Introduction
This application allows importing buying and selling tariffs as well as e-rates. The tariffs created can be viewed and changed after import in tariffs.
Users needs a specific permission to import rates.
Description
Actions
Import
The import function enables importing four different kinds of tariffs. The following options are available:
- Ocean Freight
- Courier Tariffs
- CSV (e-rates)
Ocean Freight
Scope uses system charge code "Oceanfreight" to import rates.
Select the file for import:
To import ocean tariffs, the following format is required:
Example: LCL
| type | departure | destination | supplier | product | customer | currency | chargeType | LCL | LCL MIN | shipper* | consignee* | validityStart* | validityEnd* | remarks* | branch* | LCL Base* | LCL basis* | LCL units* | LCL max* |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| buying or selling | UNLocode of port of departure | UNLocode of port of destination | Partnercode of supplier | Product | Partnercode of customer | three digit currency | Charge Type | Rate per M/W | Minimum for LCL rate | shipper | consignee | validity start of tariff | validity end of tariff | Field for remarks | Branch partner code | base amount | calculation basis
| # units for the calculation rules | Maximum amount |
Example: FCL
| type | departure | destination | supplier | customer | currency | chargeType | 20DC | 40G0 | shipper* | consignee* | validityStart* | validityEnd* | conveyanceType | remarks* | branch* | rate | base* | min* | max* |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| buying or selling | UNLocode of port of departure | UNLocode of port of destination | Partnercode of supplier | Partnercode of customer | three digit currency | Charge Type | Containertype | Containertype | shipper | consignee | validity start of tariff | validity end of tariff | Air, Rail, Road, Sea, Barge, Mail | Field for remarks | Branch partner code | rate (for first breakpoint) | base amount | min amount | max amount |
Example: TEU
| type | departure | destination | supplier | product | customer | currency | chargeType | shipper* | consignee* | basis* | rate | base* | min* | max* | validityStart* | validityEnd* | remarks* |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| buying or selling | UNLocode of port of departure | UNLocode of port of destination | Partnercode of supplier | Product | Partnercode of customer | three digit currency | Charge Type | shipper | consignee | calculation basis
| rate (for first breakpoint) | base amount | min amount | max amount | validity start of tariff | validity end of tariff | Field for remarks |
* these fields are not mandatory and can be left blank.
W/M (weight or measure) = 1m3 = 1.000kg = 1 x w/m. LCL assumes chargeable weight is calculated at 1000 kg per volume factor.
The columns of the file do not need to be in the order described. As long the the description of the columns matches, Scope can import the tariffs. Additional containertypes can be added in new columns. FCL and LCL tariffs can be imported in a single file or in different files.
Courier Tariffs
Enables importing of selling or buying tariffs for any charge type in XLS or CSV format.
Here is an example of a selling tariff, here an example of a buying tariff.
Courier tariffs can be imported with multiple tables in Excel files. Please find an example here.
The format is as follows:
| Column name | Optional / Mandatory | Description |
|---|---|---|
| Type | Mandatory | Type of tariff. Possible values: selling, buying, internal |
| ChargeType | Mandatory | Charge type as maintained in Scope |
| Currency | Mandatory | 3-digit currency code, e.g. USD (ISO 4217) |
| Product | Optional | Code of the product |
| Module | Optional | Module, e.g. AE, AI, SE, SI |
| Branch | Optional | Branch Code |
| Basis | Optional | Basis (base amount only/gross weight/chargeable weight/volume/loading meter/number of pieces/number of pieces (dgr)) |
| Volume Factor | Optional | Volume Factor |
| Base Amount | Optional/Mandatory | A base amount (mandatory for basis: Base amount only) |
| Min | Optional | Minimum Amount |
| Max | Optional | Maximum Amount |
| Departure | Optional | UN/Locode, country code or regioncode for tariff Departure |
| Destination | Optional | UN/Locode, country code or regioncode for tariff Destination |
| Supplier | Optional | Partner code or name of partner group of the supplier |
| Customer | Optional | Partner code or name of partner group of the customer |
| Shipper | Optional | Partner code or name of partner group of the shipper |
| Consignee | Optional | Partner code or name of partner group of the consignee |
| Agent | Optional | Partner code or name of partner group of the agent |
| Zip Zone | Optional | Zone from Zip Zone Schema |
| Round | Optional | Default is no. When entering yes the rates of the breakpoint are rounded according to the setting of the currency. |
| BP FIX x | Mandatory/Optional | Describes a breakpoint with the following properties:
|
| BP STEP x y | Mandatory/Optional | Describes a breakpoint with the following properties:
|
| BP STEP x ACC y | Mandatory/Optional | Describes a breakpoint with the following properties:
|
| BP PROP x y | Mandatory/Optional | Describes a breakpoint with the following properties:
|
| Valid From | Optional | valid from date |
| Valid To | Optional | valid to date |
| DGR level | Optional | DGR level of the shipment (DGR/PAX, CAO, limited or exempted Quantity) |
| Weekdays | Optional | days on which the tariff is applicable (1234567) |
| Remarks | Optional | Remarks |
When the base is "base amount only", the line must not contain a BP-element. Otherwise one of the BP-elements is mandatory
CSV (e-rates)
Scope uses system charge code "Airfreight" to import rates as buying rates.
This option enables importing of e-rates. Scope allows the import of the old version as well as the new version of the official e-rates sheet, which have been defined by the airlines.
The corresponding file needs to be saved as format ".csv" in order to be imported into Scope correctly.
The first nine lines of the import file are ignored (they usually contain the header data of the e-rates file). When manually creating a file for upload, enter nine emtpy lines.
Rerun Import
Runs the import on the selected / marked file again.
Open
Opens the selected / marked entry and displays information of the import, e.g. how many tariffs were created and - in case of errors -why these tariffs were not created (missing data in this example).
Rerun Import
Runs the import of this file again. This is used to add tariffs which could not be imported after master data has been maintained.
Change validity
If the file contains validity dates and the validity to is in the past, the user can change the validity of the tariffs from here without having to upload the file again.
General
Tab "General" displays information about the file imported and warnings.
Documents
Tab "Documents" displays the file used and the file can be downloaded from here.
Delete
Deletes the selected file from the overview and the tariffs created from this file.
Delete Old
A new window with options is opened to select criteria for deletion:
Validity Threshold
Date of validity.
Rate Import Filter
Select per Drop-Down which tariffs according to the previously selected validity threshold shall be removed.
- Only unfinished: deletes all entries which do not have the status "Imported"
- All without tariffs: deletes all entries with 0 tariffs and 1 warning
- All with oudated tariffs: deletes all entries where "valid to" is not in range of the entered validity threshold
OK
Confirms the selection and starts deletion of entries.
Cancel
Cancels the action and closes the window.
Refresh
Refreshes the home view.
Overview
The overview displays imported files which can be sorted by "Supplier, Type, Filename, Valid from, Valid to, #Tariffs, #Warnings, Imported, Status".
Source Type
Filter per Drop-Down and type of entry.
Date range "from/ to"
Search for the date of import of certain entries.
Type to search
Search for suppliers, types