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Introduction

In order to automatically determine charges for services, tariffs are created using the tariff maintenance application. Tariffs can be created to generate rates for both buying and selling activities. 3rd party rates such as IATA rates can be stored and internal rates (intra organization) rates can be created. Tariffs may be both general and customer specific. Maintaining rates, avoids manual entry of charges during invoicing and costing operations. Examples of tariffs are available here .

 

Description

The tariff maintenance applications presents a menu bar with functions with an overview of existing tariffs that may be searched and filtered using standard functionality.

The following actions are available from the menu bar:

New

A drop-down list appears where the type of new tariff to be created should be selected. Currently types are:

  • Selling
  • Buying
  • IATA
  • Internal
  • Agent

Once the type of tariff has been selected, the Tariff Editor opens for the creation of the tariff.

Edit

Opens the tariff highlighted in the overview within the Tariff-Edtior. Changes may then be made to the existing tariff.

Copy

Opens the tariff highlighted in the overview within the Tariff-Edtior. Changes may then be made to this tariff, but when saved it will be created as a new tariff while the original tariff that served as the model for the new tariff will remain unchanged. This provides fast duplication and reuse of existing tariffs for new purposes.

Delete

Deletes the tariff highlighted in the overview. This action produces a dialogue window where confirmation is requested that the tariff really should be deleted. Tariffs are not physically deleted but marked as inactive. They may be viewed by checking the show removed option described below. Inactive tariffs are displayed with the trash icon in the left hand column to indicate their inactive status. The may be restored to active status by highlighting them and then editing them as described above. This produces another dialogue requesting confirmation that the tariff is to be restored. On saving the tariff it becomes active again.

Export

Export of Air Freight additional costs -  fuel surcharge and security charges - to an excel sheet.

Calculator

In order to test the output of a tariff, locate the tariff in the overview or using the search and filter functions. Once the desired tariff is highlighted in the overview, select the Calculator action, this will automatically produce a pop-up window that will request a figure to use for the test calculation, the pop-up window will advise what the basis of the figure should be using the tariff itself, for example if the tariff is based on Chargeable Weight, then the figure being entered represents the chargeable weight of the shipment. On selecting Calculate the result will be produced using the construction of the tariff. This may then be checked against a manual calculation of the tariff.

Refresh

Updates the index of tariffs shown in the overview to ensure that latest tariff details are visible.

Show Invalid

Tariffs are normally only valid for a period defined within the tariff itself. This is because charges for services are constantly changing and so an expiry date for tariffs must be set to prevent old tariffs from being used indefinitely. The Show Invalid check box is used to include display of expired tariffs in the overview. This is useful since these expired tariffs, while not available within shipments, may be edited, updated with new figure and a new validity period to restore them as active tariffs. This avoids the recreation of tariffs from scratch when they expire.

Show deactivated

When deleted, tariffs are not physically deleted but marked as inactive. They may be viewed by checking the show deactivated option. Inactive tariffs are displayed with the trash icon in the left hand column to indicate their inactive status. The may be restored to active status by highlighting them and then editing them as described above. This produces another dialogue requesting confirmation that the tariff is to be restored. On saving the tariff it becomes active again.

Charge type

In order to view tariffs that relate to a specific charge type , the charge type description or code may be entered in this search field. Once a specific charge type has been choosen, only tariffs relating to that charge will appear in the overview.

All Tariffs

This is a drop down search option that defaults to All Tariffs. This can be changed to any of the following types to restrict the list of tariffs in the overview to:

Tariff type

Description

All tariffs

Include all tariffs

Selling

Tariffs for outgoing documents on house shipments and direct shipments (Except Air freight)

Buying

These are tariffs used for the creation of reserves (Expected costs that will be resolved at a later date via payables processing.) They can also be Due Carrier charges for master shipments and appear as such on the master AWB

IATA

These tariffs are used by the activity type AF - Air Freight used in direct and master shipments

Internal

Internal rates used between branches

Selling Tariffs:

Activity

HAWB

Direct-AWB

B2B - HAWB

B2B - MAWB

MAWB

Airfreight (AF)

(tick)(error)(tick)(error)(error)

due Carrier charges

(tick)(tick)(tick)(error)(error)

due Agent charges

(tick)(tick)(tick)(error)(error)

Buying Tariffs:

Activity

HAWB

Direct-AWB

B2B - HAWB

B2B - MAWB

MAWB

Airfreight (AF)

(error)(error)(error)(error)(error)

due Carrier charges

(error)(error)(error)(tick)(tick)

due Agent charges

(error)(error)(error)(tick)(tick)

IATA Tariffs:

Activity

HAWB

Direct-AWB

B2B - HAWB

B2B - MAWB

MAWB

Airfreight (AF)

(error)(tick)(error)(tick)(tick)

due Carrier charges

(error)(error)(error)(error)(error)

due Agent charges

(error)(error)(error)(error)(error)

Type to search

Keywords can be typed into this general search field and will restrict the list of tariffs to those matching the keywords. Keywords may be:

  • Charge code
  • Charge Description
  • Customer name or address
  • Supplier name or address
  • Departure
  • Destination

Tariffs

The overview of tariffs is presented in table form. The table may be sorted by clicking on the title of each column. The current columns shown are from left to right:

  • Trash - If the trash icon appears in this column, the tariff has been removed. This column is blank for active tariffs.
  • Type - The tariff type may be Selling, Buying, IATA, or Internal
  • Charge type The charge code of the charge type .
  • Module - The module for which the tariff is valid.
  • Basis - The basis on which the calculation is being made.
  • Branch - The Branch (if any) where the tariff is valid.
  • Customer - The customer (if any) to whom the tariff applies
  • Supplier - The supplier (if any) to whom the tariff applies
  • From - The departure point (if any) to which the tariff applies
  • To - The destination point (if any) to which the tariff applies
  • Zone - The zone (if any) to which the tariff applies
  • Valid from - The date (if any) from which the tariff is valid.
  • Valid to - The date (if any) up to which the tariff is valid.

When a tariff is highlighted in the overview, full details of the tariff appear in the lower section of the screen.