Table of Contents

Contract

General

TMS Contract can be used to calculate freight price and surcharges for Customers and Vendors. Based on agreements you can add services to your document. Revenues to an Order or Costs to a Trip. Contracts can be set up as a template by setting the value in the field 'Template Type' in Tab: General. From a contract template a new contract can be created by using the function Copy. Adjustments can be made absolutely and percentage-wise. Automatic rounding can be used. When prices are adjusted, the existing detail lines on the contract are provided with the specified end date and new detail lines with the new prices are immediately created.

ContractDatamodel

Tip

By selecting the applicable option in the field: Source Type a contract strategy can be set on a Customer a Customer Price Group, which can contain a list of Customers, or All Customers. The same options can be applied for Vendors. For an expample see: Example Price Group.

Functionality

Contract General

The tab: General on the page Contract contains the General information of the contract.

Tab General

Actions
  • Home: Opens the menu: Home.
    • Print: Opens a selection page to select the type of report, either PDF or export to Excel.
    • Detail Overview: Opens a page to consult all detail lines related to the header of the contract, including surcharges like Fuel or Toll.
    • Surcharges: Opens a page to consult all surcharges related to the header of the contract for example: Fuel or Toll.
  • Functions: Opens the Function menu.
    • Contract -> Contract: To create a copy of a contract from a Customer or Vendor to an other Customer or Vendor.
    • Adjust Prices: Opens a wizard to add new prices for a new period on the Contract. For more info see: Adjust Price Wizard.
    • Apply Translation: -
    • Export Package: Creates a JSON-file of the current Contract, so it can be copied to an other environment. Note that (Price) Quantity Calculations must be 100% identical!
    • Import Package: To import a JSON-file containing a Contract from an other environment. Note that (Price) Quantity Calculations must be 100% identical!
  • Next Status: Changes the status of the contract.
  • TMS Contract: Opens the menu: TMS Contract.
    • Show History: Will remove the filters on the field: Valid To Date on both the Tab: linen and Detail Line. By default the page will always show the price applicable on the current date. -Links: Opens a page to link files to the contract.
  • Related: Opens the Related menu.
    • Contract: Opens the menu: Contract.
      • Agreed Kilometers:Opens the page: Contract Agreed KM List on which distances can be set between 2 Addresses which will overrule distances in calculations.
      • Attribute Set: Opens the page: Attributes to add Attributes to a contract.
Fields
  • No.: The unique number of the contract.
  • Source Type: Specifies which relations the contract applies to. Options: All Customers, Customer Price Group, Customer, All Vendors, Vendor Price Group, or Vendor. See Best Practice Example.
  • Source No.: If a Customer Price Group, Customer, Vendor Price Group, or Vendor is selected in Source Type, the applicable code must be specified.
  • Name: The name related to the Source No. is shown.
  • City: The city related to the Source No. is shown.
  • Description: The description of the contract.
  • Valid From Date: The date on which the contract starts. Can be left empty.
  • Valid To Date: The date on which the contract ends. It is recommended to use 31-12-9999. Only enter an actual date when the contract is no longer valid.
  • Status Template Code: The status template code applicable to the contract. Recommended default value: TMS_CONTRACT.
  • Status: The current status of the contract. Options: 10-NEW, 15-EDIT, 20-RELEASED, 90-BLOCKED.
  • Fuel Clause: Select the applicable fuel-clause for the contract.
  • Toll Clause: Select the applicable Toll-clause for the contract. This can also be set on the contract lines.
  • Rate Calculation With Manual Lines: Default option is Keep Manual - Add Surcharge and Discount. Other options: Keep Manual - Add All, Keep Manual - Add None, or Delete Manual - Add All.
  • Blocked: Indicates whether the contract is blocked when it is no longer valid.

Contract Lines

The tab: Lines on the page Contract contains the lines related to the contact. Each line containt Detail Lines for a a specific Order Type, Leadtime and Area.

Contract Lines

Actions
  • Manage: Opens the menu: Manage
    • New Line: Adds a new line above the current selected line.
    • Delete line: Deletes the current selected line including all related detail lines and Graduated price lines.
  • Line: Opens the menu: Line
    • Detail Lines: Opens the page: Contract Line wich shows the Tab: General, Lines, Tariff Quantity Norm, Graduted Prices on the currect selected line.
    • Line Discounts: Show the discounts applicable on the selected line.
Fields
  • No.: The unique number of a line. This field is hidden by default. It is recommended to show this field via personalization when investigating revenue calculations.
  • Description: The description of the line.
  • Order Type Code: Select a value if specific prices should be calculated per Order Type.
  • Lead Time: Set a value if specific prices should be calculated for specific lead times (e.g., 1D or 2D) on an Order.
  • Invoicing Grouping Criteria: Set a value if specific revenues need to be grouped on separate invoices, for example per department or per Order Type.
  • Valid From Date: The date on which the contract line starts. Can be left empty.
  • Valid To Date: The date on which the contract line ends. It is recommended to use 31-12-9999. Only enter an actual date when the contract line is no longer valid.
  • Line Discount: The percentage discount applied to the revenue line.
  • Area Type: Can be left empty.
  • Area Code: Select the applicable Area for the line.
  • Load: The Loading Region related to the selected Area.
  • Unload: The Unloading Region related to the selected Area.
Tip

By using the priority on area wisely the number of contract lines can be minimized. For example: when prices for a certain area are all the same except for one destination in that area. The system will select automatically the prices/area with the highest priority.

Contract Detail Lines

The tab: Detail Lines on the page Contract contains the lines on which revenues have to be be created.

Contract Detail Lines

Actions
  • Manage: Opens the menu: Manage
    • New Line: Adds a new line above the current selected detail line.
    • Delete line: Deletes the current selected detail line including all Graduated Price Lines.
  • Line: Opens the menu: Line
    • Graduated Price: Opens the page: Contract Line Prices.
    • Template Field Changes: -
    • Translations: Opens the page: Translations to manages the transplation of the field: Description.
    • Attribute Set: Opens the page: Attributes to add Attributes to a Contract Detail Line.
Fields
  • No.: The unique number of a detail line. This field is hidden by default. It is recommended to show this field via personalization when investigating revenue calculations.
  • Line Type: Select the applicable type: Transport, Surcharge, or Discount.
  • Sub Prices Available: Indicates whether the detail line contains multiple Graduated Price lines.
  • Service No.: Select the applicable Service for the revenue line. The service settings determine how revenues are posted to the general ledger.
  • Service Description: The description related to the Service No. This description can be modified and is shown on sales invoice lines.
  • Valid From Date: The date from which the defined prices apply. Can be left empty. When adjusting prices periodically, this field is filled automatically.
  • Valid To Date: The last date on which the prices are applicable. It is recommended to use 31-12-9999 when setting up new contracts.
  • Currency Code: The currency applicable to the contract. If empty, the default currency is applied.
  • Base Amount: Enter a value if a fixed or base amount applies to the detail line.
  • Unit Price: Enter a value if a fixed price per unit applies to the detail line.
  • Min. Amount: Enter a value if a minimum amount should be calculated for the detail line.
  • Max. Amount: Enter a value if a maximum amount should be calculated for the detail line.
  • Line Discount: The percentage discount applied to the revenue line. This can also be set on the contract line.
  • Price Per Quantity: Default value is 1. This can be adjusted if needed (e.g., 10, 100, or 1,000).
  • Unit of Measure Code: The applicable Unit of Measure Code for the contract detail line.
  • Optional: Set to true if the line can be added as an optional charge.
  • Keep Zero Amount: Set to false if revenue lines with a zero amount should be deleted.
  • Quantity Calculation: Select a Function Set that determines which field is used as the basis for revenue calculation.
  • Price Quantity Calculation: Not specified.
  • Unit Price Calculation: Not specified.
  • User Grouped Order Price: Set to true if revenue determination should also be applied to totals of Grouped Orders. Each Order will receive a portion of the revenue based on its payable weight.
  • Table Filter (Line): Set a table filter if detail lines apply to specific TMD document line values.
  • Table Filter (Header): Set a table filter if detail lines apply to specific TMD document header values.

Contract Detail Prices

When a graduated price details are applicable on a contract detail line the page: Contract Detail Prices can be openend by clicking on the actieon: Graduated Price. The page Contract Detail Prices contain 2: Tabs:

  • General
  • Price Lines

Contract Detail Prices General

The tab:: General on the page: Contract Prices contains information as set in the Contract Detail Line on which the Graduated Prices are openened.

Contract Line Prices General

Actions
  • Update Min./Max.: To recalculate the values: Min.- and Max. Amount on each line.
Fields
  • Service No.: The Service as defined in the contract detail line.
  • Service Description: The description as defined in the contract detail line.
  • Min/Max Type: Not specified.
  • Valid From Date: The valid from date as defined in the contract detail line.
  • Valid To Date: The valid to date as defined in the contract detail line.

Contract Detail Prices Lines

The tab:: Lines on the page: Contract Prices containsthe actual lines with price information.

Contract Line Prices Lines

Actions
  • New Line: Adds a new line above the current selected line.
  • Delete line: Deletes the current selected line.
Fields
  • Service Description: Can be left empty.
  • Service Description 2: Not specified.
  • From Quantity: The minimum quantity to which the line applies. If set to 0, the range starts after the value in the To Quantity field of the previous line.
  • To Quantity: The maximum quantity to which the line applies.
  • Base Amount: Enter a value if a fixed or base amount applies to the line.
  • Unit Price: Enter a value if a fixed price per unit applies to the detail line.
  • Line Discount: The percentage discount applied to the revenue line. This can also be set on the contract header or contract line.
  • Min. Amount: Enter a value if a minimum amount should be calculated for the detail line.
  • Max. Amount: Enter a value if a maximum amount should be calculated for the detail line.
Tip

Prices for various data-periods. It is possible to create lines with dates which are in the future. The system will automatically calculate the services based on the date mentioned in the field:Contract Price Search Date in the Tab: General on Transport Setup Payable weight or load meter An Order of 1,000 kg of feathers has a larger volume than 1,000 kg of lead. To overcome this difference, certain conversion factors have been agreed upon within the transportation industry. Load meters are often used in road transport. 1 load meter is equal to 1 linear meter of cargo space in the truck. Usually, 1 load meter corresponds to 1,750 kg. When using pallets, you can also convert to load meters: 1 euro pallet (80x120cm) is 0.4 load meters and 1 block pallet (100x120cm) is 0.5 load meters. The payweight per unit of Measure can be set up in the tab: Unit of Measure on the Transport Setup. On an Order the payable weight and compare it to the actual weight in kilograms. The highest weight is charged.

Surcharges

General surcharges which apply on all the lines of the contract line must be entered via Menu>Home>Surcharges/Discounts. Surcharges which only apply to a certain line must be entered via Menu>Detail lines

Some examples of surchages:

Code Descrption
Extra stop On a linked-order a surchages can be calculated for additional (un)loadinng addresses.
Time window On an order containing a condition based on a time window.

Adjust prices

For adjusting prices a wizard is available on the contract to assist the user on in- or decreasing prices.

Learn More

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