Note: All fields on this tab are editable in Update mode, excluding names/descriptions associated with designated identifiers.
Invoicing Details
Pay To Carrier ID: Pay To Carrier ID will be referenced in the A/P transaction along with the actual Carrier ID. The expectation is that the integration that maps the Transportation Manager A/P transaction to the financial processing system will map the open payable represented by the A/P Transaction to the supplier/vendor account for the Pay To Carrier. Freight Bill matching in Transportation Manager will be performed by referencing the carrier that performed the service even when a Pay To Carrier is defined in the carrier's profile.
Pay-To Carrier Name: The carrier name for the Pay To Carrier ID.
Freight Bill Payment Mode: The freight bill payment mode for this carrier. This will be used as a default when creating tariffs for this carrier. Possible values are:
Auto Pay: Freight bills will be automatically generated for eligible vouchers by the auto-pay process.
Audit: Vouchers will be matched once a compatible freight bill is received from the carrier.
Freight Bill Group Level: This controls the way in which vouchers are grouped onto freight bills by the auto-pay process. The carrier can be configured in one of the following ways:
One for All Vouchers: Combine all compatible vouchers onto a single freight bill.
One for All Same Day Vouchers: Combine all compatible vouchers with the same voucher effective date to the same freight bill.
One Freight Bill per Voucher: Create a separate freight bill for each voucher.
Voucher Generation for Trips/Bookings: Controls voucher generation for trips, bookings and the loads attached to trips and bookings. Carrier can be configured in either of the following ways:
Load: Create a separate voucher for each load attached to the trip or booking.
Trip/Booking: Create a single voucher representing the entire trip or booking.
Voucher Generation for Manifest: Controls voucher generation level for manifests and the associated shipment legs and shipment leg containers. Carrier can be configured in either of the following ways:
Shipment Leg or Shipment Leg Container: Create a separate voucher for each shipment leg or shipment leg container, depending on the level where charges were computed.
Load: Create a single voucher representing the entire manifest.
Detailed Charges Required: Indicates whether charge detail level information must be provided for freight bills for this carrier. If it is disabled, freight bill details refer to a single monetary amount. If enabled, freight bills record a separate monetary amount for each charge (for example, separate amounts for line haul, fuel surcharge, additional stop charge, and lift gate charge).
Voucher Payment: Indicates which currency should be assigned as the payment currency for secondary A/P vouchers created for this carrier: carrier's currency, tariff payment currency for corresponding primary A/P tariff, tariff rating currency for corresponding primary A/P tariff. Secondary A/P vouchers are triggered when a payable carrier override has been configured for some of the charges for a load, shipment leg, trip, or booking.
A/P Terms: The default credit terms assigned to freight bills for this carrier. Potential values are defined in the user-maintainable A/P terms domain table.
Maximum Pay Variances Allowed
Note: These values can be superseded by corresponding values for Tariff Service, Tariff Charge, or Customer / Carrier Freight Authorization.
Positive Amount: The maximum positive monetary difference allowed during match pay, expressed in the carrier's default currency. This amount is applicable only when auditing total freight bill detail amount when carrier amount is greater than voucher amount.
Positive Percentage: The maximum positive percentage difference allowed during match pay. This percentage is applicable when auditing total freight bill detail amount when carrier amount is greater than voucher amount and when auditing individual freight bill detail charges where carrier amount is greater than voucher amount for the charge.
Negative Amount: The maximum negative monetary difference allowed during match pay, expressed in the carrier's default currency. This amount is applicable only when auditing total freight bill detail amount when carrier amount is less than voucher amount.
Negative Percentage: The maximum negative percentage difference allowed during match pay. This percentage is applicable when auditing total freight bill detail amount when carrier amount is less than voucher amount and when auditing individual freight bill detail charges where carrier amount is less than voucher amount for the charge.
Shipping Details
Routing Precision: The routing precision will be used as a default when creating tariffs for this carrier.
Combined Precisions: A relative value will be assigned for the precision of both the origin and destination. The lane or lane constraint with the largest “score” will be used.
Default Geographic Precision: Use the optimization parameter RoutePrecisionCriteria which support the other five possible values for Routing Precision.
Destination Precision Over Origin: The lane or lane constraint with the most precise destination will be used.
More Precise Origin or Destination: The lane or lane constraint with the most precise origin or destination will be used. Destination will take priority in the case of a tie.
Origin Precision Over Destination: The lane or lane constraint with the most precise origin will be used.
Service: A lane or lane constraint that refers to a Service will be considered more precise than any entry that does not, regardless of the geographic precision of the zone.
A lane with a service is chosen over a lane without service
A lane on a referential tariff is chosen over a lane on a master tariff
A lane with a commodity is chosen over a lane without commodity
A lane with a matching lane template is chosen over a lane without a lane template
When the Routing Precision for a Tariff is Default Geographic Precision, the value for the Optimization Parameter, RoutePrecisionCriteria will be used to establish the geographic precision rule for lanes and lane constraints. Otherwise, the value for the Tariff will be used when evaluating lanes and lane constraints for the services defined for the tariff.
Routing Precision (using the Tariff value or RoutePrecisionCriteria) is needed to determine specificity of lane constraints when the Optimization Parameter, LaneConstraintSatisfactionCriteria is MOST_EXACT or ADDITIVE.
Status Verification: Indicates whether delivery status verification is required for all associated shipments before a freight bill from this carrier can be released for payment. Possible values are:
POD (Proof of Delivery) Required: POD must have been reported for each associated transaction either at stop, shipment leg or shipment leg container level.
POD or Delivery Notification Required: POD or delivery confirmation must have been reported for each associated transaction either at stop, shipment leg or shipment leg container level.
POD or Delivery Notification not Required: Freight bill can be released for payment without POD or delivery confirmation being reported for associated freight.
Carrier Type: Carrier type is a user-definable classification. Potential values are defined in the user-maintainable carrier type domain table.
Carrier Performance: When routing is based on performance, the applicable carrier performance grade will be used in conjunction with relative costs for each tariff service combination during rate shopping. If carrier performance is enabled at lane level, the value defined at carrier level will be used only when a grade is not defined at lane level. See "Carrier Selection – Cost vs. Performance".
Internal Carrier: Indicates whether this is an internal carrier. If checked, an A/P transaction will not be generated when freight bills for this carrier are selected by A/P transaction generation. The expectation is that G/L transactions generated for freight moved by this carrier will be used as the basis for cost transfers but should not impact the accounts payable sub-ledger. It is also expected that the auto pay process will be used to automatically generate freight bills based on the open vouchers for the internal carrier.
Restricted Carrier: Indicates whether this carrier is restricted. If enabled, tariff services for this carrier will not be included when a rate shop request is triggered in Transportation Manager (Web UI, Smartbench, API, Carrier Sequential Tendering) and will not be proposed by Optimizer unless carrier for the transaction is committed.
Spot Carrier: Indicates whether this is a spot carrier. Spot carriers will be inserted into the working list generated during carrier sequential tendering.
Maximum Allowed Percentage of Lowest Cost: During carrier sequential tendering, the rate associated with lowest cost tariff/service combination will be multiplied by this percentage to establish a rate for the tariff service combination for this "spot" carrier.
Non-Live Loading/Unloading: Indicates whether this carrier allows non-live loading or unloading. This flag will be considered during the scheduling process.
Container Tracking: Will be used to establish a default value when creating tariff services for this carrier. If enabled for a tariff service, a tracking number will be required for each piece or shipping container.
Minimum Tender Lead Time: This is the interval required by the carrier between the time a tender is issued and the time the carrier needs to pickup the freight at the first pickup location.
Tender Response Time: The interval allotted to the carrier to respond to tenders. The value defined for the carrier will be superseded if a non-zero value is defined for the shipping location for the load's first pickup stop.
Allow New Shipments on Load after Tender: Indicates whether the Optimizer can add additional shipments to a load after it has been tendered to this carrier. If enabled, additional shipments can be added to a load sent to the Optimizer for re-planning. Shipments will be added only if the revised load would be executable and cost effective. The revised load could reference additional shipping locations if it is in Picked planning status. Even when disabled, this flag will not constrain authorized users from manually assigning shipments to loads in Tendered status, or higher.