Location

Setting

Billing Information

Claim Detail

Order Information (Revenue Entry)

Set the Tariff/Rate to a plan in effect for order revenue or revenue imported into the application.

Recurring Billing

The Rate Table controls which rates are available to the Billing Items for the storage billing record.

Field/Function

Description

Rate Plan Name

Enter the name for the rate that will appear as an option available in all Rate and Tariff/Rate fields, such as the Tariff/Rate field in Billing Information (up to 12 characters).

NOTE: Rate Plan Name and Description are synonymous.  However, the application references the Rate Plan Name when applied to an order, e.g. Billing Information, and Description when applied to a specific charge, such as storage billing.

NOTE: A user can generally assume that the Tariff/Rate applies to the entire order record, whereas the Rate Table drives a specific piece of functionality within the order itself.  A good example of this is in the Recurring Billing Setup and Administration, where a user can specify a Rate Table that overrides the Tariff/Rate table that may have been set at the order level. 

NOTE:  If a downloaded Rate Plan does not exist in MoversSuite, then it is added automatically.  In such cases, only known values are set and both the selectable and own authority flags are unchecked.

Description

Enter text that will display as options available within the Rate Table fields, such as in Billing Record within Recurring Billing (up to 30 characters).  This value is also assigned to a Rate Plan Setup record

Van Line Code

Assign codes used by external application to identify a particular rate for exchanging revenue data (up to 16 characters).

SIRVA Note: Enter the national account contract code required by SIRVA in this field.

Effective Date Basis

You can set which order date is referenced when utilizing effective dates assigned to rates included in this plan. By default, the basis is set to the Load Date of an order. This setting is only referenced if effective dates are set for a rated item through the Add Rate screen, i.e. the Effective Start and/or Effective End date is set for an item, then the application checks the corresponding date to determine whether the rate is in effect or not.

Options available include the following:

Delivery Date

Move Information > Range > Delivery Dates (first date in spread)

Job End Date

Job Information > Job End Date (on an Office & Industrial order)

Job Start Date

Job Information > Job Start Date (on an Office & Industrial order)

Load Date

Move Information > Range > Load Dates (first date in spread)

Tendered Date

Billing Information > Other Information > Tendered Date

Point to Point Type

If you wish to enable Point to Point Rating for this plan, then set this value from the following options:

Air/Ocean Ports

Country

Postal Code

State

This option is only available on new Rate Plan records or if there are no detail Rate items assigned to a plan.

Once set, you can only define Rate items for the corresponding type. For example, if the type is set to Airport, then you can only specify rate eligibility based on Origin Airport and Destination Airport settings within Add Rate.

Is this plan selectable in MoversSuite?

Check this flag to instruct the application to display this rate as one of the options available through the Tariff/Rate field in MoversSuite.  Leave this option unchecked to not have the rate available.
The Rate Plan will display in MoversSuite if associated to a transaction, such as in the case of revenue items imported into MoversSuite.

Is this plan under an own authority tariff?

Set this flag to indicate that this plan represents an own authority tariff.  Leave this flag unchecked if van line tariff applies.

This setting relates to using contracts to discount rates on a local tariff.

Rate

Use this section to define individual rate items available through this plan.

The details are specific to an Item Code and include the ability to set a default rate, overtime rate, and double time rates, etc. Refer to Add Rate for details on field settings available.