Rate Shop for Trip - Transportation Smartbench

Use this page to view tariff/service combinations identified by the route, rate and schedule (or route and rate) process and optionally select one of these combinations for a trip. You can access this page only when Monetary Information Control is set to All Monetary Values from the List of Users page and the Rate Shop operation is authorized by an Administrator.

Note: When you are on the Rate Shop for Trip page, you cannot perform any action on the main Transportation Smartbench (TSB) frame.

The Rate Shop page is displayed even if there are no eligible tariff/service combinations. However, if the trip is not currently eligible (that is, undergoing re-planning) or no longer eligible for rating updates (that is, Financial Status in greater than Voucher Pending), the operation will be halted with an appropriate error message.

By selecting the applicable columns for display on this page:

• Cost can be displayed in one or more of these currencies:
  • Base System Currency
  • User's Currency
  • Tariff Rating Currency (potentially different for each tariff/service combination)
  • Tariff Payment Currency (potentially different for each tariff/service combination)
• Distances can be displayed in one or both of these units of measure:
  • Base System Distance Unit of Measure
  • User's Distance Unit of Measure
• Calendar date fields can be displayed in date/time and date only formats.
• Duration values can be displayed in measures of ‘Hours’ and ‘Days’.

Initially load the screen

When the Rate Shop page for trips 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:

• 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, tractor domicile and tractor equipment type.
• Tendered or Manual Input: Only hard commitments will be honored.
• 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 trip is in an operational status of Confirming, or higher.

If scheduling has been deactivated for the trip or any associated loads, only routing and rating will be performed for the trip. The sequence will be established based on the Carrier Selection setting from Global Settings:

• Cost: Sequencing will be based on computed cost.
• Performance: Sequencing will be based on costs that have been adjusted to reflect relative differences in Carrier Performance (Grade). When multiple services for a single tariff meet the routing, rating and scheduling requirements for a trip, the Rate Shop page displays a separate row for each qualifying tariff/service combination. While there could potentially be multiple tractor/trailer equipment types and tractor/trailer domiciles eligible for each tariff/service combination, the Rate Shop page will initially display the preferred equipment types and domiciles, where the selection within each tariff/service combination will be based on lowest cost and then priority for the equipment types.

Trip Rate Shop will only consider carriers where Eligible for Trips is selected.

When scheduling is active for a trip and for all related loads, routing, rating and scheduling must be successful for every load on the trip.

Options section

Use the following controls to change the selection criteria for the Rate Shop list. Use the Refresh icon in the Rating Results section header to reload the Rate Shop page after modifying one or more of these selection criteria:

• Include Entries with Invalid Scheduling: If scheduling is active for the trip, the list will initially include only the tariff/service combinations where all scheduling constraints can be satisfied if there is at least one combination where scheduling is successful. If there are other combinations where routing/rating succeeds but scheduling fails, this check box will be enabled. Select this check box to also include tariff/service combinations where routing and rating was successful but where scheduling failed. If scheduling is not active for the trip, routing and rating (that is, not scheduling) will be performed when loading the screen and this check box will not be editable. If scheduling is active for the trip but scheduling fails for all tariff/service combinations, then this flag will be automatically selected and list will present combinations where routing/rating (without scheduling) was successful.
• Scheduling Active: This read only element displays the trip’s Scheduling Active flag.

  Note: Scheduling Active is an editable element on the trip entity grid.

• Remove Commitment Constraints: If the Direct Rate Shop Default Constraint Level flag in Global Settings is not Confirm or Shipment and the trip does not contain any loads where scheduling has been disabled and scheduling has not been disabled for any dependent loads, use this check box to remove existing constraints for carrier, service, tractor domicile and tractor equipment type. 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 trip is Confirming, or higher).
• Equipment Type Selections:Use this combo box to view other eligible equipment types and domiciles for a given tariff/service combination. If value Applicable Equipment Types is selected, you must select exactly one tariff/service combination from the list:
  • Best Equipment Types: Default. List will include the best equipment types and domiciles, if applicable, for each tariff/service combination.
  • Applicable Equipment Types: If the carrier for the selected tariff/service combination is domicile based, list will be updated with all eligible tractor domicile / tractor equipment type combinations for the selected tariff/service combination; otherwise, list will be loaded with all eligible trailer equipment types for the tariff/service combination.
• Apply Resource Constraints: Indicates whether resource constraints such as lane constraints and equipment availability are applied. If this flag is selected and Transportation Planner configuration is also set to "True", then resource constraints will be considered when selecting a carrier/tariff/service combination. If this flag is deselected, regardless of the Transportation Planner configuration, resource constraints will not be honored.

Selecting a tariff/service combination

When a tariff/service combination is selected from the Rate Shop page and if the Hard Commit check box is selected (in the Submit Options section), the carrier, service, tractor domicile and tractor equipment type for the trip 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.