Auto Applied Options (Employee)

The Auto-Applied Options screen appears in the properties of:

• List of Shipping Locations (Employee)

Auto-Applied options are used to pre-define options that the system can automatically select when a location is assigned to a shipment, shipment leg, load, trip, booking or rate quotation (rate calculator request).

For example:

• If a customer always ships fragile goods from their locations, you can set the Fragile Goods Handling option for the Apply A/P Option and Apply A/R Option columns of the Auto-Applied Options property sheet for each of the customer's locations to indicate that tariffs used to route/rate transactions for this customer must have this option enabled. This indicates that an increased level of service will be required.
• If a customer is situated in a shopping mall, you can activate the Inside Mall Delivery option in the Apply A/R Option and Apply A/P Option columns. The Inside Mall Delivery option is then automatically enabled for shipments and shipment legs to this consignee, or for loads or trips that drop at this location. The option is also triggered automatically when designating this consignee as a location for a rate calculator request.

When Apply A/R Option is enabled for Rate or Route/Rate, the option is enabled when performing Routing, Rating and Scheduling for a Shipment that starts or ends at this location, or for a Rate Quotation that refers to this location as the origin or destination.

When Apply A/P Option is enabled for Rate or Route/Rate, the option is enabled when performing Routing, Rating and Scheduling for a Shipment Leg that starts or ends at this location, or for a load or trip that stops at this location. The option is also enabled for a Rate Quotation that refers to this location on its itinerary.

Auto-Applied Options refer to master conditions/options that are defined as options where Option Utilization is Tariff Service Selection.

An option with a Data Accumulation Level of Drop Location cannot be defined for a Load-At; an option with a Data Accumulation Level of Pick Location cannot be defined for a Consignee.

Note: Auto-applied options functionality is fully enabled for shipments, shipment legs, loads, trips, booking and rate calculator requests (web UI). Auto-applied options are conditionally recognized when requests are triggered using the Rate Quotation API, based on an input parameter. Auto-applied options are not recognized when routing is performed for non-operational freight transactions.

Note: When scheduling is performed using a Delivery Schedule where Allow Multiple Itineraries is selected, Auto-Applied options will be included for intermediate transfer locations on the sequence of itineraries used to route the freight from the origin to the destination.