otm 6.4.1 rate maintenance
TRANSCRIPT
OTM 6.4.1 RateMaintenanceEric [email protected]
Introduction
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Agenda• Part 1: Simple TL• Part 2: Accessorials• Part 3: LTL with Weight Breaks• Part 4: Error Resolution• Part 5: LTL with Discount• Part 6: Exclusions
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Part 1: Simple TL• 3 Digit Postal Code Based Lanes• Flat Charge + Cost Per Unit Distance• 53 Foot Dry Van
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The Steps1. Create Template Rate Offering & Record2. Create Rate Load Definition3. Download Excel Template4. Populate Excel Template with Data5. Upload Excel Template6. Resolve Any Errors7. Approve and Finalize8. Test Using Rate Inquiry
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Create Template Rate Offering & Record
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Create Template Rate Offering
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Create Template Rate Record
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Create Rate Load Definition
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Create Rate Load Definition
Download Excel Template
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Populate Excel Template
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Upload Excel Template
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Upload Excel Template
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Upload Excel Template
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Approve and Finalize
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Approve and Finalize
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Test Using Rate Inquiry
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Test Using Rate Inquiry
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Observations• Rate Offerings and Records are added vs.
modifying existing rate offerings andrecords
• Prior example generated newrate_offering_gid and rate_geo_gid
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Part 2: Accessorials• We illustrate the use of a simple accessorial
defined at the rate offering level• Carrier applies an additional $500 flat charge
for unloading• Template002 Rate Offering Same as
Template001 but with New AccessorialDefined
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New Template002 Offering
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New Template002 Offering
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Test Revised Template with RIQ
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Test Revised Template with RIQ
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Test Revised Template with RIQ
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New Rate Load Definition
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Revised Excel Template
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Repeat Steps• Populate Template• Upload• Approve• Finalize• RIQ Test
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Repeat RIQ Test
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Part 3: LTL with Wt Breaks• Show how to configure and use a template
rate that uses weight breaks
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Template Rate Offering
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Template Rate Record
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Test Template with RIQ
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Rate Result
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Check template and uncheckactive
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Rate Load Definition
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Download Template• Same process as shown previously
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“Wide Template”
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“Wide Template” (cont)
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Repeat Steps as before..• Populate Template• Upload• Test using RIQ
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Populated Template
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RIQ Results after uploading
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Part 4: Error Handling• Purposefully introduce a foreign key error
and learn how to diagnose/resolve errors
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Ex: Invalid Foreign Key
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Ex: Invalid Foreign Key
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Ex: Invalid Foreign Key
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Download Failed Rates• You can download a spreadsheet
containing just the data that needs to becorrected and re-uploaded…
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Downloaded Failed RatesSpreadsheet
Part 5: LTL with Discount
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LTL with Discount
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Template with Discount
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Part 6: Exclusions
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Exclusions
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Exclusions
Questions?• Disclaimer: My experience with this
feature has primarily been preparing thispresentation
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