Rates table entries define the monetary rate and overtime rates that are associated to an Order record through the Rate Plan and Item Codes entered within the application. The Rates setup also directs the application to a particular Rate Type, Rate Matrix, and an effective date range.
The purpose of the Rates information is to combine all necessary elements of the rating information to automatically compute a rate to be used in various rated computations.
Defining Rates
1. Access the Mover’s Suite Administration (old version),
2. Open the AFS > Rates > Rates setup,
Figure 38: Rates setup within the Mover’s Suite Administration
3. Click the box that indicates “Click here to add a new row”,
4. Enter an Item Code. This associates the record to a specific Item Code for financial reporting,
5. Enter a Rate. Enter a numeric, monetary value for the rate to be used when computing charges, revenue items, and quotes. Values can be in whole dollar amounts or used in conjunction with a decimal point (all values are rounded to the nearest penny); for example enter “12.5” for a rate of $12.50. Note: If specifying a Rate Matrix (Step 9), then no Rate will need to be entered; it is ignored when the Rate Matrix is specified.
6. Optionally enter an OT Rate to be used within Local Dispatch. This rate will only be used when the Over Time flag is set for a crew member in Local Dispatch. When in use, transactions imported into Revenue Entry will display this rate,
7. Enter a Rate Type to link this record to a particular Rate Type from the drop-down list,
8. Enter a Rate Plan. Associate the rate to a Rate Plan by selecting from the drop-down list,
9. Optionally select a Rate Matrix from the drop-down list. Link the Rates record to a Rate Matrix. Linking to a Rate Matrix will cause the application to compute the rate based on a matrix instead of using the Rate value of this record,
10. Optionally enter an Effective Start and Effective Stop date range that the rate will be in effect.
Figure 39: Effective Date impact on billing rates
11. Enter Effective Stop (optional) as the stopping point of the rate being in effect,
12. Repeat Steps 3 through 11 to define other Rate records.
Once the Rates table settings have been completed, a Rates record can be referenced indirectly by MoversSuite through a cross-reference lookup of the Item Code and Rate Plan. See the Applying Rating Information section for more information on retrieving this information.
To take full advantage of the Rating System and have the system automatically pull rating information from the Rates table, then planning and preparation should be done at this time. When defining the Rates, a user has the opportunity to cover all potential scenarios and create records based on desired usage.
For example, if it is desired to have rating information automatically fill-in on recurring billed items, then every combination of Item Code and Rate Plan values could be setup here so that when clerks access them through the application, they will not have to worry about figuring out the individual rates.