Secondary Charge Rule

This page is accessed via Shipment Management > Power Data > Shipment Configuration > Secondary Charge Rule.

Secondary charge rules automatically assign secondary charges when buy shipments and shipment groups are built.

When you create a secondary charge rule, you define it by the transportation mode to which it applies, as well as by the applicable rate information and service provider (from whom payment is due). Additionally, you can limit secondary charge rules by date and other parameters.

When Oracle Transportation Management creates shipment groups, the shipment group rules indicate when secondary charges are applied to a specific group. Oracle Transportation Management then runs the secondary charge rules and creates the appropriate secondary charge and associates it with the shipment group for reference. You can also view secondary charges in the Shipment Manager.

General Information

The Secondary Charge Rule ID field uniquely identifies the secondary charge rule. If needed, type a brief Description of the rule. Then select the Domain Name to be associated with the rule, if not the current domain.

The Rule Type specifies whether the rule applies to Shipments, Shipment Groups, Shipment Special Service, Shipment Stop, and Stop Special Service. If Shipment, Shipment Group, Shipment Special Service, or Stop Special Service is selected as the rule type, additional rule conditions appear below in the Criteria section.

Note: If Shipment Special Service or Stop Special Service is selected as the applicable rule type, the rule will be ignored by the logic that automatically creates secondary charge shipments. You should run the manual action or create an agent action.

Your selection of Location Type will determine how the source and destination locations are set.

Destination: Use the destination of the transportation shipment or shipment group as the source and destination locations of the secondary charge shipment.
Port of Discharge: Use the port of discharge of the primary leg shipment or port of discharge of the shipment group as the source and destination locations of the secondary charge shipment.
Port of Load: Use the port of load of the primary leg shipment or port of discharge of the shipment group as the source and destination locations of the secondary charge shipment.
Source: Use the source location of the transportation shipment or shipment group as the source and destination locations of the secondary charge shipment.
Source to Destination: Use the source and destination locations of the transportation shipment or shipment group as the source and destination locations of the secondary charge shipment.
Stop: Use the third party service stop location as the source and destination locations of the shipment. This choice is only available when the rule type is designated as Stop Special Service or Shipment Stop.
All: When selected, all stops of the shipment will be copied to the secondary charge shipment.

Notes: When the selected Location Type is Port of Discharge, the Port of Load Profile ID field in the Criteria section is replaced by the Port of Discharge Profile ID field.
When the selected Location Type is Port of Loading, the Port of Discharge Profile ID field in the Criteria section is replaced by the Port of Load Profile ID field.

Regardless of the rule type you select, you can select an Effective Date and Expiration Date to limit when the rule is valid. For example, a rule may apply only during a particular season.

The Calculate Ship Unit Duration determines if you need to calculate the ship unit dwell time/days.

Criteria

The fields in the Criteria section appear when Shipment or Shipment Group is selected as the rule type. What you enter here will limit the shipments or shipment groups to which the secondary charge rule applies.

Criteria Element	Rule Type	Description
Mode Profile ID	Shipment	You can select a Mode Profile ID and Itinerary Profile ID to which the rule applies. For example, you can limit the rule to intermodal shipments (mode) between New Orleans and Chicago (lane).
Itinerary Profile ID	Shipment
Lane ID	Shipment or Shipment Group	You can select a Lane ID to which the rule applies.
Port of Load	Shipment or Shipment Group	If you want the secondary charge rule to apply only when the shipment passes through a specific origin or destination port location, then use the Port of Load and Port of Discharge profile fields.
Port of Discharge	Shipment or Shipment Group
Flex Commodity Profile.	Shipment	When the rule type is selected as Shipment, you can also limit the secondary charge rule to shipments with a specific Flex Commodity Profile.
Involved Party Qualifier	Shipment or Shipment Group	If you want to apply secondary charge rules for each customer in order to charge differently based on customers, then select a specific Involved Party Qualifier and corresponding Contact Profile ID.
Contact Profile ID	Shipment or Shipment Group
Rate Offering	Shipment	Oracle Transportation Management enables different service providers to have contracts with secondary charge service providers. You can select Rate Offering and Rate Record as criteria to apply different rules to each service provider.
Rate Record	Shipment
Shipment Type	Shipment	If you want to narrow down the secondary charge rules for a particular shipment, select Shipment Type.
Perspective	Shipment	If you want to identify for which shipment you want to apply the rule, select Perspective. You can select All from Perspective to apply the rules for both Buy and Sell shipment.
Service Provider ID	Shipment or Shipment Group	A shipment or Shipment Group may have its service provided by multiple service providers beyond the service provider associated with the rate. These service providers are specified within the detail of the route associated with a rate record. By using the Service Provider ID field, Oracle Transportation Management compares all the service providers associated with the route to the service provider profile on the secondary charge rule.
Rail Route Code Profile ID	Shipment	A rebate offered by a service provider may include or exclude particular routes. By using the Rail Route Code Profile ID field, Oracle Transportation Management compares the contents of the rail route code profile to the route assigned to the transportation shipment. If this field is left blank, then all routes are assumed to be compatible.
Special Service Profile	Shipment Special Service or Stop Special Service	If you select either the Shipment Special Service or the Stop Special Service rule type in the General Information section, you will be able to designate a Special Service Profile.
Location Profile ID	Shipment Stop	If you select the Shipment Stop rule type, the Location Profile ID field will display. Use this field to define the stop location.

Result Population

These fields define how secondary charges are generated by the secondary charge rule. They are applicable regardless of the rule type you selected above.

The Transport Mode ID specifies the transportation mode that applies to the secondary charge.

When secondary charge shipments are built, the source and destination locations are set based on what is selected in the Location Type field.

Use the Payment Method Code field to identify how to invoice the secondary charge.

When secondary charge shipments are built, the Quantity Type field determines how to charge for the shipment. The following options are available in the dropdown list:

Option	Description
Planned	if Planned is selected, then the weight and volume of the items that were originally planned to be on the shipment are charged for.
Picked Up	If Picked Up is selected, then the weight and volume of the items that were actually picked up are charged for.
Received	If Received is selected, then the weight and volume of the items that were actually received are charged for.
Planned Picked Up	If Planned Picked Up is selected, then the weight and volume of the items that were originally planned to be picked up at the shipment stop are charged for.
Planned Received	If Planned Received is selected, then the weight and volume of the items that were originally planned to be received at the shipment stop are charged for.

Actual pickup and deliveries are recorded using the Shipment Stop Manager.

Note: The secondary charge shipment will not be created when you select the Quantity Type field as Planned Picked Up or Planned Received, but there are no related ship units at the stop location.

Note: While creating the secondary charge shipment for a shipment stop, you can use the property glog.business.secondarycharge.ruleType.stop.considerDebriefsForScCharge to specify whether to consider the actual picked up/received ship units or only the planned picked up/received ship units of the first and last stops.

Contracts for Secondary Charge

When you execute the Build Secondary Charge Shipments action, OTM searches for suitable secondary charge rules based on fields under the Criteria section on the Secondary Charge Rule page. If the selected secondary charge rule has an accessorial profile or a special service profile, OTM copies accessorials present in the accessorial profile or special services under a special service profile into the generated secondary charge shipments and then OTM rates the shipment accordingly. Each record will create one secondary charge shipment and is rated based on the rate record, rate offering, and service provider fields. If the fields are blank then the OTM rating engine rates the shipment using the least cost service provider available.

In certain cases, services which need to be performed cannot be captured at the time of booking i.e. creating the order release, such services are discovered at the time of execution. For these additional services, the local office will have to setup a secondary charge rule with accessorial and special service profiles.

You can create multiple secondary charge contracts in a secondary charge rule. Use this rule to create multiple secondary charge shipments on one freight shipment.

To add multiple records of secondary charge contracts:

Select the Rate Offering ID.
Select the Rate Record ID.
Select the Service Provider ID that receives payment for the secondary charge.
Select the Special Service Profile ID.
Select the Accessorial Code Profile ID.
Click Save.

Involved Parties

Use the Involved Parties section to add involved parties to the secondary charge rule to be set on the secondary charge shipment.

Reference Numbers

Use the Reference Numbers section to copy specific transportation shipment reference numbers to the secondary charge shipment to allow for invoice matching.