Contracts
- Megan Stanage (Unlicensed)
- Megan Stanage
Analytics
The Logistics Execution module supports contract functionality.
Contracts can be used to generate charges based on Transport + Deliver factors, such as distance, actions executed, and the type of freight.
These contracts can be catered to unique situations using filters.
They can be configured in a generic way for a customer (using the Contracts form) or on a one-off basis associated with a particular logistics order (spot charges).
Important
You must enable the Is Billable? option on the logistics line when creating or editing a Logistics Order in order to use contract functionality.
Contracts Form
Logistics Execution > Setup > Contracts > Contracts
The Contracts form displays all created contracts for the selected operation.
It offers a high-level overview of the information related to each contract.
Each customer can only have one contract effective at a time.
Select the Show Expired checkbox to display previously used contracts.
| FIELD | DESCRIPTION |
|---|---|
| Invoice Company | The company the invoice will be created under. |
| Customer Account | The customer account associated with the selected contract. |
| Billing Classification | The list of billing codes applicable to the contract. You can personalize financial aspects at the billing classification level. |
| Description | A description of the contract. |
| Operation | The operation associated with the contract. |
| Invoice Time | Determines the point when the contract is displayed:
Example Invoice Time is set to "Logistics Order." After the contract is generated, the charges are displayed by each logistics order. |
| Minimum Charge | The minimum allowed charge. If the generated charges are less than the minimum, the minimum amount is applied. |
| Maximum Charge | The maximum allowed charge. If the generated charges are greater than the maximum, the maximum amount is applied. |
| Currency | The currency used to create charges. |
| Effective | The date the contract is considered effective. When contracts are generated for logistics orders, the date on the order must be within the contract's effective date for charges to be generated. |
| Expiration | The date the contract is considered expired. When contracts are generated for logistics orders, the date on the order must be within the contract's expiration date for charges to be generated. |
Click Contact Details to open the Contract Details form.
The Contract Details form allows you to make the contract more specific as well as change the generated charge type and how it is calculated.
This form contains information about addresses, handling units, charge types, and rates.
Origin and Destination
| FIELD | DESCRIPTION |
|---|---|
| Origin Service Area | The contract detail only applies to orders with an origin within the selected service area. |
| Origin City | The contract detail only applies to orders with an origin in the selected city. |
| Origin State | The contract detail only applies to orders with an origin in the selected state. |
| Origin ZIP Code | The contract detail only applies to orders with an origin in the selected ZIP Code. |
| Destination Service Area | The contract detail only applies to orders with a destination within the selected service area. |
| Destination City | The contract detail only applies to orders with a destination in the selected city. |
| Destination State | The contract detail only applies to orders with a destination in the selected state. |
| Destination ZIP Code | The contract detail only applies to orders with a destination in the selected ZIP Code. |
Handling Units
| FIELD | DESCRIPTION |
|---|---|
| Item Number | The contract detail only applies to the specified item number. |
| Configuration | The contract detail only applies to the specified item configuration. |
| Size | The contract detail only applies to the specified item size. |
| Color | The contract detail only applies to the specified item color. |
| Style | The contract detail only applies to the specified item style. |
| Code 1-4 | The contract detail only applies to the specified item codes 1-4. |
Rate
| FIELD | DESCRIPTION |
|---|---|
| Charge Type | Determines which charge type generates the contract rates:
See below for detailed information on each type. |
| Charge Level | Determines whether charges are applied at the logistics order, logistics order line, or handling unit level. Note This field appears if Flat is selected as the charge type, |
| Action ID | Determines which action triggers the charge. All actions created in Transport + Deliver are available. Note This field appears if Action is selected as the charge type, |
| Rate Type | The rate type connected to the multiplier contract on the Contract Details form. |
| Rate | The amount that will be charged. |
| Unit | The unit that corresponds with the rate value (e.g., 1/4 inch, 1/2 pound, mi, dozen). |
| Minimum Charge Amount | The minimum allowed charge amount. If the generated rate is less than the maximum, the minimum amount is applied. |
| Maximum Charge Amount | The maximum allowed charge amount. If the generated rate is greater than the maximum, the maximum amount is applied. |
Charge Type
| CHARGE TYPE | DESCRIPTION |
|---|---|
| Distance | Generates a rate based on how many actual miles were traveled. Charges accumulate based on invoice time on the contract header. |
| Flat | Assesses a flat fee against the customer account. This calculation bases its count off of the specified Charge Level (i.e., flat fee applied per logistics order, logistics order line, or handling unit). |
| LTL | For future use. |
| Action | Generates a rate each time the specified action is triggered. Charges accumulate based on invoice time on the contract header. |
| Multiplier | Multiplies already established contract rates. When Multiplier is selected, a table appears at the top of the Contract Details form that allows you to select a rate to be multiplied by a factor of the your choice. |
| Distance Estimated | Generates a charge based on the distance estimate. Charges accumulate based on invoice time on the contract header. Note GPS must be enabled for the addresses for this charge type to work. |
Spot Contracts
Logistics Execution > Common > All Logistics Orders > Specific Logistics Order > Relations > Spot Contracts button
The Spot Contracts form is accessed by clicking Spot Contracts from a logistics order.
The detail configurations are similar to the Rate section on the Contract Details form. The main difference is that these records are associated with a logistics order and do not have the "selector" fields
Note
If spot contracts are used for a logistics order, the contract processing job processes them first and does not consider any generic contract configurations.
Contract Processing
Logistics Execution > Periodic >Contract Processing
Contract processing can be used to create financial data for customers based on the contract that is currently effective.
This feature allows you to send invoices to customers.
Additionally, it can be set to automatically run a job that produces invoices and other financial data on a regular basis.
