Select the service that this rate structure applies to. You can choose an existing service or enter a new one. If you enter a new service, a message is displayed, asking whether you want to add a service. Click Yes. In the next field, enter a service description. The service code and description are used to automatically create an associated Route record in option RT.

This field is optional. Enter the mode of transport related to this service; for example, ROAD. The value entered here is automatically populated in the Normal Transport Mode field on the Route record.

This field is mandatory. Enter the carrier partner code of the carrier supplying the service. You can select an existing carrier or create a new one. This step also creates a record in NR. If you are creating a carrier, enter the name of the carrier in the next field. Otherwise, this field displays the name of the existing carrier. If you are creating a carrier, the name entered here also appears on the NR record.

Each new carrier needs a global carrier code. It is recommended that you use four-character codes, such as the SCAC code, as displayed in Global Carrier System Carrier Example. You can also choose your own four-character code. After the Global Carrier Code has been created, you can now maintain other features for this carrier such as tracking numbers or freight uplifts.

By default, the One Way field is not selected to allow for two-way zoning. If you select this field:

If any of the zone-specific rates in the service are intended for two-way shipping, do not select this field. Set the one-way zone-specific rates at zone level on the Update Rates tab.

By default, this field is selected. If you clear this field, the service is not in use, even if you are shipping within the effective dates of the service. For example, you might make a service temporarily unavailable due to adverse weather conditions or a temporary change in the rate basis for a service.

If you select this field, a message is displayed in the Windows UI Rate Shopping results screen in the Instructions column, indicating that the service is a preferred carrier. If a carrier service is not flagged, the message Not Preferred Carrier is displayed. These messages are for information purposes only. They do not affect the actual rating or use of a service.

If the carrier has specified a maximum weight that can be shipped, enter a value in this field. If you try to use this service for a shipment above that weight, an error message is generated.

Enter a UOM code associated with the weight fields; for example, lb.

If the rate at the current weight break is higher than the rate at the next break, you can check the next available break to see whether it is cheaper to rate the shipment as a higher quantity. This practice is known as deficit weighting.

Specify a maximum charge to apply to this service. This field is an upper threshold for the freight rates. If the calculated freight charge for a shipment rated with this service is higher than the Max Charge, Max Charge is used instead.

Specify a maximum amount that the carrier charges for this service.

Specify a minimum charge to apply to this service. This field is a lower threshold for the freight rates. If the calculated freight charge for a shipment rated with this service is lower than the Min Charge, Min Charge is used instead.

Specify the minimum amount that the carrier charges for this service.

This field is used for SMC integration. For more details, see SMC Integration.

This field is used for SMC integration. For more details, see SMC Integration.

Select the basis on which to calculate the rate. The rate basis is the calculation method for the rates. The most common bases involve mileage or weight. The choices available are based on a system value.

As displayed in Configuring the Rate Basis List, any list item you do not want to display is marked as dont-use. Rate Basis Explanations provides an explanation of each list item.

A service can only have one rate basis in the Update Rates tab. If you need weight-based rates for some zones and mileage-based rates for other zones, create two services—one service for weight-based rates and zones and one for mileage-based rates and zones. Different rate bases are only allowed on the Accessorials tab.

This field is only displayed when the selected rate basis is Flat or Percentage. Select the value on which to base the percentage rate.

This field is displayed when the rate basis is Flat or Percentage, where a carrier offers discounts off the standard Yellow Freight YF500 rates. The field is used when you have a full set of maintained YFUS:US rates in PRECISION. However, the recommended approach for discounting off Yellow Freight rates is to use SMC integration, which is described in SMC Integration.

This field is displayed when the rate basis is Flat or Percentage when the service offers discounts off the standard Yellow Freight YF510 rates for US to Canada. The field is used when you have a full set of maintained YFUS:CA rates in PRECISION. However, the recommended approach for discounting off Yellow Freight rates is to use SMC integration, which is described in SMC Integration.

This field is displayed when the rate basis is Flat or Percentage. The field is used when the service offers discounts off another set of rates in the system, other than Yellow Freight/Czar Lite rates.

This field is displayed when the rate basis is Flat or Percentage. The field is used to indicate the service being created is used for SMC integration, which is described in SMC Integration.

Enter the rate ID, which is the tariff name the service is based on; for example, YFSY500. This rate ID must exist in the RN table.

Select this field to enable you to enter a percentage for Currency Adjustment Factor. CAF is calculated as a percentage of the freight charge and applies for all existing breaks and zones in the service. If CAF is required as a charge calculation other than as a Percentage of Freight, leave these CAF fields blank and instead set up CAF as an accessorial charge with a different calculation method such as percentage of shipping value or fixed amount.

The cost code can be defaulted in from system values, as displayed in CAF, to read CAF for the next field.

This field allows you to enter a percentage figure for the fuel surcharge. Fuel surcharge is calculated as a percentage of Freight + CAF. It applies for all existing breaks and zones in the service. If fuel surcharge is required as a charge calculation other than as a percentage of Freight + CAF, leave these fields blank and instead set up the fuel surcharge as an accessorial charge with a different calculation method such as percentage of shipping value.

The cost code can be defaulted in from system values, as displayed in Fuel, to read FUEL for the next field.

If you choose a weight or volume rate basis, you can enter the average pack weight in this field.

This field is displayed when the rate basis is weight or volume based. Enter the factor for converting shipment volume to a weight equivalent. The PRECISION rating engine performs the following operation to compare the Actual Gross Weight and Volumetric Weight.

The rate basis must be a weight or volume related basis—such as gross weight—and the Vol to Wght Factor field must be populated with a value for the volume to weight conversion to be performed when rate shopping.

This field is displayed when the rate basis is weight or volume based. Enter the volume UOM code.

This field is displayed when the rate basis is weight or volume based. It determines whether the value entered for the volume to weight conversion factor is to be used for division or multiplication. If you select this field, the shipment volume in the system volume UOM is multiplied by the conversion rate to give the volumetric weight. If not selected, the shipment volume in the system volume UOM is divided by the conversion rate to give the volumetric weight.

If the rates are for a specified period, enter effective start and end dates for these rates. This field enables you to enter future rates in advance. Future rates are visible on the Review Rates tab.

Enter the minimum weight to apply to the shipment. Where a shipment Gross Weight is less than the Min Weight, the rate applied to the shipment is the rate associated with rate break into which the Min Weight falls.

Select this field when a charge with zero value is allowed and displays when rating or freight shopping.

Enter the origin country code that applies for the rates. This field is mandatory and is the minimum From Zone criteria.

Enter the origin postal code or range of postal codes for which the rates apply. If the origin zone is one specific postal code, enter the full postal code in the first Postal Range field; for example 90210. This postal code defaults into the second Postal Range field, as displayed in One Origin Zone.

If the origin zone is a specific range of postal codes with the same prefix, enter a three-digit prefix in both Postal Range fields. For example, Origin Zone Range - Same Prefix displays the configuration for an origin in the range 90200 to 90299, for a country where the post code length is 5 digits.

If the origin zone is a range of postal codes, enter the range in both Postal Range fields, using the full postal range. For example, Origin Zone Range displays the configuration for an origin in the range 90210 to 90248.

Enter the origin city code or city name for which the rates apply.

Enter the origin State code for which the rates apply.

These fields are used together, and allow you to specify a range of freight classes that are classed as a different freight class for rating purposes. For example, all classes from Freight Class 55 to Class 85 are rated as Class 50.

Select this field when a rate entry only applies for the origin zone to destination zone but not for freight in the other direction. However, if the service header is selected as one way only, by default all zone records are automatically flagged as One Way. If the automatic flag of One Way is then removed at Zone level, you encounter rating errors when attempting to rate a shipment where the Shipper address is included in the To zone of the service and the Ship-to address is included in the From zone of the service. In this case, the shipment does not match the one way configuration specified at the Service header level.

The currency that applies to the rate entered. This field is mandatory. You can set a default currency code to appear for new rates entered.

Enter the Fixed amount or Flat fee for this charge to the customer.

Enter the rate per unit charged to the customer. If you enter a fixed amount in the Fixed Amount field and a Rate Per Unit in this field, the two values are calculated and summed to make the charge amount. The value is the shipper charge to the customer.

If the rate basis is Flat or Percentage, you can enter a percentage of the value you specify as the Value Basis. If you enter a fixed amount in the Fixed Amount field and a percent in this field, the two values are calculated and summed to make the charge amount. The value is the shipper charge to the customer.

Enter the minimum charge to the customer when applying these rates.

For a service intended for SMC integration or to be used as a discount off another rate ID baseline rate—as specified in the Rate Id field—enter the percent discount to apply to the other rate ID.

If a discount yields a freight charge lower than the minimum charge floor, the value in Min Charge Floor is taken instead. For example, the value in Min Charge Floor is $200. The freight charge after discount is applied is $185. In this case, $200 is taken as the freight charge as it is the lowest possible cost above the charge floor.

Enter a cost code such as FRT.

Enter the fixed amount charged to the shipper by the carrier.

Enter the rate per unit charged to the shipper by the carrier.

This field is displayed when you select the Flat or Percentage rate basis. It performs the same function as the Percent field but it contains the percentage that the carrier charges the shipper.

Enter the rate UOM, which is dependent on the Rate Basis. Generally, it is used with weight-based rates.

This field enables you to enter a second rate basis on which to calculate the freight rate. This rate basis is combined with the main rate basis to return your total. For example, a rate can be calculated on mileage but also on a per carriage basis when transporting by rail.

Enter the freight class for this rate. When configuring a weight-based service—Gross Weight, Net Weight, Hundred Gross Weight—it is often required to use different rates per weight break for different freight classes, as the example in Different Weight Breaks for Different Classes displays.

For more details, see Topic055 - Sample 002 - Different Rates for Freight Classes.doc on the QAD Document Library in QAD Transportation Management|PRECISION Reference Guides|Appendices. The images in the example are from a previous version of PRECISION.

The range of breaks for which the rates are applicable (From and To values into which the Rate Basis criteria falls). If you have several weight breaks for a service, enter a separate record for each break. You can copy an existing record and amend it.

Enter the unit of measure for the break range, which is dependent on the rate basis you select. You can enter a Break UOM that is different to the Rate UOM. With the Divisor field, the system converts UOMs automatically when calculating rates. For example, you can rate in tons but have your weight breaks and shipment weight in pounds.

This field contains the factor to convert Rate UOM to Break UOM. For example, the service weight breaks are in pounds, the shipment weight is pounds, but the rates are in Tons. The system works out the Ton rate in pounds using this divisor. The divisor defaults from the UOM set up in the master table UO for MASS dim/scope, but you can manually override it.

Enter the pack type such as pallet, container, or carton. When configuring a pack based service such as Inners, Outers, Packs, or Containers, it is often necessary to use different rates for each type of package.

Select this field when the accessorial always applies to the service. For example, when there are always tarping charges on a service, they must always be included in the total cost of the service. The accessorial is not included in the base freight but is displayed as a separate charge line on the shipment transaction. The overall consignment value is the total of the freight and accessorials. When this field is cleared, the accessorial must be manually selected for inclusion in the shipment for it to be calculated.

The possible value bases are displayed in Value Basis Explanations.

Enter the date as you entered it on the Update Rates tab.

Enter the date you now want to expire the rates. For example, if the effective expiry date on the Update Rates tab is 12/31/13, you can expire these rates early by entering 12/01/13.