Rate Shop - Bookings (Employee)

General

This topic describes the Rate Shop page for bookings that can be accessed directly from various booking lists in Transportation Manager. This page will also be presented when the Rate Shop operation is requested from a list of loads if the trip is attached to a booking.

The Rate Shop page is displayed even if there are no eligible tariff/service combinations. However, if the booking is currently undergoing re-planning or is in a Financial Status in greater than Voucher Pending, the browser will be redirected to the Routing, Rating and Scheduling page for bookings.

Initially load the page

When the Rate Shop page for bookings is first displayed, tariff / service combinations are selected for display based on the setting of the "Direct Rate Shop Default Constraint Level" flag in the Global Settings. If setting is "Soft Committed", the Rate Shop list initially includes just the tariff / service combinations that are compatible with the current hard and soft commitments for carrier, service, primary schedule (i.e. booking service type, voyage, vessel arrival and departure dates and locations); if "Tendered or Manual Input", only hard commitments will be honored; if "Confirm or Shipment", hard commitments will be honored only if they are based on shipment requirements, plus carrier will be locked if any load on the booking is in a status of Confirming, or higher.

Initially, the first tariff / service combination on the list will be the one selected by the route, rate and schedule process as the preferred alternative, based on the eligibility rules described in the previous paragraph. If scheduling has been deactivated for any loads on the booking, only routing and rating will be performed for those loads. The sequence will be established based on the "Carrier Selection" method from the Global Settings:

• If "Cost", sequencing will be based on computed cost.
• If "Performance", sequencing will be based on costs that have been adjusted to reflect relative differences in Carrier Performance (Grade). For bookings, routing will add the divergence from 100 for each load on the booking to get the sum of the rated costs in order to compare different tariff service combinations.

When multiple services for a single tariff meet the routing, rating , and scheduling requirements for a booking, the Rate Shop page displays a separate row for each qualifying tariff / service combination. While there could potentially be multiple voyages and/or itineraries for each tariff / service combination , the Rate Shop page initially displays the preferred itinerary / voyage combination, where the selection within each tariff/service combination will be the one that finishes earlier, with a tie-breaker of leaving later. The relative costs for different combinations of itineraries for a given tariff service combination are not considered.

Note: Once scheduling is disabled for the booking or for a related load, routing/rating for the booking will be successful only if the primary schedule is hard committed. A related load would be one of the loads on the booking or any load that contains one of the other shipment legs for the shipments that are associated with the booking.

Booking Rate Shop will only consider tariff service combinations where Assign to Booking is selected.

When scheduling is active for a booking and for all related loads, routing/rating/scheduling must be successful for every load on the booking and every load must use the same itinerary sequence and all loads must use the same timetable entry for the primary itinerary.

Options section

The Options section on the Rate Shop page has the following controls. You can use these options to change the selection criteria for the Rate Shop list. Use the Refresh icon () in the section header to reload the Rate Shop page after modifying one or more of these selection criteria:

• Remove Commitment Constraints: If the Direct Rate Shop Default Constraint Level flag in the Global Settings is not "Confirm or Shipment" and the booking does not contain any loads where scheduling has been disabled, use this check box to remove existing constraints for carrier, service, booking service types and primary schedules. If selected, all hard and soft commitments will be lifted (excluding commitments based on requirements for attached shipments or loads and also excluding commitments for carrier if the operational status for any load on the booking is Confirming, or higher).
• Voyage Selections: Use the drop-down list to view other eligible itinerary and/or voyage combinations for a given tariff/service combination:
  • Best Voyages: By default, this value is selected. This mode will select the best itinerary / voyage combination for each qualifying tariff/service combination.
  • Applicable Voyages: This mode will select all eligible itinerary and/or voyage combinations for each qualifying tariff service combination.
• Apply Resource Constraints: Indicates whether resource constraints such as, lane constraints and equipment availability are applied when executing any rate quotation request. If this flag is selected and Transportation Planner configuration is also set to True, then the resource constraints will be considered when selecting a carrier/tariff/service combination. . If this flag is deselected, then, regardless of the Transportation Planner configuration, resource constraints will not be honored.
• Scheduling Active: This read only element displays the booking’s Scheduling Active flag.

Select a tariff service combination

When a tariff / service combination is selected from the Rate Shop page:

• If the Hard Commit check box is selected in the Rate Shop section, the carrier, service and primary schedule for the booking will be hard committed based on the chosen tariff / service combination. Otherwise, any of the values associated with the selected route that are not hard committed will become soft committed.

Additional Operations

Note: Business Hours and Contacts can be accessed for the Origin Location, Carrier and Tariff/Service combination associated with each row on the Rate Shop page. Origin Location refers to the common pickup location for all loads on the booking.