transportation modeler 9.0.0.0 access rating tool user guide

7/23/2019 Transportation Modeler 9.0.0.0 Access Rating Tool User Guide

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Access Rating Tool User GuideJDA

® Transportation Modeler

Release 9.0.0.0



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Table of Contents

Chapter 1. Introduction ................................................................................................... 1

Related documentation ............................................................................................... 1 Get additional help from JDA ....................................................................................... 1

Chapter 2. Access rating tool overview ............................................................................ 4

Tariff converter excel spreadsheet ................................................................................ 4 Tariff converter database ............................................................................................ 4 Working with the Access Rating Tool ............................................................................. 5

Access Rating Tool sample data .......................................................................... 6 Clear the database ..................................................................................................... 6 Importing data from another database .......................................................................... 6

Chapter 3. Access rating tool components ....................................................................... 7

Tariff data structure ................................................................................................... 7 Hierarchy levels ................................................................................................ 7 Lane and tariff relationship ................................................................................. 7 Hubs ............................................................................................................... 8

Access Rating Tool spreadsheet ................................................................................... 8 Open Access Rating Tool spreadsheet .................................................................. 8

Tariff database .......................................................................................................... 9 Open the Access Rating Tool database ................................................................. 9

Convert the data to rating database ............................................................................. 9 Convert the Excel data to a rating database .......................................................... 9 Acceptable field values ..................................................................................... 10

Set up the Access database as the Transportation Modeler rating engine ......................... 14 Work with Green reports ........................................................................................... 14

Input parameters for Green reports ................................................................... 15 Generate Green reports ................................................................................... 15 View the Green reports .................................................................................... 16 Delete scenarios from the Green reports............................................................. 16

Import rating data from existing database ................................................................... 16 Import data from an Access database ................................................................ 17

Clear the Access rating database................................................................................ 19 Diagnose rating issues .............................................................................................. 19

Enable the loggers .......................................................................................... 19

Chapter 4. Access rating tool worksheets ...................................................................... 21

TariffConverterExcelTemplate.xls worksheets ............................................................... 21 TL Worksheet ................................................................................................. 21

LTL worksheet ................................................................................................ 24 Small package worksheet ................................................................................. 25 Rate range worksheet ...................................................................................... 27 Hubs worksheet .............................................................................................. 28 Zones worksheet ............................................................................................ 29

Chapter 5. Access Rating tool database Data Managers ................................................. 30

Data types in the Access database tables .................................................................... 30 Data Managers in the tariff converter database ............................................................ 30

Entity Manager ............................................................................................... 31



Zones Data manager ....................................................................................... 32 Business Days Manager ................................................................................... 35 Delivery Schedules data manager ...................................................................... 36 Equipment Data Manager ................................................................................. 43

Equipment Associations data manager ............................................................... 46 External Tariffs data manager ........................................................................... 47 Master Charges Data Manager .......................................................................... 48 Restrictions Template Data Manager .................................................................. 49 Carriers Data Manager ..................................................................................... 51 Currencies data manager ................................................................................. 75 Hub manager ................................................................................................. 77

Index ............................................................................................................................. 79



Access rating tool overview

• Equipment Associations Data Manager: Creates associations between tractors and trailers.

• Restrictions Templates Manager: Defines restriction templates which can be used when

defining restrictions.

• Business Days Manager: Defines business hours based on days of the week.

•

External Tariffs Data Manager: Create records for external tariffs, such as CZAR LTL tariffs.

• Currencies Data Manager: Creates currencies.

In addition, there is a Hub Manager that defines hub records.

For more information, see "Access Rating Tool database data managers" (on page 30).

Working with the Access Rating ToolThe following is the process for using the Access Rating Tool to edit a set of tariffs:

1.

Enter required tariff data in the appropriate worksheets of the

TariffConverterExcelTemplate.xls spreadsheet.

2.

Save the TariffConverterExcelTemplate.xls spreadsheet.

3. Open the TariffConverter.mdb database.

Note: If you are using Microsoft Access 2007 to open the TariffConverter.mdb file. Access opens

it by default in disabled mode. In this mode, content that can be run, such as the data conversion

macro within the database, is disabled. To enable the database for the current session, follow

these steps: On the Message Bar, click Options. In the Microsoft Office Security Options dialog

box, select Enable this content, and then click OK. Repeat these steps every time you open the

database. For more information, see the Microsoft website

(http://support.microsoft.com/kb/931407)

4.

Use the ConvertExcelData macro to convert the data in TariffConverterExcelTemplate.xls into

tables in the TariffConverter.mdb database.

5.

Create and edit rating data in the TariffConverter.mdb database using the data managers

(forms).

6.

Specify the TariffConverter.mdb database as your Transportation Modeler rating engine:

a.

Select the Home tab on the ribbon.

b.

Click Solver Options in the Options group. The Solver Options window is displayed.

c.

On the Rating tab, under Rating Engine, from the drop-down list, select Manager.

d.

Click Edit Options. The Transportation Manager Rating window is displayed.

e. From the Database Type drop-down list, select Access.

f.

In the Access File field, specify the path to your TariffConverter.mdb file.

Ensure that whenever you make changes to TariffConverterExcelTemplate.xls, you run the

ConvertExcelData macro in the TariffConverter.mdb Access file to update the actual rating

engine.

JDA Transportation Modeler Access Rating Tool User Guide 5

© 1995-2015 JDA Software Group, Inc.- Confidential

http://support.microsoft.com/kb/931407






Access rating tool overview

Access Rating Tool sample dataThe TariffConverterExcelTemplate.xls spreadsheet contains sample values that represent howtariffs can be defined. These are not designed to represent actual tariffs. You must create a copy of thetemplate files and edit the data to reflect your actual tariffs and rates.

The sample data includes the following:

• TL tab: Record 2 on the TL tab represents a private fleet carrier with a round trip rate from an

origin in the 60601 postal codes to destinations in the USA at $1.50/mile.

• TL tab: Records 3 and 4 on the TL tab represent a common carrier servicing origins in 30301 to

destinations in 10027 with a $425 minimum charge, rating at $1.70/mile with a $50/stop charge.

Record 4 defines a rate code that applies to all lanes for that tariff/service, so you can have 100

point to point lanes with differing per mile charges, yet just one record to represent the stop

charge.

• LTL tab: Record 2 on the LTL tab represents LTL service from CA to AL with 2 day transit time, a

maximum weight of 20,000 lbs using the RateWare LITECZ02 tariff with a 66% discount and a

$70.25 minimum charge.

•

SmallPackage tab: Record 2 on the SmallPackage tab represents UPS Ground service anywhere

in the USA with 2 day transit time, a maximum weight of 20,000 lbs using the UPS00000 tariff

with a $70.25 minimum charge.

• Hubs tab: Record 2 on the Hubs tab demonstrates a hub location with a $0.45/hundredweight

cross-dock cost. You must also model the hub in the Transportation Modeler scenario.

Clear the databaseClear all data from the Access Rating Database as described in "Clear the Access Rating database" (onpage 19).

Note: This function deletes all rating data in the database and cannot be undone.

Importing data from another databaseThe Access Rating Tool supports the import of rating data from existing rating databases. Thesedatabases include an earlier version of the Access Rating Tool database (TariffConverter.mdb) andTransportation Manager and other ODBC compliant databases.

These features are described in "Importing rating data from existing database" (on page 16).





Access rating tool components

Tariff databaseThe TariffConverter.mdb database contains the set of tables that are required to define a ratingdatabase. It contains a macro ConvertExcelData, which considers the data defined inTariffConverterExcelTemplate.xls and automatically populates the appropriate tables and fields inthe database.

For more information, see the following section:

•

Convert the data to a rating database (on page 9)

• Import rating data from existing database (on page 16)

• Set up the Access database as the Transportation Modeler rating engine (on page 14)

Open the Access Rating Tool databaseNavigate to the \art folder under the folder where you installed Transportation Modeler, then double-click TariffConverter.mdb. Convert the data from the Excel spreadsheet as described in "Convert thedata to a rating database" (on page 9), or use the data managers (accessible through macros) to addor edit data as described in "Access Rating Tool database data managers" (on page 30).

Convert the data to rating databaseTransportation Modeler provides an Access database that converts the data in the Excel spreadsheetinto an Access-based rating engine. This database, TariffConverter.mdb, contains both the tablesinto which the rating data is populated and a macro that converts your Excel data.

When you perform the conversion, note that:

• You have an option to delete the existing data in the Access database when converting the data

from the Excel spreadsheet.

• By default, new tariffs (entire structures) are added to the database.

•

New services, charges, lanes and rates are added to existing tariff structures. While new entitiesare added, existing entities are not updated. For example, you cannot change the TeamDriver flag

on an existing service.

• The conversion does not determine if a lane with the same Zones, RateCode, Tariffs, and so on,

exists. It is, therefore, possible to have two lanes in the same Tariff with the same origin and

destination. If such lanes exist in the rating database, the lane is chosen at random during

optimization.

• When you use the macro in TariffConverter.mdb to convert the Excel data and enable the Delete

Existing Data option, rating tables in the Access database are overwritten based on the contents of

the spreadsheet.

After you have converted the data from the Excel spreadsheet to the Access-format database, you can

use the Access database as your rating engine in Transportation Modeler. For more information, see"Set up the Access Database as the Transportation Modeler rating engine" (on page 14).

Convert the Excel data to a rating database1.

Save the TariffConverterExcelTemplate.xls spreadsheet in which you populated the rating

data.

2.

Open the TariffConverter.mdb file.






• Skid

• Shipment

• Load

• ShipmentValue

•

OrderValue

• LadenLength

• ElapsedTime

• ContainerWeight

• ContainerLength

• ContainerWidth

• ContainerHeight

• ContainerLongestSide

• ContainerSecondLongestSide

• ContainerShortestSide

•

TotalWaitHours

• WaitBetweenLoadsHours

• ElapsedHours

•

WaitStopHours

• OnDutyHours

•

OffDutyHours

•

OutOfRoutePercent

• OutOfRouteDistance

• LoadingHours

• UnloadingHours

• DeadheadDistance

• DeadheadPercent

• RepositioningDistance

• UnloadedTractorDistance

•

UnloadedTrailerDistance

• MaxTotalDistance






• Following are the UOMType:

• Imperial

• Metric

• Following are the RateType:

•

Flat

• Percentage

• PerUnit

• Following are the Allow Pick/Drop:

• Yes

• No

• Conditional

• Following are the MinChargeLocation:

• Service

• Charge

•

Rate

• Following are the True/False, Yes/No:

• T

•

Y

• F

•

N

•

Following are the LookAheadRule:

• LookAhead

• LookBack

• Disabled

• Following are the possible values for LocationType:

• Unspecified

• LoadAt

• Consignee

•

Hub

• DC

Note: For Transportation Modeler, use Unspecified as the LocationType.






View the Green reportsThe Green reports are predefined report definitions in the TariffConverter.mdb file.

Run the Green Reports macro as described in "Generate green reports" (on page 15) to populate thetables used for the Green reports.

1.


2.

Select Reports.

3.

Select the report you want to view:

• CO2Emissions: Provides (per scenario, per carrier, per load) the distance, average fuel

consumption, fuel used, and CO2 emissions.

• GHGCosting: If you have created charges for CO2, CH4 and N2O, this report provides (per

scenario, per carrier, per load) the distance and cost for each of these greenhouse gases.

4.

Click Print Preview. The report output is displayed.

Delete scenarios from the Green reportsYou can delete the data for selected scenarios from the Green Reports tables in the Access Rating Tool(CO2Emissions and GHGCosting). This action does not delete the data from the Trip, Load, Charge andStop tables, so you can regenerate the data for the green reports for these scenarios.

The Filter Loads by Start Time values have no effect when deleting scenarios. All loads for the selectedscenario are deleted, regardless of their start time.

1. Open the TariffConverter.mdb file.

2.

Select Macros.

3.

Select the Green reports macro and click Run. The Green reports dialog box is displayed.

4.

Select the:

•

Scenario ID: The name of the scenario that you exported from Transportation Modeler to the

Access rating tool database.

5. Click Delete Report.

Import rating data from existing databaseThe Access rating tool supports import of rating data from existing rating databases:

• Import data from an Access database (on page 17)

• Import data from an ODBC data source (on page 17)

Use the process described in Import data from an ODBC data source (on page 17) to import data from

a Transportation Manager Oracle rating database.

When importing data, you have the option to filter the data that is imported based on:

• Carrier

• Customer

• Tariff Expiration Date

• Division Code






1.

Select Control Panel > Administrative Tools > Data Sources (ODBC). The ODBC Data Source

Administrator is displayed.

2.

Click System DSN tab. A list of system data sources is displayed.

3.

Click Add. The Create New Data Source dialog box is displayed.

4.

Select the Oracle driver from the list of data source drivers and click Finish. The Oracle ODBC

Driver Configuration dialog box is displayed.

5. Enter the DSN information:

• Data Source Name: A unique name for the data source.

• TNS Service Name: The service name used to connect to the Oracle database.

6. To test the connection, click Test Connection. The Oracle ODBC Driver Connect dialog box is

displayed.

7. Enter the Service Name, User Name and Password, and click OK. If the connection is successful, a

confirmation message is displayed.

8.

Click OK.

Import the ODBC data into Access

Note: This process deletes the existing data from the Access rating database.


2.

Select Macros.

3.

Select the Import From Existing Database and click Run. The Import from existing database

dialog box is displayed.

4.

Enter ODBC DSN information:

• DSN

•

Database User: Enter the value in UPPER CASE letters.

• Database Password

Note: Ensure to specify the User in UPPER CASE letters, as this is required for table selection.

5. Optionally, define filter criteria to select import data based on:

• Carrier: Enter one Carrier value.

• Customer: Enter one Customer value.

• Tariff Expiration Date: Click Date Selector, select the expiration date for the tariff, or click

Null Date to clear the Tariff Expiration Date value, and click OK.

•

Division Code: Enter one Division Code value.

6.

Click Import. You are asked to confirm the import, as this process deletes all existing data in the

TariffConverter.mdb file.

7. Click OK. The data is imported into the TariffConverter.mdb file.

8. When the import is complete, click OK to dismiss the confirmation message, then Close to exit the

macro.



IMPORTANT: If your data import fails and you are using Microsoft Access 2010, follow the

instructions provided here (https://support.microsoft.com/en-us/kb/2516493) to apply a hotfix

which may resolve the issue. If the issue is still not resolved, please contact JDA Customer Support.

Clear the Access rating databaseYou can clear all rating data from the Access rating database, TariffConverter.mdb.

Note: This function deletes all rating data in the database and cannot be undone.

This function does not delete the data from the tables that are used to generate the green reports:

• Charge

• CO2Emissions

• GHGCosting

•

InputParameters

• Load

•

Stop

• Trip

1.


2.

Select Macros.

3.

Select Clear Database and click Run.

4. You are asked to confirm the deletion. Click OK to delete all data in the database.

Diagnose rating issuesWhen using the Access rating tool, use the Transportation Modeler logging framework to provide

detailed rating information for use in diagnosing rating issues.

The following loggers are useful in diagnosing Access rating tool rating issues:

• <LoggerName>com. i 2. BaseRat i ng</ Logger Name>

• <LoggerName>com. i 2. RouteRat e. RouteRat eDM</ Logger Name>

• <Logger Name>com. i 2. Venture- Bost on. Engi neRat i ngVenture</ Logger Name>

Enable the loggers1.

Edit the tmod_log_cxx.xml file located in the Transportation Modeler installation folder (generally

c:\jda\tmod\9.0).

2.

For each logger, ensure that the logger name and level are not commented. For example, to

enable the RouteRateDM logger, remove the <!-- from the beginning of the logger entry and the --

> from the end of the logger entry:

<l ogger name="com. i 2. Rout eRat e. Rout eRat eDM. RRRat i ngEngi ne">

<l evel val ue="debug"/ >

</ l ogger>



https://support.microsoft.com/en-us/kb/2516493




3.

Set the level value to the required level of logging information. Following are the valid values from

least to most information:

•

fatal

• error

•

warn

•

info

• debug

• trace

4.

Save the file.





Access rating tool worksheets

Chapter 4. Access rating tool worksheetsThe access rating tool provides a pre-defined excel spreadsheet with a set of worksheets on which youenter rating data. This file, TariffConverterExcelTemplate.xls, is located in the \art folder underthe folder where you installed Transportation Modeler (by default, C:\jda\tmod\9.0).

Note: JDA recommends that you create a copy of the TariffConverterExcelTemplate.xls file. Donot change the field names in TariffConverterExcelTemplate.xls.

Do not copy data from another worksheet to paste into the cells in the

TariffConverterExcelTemplate.xls file. Many of the cells in the template spreadsheet are defined

with a specific format. Copying and pasting data can change data types and throw errors while

accessing the Access database.

TariffConverterExcelTemplate.xls worksheetsThe TariffConverterExcelTemplate.xls spreadsheet includes the following worksheets:

• TL Worksheet: Defines truckload carriers, tariffs, services and lanes.

•

LTL Worksheet: Defines Less-than-Truckload (LTL) carriers, tariffs, services and lanes.

• Small Package Worksheet: Defines small package carriers, tariffs, services and lanes.

• Rate Range Worksheet: Defines rate ranges for use with tariffs defined on the TL (truckload)

worksheet.

• Hubs Worksheet: Defines hubs to be used by rating engine.

• Zones Worksheet: Defines areas and zones to be used by TL, LTL and Small Package lanes.

The fields on each worksheet are defined in the following sections.

TL WorksheetThe fields on the TL worksheet in the TariffConverterExcelTemplate.xls spreadsheet are as follows:

• Carrier: The identifier for the carrier.

• Service: The name of the mode definition.

• Tariff : The (optional) name of the tariff. If you do not provide a value for Tariff, the conversion

macro in the Access database creates a Tariff Code with a value of:

<Carrier>_<Service>

• Equipment: Describes the equipment used for the movement.

• RateCode: Specifies a RateCode for the Carrier/Tariff/Service/Charge that exists in the database.

This enables you to define new lanes that use this RateCode. You can define multiple rows(multiple lanes) with the same RateCode.

If you set the RateCode to *, the rating engine applies it to all lanes.

If you leave the RateCode blank, the conversion macro in the Access database creates a unique

RateCode for each lane.

• DivisionCode: Specifies the division for the tariff records.






• UOMType: The Unit of Measure Type. It should be set to imperial units if the rates are based on

miles and the weight constraints are based on pounds.

• DimWeightFactor: Defines the factor that the rating engine uses to calculate dimensional weight.

It multiplies/divides the volume by the factor to find the dimensional weight. It is only used when

Lookup Type is set to Weight. If you do not enter a value for this field, it defaults to 0.

•

UnitDivideFactor: The factor by which the ChargeType needs to be divided before determiningthe number of units and applying the PerUnit charge.

The default value is 1.

• ChargeType: Indicates the measure on which the charge is levied. For example, if the

ChargeType is Distance, the charge is levied per distance unit, such as per mile.

• LookupType: If you specify a value for this field, the rating engine uses this unit type to

determine the cost per unit. It then multiplies this cost by the number of units of the specified

ChargeType to obtain the total cost. If you do not specify a value for this field, the rating engine

defaults it to the ChargeType value.

• LookAheadRule: Determines if the rating engine can select a rate at the previous or next given

range break. The additional or reduced amount of quantity multiplied by the rate at the new rangebreak must be cheaper than the current quantity multiplied by the rate at the current range break

for the alternate range break to be used. Valid values are:

• LookAhead

• LookBack

•

Disabled

The default value if the field is not populated is LookAhead.

• RateType: Identifies the method in which the rate is applied. For example, apply a rate as a

PerUnit (such as charging a rate per mile) or as a FlatCharge.

•

TeamDriver: Determines whether team drivers are used. When team drivers are used, DOT rulesare not applied during scheduling.

• MinCharge: Identifies a minimum charge that must be levied.

• MinChargeLocation: Defines if the MinCharge is at the Service level, Charge level, or Rate level.

• PerUnitOrPercentOr FlatCharge: Specifies the rate that is levied.

• RateRangeID: Defines the RateRangeID from the RateRange worksheet that is applied to the

tariff.

• OriginZoneCode: Identifies the zone at which the lane originates. The specified zone code should

refer to a zone defined on the Zones worksheet.

Note: This is an optional field. Define OriginZoneCode, OriginHubID, or a combination of the Originaddress fields.

• OriginHubID: Identifies the Hub at which the lane originates.

Note: This is an optional field. Define OriginZoneCode, OriginHubID, or a combination of the Origin

address fields.

• OriginPostalCode: Identifies the Postal Code at which the lane originates.






• OriginPostalCodeEndRange: If you specify a Postal Code range for the origin, use the

OriginPostalCode and this field to specify the range in which the lane originates.

• OriginState: Identifies the State in which the lane originates.

• OriginCountry: Identifies the Country in which the lane originates.

•

DestZoneCode: Identifies the zone at which the lane terminates. The specified zone code shouldrefer to a zone defined on the Zones worksheet.

Note: This is an optional field. Define DestZoneCode, DestHubID, or a combination of the Dest

address fields.

• DestHubID: Identifies the Hub at which the lane terminates.


address fields.

• DestPostalCode: Identifies the Postal Code at which the lane terminates.

• DestPostalCodeEndRange: If you specify a Postal Code range for the origin, use the

DestPostalCode and this field to specify the range in which the lane terminates.

• DestState: Identifies the State in which the lane terminates.

• DestCountry: Identifies the Country in which the lane terminates.

• TransitTime: Defines the delivery schedule time (number of transit days) required to complete

the movement (the schedule). If the TransitTime is defined, a delivery schedule is created. If it is

not defined or is 0, distance engine truck load scheduling is applied.

• PointToPointOrRoundTrip: Determines whether the lane is modeled as a Point to Point lane or a

Round Trip lane.

• EligibleForContinuousMoves: Determines if the carrier movement between the origin-

destination pair is eligible for continuous moves (trips).The default is N.

•

MinimumValue1: Specifies the minimum value, in units specified by MinMaxValueType1, above

which the tariff must be applied.

Note: MinimumValue2, MinimumValue3, MinimumValue4, and MinimumValue5 are also available

in the spreadsheet.

• MaximumValue1: Specifies the maximum value, in units specified by MinMaxValueType1, for the

movement.

Note: MaximumValue2, MaximumValue3, MaximumValue4, and MaximumValue5 are also available

in the spreadsheet.

• MinMaxValueType1: Identifies the unit on which the MinimumValue1 and MaximumValue1

restrictions are applied.

Note: MinMaxValueType2, MinMaxValueType3, MinMaxValueType4, and MinMaxValueType5 are

also available in the spreadsheet.

• OtherComments: Enables you to enter optional comments detailing the tariff information. This

field is not used in the conversion process.






LTL worksheetThe fields on the LTL worksheet in the TariffConverterExcelTemplate.xls spreadsheet are asfollows:


•

Service: The name of the mode definition.



<Carr i er>_<Servi ce>

• Equipment: The code describing the equipment used for the movement.

• DivisionCode: Specifies the division for the tariff records.



• SMCTariffCode: The tariff code that is used when searching for information in the SMC tariffs to

retrieve the LTL rates.

• TariffEffectiveDate: Specifies the effective date for the tariff.

Note: This field is defined as a text field in Excel to allow you to enter the date as mm-dd-yyyy.

This format is required for the TariffEffectiveDate value.

• MinCharge: Identifies a minimum charge that must be levied.


• Discount: The discount percentage offered for the tariff.


range break. The additional or reduced amount of quantity multiplied by the rate at the new range

break must be cheaper than the current quantity multiplied by the rate at the current range break

for the alternate range break to be used. Valid values are:

• LookAhead

• LookBack

•

Disabled

The default value if the field is not populated is LookAhead.




address fields.



address fields.











•

DestZoneCode: Identifies the zone at which the lane terminates. The specified zone code shouldrefer to a zone defined on the Zones worksheet.


address fields.



address fields.









• MinimumValue1: Specifies the minimum value, in units specified by MinMaxValueType1, above



in the spreadsheet.

•

MaximumValue1: Specifies the maximum value, in units specified by MinMaxValueType1, for the

movement.


in the spreadsheet.





• OtherComments: Enables you to enter optional comments detailing the tariff information.

Small package worksheetThe fields on the SmallPackage worksheet in the TariffConverterExcelTemplate.xls spreadsheet areas follows:


• Service: The name of the mode definition.








<Carrier>_<Service>

• Equipment: Describes the equipment used for the movement.

•

DivisionCode: Specifies the division for the tariff records.



• SMCTariffCode: The tariff code that is used when searching for information in the SMC tariffs to

retrieve the LTL rates.

• TariffEffectiveDate: Specifies the effective date for the tariff.

Note: This field is defined as a text field in Excel to allow you to enter the date as mm-dd-yyyy.

This format is required for the TariffEffectiveDate value.

• TypeOfService: Indicates the package type that is passed to RateWare for package rating. Valid

PackageTypes for rating are

• EBX: Express Box

• ELT: Express Envelope

• EPK: Express Pak

• ETB: Express Tube

• OUR : Your Packaging

• GND: Ground

If no PackageType is specified, the default value OUR is passed to RateWare.

•

MinCharge: Identifies a minimum charge that must be levied.


• Discount: The discount percentage offered for the tariff.




address fields.



address fields.











• DestZoneCode: Identifies the zone at which the lane terminates. The specified zone code should



address fields.



address fields.









• MinimumValue1: Specifies the minimum value, in units specified by MinMaxValueType1, above



in the spreadsheet.

• MaximumValue1: Specifies the maximum value, in units specified by MinMaxValueType1, for the

movement.


in the spreadsheet.





• OtherComments: Enables you to enter optional comments detailing the tariff information.

Rate range worksheetThe fields on the RateRange worksheet in the TariffConverterExcelTemplate.xls spreadsheet are asfollows:

• RateRangeID: Defines the identifier for the Rate Range.

• RateType: Identifies the method in which the rate is applied. For example, you can apply a rate

as a PerUnit (such as charging a rate per mile) or as a FlatCharge.

• PerUnitOrPercentOrFlatCharge: Defines the charge per unit for this range break.

• RangeMax: Defines the maximum number of units (For example, weight, pieces, and miles) in

each range.






• Clip: Determines whether the program calculates the portion of the unit that is greater than the

previous limit. For example, If you use a rate of $1.00 per pound for the first 100 pounds, then

add $0.50 per pound to this charge for each additional pound, set rate breaks up as follows:

100 l bs $1. 00/ l b $0. 00 base charge No Cl i p

101+ l bs $0. 50/ l b $100. 00 base char ge Yes Cl i p

The first RangeMax does not have a Yes value for Clip because the program does not add it to theprevious charge.

Hubs worksheetThe fields on the Hubs worksheet in the TariffConverterExcelTemplate.xls spreadsheet are asfollows:

• HubID: Displays the user-defined name for a hub.

• City: Defines the city name of the hub.

• State: Defines the state/province abbreviation of the hub.

•

PostalCode: Defines the zip code or postal code of the hub.

• Country: Defines the country of the hub. This field requires a three-digit country code.

• DivisionCode: Specifies the division for the hubs records.

• AllowPick: Determines whether pick-ups can be made at the hub by a carrier other than the hub

operator.

• AllowDrop: Determines whether drop-offs can be made at the hub by a carrier other than the hub

operator.


• CrossDockCostPerUnit: Defines the cross dock charge to be incurred for each unit handled at

the hub. The unit is defined by the UnitType field.

• UnitType: The unit by which cross dock charges are assessed. For example, if you are charging a

CrossDockCostPerUnit of .50 per hundred weight, this value is Weight.

• LookupType: If you specify a value for this field, the rating engine uses this unit type to

determine the cost per unit. It then multiplies this cost by the number of units of the specified

ChargeType to get a total cost. If you do not specify a value for this field, the rating engine

defaults it to the ChargeType value.



break must be cheaper than the current quantity multiplied by the rate at the current range break.

Valid values are:

• LookAhead

• LookBack

•

Disabled

The default value if the field is not populated is Disabled.






• UnitDivideFactor: The factor by which the UnitType needs to be divided. For example, if you are

charging a CrossDockCostPerUnit of .50 per hundred weight, this value is 100.

• The default value is 1.

• DimWeightFactor: Defines the factor that the rating engine uses to calculate dimensional weight.

It multiplies/divides the volume by the factor to find the dimensional weight. It is only used when

Lookup Type is set to Weight. If you do not enter a value for this field, it defaults to 0.

• UOMType: The Unit of Measure Type. It needs to be in imperial units if the rates are based on


Zones worksheetThe fields on the Zones worksheet in the TariffConverterExcelTemplate.xls spreadsheet are asfollows:

• ZoneCode: User-defined identifier for the zone.

• PostalCode: Defines the postal code, which is one of the following:

•

Exact postal code for the zone (US 9 digit), or

• Postal code for the zone, or

• Start of the postal code range for the zone, if PostalCodeEndRange is defined.

• PostalCodeEndRange: Postal code at which the postal code range for the zone terminates.

• PostalRangeMoreExactThanCity: Determines if the postal range is more precise than city (for

example, 02114-02115 within the city of Boston) or less precise than city (for example, 02118-

02210 encompassing multiple cities and towns in Massachusetts). Enter T or F.

• City: If specified, defines the city of the zone.

• State: Abbreviation of the state or province of the zone.

• Country: Defines the country of the zone. This field requires a three-digit country code.

• Distance: If specified, defines a distance-based area for the zone. The distance defines a radius

from the geographic identifier.

• UOMType: Unit of Measure type for the Distance field. Valid types are Imperial and Metric.

• LocationCode: If specified, defines a location-based area in the zone. This is a unique identifier of

the location.

• LocationType: Defines the type of location for the LocationCode field. Valid values are

Unspecified, LoadAt, Consignee, Hub, and DC.

Note: For Transportation Modeler, use Unspecified.





Access Rating tool database Data Managers

Chapter 5. Access Rating tool database Data

ManagersThe TariffConverter.mdb database file contains a series of tables, each with information that is part of

the rating engine. While most of the data is populated automatically when you convert the Excelspreadsheet, TariffConverterExcelTemplate.xls, the database includes a number of data managers thatenable you to add and update some of the significant types of data. For more information, see "DataManagers in the Tariff Converter Database" (on page 30).

Data types in the Access database tablesThe TariffConverter.mdb makes use of several data types. Each data type is designed to acceptspecific types of values.

Following are the Data types supported in the Access database:

• Text: Contains alphanumeric values.

•

Integer: Contains numeric values with no decimal portion.

• Double: Contains numeric values with a decimal portion. Precision may vary for this data type.

Note: The number of decimal positions is displayed in the Max column indicates the precision of

the value when exported from Excel Rating Tool.

• Boolean: Contains values that can be evaluated as either True or False

• Date/Time: Contains time of day in the format HH:MM AM, where AM can alternatively be PM.

Data Managers in the tariff converter databaseYou use the Entity Manager (on page 31) to access all the entity types in the rating tool. With theEntity Manager, you can add new entities, and update or delete existing entities.

The TariffConverter.mdb database provides a set of data managers that enable you to create andedit data for specific types of rating data:

• Zones Data Manager (on page 32)

• Business Days Manager (on page 35)

• Delivery Schedules Data Manager (on page 36)

• Equipment Data Manager (on page 43)

• Equipment Associations Data Manager (on page 46)

• External Tariffs Data Manager (on page 47)

• Hub Manager (on page 77)

• Master Charges Data Manager (on page 48)

• Restrictions Template Data Manager (on page 49)

• Carriers Data Manager (on page 51)

• Currencies Data Manager (on page 75)






Entity ManagerThe Entity Manager enables you to update or delete existing entities. The following entity types aresupported in the Entity Manager:

• Carriers – Provides access to carriers and the tariff structure beneath carriers. For more

information, see "Carriers Data Manager" (on page 51).

Carriers

Hubs "Hub Manager" (on page

77)

Tariffs "Tariffs" (on page 53)

Services "Services" (on page 55)

Lanes "Lanes" (on page 74)

Charges "Charges" (on page 64)

Rates "Rates" (on page 70)

• Master Charges: You can add new Master Charges, and update or delete existing Master Charges.

For more information, see "Master Charges Data Manager" (on page 48).

• Delivery Schedules: You can add new Delivery Schedules, and update or delete existing Delivery

Schedules. You can also add new Itineraries and Timetables within a delivery schedule, and update

or delete existing Itineraries and Timetables. For more information, see "Delivery Schedules Data

Manager" (on page 36).

• Zones: You can add new Zones, and update or delete existing Zones. You can also add new Areas

within a zone, and update or delete existing Areas. For more information, see "Zones Data


• Equipment: You can add new Equipment, and update or delete existing Equipment. For more

information, see "Equipment Data Manager" (on page 43).

• Equipment Associations: You can add new Equipment Associations, and update or delete

existing Equipment Associations. For more information, see "Equipment Associations Data


• Business Days: You can add new Business Days, and update or delete existing Business Days.

For more information, see "Business Days Manager" (on page 35).

• External Tariffs: You can add new External Tariffs, and update or delete existing External Tariffs.

For more information, see "External Tariffs Data Manager" (on page 47).

• Currencies: You can add new Currencies, update or delete existing Currencies, and identify which

currency is your base currency. For more information, see "Currencies Data Manager" (on page

75).

• Restrictions Templates: You can add new Restrictions Templates, and updated or delete existing

Restrictions Templates. For more information, see "Restrictions Template Data Manager" (on page

49).






Add a new entity using the Entity Manager1. Open the TariffConverter.mdb file.

2. Select Macros.

3.

Select the Entity Manager and click Run. The Entity Manager page is displayed.

4.

Expand the nodes as necessary and select the entity to which you want to add a record.

5.

Click and select Add <entity>, where <entity> is the type of entity you are adding. See the

information about the specific data manager for details about adding the entity record.

Update an existing entity using the Entity Manager1.


2.

Select Macros.

3.


4.

Expand the nodes as necessary and select the entity type you want to update.

5.

Click on an entity and select Update/View <entity>, where <entity> is the type of entity you are

editing. See the information about the specific data manager for details about editing the entity

record.

Delete an existing entity using the Entity Manager1.


2.

Select Macros.

3.


4.

Expand the nodes as necessary and select the entity type you want to delete.

5.

Click on an entity and select Delete <entity>, where <entity> is the type of entity you are

deleting. See the information about the specific data manager for details about deleting the entity

record.

Zones Data managerThe Zones manager enables you to add new areas and zones and edit existing areas and zones. Zonesthat you created in the TariffConverterExcelTemplate.xls and converted are displayed in the datamanager. The areas assigned to each zone are defined as nodes for the zone.

Areas can be as general as a Country and as specific as an exact Postal Code value. For moreinformation, see "Add an area to a zone" (on page 33).

You can create or update the zone and area data as defined in the following sections:

ZonesThe data manager offers the following zone-related functions:

Add a new zone


2. Select Macros.

3.







4.

Click on the Zones node and select Add Zone. The Add Zone page is displayed.

5. Enter the information required for the zone:

Zone definition fields are as follows:

• Zone Code: Identifies the zone.

•

Country: The country in which the zone is located.

• Description: An optional description for the zone.

6.

Click Add.

Update a zone

1.


2.

Select Macros.

3.


4. Expand the Zones node.

5.

Select a Zone in the zone tree, click and select Update Zone. The Update Zone page is

displayed.

6.

Enter a new country value and click Update.

Delete a zone

1.


2.

Select Macros.

3.


4. Expand the Zones node.

5.

Select a Zone in the zone tree, click and select Delete Zone.

AreasThe data manager offers the following area-related functions:

Add an area to a zone


2. Select Macros.

3.


4.

Expand the Zones node.5.

Select the Zone to which you want to add the area, click and select Add Area. The Add Area

page is displayed. The Zone, Country and zone Precision are displayed.

6. Enter the information as required to define the area and click Add. The information you enter is

based on the specificity of the area you are defining. For information about the area hierarchy, see

the following field description.

Area definition fields are as follows:






• Postal Code: Determines the postal code that specifies either:

• the exact postal code (US 9 digit) for the area, or

• the postal code for the area, or

• the start of the postal code range for the area, if the area represents a postal code range.

•

Postal Code End Range: Determines the end of the postal code range for the area, if the

area represents a postal code range.

• City: Determines the city for the area.

• State: Determines the state for the area.

• City More Precise Than Zip Range: Determines whether the area is a city that is more

precise than a postal code range.

• Distance: Specifies the traveled distance of the load from the geographic identifier, such as

State.

• Distance UOM: Determines if the distance is in units of Miles or Kilometers.

• LocationCode: If specified, defines a location-based area in the zone. Unique identifier of the

location.

• LocationType: Defines the type of location for the LocationCode field. Valid values are

Unspecified, LoadAt, Consignee, Hub, and DC.

Note: For Transportation Modeler, use Unspecified.

The area hierarchy from most to least specific is listed in the following table.

Area hierarchy fields are as follows:

• Location/Hub: Locations and hubs are the most specific areas. You can use hub-specific

lanes to map to cheaper rates generally given when routing through hubs. You model hubs

with "Hub Manager (on page 77)".

• Exact Postal Code: An exact postal code (US 9-digit. For example, 021151234). You define

this type of area by entering a Postal Code value with 9 or more digits.

• Exact Postal Range: A postal code range between two exact postal codes (US 9-digit. For

example, 021151234-021155678 ). You can define this type of area by entering both a Postal

Code value and Postal Code End Range value. An exact postal range area is always more

specific than a postal code area.

• Postal Code: A postal code (for example, 02115). You define this type of area by entering a

postal code value.

• Postal Range More Precise Than City: A postal code range more precise than city (for

example, 02114-02115 within the city of Boston). You can define this type of area by enteringboth a Postal Code value and a Postal Code End Range value, then select No for the City

More Precise Than Zip Range field.

• City: City (for example, Boston, MA)

• Postal Range Less Precise Than City: Zip range less precise than city (for example, 026

encompassing multiple cities and towns in Massachusetts). You define this type of area by

entering both a Postal Code value and a Postal Code End Range value.






• Distance Radius: Distance (for example, 200 miles with MA). This value is not a true radius,

but maps to the traveled distance of the load. You can set up a lane from MA to 200 miles

meaning that a carrier can ship anywhere in Massachusetts to within a 200 mile trip in

Massachusetts.

• State: State (for example, MA)

•

County: Country (for example, USA)

Update an area

1.


2. Select Macros.

3.


4.

Expand the Zones node to display the areas.

5.

Select the Area you want to update.

6.

Click and select Update Area. The Update Area page is displayed.

7.

Enter or update the information required as defined in "Add an area to a zone" (on page 33), then

click Update.

Delete an area


2.

Select Macros.

3.


4.

Expand the Zones node to display the areas.

5.

Select the Area you want to delete.

6.

Click and select Delete Area.

Business Days ManagerThe Business Days manager enables you to define which days are available for a delivery schedule.The schedule can include all 7 days or any subset.

Add a new business days record1.


2.

Select Macros.

3. Select the Entity Manager and click Run. The Entity Manager page is displayed.

4.

Click on the Business Days node and select Add Business Days. The Add Business Days dialog

box is displayed.

5.

Enter the information required for the business days definition. You must provide a Business Days

Code at a minimum.

6.

Click Add.

Business Days definition fields are as follows:

• Business Days Code: The unique identifier of the set of business days.






• Description: The optional description of the set of business days.

• Monday: If you set this field to Open, Monday is available as a business day.

• Tuesday: If you set this field to Open, Tuesday is available as a business day.

• Wednesday: If you set this field to Open, Wednesday is available as a business day.

•

Thursday: If you set this field to Open, Thursday is available as a business day.

• Friday: If you set this field to Open, Friday is available as a business day.

• Saturday: If you set this field to Open, Saturday is available as a business day.

• Sunday: If you set this field to Open, Sunday is available as a business day.

Update a business days record1.


2. Select Macros.


4.

Expand the Business Days node to display the business days records.

5.

Click on the business days record you want to update and select Update/View Business Days.

The Update Business Days page is displayed.

6.

Update the information required for the business days definition.

7. Click Update.

Delete an business days record1.


2.

Select Macros.

3.


4. Expand the Business Days node to display the business days records.

5.

Click on the business days record you want to delete and select Delete.

6.

Click OK. The Business Days record is deleted.

Delivery Schedules data managerThe Delivery Schedules manager enables you to define delivery schedules and the associateditineraries and timetables.

Once you define the delivery schedule, you can associate a specific tariff service with the deliveryschedule. If you associate a delivery schedule to a service, you will force the tariff/service to use the

itineraries and timetables of the delivery schedule versus using regular truckload scheduling. For moreinformation, see "Services" (on page 55).

Within delivery schedules, you define "Itineraries" (on page 38) and "Timetables" (on page 40). Eachtype of data "Delivery Schedules" (on page 36), "Itineraries" (on page 38) and "Timetables" (on page40) offers functions to Add, Update and Delete records.

Delivery SchedulesThe data manager offers the following delivery schedule-related functions:






Add new delivery schedule


2.

Select Macros.

3.


4.

Click on the Delivery Schedules node and select Add Delivery Schedule. The Add Delivery

Schedule page is displayed.

5. Enter the information required for the delivery schedule.

6. Click Add.

Delivery Schedule definition fields are as follows:

• Delivery Schedule ID: The unique identifier of the delivery schedule.

• Description: The optional description of the delivery schedule.

• Enforce Geographical Hierarchy: Select Yes if you want to enforce the geographical hierarchy

for the delivery schedule.

• Business Days: Select the definition for the appropriate business days as defined in "Business

Days Manager" (on page 35).

• Primary Date Basis: Select the type of date basis for the delivery schedule:

• Fixed Date: Allows you to define a pick time and drop time range with fixed dates for

delivery.

• Days of Week with Overrides: Allows you to define a pick time and drop time range with a

pick day pointing to the day the drop will occur.

• Elapsed Days with Overrides: Allows you to define a pick time and drop time range with a

specified number of days to deliver.

• Must Match Stops: Specifies whether the intermediate stops must match when selecting a

delivery schedule that supports multi-leg itineraries. Yes specifies that the stops must match; No

specifies that any path is valid even if the load does not contain all stops on the path. This option

works in conjunction with Allow Multi-leg Itineraries option.

• Allow Multi-leg Itineraries: Specifies whether multi-leg itineraries are allowed for the delivery

schedule. Yes specifies that the multi-leg itineraries are allowed; No specifies that it is not allowed.

Update/view a delivery schedule

1.


2.

Select Macros.

3.


4. Expand the Delivery Schedules node, click on a delivery schedule and select Update/View

Delivery Schedule. The Update Delivery Schedule page is displayed.

5.

Update the definition as required and click Update.






Delete a delivery schedule


2. Select Macros.

3.


4.

Expand the Delivery Schedules node, click on a delivery schedule and select Delete DeliverySchedule. You are asked to confirm the deletion.

5.

Click OK to delete the delivery schedule. All associated itineraries and timetables are also deleted.

ItinerariesYou can create as many itineraries as you need to represent the full set of movements that requireunique timetable definitions. Each itinerary will include itinerary points the define a zone in theitinerary and its sequence.

You must create the zone definitions first, then associate them with the itineraries. For moreinformation, see "Zones" (on page 32).

You can create the itinerary prior to creating the timetable. Once you create the timetable definition,as described in "Timetables" (on page 40), you can associate it to the itinerary as defined in"Update/view an itinerary" (on page 39).

Add a new itinerary

1.


2.

Select Macros.

3.


4. Expand the Delivery Schedules node.

5. Click on the Delivery Schedule to which you want to add the itinerary, then select Add

Itinerary. The Add Itinerary dialog box is displayed.6.

Enter the data required for the itinerary, then click Add. The Itinerary Points section is enabled.

You can add itinerary points as described in "Add an itinerary point" (on page 39).

Itinerary definition fields are as follows:

• Itinerary Code: The unique identifier of the itinerary.

• Description: The optional description of the itinerary.

• Status: Use this field to determine if the itinerary is active or inactive.

• Timetable: Select the definition for the appropriate timetable as defined in "Timetables" (on

page 40). If you have not yet defined the timetable, you can leave this field blank and update

the itinerary after creating the timetable.

• Scheduling Method: Specifies the scheduling method used. Valid entries are distance engine

or timetable.

• Is Primary Itinerary: Specifies whether this itinerary is primary or not. You can define only

one itinerary as primary. For distance engine this value is false.

• Itinerary Points: Displays the list of itinerary points available for the delivery schedule. You

can add, Update/View, and Delete the itinerary points.






• Distance Engine Itinerary Settings

• Business Hours ID: The unique identifier of the business hours used when distance

engine is selected. These should be applied as Tariff-Service business hours and dictate

how the load can be scheduled.

• Distance Engine Override: Allows you to override the default distance engine with a

different definition.

• Weekend Breaks: Specifies where weekend breaks are allowed to occur in the load

schedule.

• Team Driver: Specifies whether team drivers are used or not.

7.

Click Close when you have finished defining the itinerary.

Update/view an itinerary

If you did not create your timetables prior to adding the itinerary, you can use this function to returnto the itinerary and specify the timetable after you create the timetable.

1.


2.

Select Macros.

3.


4.

Expand the Delivery Schedules to display the itineraries

5. Click on the Itinerary, then select Update/View Itinerary. The Update Itinerary dialog box is

displayed.

6.


Delete an itinerary

1.

Open the TariffConverter.mdb file.2. Select Macros.

3. Expand the Delivery Schedules to display the itineraries

4.

Click on the Itinerary, then select Delete Itinerary. You are asked to confirm the deletion.

5. Click OK to delete the itinerary. All associated itinerary points are also deleted.

Add an itinerary point

Note: Once you have created an itinerary, you can add itinerary points.

1.

In the Itinerary Points section, click Add. The Add Itinerary Point dialog box is displayed.

2.

Enter the data required for the itinerary point, then click Add. The itinerary dialog box is displayedwhere you can add, update or delete itinerary points.

Itinerary point definition fields are as follows:

• Description: The optional description of the itinerary.

• Location Code: The unique identifier of the location.

• Location Type: Specifies the location type of an itinerary point.






• Zone: The zone that is being used as an itinerary point.

• Sequence Number: Use this field to specify the sequence of points in the itinerary. Use 1 to

indicate the origin zone, use 2 to indicate the destination zone.

Update an itinerary point

1.

In the Itinerary Points tree, click on an itinerary point node and click Update / View. The Add

Itinerary Point dialog box is displayed.

2.

Update the data for the itinerary point, then click Update. The itinerary dialog box is displayed

where you can add, update or delete itinerary points.

Delete an itinerary point

1.

In the Itinerary Points tree, click Delete. You are asked to confirm the deletion.

2.

Click OK to delete the itinerary point.

TimetablesYou can create one or more timetable definitions. Each timetable includes timetable entries andassociated timetable entry points.

For example, if your timetable requires that you:

• leave on Monday and arrive on Wednesday,

• leave on Tuesday and arrive on Thursday, and

• leave on Wednesday and arrive on Friday

You must create one timetable with six timetable entry points. You need to create pairs of timetableentry points, one for the origin departure day and time, and a second record for the destination arrivalday and time.

Add a new timetable

1.


2.

Select Macros.

3.


4.

Expand the Delivery Schedules node.

5.

Click on the Delivery Schedule to which you want to add the timetable, then select Add

Timetable. The Add Timetable dialog box is displayed.

6.

Enter the data required for the timetable, then click Add. The Timetable Entry section is enabled.

You can add timetable entries as described in "Add a timetable entry" (on page 41), then definethe associated timetable entry points as described in "Add a timetable entry point" (on page 42).

Timetable definition fields are as follows:

• Timetable Code: The unique identifier of the timetable.

• Description: The optional description of the timetable.

7. Click Close when you have finished defining the timetable.






Update/view a timetable


2. Select Macros.

3.


4.

Expand the Delivery Schedules to display the timetables

5. Click on the Itinerary, then select Update/View Timetable. The Update Timetable dialog is

displayed.

6.


Delete a timetable


2. Select Macros.

3.


4.

Expand the Delivery Schedules to display the timetables

5.

Click on the Timetable, then select Delete Timetable. You are asked to confirm the deletion.

6.

Click OK to delete the timetable. All associated timetable entries are also deleted.

Add a timetable entry

Once you have created a timetable, you can update the timetable to add timetable entries.

1.

Update the timetable as described in "Update/view a timetable" (on page 41).

2. In the Timetable Entry section, click Add. The Add Timetable Entry dialog box is displayed.

3. Enter the data required for the timetable entry, then click Add. You return to the timetable dialog

where you can add, update or delete timetable entries and timetable entry points.

Timetable entry definition fields are as follows:

• Timetable Entry ID: The unique identifier of the timetable entry.

• Description: The optional description of the timetable entry.

• Date Basis: Select the type of date basis for the timetable. The available date basis depends

on the Primary Date Basis you selected for you delivery schedule as defined in "Add a new

delivery schedule" (on page 37).

• Fixed Date: Allows you to define a pick time and drop time range with fixed dates for

delivery.

•

Days of Week with Overrides: Allows you to define a pick time and drop time rangewith a pick day pointing to the day the drop will occur.

• Elapsed Days with Overrides: Allows you to define a pick time and drop time range with

a specified number of days to deliver.

The Date Basis will determine which fields are required for each timetable entry point as

described in "Add a timetable entry point" (on page 42).






• Ocean Settings:

• Voyage Number: The unique number assigned to a vessel sailing voyage.

• Vessel Name: The name of the vessel.

• Container Yard Date: The date by which goods must arrive at the yard to meet the

vessel sailing.

Update a timetable entry

1.


2.

In the Timetable Entries tree, click on a timetable entry node and click Update / View. The

Update Timetable Entry dialog box is displayed.

3.

Update the data for the timetable entry, then click Update. The timetable dialog box is displayed

where you can add, update or delete timetable entries and timetable entry points.

Delete a timetable entry

1.


2.

In the Timetable Entries tree, click on a timetable entry node and click Delete. You are asked to

confirm the deletion.

3.

Click OK to delete the timetable entry.

Add a timetable entry point

Once you have created a timetable and the timetable entry, you can add timetable entry points to thetimetable entry. The timetable entry point is defined by a unique sequence number and the pickup anddropoff day and time. You must create an entry point for each pickup/dropoff combination.

1.


2.

In the Timetable Entry section, select the timetable entry node. The Timetable Entry Point section

is enabled.

3. Click Add in the Timetable Entry Point section. The Add Timetable Entry Point dialog box is

displayed.

4.

Enter the data required for the timetable entry point. The data depends on the date basis you are

using (Fixed Date, Day of Week, or Elapsed Days):

The Timetable entry point definition fields are as follows:

• Sequence Number: The unique identifier of the timetable entry,

• Arrival Date: If the point defines a destination and you are using Fixed Date as the date

basis, you specify the arrival date in the format MM/DD/YYYY.

• Arrival Day: If the point defines a destination and you are using Day of Week as the date

basis, you select the arrival day of week.

• Arrival Time From: If the point defines a destination, you specify the start of the arrival time

in the format HH:MM.

• Arrival Time To: If the point defines a destination, you specify the end of the arrival time in

the format HH:MM.






• Departure Date: If the point defines an origin and you are using Fixed Date as the date basis,

you specify the departure date in the format MM/DD/YYYY.

• Departure Days: If the point defines a destination and you are using Day of Week as the date

basis, you select the departure day of week.

• Departure Time From: If the point defines an origin, you specify the start of the departure

time in the format HH:MM.

• Departure Time To: If the point defines an origin, you specify the end of the departure time

in the format HH:MM.

• Elapsed Days: If you are using Elapsed Days as the date basis, use this field to specify the

number of days elapsed.

• Min Transit Hours:

• Min Departure Hours:

5.

Click Add. You return to the timetable dialog where you can add, update or delete timetable

entries and timetable entry points.

Update a timetable entry point

1.


2.

In the Timetable Entries tree, expand the tree and click on the timetable entry point node and click

Update / View. The Update Timetable Entry Point dialog box is displayed.

3. Update the data for the timetable entry point, then click Update. The timetable dialog box is

displayed where you can add, update or delete timetable entries and timetable entry points.

Delete a timetable entry point

1.


2.

In the Timetable Entries tree, expand the tree and click on the timetable entry point node and click

Delete. You are asked to confirm the deletion.

3. Click OK to delete the timetable entry point.

Equipment Data ManagerThe Equipment data manager enables you to add new equipment and edit existing equipment.

Add a new equipment record1.


2.

Select Macros.

3.


4.

Click on the Equipment node and select Add Equipment. The Add Equipment dialog box is

displayed. You must provide an Equipment Code at a minimum.

5.

Click Add.

Equipment definition fields are as follows:

• Equipment Code: The unique identifier of the piece of equipment.






• Description: The optional description of the piece of equipment.

• Length: Identifies the length of the piece of equipment.

• Width: Identifies the width of the piece of equipment.

• Height: Identifies the height of the piece of equipment.

•

Usable Length: Determines the actual usable length of the piece of equipment (instead the

equipment overall length).

Note: This field is used for load configuration only.

• Usable Width: Determines the actual usable width of the piece of equipment (instead the

equipment overall width).


• Usable Height: Determines the actual usable height of the piece of equipment (instead the

equipment overall height).


•

Max Load Weight: Determines the maximum weight per load permitted on the equipment.


• Side Door Exists: Use this field to indicate whether the equipment has a side door.

• Side Door Location: Defines the linear location of the side door on the piece of equipment.

This value is used to determine the near nose cube of the equipment (side door location *

width * height).

• Near Tail Location: Defines the linear near tail location on the piece of equipment. This value

is used to determine the near tail cube of the equipment (near tail location * width * height).

• UOM: Determines if the unit of measure is Imperial or Metric

•

Weight UOM: Determines the unit of measure to use for weight values:

• Tons

• Kilograms

• Pounds

• Length UOM: Determines the unit of measure to use for length values:

• Feet/Inches

• Meters

• Distance UOM: Determines the unit of measure to use for weight values:

• Miles

• Kilometers

• Fixed Load/Unload Time: Specifies the fixed time that is incurred for loading and unloading.

• Equipment Category: Specifies the category of equipment:






• Undefined: Represents any equipment (such as trailer space, container, and rail car)

without needing to explicitly define Trailer and Tractor usage.

• Trailer: Represents a cargo unit (no power unit).

• Tractor: Represents a power unit.

•

Tractor/Trailer: Represents a power unit combined with a cargo unit. The tractor’sequipment attributes are used for this category.

• FEU Resource Factor: Specifies the ratio of this equipment to a forty-foot equivalent unit

(FEU). This option works in conjunction with the ApplyFEUFactor option of the Lane Availability

Detail Table.

You can use the following fields to specify variable loading values for the equipment:

Equipment Variable Loading Hours definition fields are as follows:

Weight Unit Divide Factor: Determines the factor by which the weight should be divided for use

with the Weight Variable (loading) Time Factor.

• Weight Variable Time Factor: Determines the variable unit loading time for weight for this

piece of equipment.

• Volume Unit Divide Factor: Determines the factor by which the volume should be divided for

use with the Volume Variable (loading) Time Factor.

• Volume Variable Time Factor: Determines the variable unit loading time for volume for this

piece of equipment.

• Pieces Unit Divide Factor: Determines the factor by which the number of pieces should be

divided for use with the Pieces Variable (loading) Time Factor.

• Pieces Variable Time Factor: Determines the variable unit loading time for pieces for this

piece of equipment.

•

Pallets Unit Divide Factor: Determines the factor by which the number of pallets should bedivided for use with the Pallets Variable (loading) Time Factor.

• Pallets Variable Time Factor: Determines the variable unit loading time for pallets for this

piece of equipment.

You can use the following fields to specify variable unloading values for the equipment:

Equipment Variable Unloading Hours definition fields:

• Weight Unit Divide Factor: Determines the factor by which the weight should be divided for

use with the Weight Variable (unloading) Time Factor.

• Weight Variable Time Factor: Determines the variable unit unloading time for weight for

this piece of equipment.

•

Volume Unit Divide Factor: Determines the factor by which the volume should be divided for

use with the Volume Variable (unloading) Time Factor.

• Volume Variable Time Factor: Determines the variable unit unloading time for volume for

this piece of equipment.

• Pieces Unit Divide Factor: Determines the factor by which the number of pieces should be

divided for use with the Pieces Variable (unloading) Time Factor.






• Pieces Variable Time Factor: Determines the variable unit unloading time for pieces for this

piece of equipment.

• Pallets Unit Divide Factor: Determines the factor by which the number of pallets should be

divided for use with the Pallets Variable (unloading) Time Factor.

• Pallets Variable Time Factor: Determines the variable unit unloading time for pallets for this

piece of equipment.

Update an equipment record1.


2.

Select Macros.

3.


4.

Expand the Equipment node, click on an equipment node and select Update/View Equipment.

The Update Equipment dialog box is displayed.

5. Update the data as required, then click Update.

Delete an equipment record1.


2. Select Macros.


4.

Expand the Equipment node, click on an Equipment node and Delete Equipment. A prompt is

displayed to confirm the deletion.

5.

Click OK.

Equipment Associations data managerThe Equipment Associations manager enables you to associate tractors (power units) with trailers

(cargo units).

Note: You must have tractors and trailers defined before creating these associations. You create the

equipment in "Equipment Data Manager" (on page 43). Select "Tractor" as the Equipment Category for

tractors, and "Trailer" as the Equipment Category for trailers.

Add a new equipment association record1. Open the TariffConverter.mdb file.

2. Select Macros.

3.


4.

Click on the Equipment Associations node and select Add Equipment Association. The Add

Equipment Association dialog box is displayed.

5.

Select an existing tractor from the Tractor drop-down list.

6.

Select an existing trailer from the Trailer drop-down list.

7. If required, change the Restricted flag and click Add.

Update an equipment association record1.







2.

Select Macros.


4. Expand the Equipment Associations node, click on an equipment association node and select

Update/View Equipment Association. The Update Equipment Association dialog box is

displayed.

5.

Update the data as required, then click Update.

Delete an equipment association record1.


2.

Select Macros.

3.


4. Expand the Equipment Associations node, click on an equipment associations node and Delete

Equipment Association. You are asked to confirm the deletion.

5.

Click OK.

External Tariffs data managerThe External Tariff data manager enables you to add new external tariff codes and edit existingexternal tariff definitions.

Add a new external tariff1. Open the TariffConverter.mdb file.

2. Select Macros.

3.


4.

Click on the External Tariffs node and select Add External Tariff . The Add External Tariff dialog

box is displayed.

5.

Enter the information required for the tariff.

Note: You must provide an External Tariff Code value.

6. Click Add.

External Tariff definition fields are as follows:

• External Tariff Code: The unique identifier of the external tariff.

• Tariff Effective Date: Identifies the date on which the external becomes effective.

Update an external tariff record1. Open the TariffConverter.mdb file.

2.

Select Macros.

3.


4.

Expand the External Tariffs node, click on an external tariff node and select Update/View

External Tariff . The Update External Tariff dialog box is displayed.

5.

Enter the information required for the tariff.

6. Click Update.






Delete an external tariff record1. Open the TariffConverter.mdb file.

2. Select Macros.

3.


4.

Expand the External Tariffs node, click on an external tariff node and select Delete ExternalTariff . You are asked to confirm the deletion.

5.

Click OK.

Master Charges Data ManagerThe Master Charges data manager enables you to add new master charges and edit existing records.

Add a new master charge1.


2. Select Macros.

3.


4.

Click on the Master Charges node and select Add Master Charge. The Add Master Charge dialog

box is displayed.

5.

Enter a value for Master Charge Code. You can optionally select values for the following fields:

Carrier fields:

• Multi Freight Class: Identifies whether the charge allows you to maintain rates per freight

class or applies to multiple freight classes when using weight-based charges.

• Equipment Specific Charge: Determines if the charge is specific for an equipment type.

• Equipment Category: Identifies the equipment category, if any, which is associated with the

charge. It can be one of:

• Undefined: Represents any equipment (such as trailer space, container, and rail car)

without needing to explicitly define Trailer and Tractor usages.

• Trailer: Represents a cargo unit (no power unit).


• Tractor/Trailer: Represents a power unit combined with a cargo unit. The tractor’s

equipment attributes are used for this category.

• Data Accumulation Level: Determines at what data level the charge value is accumulated. It

can be one of:

•

All Locations

• Pick Locations

• Drop Locations

• Transaction (the default)

• Container

6.

Click Add.






Update a master charge1.


2.

Select Macros.

3.


4.

Expand the Master Charges node, click on a Master Charge and select Update/View MasterCharge. The Update Master Charge dialog box is displayed.

5.

Select values for:

• Equipment Specific Charge

• Equipment Category

6.

Click Update.

Delete a master charge1.


2.

Select Macros.

3.


4. Expand the Master Charges node, click on a Master Charge and select Delete Master Charge.

You are asked to confirm the deletion.

5.

Click OK.

Restrictions Template Data ManagerThe Restrictions Template data manager enables you to add new restrictions templates that you canthen select when defining restrictions on services, equipment and lanes. For information about usingrestrictions templates to update these records, see:

•

Add a service restriction (on page 57)

•

Add an equipment restriction (on page 59)

• Add a lane restriction (on page 62)

Add a new restrictions template1.


2.

Select Macros.

3.

Select the Entity Manager macro and click Run. The Entity Manager page is displayed.

4.

Select the Restrictions Templates node, click and select Add Restrictions Template. The Add

Restrictions dialog box is displayed.

5. Enter the data as required for the Restrictions fields.

6.

Click Add.

Restriction fields are as follows:

• Template Code: The unique identifier for the restrictions template.

• Description: Optional description of the restrictions template.






• Min Pieces: Defines the minimum number of pieces on a load for this tariff and service.

• Max Pieces: Defines the maximum number of pieces on a load for this tariff and service.

• Min Weight: Defines the minimum weight of a load using this tariff and service.

• Max Weight: The maximum weight of a load using this tariff and service.

•

Min Volume: Defines the minimum cubic volume of a load using this tariff and service.

• Max Volume: Defines the maximum cubic volume of a load using this tariff and service.

• Min Loads: Defines the minimum number of loads per trip for this tariff and service.

• Max Loads: Defines the maximum number of loads per trip for this tariff and service.

• Min Skids: Defines the minimum number of skids on a load for this tariff and service.

• Max Skids: Defines the maximum number of skids on a load for this tariff and service.

• Min Shipments: Defines the minimum number of shipments allowed on a load for this tariff and

service.

•

Max Shipments: Defines the maximum number of shipments allowed on a load for this tariff and

service.

• Max Total Wait Hours: The maximum total amount of wait time that can be taken for any load

with this service.

• Max Wait Time Between Loads: The maximum wait time allowed between the last drop and

first pick for any two consecutive loads on a trip with this service.

• Max Elapsed Hours: Determines the maximum elapsed time allowed for this service. Elapsed

Time = Driving Time + Waiting Time + Loading/Unloading Time + Break Time. BreakTime is the

time when a driver is not driving, waiting, or loading/unloading.

• Max Wait Stop Hours: The maximum wait time allowed at any one stop.

• Max On Duty Hours: Determines the maximum "On Duty" time for this service. On Duty time =

Driving Time + Waiting Time + Loading/Unloading Time (only if the facility is utilized as a live

loading facility).

• Max Off Duty Hours: The amount of time a driver must break after the on duty time.

• Max Out of Route %: Determines the maximum percentage of out of route distance for this

service.

• Max Out of Route Distance: Determines the maximum out of route distance for this service.

• Max Loading Hours: Determines the maximum time for the load that can be spent loading for

this service.

• Max Unloading Hours: Determines the maximum time for the load that can be spent unloading

for this service.

• Max Deadhead Distance: The maximum total deadhead distance (not including return distance)

allowed on any trip on this service for which round-trip carrier rates are considered.

• Max Deadhead %: The maximum percentage of deadhead distance (not including return

distance) allowed on any trip on this service for which round-trip carrier rates are considered.






• Max Stops: Defines the maximum number of stops in transit allowed for a load for this service.

• Max Repositioning Distance: Defines the maximum distance that can be incurred when

repositioning equipment from the domicile to the first stop.

• Max Unloaded Tractor Distance: Defines the maximum distance that a tractor (power unit) can

travel with no load.

• Max Unloaded Trailer Distance: Defines the maximum distance that a trailer (cargo unit) can


• Max Total Distance: Defines the maximum total distance that the equipment can incur.

• Max Container Weight: Defines the maximum that one container can weigh.

• Max Container Length: Defines the maximum length of a container.

• Max Container Width: Defines the maximum width of a container.

• Max Container Height: Defines the maximum height of a container.

• Max Container Longest Side: Defines the maximum dimension of the longest side of a

container.

• Max Container 2nd Longest Side: Defines the maximum dimension of the second longest side of

a container.

• Max Container Shortest Side: Defines the maximum dimension of the shortest side of a

container.

Update/view a restrictions template1. Open the TariffConverter.mdb file.

2. Select Macros.

3.


4.

Expand the Restrictions Templates node, select a carrier, click and select Update/View

Restrictions Template. The Update Restrictions dialog box is displayed.

5.

You can update any of the values in the Update Restrictions dialog, then click Update.

Delete a restrictions template1.


2.

Select Macros.

3.


4. Expand the Restrictions Template node, select a restrictions template, click and select Delete

Restrictions Template. You are asked to confirm the deletion.

5. Click Yes to delete the restrictions template.

Carriers Data ManagerThe Carriers data manager enables you to add new carriers, tariffs, services, charges and lanes andedit existing records. Records that you created in the TariffConverterExcelTemplate.xls andconverted are displayed in the data manager.

The data is displayed in a hierarchy:






Carriers

Tariffs

Service

s

Lanes

ChargesRates

Specific functions are made available based on the node you select in the hierarchy. For example, youcannot add a charge unless you have selected a service node.

You can expand the nodes as required to access the hierarchy. Each type of data - Carriers, Tariffs,Services, Charges, and Lanes - offers functions to Add, Update and Delete records:

• "Carriers" (on page 52)

•

"Tariffs" (on page 53)

•

"Services" (on page 55)

• "Charges" (on page 64)

•

"Lanes" (on page 74)

• "Rates" (on page 70)

CarriersThe data manager offers the following carrier-related functions:

Add a new carrier

1.


2.

Select Macros.

3.


4.

Select the Carriers node, click and select Add Carrier. The Add Carrier dialog box is displayed.

5.

Enter the data as required for the carrier fields.

6. Click Add.

Carrier fields are as follows:

• Carrier: The identifier of the carrier.

•

Eligible for Continuous Moves: Determines if the carrier can be used for trip rating. It applies tothe carrier and therefore affects all tariffs that belong to the carrier.

• Restricted: Determines if the carrier is restricted or not. Restricted carriers can be used only if

the carrier is committed on the shipment or load.

• Status: Determines if the carrier is Active (can be used) or On Hold (is not be selected).

• Non Live Loading: Determines if the carrier supports non-live loading.






Update/view a carrier


2. Select Macros.

3.


4.

Expand the Carriers node, select a carrier, click and select Update/View Carrier. The UpdateCarrier dialog box is displayed.

5.

You can update any of the values in the Update Carrier dialog, then click Update.

Note: You can deactivate a carrier by changing the Status value to On Hold.

Delete a carrier

Caution: When you delete a carrier, you delete all tariffs, services, charges and lanes defined for that

carrier. You can deactivate a carrier by changing the Status value to On Hold.

1.


2.

Select Macros.

3.


4.

Expand the Carriers node, select a carrier, click and select Delete Carrier. You are asked to

confirm the deletion.

5.

Click Yes.

TariffsThe data manager offers the following tariff-related functions:

Add a new tariff

1.


2.

Select Macros.

3.


4.

Expand the Carriers node to the Tariffs level.

5.

Select the Tariffs node, click and select Add Tariff . The Add Tariff dialog box is displayed.

6.

Enter the data as required for the tariff fields.

7.

Click Add.

Tariff fields are as follows:

• Tariff Code: The tariff identifier.

Note: You will also see the internal Tariff ID - a unique numeric identifier for the tariff.

• Customer: For customer-based tariffs, this is the customer name.

• Currency: The currency that is applied to the tariff. You must select the tariff from the drop-down

list of currencies. For more information, see "Currencies data manager" (on page 75).

• Round Trip: Determines if the tariff can be used in round trip rating.

• UOM: Defines the type of measurement (Metric or Imperial) that applies to this tariff.






• Status: You can use this field to place a tariff On Hold (deactivate the tariff). The default for this

field is Active.

• Effective Date: The date at which the tariff starts to be effective.

• Expiration Date: The date at which the tariff expires.

•

Master Tariff Code: The Master Tariff Code, if applicable, for the tariff.

• Tariff Type: The type of the tariff. The valid tariff types are Carrier, Customer, Generic, CSCT,

Planning (Generic), and Planning (Customer). The default value is Carrier.

• Route Precision: The method for determining the precision of a lane. The valid methods are Geo

(Default), Service, Geo - DestOrig, Geo - OrigDest, Geo - SumOfPrecision, Geo -

MorePrecise.

• Restricted Use: Determines if the tariff is restricted or not. Restricted tariffs can only be used if

the tariff is committed on the shipment or load.

• Restrictions use Tariff UOM: If this is set to True, then restrictions defined for services, lanes,

and equipments of this tariff are expressed in the UOM of the tariff. If this is set to False, the

restrictions are defined in the system UOM.

• Distance Engine Override: The distance engine that should be used to calculate distance and

transit time for loads that use this tariff. Transportation Modeler must be configured to use the

Transportation Manager distance engine to support distance engine overrides, or a distance

override file with engine-specific overrides must be used.

• Project Code: The project code for use in AR rating. This is not used by Transportation Modeler.

• Consignee Group: The consignee group for use in AR rating. This is not used by Transportation

Modeler.

Update/view a tariff

1.


2.

Select Macros.

3.


4.

Expand the Carriers node to the Tariffs level.

5.

Select the tariff you want to update, click and select Update/View Tariff . The Update Tariff


6. You can update any of the values in the Update Tariff dialog, then click Update.

You can deactivate a tariff by changing the Status value to On Hold.

Delete a tariffCaution: When you delete a tariff, you delete all services, charges and lanes defined for that tariff.

You can deactivate a tariff by changing the Status value to On Hold. If the tariff you are deleting is a

master tariff (that is, other tariffs reference it), you will be asked if you want to delete those tariffs

that referenced the master tariff.

1.


2.

Select Macros.






3.


4. Expand the Carriers node to the Tariffs level.

5. Select the tariff in the tree, click and select Delete Tariff . You are asked to confirm the deletion.

6.

Click OK to delete the tariff. If the tariff was a master tariff, you are asked if you want to delete

the tariffs that referenced it.

7. Click OK to delete the tariffs that referenced the master tariff, or click Cancel to retain these

tariffs.

ServicesThe data manager offers the following service-related functions:

Add a new service

Note: You can also define restrictions records using the Service functions. For more information, see

"Add a service restriction" (on page 57).

1.


2.

Select Macros.

3.


4.

Expand the Carriers node.

5.

Select a Tariff, click and select Add Service. The Add Service dialog box is displayed.

6. Enter the data as required for the service fields.

7.

If you want to add equipment types, click Add in the Equipment area. Select the equipment type

from the drop-down list and click Add.

8.

If you want to add equipment restrictions, click Add in the Equipment Restrictions area. For more

information, see "Add an equipment restriction" (on page 59).

9.

If you want to add service restrictions, click Add in the Service Restrictions area. For more

information, see "Add a service restriction" (on page 57).

10.

Click Add.

Service fields are as follows:

• Service Code: The service identifier.

• Description: An optional description of the service.

• Min Charge: Defines the minimum charge that must be incurred for the service.

• Max Charge: Defines the maximum charge that can be incurred for the service.

•

Base Charge: Defines a base charge incurred whenever the service is used.

• Team Driver: Determines whether the service uses team drivers.

• Allow Stops: Determines whether a load using this service can stop to pick up or drop off other

shipments.






• Delivery Schedule: Enables you to associate a delivery schedule with this service. Specifying a

delivery schedule will force the service to use the itineraries and timetables of the delivery

schedule versus using regular truckload scheduling. You define the delivery schedule with Delivery

Schedules Data Manager (on page 36).

• DTTO Exists: If tariff/service specific distance overrides are defined, this must be set to Yes for

the overrides to be used. Transportation Modeler must be configured to use the Transportation

Manager distance engine to support tariff/service overrides, or a distance override file with

tariff/service specific overrides must be used.

• Exclude from Optimization: If this is set to Yes, the service is excluded from use during

optimizations unless a shipment or load has the service committed.

• Dock Schedule: If this is set to Yes, loads and trips that use this service should be dock-

scheduled at locations which have docks configured.

• Equipment: Enables you to associate one or more equipment types with the service. You define

the equipment using Equipment Data Manager (on page 43).

• Assign Booking (Ocean): If this is set to Yes, loads assigned to this service must be assigned to

an ocean booking. Loads assigned to a booking must use delivery schedules and cannot be

assigned to a trip.

• Trip Load Routing: If this is set to Yes, the loads on trips assigned to this service are routed

individually and may use a different lane and rate code from the trip. The default value is No.

• Trip Load Lookup Dimensions: If this is set to Yes, the loads on trips assigned to this service

are rated using lookup dimensions based upon the load dimensions instead of the trip dimensions.

The default value is No.

• Trip Resource Usage: One of Trip, TripLoad, and LoadLoad.

• Trip: A trip assigned to this service utilizes one allocation of each applicable resource. This is

the default value.

•

TripLoad: A trip assigned to this service utilizes one allocation of each applicable resource foreach load on the trip.

• LoadLoad: A trip assigned to this service utilizes resources based on the load routing of the

loads on the trip. Each load utilizes one allocation of each applicable resource from the load’s

lane. This setting is applicable only if Trip Load Routing is set to Yes.

• Trip Load Point-to-Point Distance Calc: Determines whether point-to-point calculations should

be used when calculating out-of-route distance and direct distance for loads on trips.

• Trip Load Round Trip Routing: Determines whether loads on trips should be routed as round-

trip. This setting is applicable only if Trip Load Routing is set to Yes.

Update/view a serviceNote: You can also define restrictions records using the Service functions. For more information, see

"Add a service restriction" (on page 57) and "Add an equipment restriction" (on page 59).

1.


2.

Select Macros.

3.


4. Expand the Carriers node to the Services level.






5.

Select a service in the tree, click and select Update Service. The Update Service dialog box is

displayed.

6.

Enter or update the information required, then click Update.

Delete a service

Caution: When you delete a service, you delete all charges and lanes defined for that service.

1.


2. Select Macros.

3. Select the Entity Manager macro and click Run. The Entity Manager page is displayed.

4.

Expand the Carriers node to the Services level.

5.

Select a service in the tree, click and select Delete Service. You are asked to confirm the

deletion.

6.

Click OK.

RestrictionsYou can add Service Restrictions and Equipment Restrictions in your tariff model. You access theRestrictions functions from within the Services dialogs. You can enter the restrictions data, or you canselect an existing Restrictions Template and apply the values from this template. The Access RatingTool then creates a restrictions record with the current values.

For more information, see "Restrictions Template Data Manager" (on page 49) for information aboutcreating restrictions templates. The data manager offers the following restriction-related functions:

Add a service restriction

1.


2.

Select Macros.

3.


4.


5.

Select a service in the tree, click and select Add Service or Update / View Service.

6.

In the Service Restrictions area, click Add. The Add Restrictions dialog box is displayed.

7. If required, select a value from the Restrictions Templates drop down list, then click Apply

Restrictions Template Values to populate the restrictions fields.

8.

Enter the data as required for the restriction fields.

9.

Click Add.

Service Restriction fields are as follows:

• Min Pieces: Defines the minimum number of pieces on a load for this tariff and service.

• Max Pieces: Defines the maximum number of pieces on a load for this tariff and service.

• Min Weight: Defines the minimum weight of a load using this tariff and service.

• Max Weight: The maximum weight of a load using this tariff and service.

• Min Volume: Defines the minimum cubic volume of a load using this tariff and service.






• Max Volume: Defines the maximum cubic volume of a load using this tariff and service.

• Min Loads: Defines the minimum number of loads per trip for this tariff and service.

• Max Loads: Defines the maximum number of loads per trip for this tariff and service.

• Min Skids: Defines the minimum number of skids on a load for this tariff and service.

•

Max Skids: Defines the maximum number of skids on a load for this tariff and service.

• Min Shipments: Defines the minimum number of shipments allowed on a load for this tariff and

service.

• Max Shipments: Defines the maximum number of shipments allowed on a load for this tariff and

service.


with this service.


first pick for any two consecutive loads on a trip with this service.

•

Max Elapsed Hours: Determines the maximum elapsed time allowed for this service. ElapsedTime = Driving Time + Waiting Time + Loading/Unloading Time + Break Time. BreakTime is the

time when a driver is not driving, waiting, or loading/unloading.


• Max On Duty Hours: Determines the maximum "On Duty" time for this service. On Duty time =


loading facility).



service.

• Max Out of Route Distance: Determines the maximum out of route distance for this service.


this service.


for this service.


allowed on any trip on this service for which round-trip carrier rates are considered.


distance) allowed on any trip on this service for which round-trip carrier rates are considered.

•

Max Stops: Defines the maximum number of stops in transit allowed for a load for this service.
















•

Max Container Height: Defines the maximum height of a container.


container.


a container.


container.

Update a service restriction

1.


2.

Select Macros.

3.


4. Expand the Carriers node to the Services level.

5.


6.

In the Service Restrictions area, click Update. The current definition of the restriction is displayed

on the page.

7.

If required, select a value from the Restrictions Templates drop down list, then click Apply


8.

Edit the values as required, then click Update.9. Click Cancel to exit the Service dialog.

Delete a service restriction

1.


2.

Select Macros.

3.


4.


5.


6.

In the Service Restrictions area, click Delete.

7.

Click Cancel to exit the Service dialog.

Add an equipment restriction

1.


2.

Select Macros.

3.







4.


5. Select a service in the tree, click and select Add Service or Update / View Service.

6. In the Equipment Restrictions area, click Add. The Add Restrictions dialog box is displayed.

7.



8. Enter the data as required for the restriction fields.

9.

Click Add.

10. Equipment Restriction fields

• Min Pieces: Defines the minimum number of pieces on a load for this equipment type.

• Max Pieces: Defines the maximum number of pieces on a load for this equipment type.

• Min Weight: Defines the minimum weight of a load using this equipment type.

• Max Weight: The maximum weight of a load using this equipment type.

• Min Volume: Defines the minimum cubic volume of a load using this equipment type.

• Max Volume: Defines the maximum cubic volume of a load using this equipment type

• Min Loads: Defines the minimum number of loads per trip for this equipment type.

• Max Loads: Defines the maximum number of loads per trip for this equipment type.

• Min Skids: Defines the minimum number of skids on a load for this equipment type.

• Max Skids: Defines the maximum number of skids on a load for this equipment type.

• Min Shipments: Defines the minimum number of shipments allowed on a load for this equipment

type.

• Max Shipments: Defines the maximum number of shipments allowed on a load for this equipment

type.


with this equipment type.


first pick for any two consecutive loads on a trip with this equipment type.

• Max Elapsed Hours: Determines the maximum elapsed time allowed for this equipment type.

Elapsed Time = Driving Time + Waiting Time + Loading/Unloading Time + Break Time. BreakTime

is the time when a driver is not driving, waiting, or loading/unloading.


•

Max On Duty Hours: Determines the maximum "On Duty" time for this equipment type. On Dutytime = Driving Time + Waiting Time + Loading/Unloading Time (only if the facility is utilized as a

live loading facility).



equipment type.






• Max Out of Route Distance: Determines the maximum out of route distance for this equipment

type.


this equipment type.


for this equipment type.


allowed on any trip on this equipment type for which round-trip carrier rates are considered.


distance) allowed on any trip on this equipment type for which round-trip carrier rates are

considered.

• Max Stops: Defines the maximum number of stops in transit allowed for a load for this equipment

type.











•

Max Container Height: Defines the maximum height of a container.


container.


a container.


container.

Update an equipment restriction

1.


2.

Select Macros.


4.


5.


6. In the Equipment Restrictions area, click Update. The current definition of the restriction is

displayed on the page.






7.



8.

Edit the values as required, then click Update.

9.


Delete an equipment restriction1.


2. Select Macros.


4.


5.


6.

In the Equipment Restrictions area, click Delete.

7.


Associate an equipment restriction with specific equipment

Note: You add pieces of equipment to the service. You can create equipment restrictions. You can then

associate a restriction with the equipment.


2.

Select Macros.

3.


4.


5.


6.

In the Equipment area, select a piece of equipment from the list box.

7.

In the Equipment Restrictions area, select a restriction from the dropdown list and click the main

Update button.

Note: To remove a restriction association, use the same process, but select the null value from the

Equipment Restrictions dropdown list.

Add a lane restriction


2.

Select Macros.

3.


4.

Expand the Carriers node to the Lanes level.

5.

Select a lane in the tree, click and select Add Lane or Update / View Lane.

6.

In the Restrictions area, click Add. The Add Restrictions dialog box is displayed.

7.



8. Enter the data as required for the restriction fields.

9. Click Add.






Lane Restriction fields are as follows:

• Min Pieces: Defines the minimum number of pieces on a load for this lane.

• Max Pieces: Defines the maximum number of pieces on a load for this lane.

• Min Weight: Defines the minimum weight of a load using this lane.

•

Max Weight: The maximum weight of a load using this lane.

• Min Volume: Defines the minimum cubic volume of a load using this lane.

• Max Volume: Defines the maximum cubic volume of a load using this lane.

• Min Loads: Defines the minimum number of loads per trip for this lane.

• Max Loads: Defines the maximum number of loads per trip for this lane.

• Min Skids: Defines the minimum number of skids on a load for this lane.

• Max Skids: Defines the maximum number of skids on a load for this lane.

• Min Shipments: Defines the minimum number of shipments allowed on a load for this lane.

• Max Shipments: Defines the maximum number of shipments allowed on a load for this lane.


with this lane.


first pick for any two consecutive loads on a trip with this lane.

• Max Elapsed Hours: Determines the maximum elapsed time allowed for this lane. Elapsed Time

= Driving Time + Waiting Time + Loading/Unloading Time + Break Time. BreakTime is the time

when a driver is not driving, waiting, or loading/unloading.


• Max On Duty Hours: Determines the maximum "On Duty" time for this lane. On Duty time =


loading facility).


• Max Out of Route %: Determines the maximum percentage of out of route distance for this lane.

• Max Out of Route Distance: Determines the maximum out of route distance for this lane.


this lane.


for this lane.


allowed on any trip on this lane for which round-trip carrier rates are considered.


distance) allowed on any trip on this lane for which round-trip carrier rates are considered.

• Max Stops: Defines the maximum number of stops in transit allowed for a load for this lane.












• Max Total Distance: Defines the maximum total distance that can be incurred.


container.


a container.


container.

Update a lane restriction1.


2.

Select Macros.

3.


4.


5.

Select a lane in the tree, click and select Add Lane or Update / View Lane.

6.

In the Restrictions area, click Update. You see the current definition of the restriction.

7. If required, select a value from the Restrictions Templates drop down list, then click Apply


8.

Edit the values as required, then click Update.

9.

Click Cancel to exit the Lane dialog.

Delete a lane restriction


2.

Select Macros.

3.


4. Expand the Carriers node to the Lanes level.

5. Select a lane in the tree, click and select Add Lane or Update / View Lane.

6.

In the Restrictions area, click Delete.

7.

Click Cancel to exit the Lane dialog.

ChargesThe data manager offers the following charge-related functions:






Add a new charge


2. Select Macros.

3.


4.

Expand the Carriers node to the Charges level.

5. Select the Charges node for a service, click and select Add Charge. The Add Charge dialog box is

displayed.

6.

Enter the data as required for the charge fields.

7.

Click Add.

Charge fields are as follows:

• Charge Code: The charge identifier.

• Charge Description: An optional description for the charge.

• Charge Conditional: Determines whether the charge is conditional.

• Charge Unit Type: Defines the unit type applied to the calculated charge. The types are the same

as available for LookupUnits. Once the program determines the charge per unit based on the

LookupUnits, it applies it to the number of units of the specified ChargeType.

• Lookup Unit Type: Defines the unit type used to charge when rate ranges are used.

• DeclaredValue

• UnloadedDistance

• Distance

•

FreightCosts

•

UserInput

• Loads

• OrderValue

• Pieces

• Stops

• Shipments

• Skids

• Volume

• Weight

• ElapsedTime

• LoadingTime

• TotalWaitingTime

• LoadedDistance






• DirectDistance

• OutOfRouteDistance

• FixedItineraryDistance

• InitialRepositioningDistance

•

InTransitUnloadedDistance

• ReturnDistance

• LoadSequenceOnTrip

• DrivingTime

• OnDutyTime

• OffDutyTime

• UnloadingTime

• PrimaryStops

• WeekendBreakTime

• TrailerDistance

•

ExtendedWeightDistance

• LoadSequenceOnTrip

• Length

•

Width

• Height

•

Size

• External Rating Tariff : Enables you to associate an external tariff module with the charge. You

define the external tariff using "External Tariffs Data Manager".

• Trip Level Charge: Determines whether the charge is incurred at the trip level (instead at the

load level).

• Dimensional Weight Factor: Defines the factor that the rating engine uses to calculate

dimensional weight. It multiplies/divides the volume by the factor to find the dimensional weight.

It is only used when Lookup Unit Type is set to Weight. If you do not enter a value for this field, it

defaults to 0.

• Dimensional Weight Factor Multiply: If this is set to Yes, the volume is multiplied by the

Dimensional Weight Factor. If the value is No, the volume is divided by the Dimensional WeightFactor.

• Look Ahead Rule: Determines if the rating engine can select a rate at the previous or next given


break must be cheaper than the current quantity multiplied by the rate at the current range break.

Following are the valid values:

• LookAhead






• LookBack

• Disabled

The default value is Disabled.

• Include in Rating Units for Freight: Determines whether the freight cost for the charge is

included in the overall summation of charge detail totals for the load or trip.The default value is Yes.

• Base Charge: Defines the additional flat fee that you can charge for each shipment regardless of

the schedule of charges.

• Min Charge: Defines the minimum amount incurred for a shipment that uses this charge.

• Max Charge: Defines the maximum amount incurred for a shipment that uses this charge.

• Unit Divide Factor: Defines the factor used to apply the rating charges. If you change this field,

all base charges for all clipped ranges belonging to the charge are recalculated.

• Apply Unit Factor: If this is set to Multiply, the chargeable units are multiplied by the Unit Divide

Factor. If the value is Divide, the chargeable units are divided by the Unit Divide Factor. If youchange this field, all base charges for all clipped ranges belonging to the charge are recalculated.

• Apply Unit Divide Before Lookup: If you set this field to Yes, the Unit Divide Factor is applied to

the lookup units. If you change this field, all base charges for all clipped ranges belonging to the

charge are recalculated.

• Rounding Rule: Determines whether the lookup units are rounded. Valid values are:

• Round Up

• Round Down

• No Rounding

•

Surcharge Amount: Determines a flat positive or negative charge applied to the charge.

• Surcharge Percentage: Determines a percent surcharge or discount applied to the charge.

• Charge Sequence: Identifies the sequence for the charge. The program calculates and applies the

charges based on this sequence.

• Mandatory Charge: If you set this field to Yes, if the charge fails to rate or rates at zero, the

tariff/service is not included as a viable route in the routing and rating process.

• Green Charge: Determines whether the charge is used to calculate costs associated with "green"

initiatives, such as tracking of CO2 emissions. When you set this value to Yes, the charge name

will be displayed in green text in the Entity Manger.

The default value is No.

• Supersede Rule: Determines whether to use the greater or lesser cost of the charge comparison.

• Supersede Code: Use this field to select the charge code you are superseding with the Supersede

Rule.

• Charge Minimum: The minimum cost for the charge.

• Laden Length Factor: Defines the dividing factor Transportation Modeler uses to calculate the

dimensional laden length.






• Laden Length Min Weight: The laden length dimensional weight. It is compared to Laden Length

* Laden Length Factor. Transportation Modeler compares the greater of the calculated laden length

dimensional weight and the Laden Length Min Weight to the actual weight.

• Deficit Freight Class Override: If enabled, the charge uses a deficit freight class override.

• Date Based Rates: If enabled, the charge uses date based rates.

• Has Equipment Type Cross Ref : If enabled, the charge has equipment type cross references.

• Max Units Apply: Defines the maximum amount of look up units applied to the charge when the

calculated look up units exceed the threshold.

• Min Units Apply: Defines the minimum amount of look up units applied to the charge when the

calculated look up units fall below the threshold.

• Max Units Select: Determines the maximum amount of look up units for the charge to be a valid

rateable charge.

• Min Units Select: Determines the minimum amount of look up units for the charge to be a valid

rateable charge

•

Min Dim Weight: Defines the minimum dimensional weight. Transportation Modeler compares the

greater of the dimensional weight and the Min Dim Weight to the actual weight

• Apply Min Max by Piece: Determines whether the minimum and maximum values apply to

pieces.

• Precede Code: Use this field to select the charge code you are using to conditionally apply this

charge based upon a preceding charge.

• Precede Min: If Precede Code is defined, the precede charge must be at least this value for this

charge to be evaluated.

• Precede Max: If Precede Code is defined, the precede charge must be at most this value for this

charge to be evaluated.

• Use Freight Class Cross Ref : Determines if freight class cross references should be used when

evaluating this charge.

• Net Effect Units Multiply: The unit type to be used when you want to multiply by units to create

the net effect of the charge. The available values are the same unit types available as lookup and

charge units.

• Net Effect Units Divide: The unit type to be used when you want to divide by units to create the

net effect of the charge. The available values are the same unit types available as lookup and

charge units.

• Net Effect Units Add: The unit type to be used when you want to add units to create the net

effect of the charge. The available values are the same unit types available as lookup and charge

units.

• Net Effect Units Subtract: The unit type to be used when you want to subtract units to create


charge units.

• Net Effect Costs Multiply: The unit type to be used when you want to multiply by costs to create


charge units.






• Net Effect Costs Divide: The unit type to be used when you want to divide by costs to create the

net effect of the charge. The available values are the same unit types available as lookup and

charge units.

• Net Effect Costs Add: The unit type to be used when you want to add costs to create the net

effect of the charge. The available values are the same unit types available as lookup and charge

units.

• Net Effect Costs Subtract: The unit type to be used when you want to subtract costs to create


charge units.

• Equipment Specific Charge: Specifies whether there is an equipment specific charge for the

selected equipment as defined with "Master Charges Data Manager".

• Equipment Category: Specifies the category of equipment, as defined with "Master Charges Data

Manager"

• Undefined: Represents any equipment (such as trailer space, container, and rail car), without

the need to explicitly define Trailer and Tractor usages.

•

Trailer : Represents a cargo unit (no power unit).


• Tractor/Trailer: Represents a power unit combined with a cargo unit. The tractor’s

equipment attributes are used for this category.

• Multi Freight Class: Identifies whether the charge allows you to maintain rates per freight class

or applies to multiple freight classes when using weight-based charges, as defined with "Master

Charges Data Manager". For LTL tariffs, this value will be set to Yes when converting from the

Excel spreadsheet.

• Data Accumulation Level: Determines at what data level the charge value is accumulated, as

defined with "Master Charges Data Manager". It can be one of:

• All Locations

• Pick Locations

• Drop Locations

• Transaction (the default)

• Container

Update/view a charge

1.


2.

Select Macros.

3.


4. Expand the Carriers node to the Charges level.

5. Select a charge in the tree, click and select Update / View Charge. The Update Charge dialog

box is displayed.

6.







Delete a charge


2. Select Macros.

3.


4.

Expand the Carriers node to the Charges level.

5. Select a charge in the tree, click and select Delete Charge. You are asked to confirm the deletion.

6.

Click OK.

RatesThe data manager offers the following rate-related functions:

Add a new rate


2.

Select Macros.

3.


4.

Expand the Carriers node to the Rates level.

5.

Select the Rates node for a service, click and select Add Rate. The Add Rate dialog box is

displayed.

6. Enter the required values in the rate fields.

7.

Click Add.

8.

You can associate a charge to rates. For more information, see "Add rates to a charge" (on page

72).

Once you have associated a charge, you can add a range. For more information, see "Add a new

range" (on page 72).

9.

Click Close.

Rate fields are as follows:

• Rate Code: The rate identifier.

• Base Charge: Defines the additional flat fee incurred when the rate is used.

• Min Charge: Defines the minimum amount incurred for a shipment that uses this rate.

• Max Charge: Defines the maximum amount incurred for a shipment that uses this rate.

• Freight Class: Defines the freight class to which the rate applies.

• Equipment Code: Defines the equipment code to which the rate applies. For more information,

see "Equipment Data Manager" (on page 43).

• Effective Date: Defines the effective date for the rate. You can click the Browse button to access

a date selector.

• Expiration Date: Defines when the rate expires. You can click the Browse button to access a date

selector.






Update/view a rate


2. Select Macros.

3.


4.


5. Select a rate in the tree, click and select Update / View Rate. The Update Rate dialog box is

displayed.

6.

Enter or update the required information.

7.

You can associate a charge to the rate. For more information, see "Add rates to a charge" (on page

72).

8.



9.

Click Update.

Delete a rate


2.

Select Macros.

3.


4.


5.

Select a rate in the tree, click and select Delete Rate. You are asked to confirm the deletion.

6.

Click OK.

Delete rates from a charge


2.

Select Macros.


4. Expand the Carriers node to the Rates level.

5.

Select a rate in the tree, click and select Update / View Rate.

6.

Expand the Charges navigation tree. Any records that are already associated is displayed on the

page.

7.

Select a rate entry and click Delete. The record is removed from the Rates node.

Update rates associated with a charge

1.


2.

Select Macros.

3.


4.


5.







6.

Expand the Charges navigation tree down to the Rates level. Any records that are already

associated is displayed on the page.

7.

Select a rate entry. The current field values for the rate are populated on the dialog.

8.

Enter or update field values and click Update. The rate record is updated.

Add rates to a chargeYou can associate one or more rates to a charge. Each rate record must be unique by the combinationof Freight Class, Equipment Code, Effective Date and Expiration Date.

Note: You must supply both Effective Date and Expiration Date, or supply neither.

1.


2.

Select Macros.

3.



5.


6.

Expand the Charges navigation tree down to the Rates level. Any records that are already

associated is displayed on the page.

7.

Enter values for:

• Freight Class

• Equipment Code

•

Effective Date

• Expiration Date

8. The combination of these values must result in a unique identification for the rate within the

charge. You must supply both Effective Date and Expiration Date, or supply neither to create a

valid record.

9.

Click Add. The record is added to the Rates node.

10.



11.

Click Update, then click Close.

RangesThe data manager offers the following range-related functions:

Add a new range


2.

Select Macros.

3.



5.

Select a rate in the tree, click and select Add Rate or Update / View Rate.






6.

Ensure that a charge is associated with the rate and select that charge within the Associated

Charges node. For more information, see "Add rates to a charge" (on page 72).

7.

Click Add Range. The Add Range dialog box is displayed.

8.

Enter the data as required for the range fields.

9.

Click Add.

Range fields are as follows:

• Range To: Determines the upper value of the range.

• Charge Type: Determines how the charge is applied:

•

Flat

• Percentage

• Per Unit

• Clip: Determines whether the portion of the unit that is greater than the previous limit is

calculated. For example, if you use a rate of $1.00 per pound for the first 100 pounds, then add

$0.50 per pound for each additional pound, you can set rate ranges up as follows:

Range 1

• Range to = 100

• Charge Type = Per Unit

• Unit Rate = $1.00

• Base Charge = $0.00

• Clip = No

Range 2

•

Range to = 10000

• Charge Type = Per Unit

• Unit Rate = $0.50

• Base Charge = $1.00

• Clip = Yes

The first upper range does not have a Yes value for Clip so that it is not added it to the previous

charge.

• Base Charge: Defines the additional flat fee incurred when the rate is used.

•

Unit Rate: Defines the rate per unit.

Update/view a range

1.


2. Select Macros.

3.







4.


5. Select a rate in the tree, click and select Add Rate or Update / View Rate.

6. Ensure that a charge is associated with the rate and select that charge within the Associated

Charges node.

7.

Click Update / View in the Ranges section. The Update Range dialog box is displayed.

8. Enter data as required and click Update.

Delete a range


2.

Select Macros.

3.


4.


5.

Select a rate in the tree, click and select Add Rate or Update / View Rate.

6.

Ensure that a charge is associated with the rate and select that charge within the Associated

Charges node.

7.

Select a range in the Ranges tree, then click Delete Rate. You are asked to confirm the deletion.

8.

Click Yes.

LanesThe data manager offers the following lane-related functions:

Add a new lane

1.


2.

Select Macros.


4.


5.

Select the Lanes node for a service, click and select Add Lane. The Add Lane dialog box is

displayed.

6.

Enter the data as required for the lane fields. If you want to add restrictions, click Add in the

Restrictions area.

Note: You can also define restrictions records using the Service functions.

7.

Click Add.

Lane fields are as follows:

• Origin Shipping Code: The location or hub used to define the origin of the lane.

Note: Enter either Origin Shipping Code or Origin Zone Code.

• Origin Zone Code: The zone used to define the origin of the lane.

Note: Enter either Origin Shipping Code or Origin Zone Code.

• Dest Shipping Code: The location or hub used to define the destination of the lane.






Note: Enter either Dest Shipping Code or Dest Zone Code.

• Dest Zone Code: The zone used to define the destination of the lane.

Note: Enter either Dest Shipping Code or Dest Zone Code.

• Base Division Code: The division code to which the lane belongs.

•

Rate Code: Identifies the rate code that is applied to the lane. For more information, see "Rates"(on page 70).

• Enable For Optimization: Controls whether this lane can be used during an optimization. If this

value is set to Allow, the lane is valid for optimizations as long as the service is allowed for

optimizations. If it is set to Do Not Exclude, the lane is valid for optimizations even if the service

is excluded. If it is set to Exclude, the lane is not valid for optimizations and is not considered

when determining the most exact lane for the service.

Update a lane


2.

Select Macros.3.


4.


5.

Select lane in the tree, click and select Update / View. The Update Lane dialog box is displayed.

6.


Delete a lane


2.

Select Macros.

3.


4.


5.

Select lane in the tree, click and select Delete Lane. You are asked to confirm the deletion.

6.

Click OK to delete the lane.

Currencies data managerThe Currencies data manager enables you to add new Currencies, update or delete existing Currencies,and identify which currency is your Base Currency. For each currency, you specify the Exchange Rateto be applied to values associated with the currency. You specify a currency for each tariff, as definedin "Tariffs" (on page 53).

The currency identified as the Base Currency will have an Exchange Rate of 1. You will not be able toedit the currency’s Exchange Rate while it is flagged as the Base Currency. If you select an alternatecurrency as the Base Currency, it’s Exchange Rate will be set to 1 and the Exchange Rates of all othercurrencies will be recalculated based on this change.

Note: You cannot delete a currency if it is currently assigned to a tariff.

Add a new currency1.







2.

Select Macros.


4. Select the Currencies node.

5.

Click and select Add Currency. The Add Currency page is displayed.

6.

Enter a Currency name.7.

Add one or more exchange rates for the currency. To add an exchange rate, perform the following

steps:

a. Under Exchange Rates, enter the effective date, expiration date, and the rate.

b. Click Add.

8.

Click Add. The currency is added.

Update a currencyNote: You cannot update the Exchange Rate for the currency identified as the Base Currency.


2.

Select Macros.

3.


4.

Expand the Currencies node.

5.

Select the currency you want to update, click and select Update Currency. The Update Currency


6. To add an exchange rate, perform the following steps:

a. Under Exchange Rates, enter the effective date, expiration date, and the rate.

b.

Click Add.

7. To delete an exchange rate, under Exchange Rates, select the exchange rate and click Delete.

8.

Click Update.

Delete a currencyNote: You cannot delete a currency that is currently assigned to a tariff.

1.


2. Select Macros.

3.


4.

Expand the Currencies node.

5.

Select the currency you want to delete, click and select Delete Currency. The currency is deleted.

Specify the Base CurrencyNote: The Base Currency will have an Exchange Rate of 1. All other currencies’ Exchange Rates will be

recalculated based on any change to the Exchange Rate of the Base Currency.

1.


2.

Select Macros.

3.







4.

Expand the currency node.

5. Select the currency you want to set as the base currency, click and select Make Base Currency.

The exchange rate for the currency is set to 1, and all exchange rates defined for the currency are

removed. You must recalculate exchange rates for other currencies based on the change to the

Base Currency.

For example, assume that you have two currencies. Initially, USD is identified as the Base Currency:

Currency Exchange Rate Base Currency

USD 1 Yes

EUR 1.35 No

You now make the EUR currency the Base Currency. You must update the exchange rate for USD asshown:

Currency Exchange Rate Base Currency

USD 0.740741 No

EUR 1 Yes

Hub managerThe Hub data manager enables you to add new hubs and edit existing hubs. Hubs that you created inthe TariffConverterExcelTemplate.xls and converted are displayed in the data manager.

Note: You can manage hubs directly with the Hub Manager or within the Carriers node of the Entity

Manager.

Add a new hub1.


2.

Select Macros.

3.

Select the Hub Manager macro and click Run. The Hub Manager page is displayed.

4. Enter the information required for the hub. Enter the Hub ID and select a Carrier.

5.

Click Add, then click Close.

Hub definition fields

• Hub ID: The unique identifier of the hub.

• Hub Name: An optional name for the hub.

• City: Identifies the city in which the hub is located.

• State: Identifies the state or province in which the hub is located.

•

Postal Code: Identifies the Postal Code (Zip Code) for the hub.

• Country: Identifies the country in which the hub is located

• Carrier: Identifies the carrier that operates the hub.

• Allow Drop Off: Determines whether drop-offs can be made at the hub by a carrier other than the

hub operator. A value of Conditional allows a carrier other than the hub owner to drop shipments

at this hub when a lane specifies this hub as the destination.






• Allow Pick Up: Determines whether pick-ups can be made at the hub by a carrier other than the

hub operator. A value of Conditional allows a carrier other than the hub owner to pick up

shipments at this hub when a lane specifies this hub as the origin.

Update a hub1.


2.

Select Macros.

3.

Select the Hub Manager macro and click Run. The Hub Manager page is displayed.

4.

Select a Hub ID from the drop-down list.

5.

Enter the information required for the hub.

6. Click Update and click Close.

Delete a hub1.


2.

Select Macros.

3. Select the Hub Manager macro and click Run. The Hub Manager page is displayed.

4. Select a Hub ID from the drop-down list.

5.

Click Delete and click Close.





Index

C

carriers • 7

charge codes • 7

components • 7

D

Delivery Schedule data manager

Delivery Schedule • 36, 40

Delivery Schedule • 40

Tariff/Service/Lane data manager

Tariff/Service/Lane • 49




















Tariff/Service/Lane;rates

associating to a rate

associating charges • 71


Tariff/Service/Lane;rates

associating to a rate

associating charges • 72





E

engines

external tariffs • 7

F

features • 1

H

hierarchy

tariff data structure • 7

tariffs • 7

hierarchy levels • 7

hubs

defining in spreadsheet • 8

relationship to tariffs • 8

Hubs Worksheet • 8, 21

fields • 28

L

lanes • 7

relationship to tariffs • 7

lanes hierarchy • 7

LTL tariffs


LTL Worksheet • 8, 21

fields • 24

P

Preface • 1

R

ranges • 7


Rate Range Worksheet • 8, 21

fields • 27

rates • 7

rating engine

configuring Access database in Transportation Modeler

setting up as rating engine • 14

Related Publications • 1

S

services • 7

small package tariffs


Small Package Worksheet • 8, 21





fields • 25

T

tariff data

converting from spreadsheet

converting from spreadsheet

converting to database • 9

tariff hierarchy • 7

tariff hierarchy levels • 7

TariffConverter.mdb • 7, 9

acceptable field values

acceptable values • 10

opening • 9

TariffConverterExcelTemplate.xls • 7, 8

opening • 8

tariffs • 7

relationship to hubs • 8

relationship to lanes • 7

TL Worksheet • 8, 21

fields • 21

truckload tariffs


W

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transportation modeler 9.0.0.0 access rating tool user guide

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