Rates Maintenance - Part A

Code

In this field, the user designates the Routing Code ID. This code can be attached to clients on the Assignment tab, and will then automatically build out the Multi-Point Rating legs when that client is used as the Bill-To party of a freight bill. These codes are also available for manual assignment to a freight bill from the Customer Service program > LTL/Routing tab.

Description

Enter a brief description for the Routing Code in this field.

Use Pick Rec/Use Delv Rec

These flags control if a Pickup or Delivery term plan record is created.

Base

If checked, this Routing Code will appear in the Customer Service program > LTL Routing tab > Routing Code edit pick list. If this option is unchecked, other Routing Codes will be assigned to the Freight Bill’s Bill To code.

Note: Base Routing codes will not be selected/used if a client-assigned Routing Code can’t be found. Base Routing Codes function differently from Base Rate Sheets.

Sequence

This is the sequence that Base Routing Codes will appear in, in the Customer Service program > LTL/Routing tab > 'Routing Code' edit pick list.

Pickup/Delivery Options

These fields allow the user to select pickup/delivery options, as set up on the Pick/Delv Options tab.

Routing rules determine how each sequence will be rated by matching the Travel Mode, Rate Mode and any Rate Sheet tied to that Rate Mode. This grid is basically used to setup the rating leg sequence for any client attached to this Routing Code. When a freight bill is created for a client that has had this Routing Code assigned, all of these legs will appear on the Customer Service program > Details tab, with specific rates (as determined by the rate sheet tied to the Rate Mode chosen).

Travel Mode

User can input options like Air, Ocean, Rail, Road and also ISLAND, MAINLAND, etc..

Rate Mode

Enter the Rate Mode you wish to associate to the Travel Mode for each particular leg of the Routing Code.

Tx Type

User can choose between 'P' (Pickup), 'I' (Interchange/Linehaul), 'D' (Delivery) and 'M' (Manual) movement types.

Aggregate Rating

This column is used to control if the multi-point rating record should be set to use aggregate rating.

The Confirmations Tab displays all approved Rate Sheets for the selected client. Rate Sheets are attached to clients on the Rate Sheet Tab, in the Attachments section. When a Rate Sheet is attached to a client, it becomes a Proposal, and can be viewed on the Proposals Tab. To convert a Proposed Rate Sheet to a Confirmed Rate Sheet, use the context menu option on the Proposals tab. Only Confirmed Rate Sheets will be used by the automatic rating functions in the Customer Service program and the Quick Bill Entry program.

This grid contains information about rate sheets that were already confirmed, below a description of the most important fields on the grid.

Effective Date

You can set the date by which the Rate Sheets are sorted between the Confirmations tab and the History tab. The History tab displays Rate Sheets that have exceeded their expiry date. By changing the Working Date, you can view current and expired Rate Sheets. Click on the down arrow for a calendar selection form.

Discount

This field allows the user to enter a discount that would reflect the discount rate rather than the end result, so a user enters discount in this field for each rate sheet. The discount will apply to Rate.

Terms

This field allows you to set a Rate Precedence for the selected Rate Sheet for this Client. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet. If you double-click on a Client that has an assigned 'Rate Group' (rather than a specific Rate Sheet), you will be taken to the Rate Sheets Tab with the first Rate Sheet in that Group displayed.

Note: You can sort the records in the Confirmations grid by clicking on any column name / title (excluding the 'Description' column, which is an automatically populated field).

Not Approved

This option sets the currently selected Rate Sheet to un-approved. This will remove the Rate Sheet from the Confirmations tab, and re-display it on the Proposals tab.

Print Confirmation

Selecting this option opens the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'RATEPRO.RPT'. The report will preview to the screen. Click the printer icon at the top of the screen to send the report to the printer that is configured as the default printer for your workstation.

See the Crystal Reports Reference for more information on report functions.

Copy from another Client

This option allows you to copy an existing rate profile from another customer. Usually this is done to set up a new customer with your standard Rate Sheets.

View Notes

Selecting this option will open a small window that will display any notes that have been entered for this specific Client, in regards to the Rate Sheets that have been approved for use.

Find Confirmation

Selecting this option will open a window that allows the user to search for a confirmed Rate Sheet for the selected Client via a number of criteria (i.e. 'Rate Sheet ID', 'Description', 'Effective Date', 'Expiry Date', etc.).

The Proposals Sub-Tab displays all Rate Sheets for the selected client that have been 'proposed' - that is, attached but not yet approved. Rate Sheets are attached to clients on the Rate Sheet Tab, in the Attachments section. When a Rate Sheet is attached to a client, it becomes a Proposal, and can be viewed on the Proposals Tab in the Client Info section. To convert a Proposed Rate Sheet to a Confirmed Rate Sheet, use the context menu option on the Proposals tab. Only Confirmed Rate Sheets will be used by the automatic rating functions in the Customer Service program and the Quick Bill Entry program. Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet.

Note: You can sort the records in the Proposals grid by clicking on any column name / title (excluding the 'Description' column, which is a calculated field).

This grid is a read-only grid, if you choose to use the 'Plus' button (Add) from the navigation bar you will be forced to pickup a rate sheet via the editpick tool, however, the editpick tool will only allow you to select sheets that are neither duplicate (already assigned to the given client under any of the 3 rate sheet sub tabs) nor outdated (expired prior to your working date).

Approve

This option is used to approve a Rate Sheet that has been assigned to a Client in the Rate Sheet Tab > Attachments section. This will remove the Rate Sheet from the Proposals Tab, and display it on the Confirmations Tab.

Note: Base Rates do not need to be approved on a per-Client basis, as they are approved globally using the 'Approved' flag on the Rate Sheet Tab > Date Tab.

Print Proposal

Will display the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'RATEPRO.RPT'. The report will preview to the screen. Click the printer icon at the top of the screen to send the report to the printer that is configured as the default printer for your workstation.

See the Crystal Reports Reference for more information on report functions.

The History Sub-Tab displays Rate Sheets where the 'Expiry Date' exceeds the 'Working Date'. The Approved column will tell you whether the entry was a Proposal or a Confirmation. If the value in the Approved column is 'True', then the entry was a confirmation. If the value in the Approved column is 'False', it was an unconfirmed proposal, or was 'un-confirmed' on the Confirmations tab. Double click on any grid row to switch to the Rate Sheet Tab and view the Rate Sheet.

Note: You can sort the records in the History grid by clicking on any column name / title (excluding the 'Description' column, which is a calculated field).

Sequence

Specifies the order that assigned Rate Sheets will be queried. For example, if two Rate Sheets have been assigned to a Customer in the Rates Maintenance program, when you enter Detail lines in the Customer Service program and the Quick Bill Entry program, the Rate Sheet with the lowest sequence value will be tested first to see if a rate can be determined. If no rate is applicable from that sheet, the sheet with the next highest sequence value will be tested. The sequence can also be configured in the Rates Maintenance program.

Description

Displays the description of the Rate Sheet as entered in the Rates Maintenance program. You cannot change the assigned Rate Sheets here. Rate Sheets can only be assigned to Customers in the Rates Maintenance program.

Effective Date / Expiry Date

Displays the starting and ending Dates of the Rate Sheet as entered in the Rates Maintenance program.

Approved

Displays the 'Approved' value of 'True' or 'False' depending on the Customer.

Discount

Displays the Discount value for the specific Customer.

View Rate Sheet in Rates Maintenance

Selecting this option will open an instance of the Rates Maintenance program, with the selected Rate Sheet visible on the Rate Sheets Tab.

Select one of the radio options to Filter the displayed Accessorial Charge records. Choose one of the following:

Enter some text in this field and select your <Enter> key to filter the Auto Code records based on the text you have entered (as well as the 'Filter By Status' radio option selected). Select the 'Clear Filter Value' button to the right of this field to remove any applied Auto Code filter.

Code Setup

This button allows you to view the code in Codes Maintenance program.

All Accessorial Charges created in the Codes Maintenance program > Accessorial Charges Tab, except those codes that were flagged as 'Custom Code Only', are shown here on this grid. The grid is read-only except for the 'Auto-Assign' and 'Substitution Code' columns that may be changed via either double-click (on the particular cell) or right-mouse-click (anywhere on the row). You may switch to codes maintenance (and go to the current base accessorial code) by either right-mouse-click or by clicking the button above the grid.

Auto Assigned

A value of 'False' indicates that this accessorial was not automatically assigned as opposed to a value of 'True' which means the charge was in fact automatically assigned. This field can be updated from this grid to indicate that the charge was changed (wasn’t auto assigned).

Base Code

This field shows the original code of the accessorial charge when it was originally assigned.

Base Code Description

This field shows the original description of the accessorial charge when it was originally assigned.

Substitution Code

You can setup substitutions for your Auto-Code Accessorial Charges. That is, every time the original code is manually assigned (or assigned automatically if it is an 'Auto Assign by Default' Code Type), the code specified in this field 'Substitution Code' will be used instead. Only 'Custom Code Only' type codes are available for substitution, and they must be of the same Charge Behavior as the original code. The 'Custom Code Only' and 'Auto-Assign by Default' parameters, as well as the 'Charge Behavior', are configured in the Codes Maintenance program > Accessorial Charges Tab.

If you Disallow a code for a specific customer, it will not be automatically assigned (in the case of Auto Assign by Default type codes) and will not be available for selection when manually entering Accessorial Charges in the Customer Service program and the Quick Bill Entry program.

Note: The Substitution column will have red font if set to 'Disallowed' (when substituted to blank).

Substitution Description

This is the description of the charge you want to substitute the original charge with, once you enter a code in the 'Substitution Code' field this field will change accordingly.

Auto-Assign Over Ridden

This field shows whether a substitution has been used for this charge of not ('True' / 'False'), a red font will be used if the value of this field is 'True' to give a better alert to users that the original charge has actually been changed.

View Quote

This option opens the Customer Service program (if not already opened) and display the selected quote.

Print Quote

Will display the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'QUOTE.RPT'. The report will preview to the screen. Click the printer icon at the top of the screen to send the report to the printer that is configured as the default printer for your workstation.

See the Crystal Reports Reference for more information on report functions.

Using the 'Min Pre Disc', 'Intra State', 'Hide Expired' and 'By Date' fields, you can filter the Discounts/Minimums Rate Sheets that appear on this Tab. Simply flag the option you wish to Filter by (and in the case of the Date value, supply a specific date).

Description

Enter a free format description for this discount. This is for reporting and references purposes only, and is not used elsewhere in the system.

Start Date

Enter the date when this discount becomes applicable. The date will default to today’s date.

Expiry Date

Enter the date when this discount expires. The date will default to december 31st of the current year.

Sequence

If multiple discounts can apply to the same customer depending on the circumstances of the order, enter a numerical value that represents the order in which the discount should be tested ('1' first, '2' second, etc.) the first entry (according to the sequence value) that returns a discount will be used.

Rate Sheet ID

If this discount only applies to a specific Rate Sheet, enter the id number of the sheet in this field. Double click for a selection form.

Start Zone

If this discount only applies between specific Zones (as configured in the Codes Maintenance program), enter the start Zone in this field. Double click for a selection form.

End Zone

If this discount only applies between specific Zones (as configured in the Codes Maintenance program), enter the end Zone in this field. Double click for a selection form.

Between Zones

If this discount applies when the start and end Zones are reversed (ie, when the Freight Bill’s start Zone is the same as the discount’s end Zone, and the end Zone the same as the start Zone), enter 'true' in this field. If the discount only applies when the start and end Zones match, enter 'false'.

Note: The way the program looks for the Zones, when they are between Zones, is to ask if the start and end Zones are valid (because they are between Zones - True, there is no real start or end, just one end and the other end).

In an example situation MN to MT, the valid combinations could be MN and MT, MT and MN, MN and MN, MT and MT. The program goes through these in the order of the sequence field. (When you are in the Discounts/Minimums tab, and they are not in sequence order, refresh and they will be). What you should want, is for the program to look at the MN and MT (or MT and MN) combination first, because they will only hold true if both Zones are present. In the MN and MN and MT and MT combinations, as long as each of the Zones is either MN or MT, the program will use that rate. So, if you would move all your same state combinations to the very end of the list, then the only time they would be used is if none of the earlier combinations were met and they were in fact intrastate moves.

Min Weight

If this rate only applies when the weight on the Freight Bill’s detail line is greater than a certain value, enter the value in this field.

Max Weight

If this rate only applies when the weight on the Freight Bill’s detail line is less than a certain value, enter the value in this field.

Commodity

If this rate only applies when a specific Commodity Code (as configured in the Codes Maintenance program) has been entered on the Freight Bill’s detail line, enter the Commodity Code in this field. Double click for a selection form.

Lane ID

If this discount only applies when the Freight Bill’s end Zone is included in a specified lane (as configured in the CrossDock Traffic Lanes program), enter the lane number in this field. Double click for a selection form.

Discount

Enter the amount of the discount in this field. This value is stored in a percentage format; for example, for a 2.5% discount, enter '2.5'. This value will be displayed in the discount rate field on the detail line. This value is multiplied against the amount in the subtotal field to determine the amount of the discount, which is displayed in the discount field on the detail line.

Minimum Charge

If the total charges on a detail line should not be less than a certain value, enter that value in this field. If this minimum charge is calculated, the value in the subtotal field (which would otherwise be the rate multiplied by the number of rating units) will display this minimum charge. The discount rate and discount fields will be zero.

Rate ID Name

If you selected a value in the 'Rate Sheet ID' field, the Rate Sheet’s description (as configured on the Rate Sheets Tab) will display in this field.

Lane ID Name

If you selected a value in the lane id field, the lane id’s description (as configured in the CrossDock Traffic Lanes program) will display in this field.

Maximum Charge

If the total charges on a detail line should not be more than a certain value, enter that value in this field. If this Maximum charge is calculated, the value in the subtotal field (which would otherwise be the rate multiplied by the number of rating units) will display this Maximum charge. The 'Discount Rate' and 'Discount' fields will be zero.

Flat Rate

Enter a Flat Rate charge for this detail line.

Base Rates Only

Default value is set at false. To change to 'true', double-click in the column, and type in 'true'. If the value in this field is 'true', then the discount will only apply to the Rate Sheet if the Rate Sheet is marked as 'Base Rate'.

Shipper

Double click to select the Shipper’s Customer Code.

Consignee

Double click to select a Customer Code for the Consignee.

Requested Equipment

Enter any Equipment you would like to Request in the space provided.

Temp Controlled / Dangerous Goods

Double click to set these fields to 'True' or 'False', depending on the nature of the Discount being applied.

Intra State

If this Discount applies only within a certain State, double click this field to set it’s value to 'True'.

Min Pre Disc

This field is a 'True'/'False' field, and determines when the discount percentage is applied to the calculation of Freight Bill charges when they exceed a Client’s 'Min' or 'Max' charges.

Note: In order to set this field to 'True', the user may have to toggle the Application Configurator program > RATES.EXE > 'Use Pre Disc Min' option to 'True'.

With Minimums…​

With Maximums…​

Distance Min / Distance Max

Enter the Minimum and Maximum Distance values for this detail line by typing an integer value into the spaces provided.

Service Level

If you wish to apply Discounts based on a specific Service Level Code, double click this field to select a Service Level Code for the detail line.

Start Zip Min / Start Zip Max

These fields allow you to calculate discounts for your Clients using by Zip Codes. Use the 'Start Zip Min' and 'Start Zip Max' fields to configure a Zip code range. If a Freight Bill for an applicable Client contains a starting Zip code that falls within this range, the program logic will then use the Rate Sheet associated with the Client / Zip range when calculating Discounts and/or Minimum Charges.

End Zip Min / End Zip Min

These fields allow you to calculate discounts for your Clients using by Zip Codes. Use the 'End Zip Min' and 'End Zip Max' fields to configure a Zip code range. If a Freight Bill for an applicable Client terminates at a Zip code that falls within this range, the program logic will then use the Rate Sheet associated with the Client / Zip range when calculating Discounts and/or Minimum Charges.

Zip Allow Between

This option functions similarly to the 'Between Zones' option described above, but supplements Zip codes in the logic, instead of Zone codes.

Rate Type

This field allows determines the rating precedence of the selected Rate Sheet for this Client, used when working with Freight Bills of 'Prepaid' or 'Collect' type. For more information on this new feature, see the Rate Sheet Tab > Misc Tab > Rate Precedence section.

Currency

This field controls which minimum charge currency code will be used. This field will default to be base rate.

Use Minimum Charge Currency

When set to 'True', the value supplied in the 'Currency' field will be used. Default is set at 'False'. When MINCHARGE_CURRENCY_CODE is false, the minimum charge for multiple currency will be calculated as before which assumes that minimums are provided in system’s base currency. If it’s true, if the currency code does not match, then the minimum charge will not be applied at all.

Is Tariff Mincharge Discount Only

When this field is set to 'True', it will be used only as the discount for tariff minimum charge. To make it effective, the sequence no of this discount should be less than general discount. Default is set to 'False'.

Terms

This field allows you to set a Rate Precedence for the selected Rate Sheet for this Client. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Start Rate Base / End Rate Base / Rate Base Allow Between

These three columns work just like the 'Start Zone', 'End Zone' and 'Between Zones' columns (see above) except that they get their information from the RATE_BASE Table rather than the TruckMate Zone Tree. These fields effect Client Discounts and Min charges. Use the Rate Base Number Maintenance program to setup the Zones when testing.

Rate Mode

This column displays the selected Rate Mode, and works both with and without multi point rating.

Tariff Value Min / Tariff Value Max

Using these two fields, the user can set the minimum value and the maximum value for the tariff. These two fields define the upper limit and the lower limit of tariff values that allow the current discount / minimum record to be utilized in the system for any given rating scenario.

Note: A commodity in TruckMate is linked to a commodity-class, and a commodity-class in turn is linked to a tariff value.

User Condition

This field can be used to add an additional condition (SQL Memo) to the already established criteria for the discount / minimum record. The condition must be linked to information form the freight bill and/or detail line (TLORDER and/or TLDTL tables). The purpose of this field is to add more flexibility and ease in applying the discount / minimum to a set of customers. For example, the user can a add condition to apply the discount / minimum record to only commodities with commodity codes that start with a specific number (123 for example). For the previous example the user needs to enter the following: TLDTL.COMMODITY LIKE '123%'.

User 1 - User 4

These are 4 user fields that can be used for any current or future business needs.

Copy from another Client

You can copy the discounts configured for another Client to the Client currently selected in the Client Information grid. You will be prompted to select the other Client’s code or name.

Copy from another Client

You can copy the discounts configured for another client to the client currently selected in the Client Information grid. You will be prompted to select the other Client’s code or name.

Copy From Another Client

This option allows the user to copy the routing code information from another client.

Exit

Closes the Rates Maintenance program.

Multi-Company

For more information on the Multi-Company options available from the Menu Bar, see the Multi-Company documentation.

Navigation

This menu includes all the navigation controls available in this window.

Client Info

Click this button to access the Client Info Tab of the Rates Maintenance program.

Vendor Info

Click this button to access the Vendor Info Tab of the Rates Maintenance program.

Rate Sheets

Click this button to access the Rate Sheets Tab of the Rates Maintenance program.

Simulation

Click this button to access the Simulation Tab of the Rates Maintenance program.

Detention

Click this button to access the Detention Tab of the Rates Maintenance program.

TruckMate Monitor

Click the down arrow next to this button to access the various functions of the new TruckMate Monitor.

Remember Position / Size

Selecting this option will maintain the program window position and size upon close. When the program is re-opened, it will appear the same.

Import Rates

This option will invoke the Import Rates Wizard. This wizard will guide you through importing a Rate Sheet from a CSV file.

Provide the required information in the available fields and follow the wizard to complete the Import process.

Warning: The rate sheet import functionality requires a special TruckMate license from TMW Systems (License # 37000). Please contact a TMW Systems representative for more details on TMW Systems' products and licenses.

The Setup Menu contains two options that allows users to setup and customize their rating specifications, both of which are required in a Multi-Point Rating implementation.

Rate Mode Setup

Rate Mode Setup allows users to create, edit, and delete Rate Mote codes via the Rate Mode window. You can also assign a brief description to each Rate Mode code. These can then be used in a couple of ways:

In a non Multi-Point Rating scenario, Rate Mode codes can be assigned to rate sheets and to clients/vendors, so that the rating will apply based on the Rate Mode- similar to adding a Service Level condition to a rate sheet.

In Multi-Point Rating, Rate Modes can be assigned to each leg of a Routing Code, and then have rate sheets apply based on the Rate Mode for each leg of the specified route. See the Routing Config Codes window for more information.

Routing Codes

This option opens the Routing Config Codes window, which allows the user to specify how a Multi-Point Rating code will behave when invoked by the system during rating.

Rate Metrics

This option opens the Base Rate Metrics window, which allows you to setup Base Rate Metrics for the rating system. See the Rates Maintenance program > Client > Rate Metrics Tab for more information.

Rate Mode

You can now tie a Rate Metric calculation to a specific Rate Mode via this field. If you wish to do so, you must set the Rate Mode field for both the Base Rate Metrics and the Client Rate Metrics.

TruckMate Help

Selecting this button will open the Rates Maintenance topic in the TruckMate Online Help file (the page you are currently viewing).

Service Portal

Selecting this button will open an instance of your default Internet browsing software, with the https://www.tmwcare.com login page displayed.

About

Selecting this button will open the standard TruckMate About window, which contains important information about the application you are currently using, including its version number (important for support calls).

The 'Created By', 'Modified By' and 'Modified On' fields will all automatically populate depending on your Login ID, as configured in the Security Setup program.

Intermodal Zone

Enter an Intermodal Zone or select the search button to view Intermodal Zones already entered into your system. This new field will allow users to enter the empty origin or empty disposition point and close the triangle of Intermodal Rates. Currently a user can select the 'allow between rating' for TL when the outbound Rates are the same as inbound Rates (eliminating the need for two Rate Sheets)--the first two points of the triangle. Using this field and modifying the 'Get Rate' procedures, the system now has logic that will look up Container-related information to ascertain if the Rate is one way, a round trip, or other.

Sheet Class

Use the pull down menu to select either 'Truckload' (TL) or 'Less than Truckload' (LTL) Sheet Class.

The 'Sheet Class' option is integrated with the Rate-by Client and Metrics features of TruckMate. Rate sheets can now be selected based on the class determined by the Metric. Metrics can be defined as either 'LTL' or' TL' type, which then filters the rate sheets that can be used.

Note: This field only applies to 'Base Rate' type rate sheets only. Client assigned rate sheets have equivalent settings.

Base Rate Seq

This field is used for sequencing Rate Sheets that apply to all customers, and thus are not specifically assigned to any customers. In the past, when many rates sheets could apply, there was no sequencing, which would mean that more specific rate sheets (those that specify commodity/equipment) would often be ignored, as a non-specific rate sheet would apply.

In short, by applying a Sequence to Base Rates, you allow the system to choose the rate sheets in a specified order, rather than picking out of a hat, so to speak.

Enter a Base Rate Sequence value by typing an integer value into the space provided.

Point-To-Point (Pnt)

Allows payment of charges on a point-to-point basis.

Note: You must enter information into the 'START ZONE' (in the Rate Sheet Header) and 'END ZONE' (in the grid) for this to work. The 'ZONES' must have been created in the Zone Tree. A Zone can be a City, part of a City, or a Customer’s location.

Mileage (Mile)

Allows payment of charges depending on mileage. Enter a Rate in the grid. For example, a $.50/per mile Rate would be charged.

Note: Rates are calculated by the 'DISTANCE' indicated on the Freight Bill. A start zone is not required but could be used to limit the area that the Mileage Rate applies in.

Split

Used to calculate what percentage of the total Freight Bill revenue each carrier will receive. The percentage is determined by subtracting the total miles traveled by an outside carrier (Interliner) from the total miles calculated on the Freight Bill (based on the start zone and end zone) and the difference in miles NOT traveled by the outside carrier. This option that was developed for companies that pay their Interliners a percentage of the freight charges based on distance travelled. A Rate Sheet is set up and then the miles accumulated for the Company truck run across the grid (Total Miles: top row from left to right), while the Interliner miles run down the grid. The value in the field where the two grids intersect is the appropriate percentage/factor of the Freight Bill charges that are assigned to the Interliner payment. The percent should be entered as a whole number, not a decimal. The amount that is used to calculate the amount assigned to the Interlines is the charges, before tax and before extra charges are applied (i.e., straight from the detail line).

Note: The Interliner must be attached to the load in the Customer Service program > I/P Tab and the mileage from where they picked the load up and to where they delivered the load, must be entered into the I/P Tab / Mileage of the Customer Service program.

Contract (Cont)

Enter equipment classes rather than 'To Zones'. Does not use the Start Zone. Selecting the 'Contract' option will create a Rate Sheet to be used for contract billing. For Rate Sheets set up with 'Cont' (contract billing) as the sheet type the following will apply: Rates are per 1 HR (or other unit of time) and the break units is the base 'Area' unit.

Note: Consider setting up a Codes Maintenance Unit of 'SF' for square feet, as an area unit type. Rows are set up as equipment classes. Columns are: 1=weekly flat Rate (must be set as min), 2=first break with the break being the point that a new Rate is charged. For example, a 40-hour week is charged at $2,000, 40-60 is $75 for each hour and over 60 is $100. Set up as 1=Min $2,000, 2=40 is new break starting value and $75 is the cell value, 3=60 is the new break starting value and $100 is the cell value.

List

The 'List' Rate Sheet Type allows the user to create an "Excel-like" list of rating points, which apply to both Client and Vendor rating. In 'List' Rate Sheets, the following applies:

Allow Cmdty Class Based Rating

If you check this box, this Rate Sheet will only apply when the selected Commodity Class (as configured in the Codes Maintenance program) that you specify here is added to the Freight Bill. Enter a Commodity Class or click the search button for a search form.

Allow Commodity Based Rating

If you check this box, this Rate Sheet will only apply when the selected Commodity (as configured in the Codes Maintenance program) that you specify here is added to the Freight Bill. Enter a Commodity or click the search button for a search form.

Allow Equipment Based Rating

If you check this box, this Rate Sheet will only apply when the same Equipment class (as configured in the Codes Maintenance program) that you specify here is specified on the Summary Tab of the Freight Bill. Enter an equipment class or click the search button for a search form.

Allow 'As' Rating

'As Rating' refers to the practice of increasing the number of Rated units in order to decrease the calculated Rate. For example, if the Table is configured so that weights from 0 - 500 pounds are Rated at 45 cents per pound, and weights of 501 - 1000 pounds are Rated at 40 cents per pound, it is less expensive to ship 501 pounds than it is to ship 500 pounds. If the Allow 'As' Rating checkbox is checked, the program will check if an increase in Rated units will result in a lower charge. If so, it will insert Rated As and As Rate values in the detail line of the Freight Bill, and calculate the line based on those values.

Note: The 'Rates Per' units (e.g. LBs) and 'Break Units' (e.g. LBs) must match for As Rating to calculate.

Master Bill Only

If this rate is to apply only to consolidated Master Bills, check this flag. Rate sheets with this flag checked will only be used for consolidated Master Bills.

Consolidation

Is used for reporting purposes only. If you have customers whose bills are Rated on an aggregate basis (ie, Rates are applied based on the sum of all bills within a particular period), you can use this flag for reporting on those bills, so you can manually adjust the customer’s accounts.

Base Rate

If the Rate Table is identified as Base Rate by checking this box, it will be used as a default Rate Table for those customers who have no Rate Table specifically assigned to their account (using the Assignments buttons).

Service Level Enabled / Service Level

If you wish to attach a Service Level to the displayed Rate Sheet, flag the 'Service Level Enabled' checkbox next to the 'Service Level' field, and then enter the Service Level applicable to this Rate Table, or click the search button for a search form. Service Levels are configured in the Codes Maintenance program.

A Service Level is no longer a required value in Rate Sheet setup. When the 'Service Level Enabled' checkbox is flagged ('True'), rating procedures will require a valid Service Level, otherwise the value is ignored. This will benefit companies that do not base their rates on Service Level in two ways:

Rates Per

Define the factor and unit by which the Rate is applied. For example, if the Rate entered in the cells in the bottom section should be applied for every 100 pounds of freight, enter '100' in the first field and select the unit code 'LB' in the second field. Unit codes are configured in the Codes Maintenance program. When rating detail lines on Freight Bills, the system converts both the Rates Per value and the Unit code entered on the detail line to the Base Unit (as configured in the Codes Maintenance program) and determines the Rate accordingly. The exception is 'Pieces' unit types - these are not converted to the base unit, as there is not necessarily an equivalency between different piece types.

Break Units

Usually the Break Unit is the same as the Rates Per unit, but that need not be so. The Break Unit specifies the unit that is tracked to determine which column of the Rate Table is used. You could Rate by hundred-weight but break on number of cartons, for example. Enter the appropriate Break Unit code or click the search button for a search form. Unit codes are configured in the Codes Maintenance program.

Maximum

Optionally, you can specify the Maximum Break Value up to which this sheet applies. Freight Bill detail lines with values greater than the Maximum Break Value will not be Rated.

Zone to Zone

This checkbox changes the bottom of the Rate Sheet. Rather than having 'Break Units' across the top, you enter Zone Codes. The rate sheet is then a matrix of 'Start Zones' across the top and 'End Zones' across the bottom. The Rate in the cell then uses the 'Per' units. By entering a zero you get a flat rate, else you get a rate. This works really well for flat rates.

Currency

Enter the Currency of the Rate Sheet or click the search button for a search form. If this Rate Sheet is assigned to a customer whose currency differs from the currency specified here (as configured in the Customer & Vendor Profiles program), the Rate value will be converted automatically by the Customer Service program and / or Quick Bill Entry program when Freight Bills are entered for this customer. The Rate will be converted based on the conversion factors configured in the GL Chart of Accounts program. Currency codes are configured in the Codes Maintenance program.

Cube to Weight

Enter the factor used that will be applied when converting Cube measurements to a Weight value.

Allow Between

Specifies whether the Rate applies to the specified points for movement in both directions. Check this box if you want the Rate to apply when the Start Zone in the header and the To Zone specified in the Rate grid are reversed.

Allow Zone Tree

Specifies whether the Rate applies across Zone Tree 'branches' (ie: applies to those Zones attached to the selected Zone Code).

Note: When working with Rate Bases, the following applies: if a zone code is created or moved into a Rate Base, the new zone code must be within the LOWEST and HIGHEST ranges. If they are not within the ranges the Rate Base rate will not get calculated, even tough the 'Allow Zone Tree' option is flagged.

In Bound

Specifies whether the Rate applies to 'In Bound' shipments, which can be helpful when creating Rate Sheets for return Carrier trips.

Multi Start

Specifies whether the Rate contains multiple Start Zones. This option must be checked in order to use the 'Multi Start Pts' button within the 'Attachments' section.

Start Zone

Enter the Start Zone of the Table or click the search button for a search form. This is the Freight’s origin point; the destination points are specified in the Rate grid in the lower part of the screen. Note that you can group zone codes together for rating purposes using the Rating Zone field on the Zone Codes Tab in the Codes Maintenance program.

Click on the button labeled with a pages icon to invoke the Condition Code Setup form. Conditions are standard disclaimers and notifications that get printed on the Rate Tables that you distribute to your customers. Enter a Condition Code, and then the text of the condition itself. Once your conditions are created, they are available for application to any Rate Table, and will be printed on quotes and confirmations.

To add a Condition to a Rate Table, click on the add button ('+') in the navigator bar in the Conditions section. A blank condition field will be displayed; click on it once to invoke the arrow for the condition drop down list box, click on the arrow to display the list of defined Conditions. Select the condition you want to apply to this Rate Table, then save. Add additional conditions in the same manner.

Clients / Vendors

Use the Attachment functions to assign Rate Sheets to customers and / or vendors (Interliners). When auto-rating takes place in the Customer Service program and / or Quick Bill Entry program, the program first checks the Bill-To profile and attempts to Rate the bill according to any attached Rate Sheets, in the order of the sequence configured in the Customer’s or Vendor’s profile (configured in the Customer & Vendor Profiles program). If no Rate is forthcoming, the program will check all Base Rate (see above) Tables and try to Rate with them.. You can specify a Sequence here (ie, the order of the Rates will be tested in the Customer Service program and the Quick Bill Entry program) or you can set up the sequence in the customer or vendor’s profile (in the Customer & Vendor Profiles program).

When you attach Vendors (whose Vendor Type must be configured as an 'Interliner' in the Customer & Vendor Profiles program), you can automatically Rate payments to Interliners on the IP Tab of the Customer Service program, and using the Carrier form invoked from the Dispatch program > Trip Grid. The value in the Preferred Interliner field ('True' or 'False') will be displayed in the Carrier form, on the Rated Vendors Tab.

Multi Start Points

Select the 'Multi Start Points' button to bring up the 'Multi Start Points' window where you may define multiple Start Zones for this Rate Sheet.

Note: To access the Multi Start Points window, you must have the 'Multi Start' option checked within the 'Start Zone' section.

Notes

You can add Notes to the Rate Table by clicking the 'Notes' button. These will print on quote proposals and confirmations that you print for customers and vendors. Note that these are different from Conditions, which are part of your contract. These Notes are specific to the displayed Rate Sheet. The color of the text on the 'Notes' button will turn to Red to indicate that there are available notes for the selected rate sheet. If there are no notes available the color of the text will remain black.

Accessorial Charges

Select the 'Acc Charges' button to bring up the Accessorial Charge dialog box where you can select the Accessorial Charge you wish added to this Rate Sheet. The Accessorial Charges that appear are configured and applied to Rate Sheets from within the Codes Maintenance program. For more information on how to accomplish this, see the How do I? section.

Rate SQL

Select the 'Rate SQL' to access an SQL memo field for the Rate Sheet. The Rate SQL window that appears allows the user to enter an SQL expression that will be used in determining if the Rate Sheet applies.

Effective Period

Enter the start and end dates for which the Rate Table is valid. Click on the down-arrow on the right to display a calendar form. The Start and End Dates will default to the beginning and end date of the year in which the Table was created.

Approval Salesman

Optionally, you can identify the user who approved the Rate Table. Enter the User ID or click the search button for a search form. User ID’s are configured in the Security Maintenance program.

Issued Date

Defaults to the date the Rate Table was created. If you wish, specify another date from the calendar selection box.

Approved

Rate sheets must be approved before they will be in effect: that is, before they will automatically Rate bills or be available for Simulation and quoting. Check this box when you are certain the Rating Grid and all other options are set up correctly.

Note: Only Base Rates are approved with this flag. If you are attempting to create a Rate Sheet for a specific Client (i.e. you have attached a 'Client ID' in the Attachments section), this flag has no effect. Client Rate Sheets must be approved on a per-Client basis on the Rate Clients Tab > Proposals Tab.

This Tab is used to setup and add Conditions to your Rate Sheet. To add a Condition to your Rate Sheet, click the '+' button and then use the pull down menu within the field to select a Condition from your system.

New Condition

Click the 'New Condition' button to create a Condition for your Rate Sheet. A Condition is created like any other 'Notes' within TruckMate. Simply name your Condition and enter any free form text describing it.

Guaranteed Daily / Period

Enter the Guaranteed Daily / Period values in the spaces provided.

Free Miles Daily / Period

Enter the Free Miles Daily / Period values in the spaces provided.

# Drivers

Enter the Number of Drivers.

Free Miles Extra Driver

Enter the amount of Free Miles allotted to the Extra Driver.

Pooled Miles

Enter the amount of Pooled Miles for this Rate Sheet Contract.

Mileage Rate

Enter the Mileage Rate for this Contract.

Daily OT

Enter the amount of Daily Overtime allotted to this Contract.

The Intermodal Sub-Tab is used to specify which Intermodal Equipment (Containers or Chassis, for example) that you would like to attach to the current Rate Sheet. Once details are specified in these fields, any Intermodal Freight Bills created in the Customer Service program that use these values will default to the current Rate Sheet.

Empty Zone

To enter an Empty Zone, click the search button within this field and select a Zone Code from those available in your system. Zone Codes are configured in the Codes Maintenance program.

Container Size

To enter a Container Size value, click the search button within this field and select a size value. Container Size codes are configured in the Intermodal Setup program.

Container Type

To enter a Container Type value, click the search button within this field and select a type value. Container Type codes are configured in the Codes Maintenance program.

Movement Type

Use the drop-down menu to select a Movement Type. Available values are: 'Import', 'Export', 'Domestic Inbound', 'Domestic Outbound', 'Empty Reposition' and 'Other'.

The Rate Groups Tab allows for easier assignment of rate sheets to customers. If a standard set of rate sheets apply to certain customers, instead of assigning rate sheets one at a time, they can be grouped, and the group assigned instead. When assigned in this fashion, rates are ordered first by the Client Confirmation record, then by the sequence within the group. The Groups Tab has three unique Tabs:

The Conversion Tab allows the user to setup rating conversions. A rating conversion can be used to automatically increase the rate charged for over-sized Pieces or Pallets. This is done by recalculating the number of Pieces or Pallets, based on conversions from other units, and then rate by this calculated value.

Original Unit

This will indicate the 'Unit' value from the Customer Service program > Details Tab record that is to be recalculated. The 'Unit Type' must be either 'Pallets' or 'Items'. Once a new value has been calculated it will be set in Details Grid, in the field specified by the 'Rate-By' unit of the rate sheet.

Conversion Rate Thresholds

This grid holds the maximum value ('Threshold') for each unit ('Unit')specified. The conversion will divide the Detail Line value by each unit’s threshold value (rounded up to the next whole value). The detail line 'Unit Type' must be the same as the 'Unit Type' specified in the grid.

The final conversion rate will be the maximum conversion rate, or the original quantity entered, which ever is greatest.

Rating conversions do not apply to aggregate rating.

The units used for Rate-By should be a unit that is not used for other purposes (since it is being auto-calculated).

Example:

The rate sheet will match 'PAL' in the 'Pallet Unit' field with the original unit defined in the conversion. The weight conversion ratio is 1500 LB divided by 1200 LB = 1.25, or 2.0 when rounded up. This value is then used for rating. The Detail Line is updated with volume value = 2.0 and volume unit = 'PR'

The Split Tab is for applying split rating. Split rating is applied when more than one carrier is involved in completing the trip. The tab contains only one field.

Pro Miles Percentage Base

This field is used when an additional percentage needs to be applied in pro miles calculation. If a value is entered for this field the system will ignore the rate sheet grid in vendor rating. Instead, the percentage entered in this field will be used to produce the vendor rate. For example, suppose the field is set to 95%, FB # 1 charge is $1000 and the total trip distance is 200 miles. If carrier 'V1' delivered 50 miles; then the rate for V1 is: 0.95*1000*50/200 = $237.5.

<Ctrl>

The <Ctrl> key can be used to select multiple Columns and/or Rows while working in the Rating Grid. You can also hold <Ctrl> and click the Column / Row Header to toggle the selection of an entire Column or Row, respectively. When an entire Column or Row is <Ctrl>-selected, the font becomes BOLD. You can select either multi-columns or multi-rows, and you can use the <Ctrl>-select combined with normal Grid selection.

After selection, use normal adjust operations- like selecting '+' or '-'- to adjust the values of the selected Cells.

<F10>

The <F10> key opens the Copy Rate Wizard, which allows you to Copy Rate Sheets that exist in your Database while making subtle changes to particular areas of the Rate Sheet, increasing and/or decreasing Rate increases as necessary.

<F11>

The <F11> key is the hot key for quick copying rate sheets, first it opens up the Select Rounding Options window , which allows you to add rounding options that will be applied to the new Rate Sheet, after selecting the needed rounding options, selecting 'OK' will open the Adjustments window where you can quickly modify the new sheet based on desired adjustments.

For Example: entering '+1' will copy the Rate Sheet into a new one (the 'Rate Sheet ID' value in the upper-left corner will change) and add '1' to all values within the Rate Sheet fields. Entering '-1' will subtract '1' from all detail fields in the Rate Sheet. These mathematical expressions can be as simple or as complex as you need them to be.

You can also enter percentage adjustments by entering an integer value followed by the '%' symbol. This will apply a percentage adjustment to the Rate Sheet total.

Note: Opening this window and entering '+0' (without the quotes) and clicking 'OK' or hitting your '<Enter>' key will copy the Rate Sheet exactly (no further mathematical expressions will be performed on the Rate Sheet data).

Use your right click to open a menu from any 'To Zone' field label (with the grey background) to access options that are pertinent to all the cells in the row.

Undo Last Adjustment

Is only available after you have made changes to the cells in an existing row, but have not yet saved the changes. This option will undo the last change you made to the cells in the row. If you have made more than one change to cells in the row, you can use this option multiple times to undo the changes in the opposite order in which they were made.

Adjust To Zone

Use this option to change the zone that is assigned to this row. You will be prompted to enter a new zone code. The To Zone combines with the Start Zone specified in the header to produce the from-to combination to which the Rate applies. If you check the Allow Between Rating box in the header, the start and end zones can be reversed on the bill and the Rate will still be applied.

Note: You can group zones together using the Rating Zone field in the Codes Maintenance program.

Copy Row

Will create a new row with the same number of cells as the original. You will be prompted to enter a new zone code. Then you will be prompted for an Adjustment Factor, which will be applied to the cells in the origin row to determine the cell values in the new row. See the Adjust Row item below for a description of this function.

Insert New Row

Will create a new row. You will be prompted to enter the To Zone. A row will be created that has a cell for each of the break columns. The To Zone combines with the Start Zone specified in the header to produce the from-to combination to which the Rate applies. If you set the Allow Between Rating flag to the value 'True', the start and end zones can be reversed on the bill and the Rate will still be applied. Note that you can group zones together using the Rating Zone field in the Codes Maintenance program.

Delete Row

Will delete the selected row, and all the cells in it.

Adjust Row

Is used to adjust the values in all of the cells in the selected row. You will be prompted to enter an Adjustment Expression. The Adjustment Expression can be a literal value (the number you want to appear in the cell). Alternatively, you can enter a percentage adjustment in the format '1%'. For example, to add 1% to all selected cells, enter '1%'. To subtract 1% from all selected cells, enter '-1%'. To add or subtract a literal value from all selected rows, enter the amount you wish to add or subtract preceded by a plus or minus sign, respectively. For example, to add thirty four cents to the Rates in each selected cell, enter '+.34'. To subtract thirty four cents from the Rates in each selected cell, enter '-.34'.

Use your right click to open a menu from any column label (with the grey background) to access options that are pertinent to all the cells in the column.

Undo Last Adjustment

Is only available after you have made changes to the cells in an existing column, but before you have saved the changes. This option will undo the last change you made to the cells in the column. If you have made more than one change to cells in the column, you can use this option multiple times to undo the changes in the opposite order in which they were made.

Clear Select

When multiple Columns are selected, you can use this option to clear all of them from the Rate Sheet Grid.

Adjust Break

Is used to modify the Break Value and Break Label of the column on which you right-clicked to invoke the menu. Normally, the Break Value is the lowest value in the break range; for example, for a 0 - 500 Rate range, the Break Value would be 0. The columns are organized according to the Break Value, from lowest to highest, left to right. In the case of a minimum charge, you want this to appear as the first column. If you specify a negative number as the Break Value, you guarantee that it will be the lowest break value, and the column will be placed on the far left when the program sorts the columns. The Break Label is the text that will appear at the top of the column as the column label. The Minimum and Maximum checkboxes identify the cell contents as a minimum or maximum charge, and therefore a flat Rate.

Copy Column

Will create a new column with the same number of cells as the original. You will be prompted to enter a new Break Value and Break Label. Then you will be prompted for an Adjustment Factor, which will be applied to the cells in the origin column to determine the cell values in the new column. See the Adjust Column item below for a description of this function.

Insert New Column

Will create a new column. You will be prompted to enter the Break Value and Break Label. A column will be created that has a cell for each of the To Zone rows. Normally, the Break Value is the lowest value in the break range; for example, for a 0 - 500 Rate range, the Break Value would be 0. The columns are organized according to the Break Value, from lowest to highest, left to right. In the case of a minimum charge, you want this to appear as the first column. By specifying a negative number as the Break Value, you guarantee that it will be the lowest break value, and the column will be placed on the far left when the program sorts the columns. The Break Label is the text that will appear at the top of the column as the column label. The Minimum and Maximum checkboxes identify the cell contents as a minimum or maximum charge, and therefore a flat Rate.

Delete Column

Will delete the selected column, and all the cells in it.

Adjust Column

Is used to adjust the values in all of the cells in the selected column. You will be prompted to enter an Adjustment Expression. The Adjustment Expression can be a literal value (the number you want to appear in the cell). Alternatively, you can enter a percentage adjustment in the format '1%'. For example, to add 1% to all selected cells, enter '1%'. To subtract 1% from all selected cells, enter '-1%'. To add or subtract a literal value from all selected rows, enter the amount to add or subtract preceded by a plus or minus sign. For example, to add thirty four cents to the Rates in each selected cell, enter '+.34'. To subtract thirty four cents from the Rates in each selected cell, enter '-.34'.

Insert Std Column

Is used to retrieve stored column configurations. Using the 'Save Std Column' option (described below) you can save the Break Values and Break Labels, and retrieve them later for use with another Rate Sheet.

Save Std Column

If you use a standard set of Break Values and Break Labels, you can store the layout and retrieve it when entering other Rate Sheets. After your column layout is complete, select the 'Save Std Columns' off the right-mouse menu called from any column heading. You will be prompted to enter a description of the layout. To retrieve, select Insert Std Column from the menu, and select the desired layout from the drop down list.

Note: This is the same function as the Store and Retrieve Headline buttons on the bottom right section of the screen.

Use your right click when pointing on the grey field labeled 'To' in the top left corner of the grid to open a menu that offers options that apply to all cells in the Rate Sheet.

Undo Last Adjustment

Is only available after you have made changes to the cells in an existing Rate Sheet, but before you have saved the changes. This option will undo the last change you made to the cells in the Rate Sheet. If you have made more than one change to cells in the Rate Sheet, you can use this option multiple times to undo the changes in the opposite order to which they were made.

Adjust Sheet

Is used to adjust the values in all of the cells in the Rate Sheet. You will be prompted to enter an Adjustment Expression. The Adjustment Expression can be a literal value (the number you want to appear in the cell). Alternatively, you can enter a percentage adjustment in the format '1%'. For example, to add 1% to all selected cells, enter '1%'. To subtract 1% from all selected cells, enter '-1%'. To add or subtract a literal value from all selected rows, enter the amount to add or subtract preceded by a plus or minus sign. For example, to add thirty four cents to the Rates in each selected cell, enter '+.34'. To subtract thirty four cents from the Rates in each selected cell, enter '-.34'.

Click the right mouse button in any cell to invoke a menu with the following options.

Undo Last Adjustment

Is only available after you have made changes to selected cell, but before you have saved the changes. This option will undo the last change you made to the cell.

Adjust Cell

Is used to adjust the values in the selected cell. You will be prompted to enter an Adjustment Expression. The Adjustment Expression can be a literal value (the number you want to appear in the cell). Alternatively, you can enter a percentage adjustment in the format '1%'. For example, to add 1% to all selected cells, enter '1%'. To subtract 1% from all selected cells, enter '-1%'. To add or subtract a literal value from all selected rows, enter the amount to add or subtract preceded by a plus or minus sign. For example, to add thirty four cents to the Rates in each selected cell, enter '+.34'. To subtract thirty four cents from the Rates in each selected cell, enter '-.34'.

On the first screen, choose the 'Selection Method' you wish to use when filtering Rates from the system to be copied. Depending on which radio option you select on the first window, the number of Rate Sheets available in the second step will vary. Depending on which radio option you choose in the first step, step 2 may vary: if you select the 'Rate Groups' or 'Client Groups' options, for example, you will have to choose a Rate Group ID or Client Group ID code prior to seeing the Rates that are available for selection to copy. You can also restrict your selection to rate sheets with expiry dates greater or equal a specific date. In addition to that you can decide what attachments you want to copy with the sheets, for each attachment you can select to copy 'Non' or 'All' except for the client and vendor attachments where you have an additional option to select by expiry date.

Select 'Next' once you’ve chosen your Selection Method.

Depending on the selection you made in the first step, this step will differ. If you chose either the 'All Rates' or 'Base Rates' options, simply check the Rate Sheets that you wish to Copy and select 'Next', and proceed to step 3, below. If you chose any of the Client/Group specific options, follow the directions below:

Step 3 is the most important step in the Copy Rate Wizard, as this is where you will be making the adjustments that separate your new, copied Rates, from their originals, whether the adjustments are a Date change or general rate increase.

The Confirmations Tab displays all approved rate sheets for the selected vendor. Rate Sheets are attached to vendors on the Rate Sheet Tab, in the Attachments section. Confirmed rate sheets will be used by the Interliner automatic rating functions in the Customer Service program and the Quick Bill Entry program. They are also used to calculate rates in the Carrier section of the Dispatch program. Double click on any grid row to switch to the Rate Sheet tab and view the rate sheet.

Note: You can sort the records in the Confirmations grid by clicking on any column name / title (excluding the 'Description' column, which is an automatically populated field).

Not Approved

This option sets the currently selected Rate Sheet to un-approved. This will remove the Rate Sheet from the Confirmations tab, and re-display it on the Proposals tab.

Print Confirmation

Selecting this option opens the Report Selection form. The Crystal Report template supplied with the TruckMate system is called 'RATEPRO.RPT'. The report will preview to the screen. Click the printer icon at the top of the screen to send the report to the printer that is configured as the default printer for your workstation.

See the Crystal Reports Reference for more information on report functions.

Copy from another Vendor

This option allows you to copy an existing rate profile from another vendor. Usually this is done to set up a new vendor with your standard Rate Sheets.

View Notes

Selecting this option will open a small window that will display any notes that have been entered for this specific vendor, in regards to the Rate Sheets that have been approved for use.

Find Confirmation

Selecting this option will open a window that allows the user to search for a confirmed Rate Sheet for the selected Vendor via a number of criteria (i.e. 'Rate Sheet ID', 'Description', 'Effective Date', 'Expiry Date', etc.).

The 'Proposals Sub-Tab displays all rate sheets that are attached to the selected vendor but have not been approved yet. A rate sheet can be attached to a vendor on the Rate Sheet Tab, in the Attachments section. Once a rate sheet is attached to a vendor it becomes a proposed rate sheet and is displayed in the proposals sub-tab in the vendor info section. To convert a Proposed Rate Sheet to a Confirmed Rate Sheet, use the 'Confirm' context menu option on the Proposals Sub-Tab. Only Confirmed Rate Sheets will be used for interlner automatic rating.

The History Tab displays all Rate Sheets that have been attached to the selected vendor and have expired. Rate Sheets will display on the History tab when the sheet’s expiry date, as configured on the working date shown on the Client Information Tab, exceeds the current date.

Note: The following content is common among all four sub-tabs.

Sequence

Specifies the order that assigned Rate Sheets will be queried. For example, if two Rate Sheets have been assigned to a Vendor in the Rates Maintenance program, when performing an auto interliner rating, the Rate Sheet with the lowest sequence value will be tested first to see if a rate can be determined. If no rate is applicable from that sheet, the sheet with the next highest sequence value will be tested. The sequence can also be configured in the Rates Maintenance program.

Description

Displays the description of the Rate Sheet as entered in the Rates Maintenance program. You cannot change the assigned Rate Sheets here. Rate Sheets can only be assigned to Vendors in the Rates Maintenance program.

Effective Date / Expiry Date

Displays the starting and ending Dates of the Rate Sheet as entered in the Rates Maintenance program.

Cube to Weight

Displays the 'Approved' value of 'True' or 'False' depending on the Customer.

Discount

Displays the Discount value offered by the selected Vendor.

Preferred

This is a flag that indicates our preference towards the selected rate sheet. In other words, if the flag is set to 'True' the system will give priority to this rate sheet in calculating interliner costs over sheets that have this flag set to 'False' for them.

Client ID

This is the id of the client as it is stored in TruckMate.

Terms

This field allows you to set a Rate Precedence for the selected Rate Sheet for this Vendor. For more information on Rate Precedence, see the Rate Sheet Tab > Misc Tab.

Copy From Another Vendor

You can copy the Discounts configured for another vendor to the vendor currently selected in the vendor information grid. You will be prompted to select the other vendor’s code or name.

Copy from Another Vendor

This option copies the Tariffs set up from another vendor - this is used to quickly set up a new vendor with an existing set of Tariffs.

Equip Class

Double click this field to select an Equipment Class from those available on your system.

Description

This is a read-only field to display the description of the selected Equipment Class.

Remarks

Enter Free Format Notes in the space provided.

Travel Mode

Double click this field to select a travel mode that can be assigned to Area Of Service (AOS) or a Line Of Service (LOS) covered by the selected vendor.

Remarks

You can add any remarks for reference or clarification.

Zone Code

Double click to view zone codes already setup in your system. For example, enter 'BC' into the filter and all relevant BC zones will appear. Zone codes are case sensitive.

From Zone / To Zone

Double click within these fields to setup a Zone Range for this Area of Service detail line.

Allow Between

If this Tariff applies when the Start and End Zones are reversed (ie, when the Freight Bill’s start Zone is the same as the Tariff’s End Zone, and the End Zone the same as the Start Zone), enter 'True' in this field. If the Tariff only applies when the Start and End Zones match, enter 'False'.

Preference

Enter your Preference Code in the space provided.