Guided Demonstration 1 - Creating Rate Services

Creating a Rate Service

In this guided demonstration, the focus is on rate services that relate to truckload. Rate services associated with other modes are covered in later lessons.

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

2. Enter a Rate Service ID of SIMULATION TL.

3. Click Search at the bottom of the page.

4. Click the ID.

• Note the Rate Service Type. There are a number of rate service types available which calculate transit time based on different factors. Depending on the rate service type selected, the fields on the Rate Service Details tab are different.

• In this example, the rate service type of SIMULATION calculates transit time based on the distance and speed you define on the Rate Service Details tab as well as any time windows you have defined on other OTM objects such as locations.

• Note the Time Window Tolerance: Enter a numeric value for the number of hours you want to add to the pickup and delivery times for shipments. The value you enter adds to the allowable late times established for pickup and delivery at shipment locations.

• Note the When the Ignore Delivery Location Calendar check box: When this check box is selected, the drive routing ignores the delivery location calendar. This only applies to Day Duration and Distance Duration.

• Note the Max Weight Time per Stop: This is the maximum time allowed to wait to pickup or drop off goods.

• Note the Max Long Haul Wait Time: This is used to configure a wait time associated with the first delivery stop after a long haul. There can be a large amount of time between the last pickup and the first delivery stop so use this field to accommodate a wait time for the long haul move.

5. Click the Rate Service Details tab.

• Note the HOS Rule Set ID: Indicates which hours of service rules to honor for this rate service. When a shipment is created using this rate service type, the HOS rules associated with it are considered "fresh" at the start of the shipment, and rest time will be inserted into the shipment as required by the rules. An HOS rule set contains a set of HOS rules that when honored, verifies a driver is complying with department of transportation requirements. HOS rule sets are used in external drive and simulation types of rate services.

• Note the Initial Rest Time. If a driver is not fully rested, OTM can take into account an initial rest time and factor this into the transit time.

• Note the Distance, Speed, and Min Transit Time fields.

− OTM uses distance and speed values to calculate the rate service speed (or how long the trip takes).

− The min transit time is the absolute minimum time it takes to move from one location to another. OTM uses this time if the calculated transit time is less than the

minimum transit time.

− For example, a truck is traveling a distance of 90 miles. OTM calculates the transit time as 90MI / 45MPH = 2H (hours) and then adds any time windows required. If

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Guided Demonstration 1 - Creating Rate Services

you have set a min transit time of 3 hours, OTM will use that value if the calculated time is less than the min transit time.

Creating a Rate Service with Different Rate Service Types

The Rate Service Details tab looks different depending on the rate service type selected. We’ll look at a couple examples.

6. Click the Rate Service Header tab.

7. Select a Rate Service Type of LOOKUP.

8. Click the Rate Service Details tab.

In this example, you define the transit time for each lane. A lane connects two geographical points and can be specific (i.e. a street address) or general (i.e. city, province, country, or region). For example, the transit time between US zip code 19406 and the location Los Angeles General Store is three days, 18 hours, and 30 minutes.

9. Click the Rate Service Header tab.

10. Select a Rate Service Type of GROUNDSERVICE.

11. Click the Rate Service Details tab.

In this example, you are using a repetition schedule to determine the frequency and location routing for a shipment. These are typically created for repetitive rail and truck routes.

12. Click the Rate Service Header tab.

13. Select a Rate Service Type of EXTERNALDRIVE.

14. Click the Rate Service Details tab.

• Note the HOS Rule Set ID. See the explanation under the rate service type of simulation.

• Note the External Service Engine ID. You can refer to a third party software package which communicates with OTM and provides transit time information. Refer to the latest documentation for a current list of supported third party software.

15. Click the Rate Service Header tab.

16. Select a Rate Service Type of DISTANCEDURATION.

17. Click l (list) next to Calendar.

18. Select any calendar.

OTM requires a calendar when the rate service type is DISTANCEDURATION to account for holidays and weekends.

19. Click Finish at the top of the page.

OTM returns to the Rate Service Header tab.

20. Click the Rate Service Details tab.

In this case, you define the transit time in number of days within a distance radius. You can define your distance in mileage bands and, for each band, specify the transit time.

21. Click the Rate Service Header tab.

22. Select a Rate Service Type of DAYDURATION.

This rate service type also requires a calendar.

23. Click the Rate Service Details tab.

This rate service type is similar to DISTANCEDURATION, but you define the transit time per lane instead of per mileage bands. You specify the lane and the corresponding service

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Guided Demonstration 1 - Creating Rate Services

days. You can also set this up by rate zone. This rate service type may be used for LTL, parcel, or rail rates.

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Practice 1 - Creating Rate Services for Truckload

Creating a Rate Service

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

2. Click New at the bottom of the page.

OTM displays the Rate Service Header tab.

3. Enter a Rate Service ID of SIMULATION TL.

4. Select the Rate Service Type of SIMULATION.

5. Click Details at the bottom of the page.

OTM displays the Rate Service Details tab.

6. Enter a Distance of 10 MI.

7. Enter a Speed of 20 MPH.

8. Click Save to the right of the Min Transit Time field.

9. Enter a Distance of 100 MI.

10. Enter a Speed of 45 MPH.

11. Click Save to the right of the Min Transit Time field.

12. Enter a Distance of 1000 MI.

13. Enter a Speed of 55 MPH.

14. Click Save to the right of the Min Transit Time field.

15. Click Finished at the top of the page.

OTM displays the confirmation page.

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In document D81894GC10_ag.pdf (Page 170-174)