Field

Description

Rate Plan Name

Enter the name for the rate that will appear as an option available in all Rate and Tariff/Rate fields, such as the Tariff/Rate field in Billing Information (up to 12 characters).

Notes:

Rate Plan Name and Description are synonymous.  However, the application references the Rate Plan Name when applied to an order, e.g. Billing Information, and Description when applied to a specific charge, such as storage billing.

A user can generally assume that the Tariff/Rate applies to the entire order record, whereas the Rate Table drives a specific piece of functionality within the order itself.  A good example of this is in the Recurring Billing Setup and Administration, where a user can specify a Rate Table that overrides the Tariff/Rate table that may have been set at the order level. 

Description

Enter text that will display as options available within the Rate Table fields, such as in Billing Record within Recurring Billing (up to 30 characters).  This value is also assigned to a Rate Plan Setup record

Is this plan selectable in MoversSuite?

Check this flag to instruct the application to display this rate as one of the options available through the Tariff/Rate field in MoversSuite.  Leave this option unchecked to not have the rate available.
The Rate Plan will display in MoversSuite if associated to a transaction, such as in the case of revenue items imported into MoversSuite.

Is this plan under an own authority tariff?

Set this flag to indicate that this plan represents an own authority tariff.  Leave this flag unchecked if van line tariff applies.

This setting relates to using contracts to discount rates on a local tariff.

Van Line Code

Assign codes used by external application to identify a particular rate for exchanging revenue data (up to 16 characters).

SIRVA Note:

Enter the national account contract code required by SIRVA in this field.

Rate

Define each individual rate available under this plan in this section.

Item Code

Select a code to associate the record to for financial reporting from the list defined within Item Code Setup.

Rate Type

Select a type from the list of those defined within the Rate Type Setup to be the default type set for the rating. 

Rate Matrix

To compute a rate based on a matrix of order values, set a matrix from the list of those defined in Rate Matrix Setup. 

Setting a matrix will instruct the application to set the rate based the selected matrix and ignore the Rate value.

Effective Start Date

Effective End Date

Enter a date range that this rate will be in effect.  The application will compare these dates to the following in order to determine if the rate is to be applied:

Effective Date

The application checks the Effective Date set within Add Billing Item for Recurring Billing items first.  If this date is not set, then it checks the Load Date then System Date to determine if the rate is in effect.

Load Date

For Quote and Revenue Entry items, the application will compare these dates to Load Dates (first date in Range) from Move Information to determine if the rate is in effect.

System Date

If the Load Date and Effective Date are not set, then the application checks the date from the server to determine whether this rate is in effect.

Rate

Enter the dollar amount of rate (up to four decimal places; the application will round to the nearest penny).  The Rate will be the initial amount set by the application when computing rated items.

Note:

The application ignores the Rate when a Rate Matrix is in effect, as determined through the Rate Type value (see Rate Type Setup for specifics).

OT Rate

Enter the dollar amount for overtime applied to crew within Local Dispatch for imported items into Revenue Entry.  This rate is only in effect when the Over Time flag within the Update Crew screen (see Update Crew and Equipment).