MoversSuite Administration > AFS > Rates > Rates

 

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.

 

Figure 38: Rates setup within the MoversSuite Administration

 

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.  Use the following table to setup and maintain rates used in MoversSuite.

 

Field	Description
Item Code	Select a code to associate the record to for financial reporting.  Item codes are defined within the MoversSuite Administration > Tools > Item Codes setup.
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.  Up to four decimal places will be allowed. 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.
OT Rate	Optionally enter an overtime 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.
Rate Type	Select a type from the list of those defined within the Rate Type Setup.
Rate Plan	Select a plan from the list of those defined within the Rate Plan Setup.
Rate Matrix	Select an advanced rate from the drop-down list from those defined within Rate Matrix Setup.   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.
Effective Start Date	Enter the beginning date that this rate will be in effect.  See Use of Effective Dates in Rating Systems for more information.
Effective End Date	Enter the ending date that the rate will be in effect.

Fields appearing in red are required when adding new records for the particular setup area.

 

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.