1. Transportation Management Implementation Guide
  2. Setting Processing Options for Batch Rate Update (R4972)

Setting Processing Options for Batch Rate Update (R4972)

Processing options enable you to specify the default processing for programs and reports.

1. Enter '1' to perform updates to the Rate Detail table (F4972). If this field is left blank, new records for the selected criteria are added.

Specify the type of processing for an event.

2. Enter the Rate Adjustment Type: '$' - adjust rate by amount '%' - adjust rate by percentage '*' - adjust rate to an override rate

Indicate whether the factor value is an increased/decreased percentage or an increased/decreased cash amount when applied to an order's price.

3. Enter the amount used to adjust the rate. For '$' (amount) adjustment: Enter 10 to increase the rate by 10 Enter -10 to decrease the rate by 10 For '%' (percentage) adjustment: Enter 10 to increase the rate by 10% Enter -10 to decrease the rate by 10% For '*' (rate override) adjustment: Enter 10 to change rate to 10

Indicate how the system adjusts an order line. The value in this field works with the Basis field (BSCD). How you define the Basis field determines whether you enter a number or a code in this field.

  • If the Basis Code is 1–5, enter a positive number for markups such as 10. Enter a negative number for discounts.

  • If the Basis Code is 6, you want to base the adjustment on a variable table. Enter the code that identifies the variable table in the Formula Name column.

  • If the Basis Code is 7, you want to use a formula to calculate the price. Enter the code that identifies the formula in the Formula Name column.

  • If the Basis Code is 8, you want to calculate the adjustment using a custom program. Enter the program ID in the Formula Name column.

4. Enter the Effective Date for the new Rate Detail records. This date minus one day, replaces the 'Expiration Date' for the existing records.

Enter the date when a transaction, contract, obligation, preference, or policy rule becomes effective.

5. Enter the Expiration Date for the new Rate Detail records.

Enter the date on which a transaction, text message, agreement, obligation, or preference has expired or been completed.