Ставки, Маршруты в УП (Настройка)

A rate determines the cost of shipping product for inbound and outbound shipments to various locations. The amount being paid to the carrier is referred to as payable freight. The amount that is invoiced to customers for freight is called billable freight.

A rate definition specifies the following:

The basis for the rate such as weight, cubes, or distance. The structure for the rate, such as a flat rate, a one-dimensional lookup rate, a two dimensional lookup rate, or stored in the route. Whether the rate is payable, billable, or both. Whether discounts can be applied and if there are any rate parameters, including minimum and maximum charges or container dimension restrictions. A route is the path that the shipment takes to the customer. When setting up a route, the origin and destination have to be defined as well as the available mode of transport, and available carrier for each route. A rate schedule must also be assigned in order to link the route to a valid rate for the cost of shipping.

Настройка Тарифа/Ставки - базовая

Rate Type Calculation

Тип ставки (Rate Type)

Указывает метод, с помощью которого рассчитывается ставка:

Единица суммы (Unit Amount)	- Cумма, начисленная за единицу, определяемую Базисом ставки. В зависимости от Базиса ставки может потребоваться единица измерения. Например, если Базисом является вес, то необходимо указать единицу измерения: г, кг или т.
Фиксированная сумма (Fixed Amount)	- Фиксированная сумма, не зависящая от веса, объема или любого другого фактора. Он обычно используется для дополнительных сборов. В этом случае не требуется Базис ставки.
В записи маршрута (Stored in Route)	- Тип ставки и Базис ставки хранятся непосредственно в маршруте.
Базовая расчетная сумма (Prorated Amount)	- Billable charges рассчитывается пропорционально распределению payable charge.
Переход к бизнес функции (Business Function Exit)	- Для расчета ставки используется пользовательская бизнес-функция. При данной настройке, все остальные настройки ставки игнорируются.

Базис ставки (Rate basis)

Базис ставки (Rate basis) определяет, какие критерии будут использоваться для расчета ставки. Доступны следующие значения Базиса ставки:

Weight (1)	- the weight of the shipment or piece.
Volume (2)	- the volume of the shipment or piece.
Length, Width, Height, Girth, Length plus Girth (3, 4, 5, 6, 7)	- the dimensions of the shipment if rating at the shipment or detail level which will be retrieved from the Shipment Header/ Detail F4215/F4941 files or the dimensions of the shipment piece if rating at the piece level and in this case the dimensions will be in the Shipment Pieces F4943 file.
Distance (8)	- the distance from shipment origin to destination if manually populated or using PC Miler.
Number of Stops (9)	- applies to loads and refers to the number of delivery points.
Number of Pieces (A)	- the number of pieces on a shipment or load.
Price (B)/Cost (C)	- the price/cost of all sales order lines if rating at the shipment level or the price/cost of each detail line if rating at the detail level.
Dimensional Weight (D)	- based on the dimensional weight set up with a dimensional factor of 3 digits (see knowledge document E1: 49: How to Setup Dimensional Weight Rating (Doc ID 625515.1)).
Out of Route Distance (E)	- based on the distance populated in the route.
Current Gross Amount(F)/Current Net Amount (S)	- the current sum of freight charges from a rate schedule, before this rate is applied, before (gross) or after (net) of a discount.
Elapsed Time (G)	- based on the elapsed time populated manually or through custom code in F4941 and/or F4960 files.
Number of Containers (N)	- based on the number of containers field in F4215 file.
Lookup Type 1* Lookup Type 2 (Q)	- based on both the lookup types set up.

Уровень Ставки (Rate level)

Определяет уровень детализации, который система будет использовать при расчете ставки.

Уровень отправки (Shipment Level)	- The rate is calculated once for the entire shipment.
Уровень деталей (Detail Level)	- The rate is calculated once for each attribute (NMFC number, Dispatch Group, Category code 1 or 2) that is represented by the inventory items in the shipment.
Уровень мест (Piece Level)	- The rate is calculated once for each piece defined in the shipment. Generally used for parcel rating.

Дополнительно

• Rate UOM
• Detail Level
• Discount Minimum
• Apply Discount

Lookup

Lookup information consists of the definitions of the variables that will eventually calculate the rate using the table that needs to be set up. The available variables set up in UDC 49/BM are:

Weight (1)	- the weight of the shipment or piece.
Volume (2)	- the volume of the shipment or piece.
Length, Width, Height, Girth, Length plus Girth (3, 4, 5, 6, 7)	- the dimensions of the shipment if rating at the shipment or detail level which will be retrieved from the Shipment Header/ Detail F4215/F4941 files or the dimensions of the shipment piece if rating at the piece level and in this case the dimensions will be in the Shipment Pieces F4943 file.
Distance (8)	- the distance from shipment origin to destination if manually populated or using PC Miler.
Number of Stops (9)	- applies to loads and refers to the number of delivery points.
Number of Pieces (A)	- the number of pieces on a shipment or load.
Price (B)/Cost (C)	- the extended price/cost of all sales order lines if rating at the shipment level or the extended price/cost of each detail line if rating at the detail level.
Dimensional Weight (D)	- based on the dimensional weight set up with a dimensional factor of 3 digits (see knowledge document E1: 49: How to Setup Dimensional Weight Rating (Doc ID 625515.1)).
Out of Route Distance (E)	- based on the distance populated in the route.
Current Gross Amount (F) /Current Net Amount (S)	- the current sum of freight charges from a rate schedule, before this rate is applied, before (gross) or after (net) of a discount.
Elapsed Time (G)	- based on the elapsed time populated manually or through custom code in F4941 and/or F4960 files.
Zone (H)	- refers to a certain customer zone where the goods are shipped to.
Carrier Zone (J)	- refers to a certain carrier zone for which the carrier charges specific freight rates.
Shipment Category 1/2/3 (K, L, M)	- based on the SCT1-SCT3 category codes in the Shipment Header F4215 file. These fields are populated at sales order entry based on category codes values AC01-AC03 from the address book record of the Ship-to address. These category code values need to also be set up in Transportation Constants P49002 for the shipment depot. For more details please see knowledge document E1: 49: Rating based on SCT1-SCT3 Category Codes in Shipment Header F4215 File (Doc ID 1568266.1).
Number of Containers (N)	- based on the number of containers field in F4215 file.
Postal Code (P)	- based on postal codes set up for the Ship-to address. When working with postal codes, the Postal Code Verification R49101 UBE can be used to validate Address by Date (F0116) information against the Postal Codes (F0117) table. The Postal Code Verification Report (R49101) reads the Address by Date (F0116) table and grabs the City and Postal Code values. It takes those values and validates them against the Postal Codes (F0117) table. There is a pdf that indicates whether or not it found a match. The F0117 is populated using the Work with Postal Codes (P0117) application. As an example, if an address book record has city Denver, and postal code 80237, the UBE validates that there is a record in F0117 with the same city and postal code. With regards to the P0117 application, rather than manually entering postal (zip) code information, JD Edwards EnterpriseOne recommends obtaining a tape from the U.S. Postal Service called Zip Code Revisions. A custom program can be created or a database utility can be used to upload zip code information to the Postal Codes table (F0117). The system stores the postal codes in the Postal Codes (F0017) and Postal Code Address (F0118) tables. If having many Address Book records to enter, you can speed up data entry by setting up postal codes (zip codes) in advance. Once the setup is complete, it is no longer necessary to enter certain information when entering an Address Book record. The postal code can simply be entered, and the system will default the city, state, and country.
Route Code (R)	- based on the route code set up for the Ship-to address.
Origin Category 1/2/3 (U, V, T)	- similar to the way Shipment Category 1/2/3 look-up types described above are used, just that in this case the category codes values AC01-AC03 are set up on the address book record of the Origin instead of the Ship-to. The values for Origin Category 1, 2, or 3 are retrieved from the Address Book (F0101) record of the origin. For more details please see knowledge document E1: 49: Rating based on SCT1-SCT3 Category Codes in Shipment Header F4215 File (Doc ID 1568266.1).

Урезанная ставка (Clipped rate) Урезанная ставка (Clipped rate) учитывает сумму всех "пройденных"ставок структуры Типа поиска начиная с наименьшей, причем вычисления происходят на каждом разрыве уровня структуры. Например, Базис ставки и Тип поиска - Вес в кг, есть 3 уровня (0-5 кг, 5-10 кг, 10-20 кг). Для каждого уровня есть ставки 100 руб./кг, 90 руб./кг, 80 руб./кг соответственно. Для отправки весом 15 кг расчет будет следующим: (5 кг * 100 руб./кг) + (5 кг * 90 руб./кг) + (5 кг * 80 руб./кг). А для затрат без опции Урезанная ставка расчет будет выглядеть так: 15 кг * 80 руб./кг.

В таблице F4971, Урезанная ставка (Clipped rate) отображается в поле CLPD, как значение '1'.
Опция Урезанная ставка (Clipped rate) доступна в P4971 только для Типа ставки Единица суммы (Unit Amount). И не для всех Типов поиска.
При включенной опции Урезанная ставка (Clipped rate), Базис ставки и Тип поиска должны быть идентичными, хотя ЕИ могут различаться.

Advanced Rate Definition

• Shipment Level Payable - флаговая кнопка, используется для указания того, что подлежащий оплате Груз должен рассчитываться на уровне Отгрузки или Доставки, а не на уровне Груза.
• Делитель базиса ставки (Rate Basis Divisor) - при указании делителя базисной ставки система делит базис ставок на делитель базисных ставок, а затем умножает эту сумму на ставку. Например, если в Отправке вес 18 000 кг, а делитель равен 10, то используемый вес для расчета будет равен 1 800 кг, он и будет умножен на ставка для 18 000 кг.
• Правило округления (Rounding Rule) - поле, в котором указывается, как система выполняет округление вычисления до применения ставки. Он используется только в сочетании с полем Делитель базиса ставки (Rate Basis Divisor).

Делитель базиса ставки (Rate Basis Divisor) и Правило округления (Rounding Rule) не работают для Ставок с включенной опцией Урезанная ставка (Clipped rate). Точнее, Номинальное количество рассчитывается, а вот сама Валовая сумма нет.