Guided Demonstration 1 - Creating and Enabling Rate Preferences

Creating a Rate Preference

Rate preference enables you to configure preferred rates for a lane or rate zone. When OTM plans shipments, it will use one of the rates on this preferred list.

Note: The transport mode is important for rate preference since OTM also considers all applicable rates for transport modes with no rate preference defined.

1. Click Contract and Rate Management > Contract Management > Rate Preference.

2. Enter a Rate Preference ID of AZ CA TL.

3. Click Search at the bottom of the page.

OTM displays the Rate Preference results page.

4. Click the ID.

OTM displays the Rate Preference manager.

• Note the Lane ID and Rate Zone Profile ID fields. OTM only uses this rate preference for shipments in the geographic area defined by the lane and/or rate zone profile. A rate zone profile can contain multiple lanes.

• Note the Effective Date and Expiration Date fields. You can define when your rate preference is valid.

• Note the Rate Offering ID. List the preferred rate offerings which OTM should consider in the specified geographic area.

Enabling a Rate Preference

Once you create a rate preference, you need to specify it in a parameter set. Defining parameters in a parameter set enables OTM to build shipments based on your business process.

5. Click Shipment Management > Power Data > General > Parameter Sets.

6. Enter a Parameter Set ID of RATE PREF ON.

7. Click Search at the bottom of the page.

OTM displays the Parameter Sets results page.

8. Click the ID.

9. Click the Collapse All button at the bottom of the page.

• Note the different sections of the parameter set page. You can set parameters for Bulk Plan, Container Optimization, Multistop, and other areas as well. OTM ships with a default setting for each parameter which you can override based on your business processes.

10. Locate the Bulk Plan section and click the + sign next to BULK PLAN.

The Bulk Plan section expands and you now see all of the bulk plan parameters.

• Note the first column defines the parameter name.

• Note the second column defines the default value for the parameter.

• Note the third column defines the override value if one is selected.

11. Scroll down to the USE RATE PREFERENCE parameter.

• Note there are 3 values available for the USE RATE PREFERENCE parameter:

− 0.Do Not Use Preferred Rates – This is the default value. If you do not set this parameter to something other than the default value, OTM disregards your rate

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Guided Demonstration 1 - Creating and Enabling Rate Preferences

preferences while planning shipments and looking up rates in the international rate query.

− 1.Preferred Rates Only – This tells OTM to only use preferred rates. Non-preferred rates will not be considered during planning.

− 2.Preferred Rates If Available – This tells OTM to use preferred rates if they are specified. If preferred rates have not been specified, then OTM can consider non-preferred rates during planning.

• Once you create a new parameter set, you can assign it to your domain or user preferences so OTM will use it during planning. If you are manually planning a shipment, certain shipment actions enable you to select a parameter set.

Note: The online documentation contains a description for each parameter in the parameter set. From the parameter set page, click the Help link at the top of the page. On the

parameter sets help page, click the link to view the List of Parameters topic.

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Practice 1 - Creating and Enabling Rate Preferences

Creating a Rate Preference

1. Click Contract and Rate Management > Contract Management > Rate Preference.

2. Click New at the bottom of the page.

OTM displays the Rate Preference manager.

3. Enter a Rate Preference ID of AZ CA TL.

4. Select a Perspective of Buy.

5. Enter a Lane ID of AZ-CA (already created).

6. Click l (list) next to the Rate Offering ID.

OTM displays the Rate Offering results page.

7. Mark the check box next to ATL9 TL.

8. Mark the check box next to BTT9 TL.

9. Click Finish at the top of the page.

OTM returns to the Rate Preference manager.

10. Click Save to the right of Rate Offering ID field.

11. Click Finished at the top of the page.

OTM displays the confirmation page.

Enabling a Rate Preference

In addition to creating a rate preference, you must tell OTM you want to consider preferred rates during planning.

12. Click Shipment Management > Power Data > General > Parameter Sets.

13. Click New at the bottom of the page.

OTM displays the Parameter Set page.

14. Enter a Parameter Set ID of RATE PREF ON.

15. Within the Bulk Plan section, scroll to the USE RATE PREFERENCE parameter.

16. Select a Parameter Value of 2. Preferred Rates If Available.

17. Click Finished at the top of the Parameter Set page.

OTM displays the confirmation page.

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In document D81894GC10_ag.pdf (Page 188-191)