automatically multiplies the Quantity times the Rate and displays the total in this field.

Rate Unit
(pyd_rateunit)

Calculation method used for the pay detail (for example, Flat, $/Mile, $/Piece, and so on)

Basis Unit
(pyd_basisunit)

Type of measurement on which the rate is based, for example, Flat, Distance, or Weight

tar_tarriffnumber

Unique ID assigned to the rate (tariff) used to calculate this pay detail

pyd_basis

Pay type’s basis:

LGH
Primary pay type used for line haul rates
ANC
Secondary pay type used for accessorial pay
INV
Secondary pay type used for accessorial pay that is issued only when the accessorial has been billed to a customer

pyd_fixedQty

When selected, the quantity is frozen (fixed) and will not be changed in settlements.

pyd_fixedRate

When selected, the rate is frozen (fixed) and will not be changed in settlements.

pyd_fixedAmt

When selected, the quantity, rate, and amount are frozen (fixed) and will not be changed in settlements.

Segment Totals and Trip Totals

The bottom of the Vendor Charges section displays total pay for the trip segment and for the trip.

If a trip has a single segment, the dollar amounts in the Segment Totals and Trip Totals columns are identical.
If a trip has multiple segments, the Trip Totals column displays the summed pay details for all segments.

Field	Definition
Compensation	Total pay amount
Reimbursement(s)	Total reimbursements
Deduction(s)	Total pay deductions
Total Settlement	Net pay, calculated as: Compensation + Reimbursements - Deductions = Total Settlement

Field

Definition

Compensation

Total pay amount

Reimbursement(s)

Total reimbursements

Deduction(s)

Total pay deductions

Total Settlement

Net pay, calculated as:

Compensation + Reimbursements - Deductions = Total Settlement

Trip segment numbers

The trip segment number appears in a sub tab along the left side of the Vendor Charges section. If a trip includes multiple segments, a sub tab appears for each segment. Select a sub tab to display the pay details for that trip segment.

Creating pay details

To create pay details for a trip, follow these steps.

In the Trip Folder or Order Maintenance, display the trip.
Select the Profit and Loss tab.
If the trip has more than one segment, select the trip segment’s sub tab at the left side of the Vendor Charges section.
Create a pay detail:
- To create pay automatically, click Compute Pay.
  Detail lines for the matching line haul rate and any linked secondary rates are added to the Vendor Charges grid.
  
  Note: If multiple payable resources are assigned to the trip, the system calculates pay for each payable resource.
- To enter pay manually:
  1. Click Add Pay.
    A blank detail line is added at the bottom of the Vendor Charges grid.
  2. Select the ID for the resource.
  3. Select the pay type’s Item Code.
  4. Enter the Quantity and Rate.
Repeat Steps 3-4 for each segment on the trip.
Click Save.

To remove a pay detail, select it and then click Delete Pay.