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.
Tip
By default the system will only apply one contract per Customer/Vendor. It is possible to create multiple contracts per customer/vendor by applying a table filter in the Contract Strategy lines. This field has to be added by personalization of the page. Note that the table filter must result in only one contract being applicable.
Functionality
Contract General
The tab: General on the page Contract contains the General information of the contract.
| Field | Description |
|---|---|
| No. | The unique number of the contract. |
| Source Type | For which relations does the contact apply, options: All customers, Customer Price Group, Customer, All Vendor, Vendor Price Group or Vendor. |
| Soure No. | If a Customer Price Group, Customer, Vendor Price Group or vendor is set in Source Type the applicable code must be selected. |
| Name | The name related to the Source No. wil be shown. |
| City | The City related to the Source No. wil be 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 contracts ends. Advice is to use a date: 31-12-9999. Only if a contract is no longer valid the actual date can be entered. |
| Statsu Template Code | The Status Template Code applicable on the contract. Advice is to use the default value: TMS_CONTRACT. |
| Status | The actual status of the contract. Optionns: 10-NEW, 15-EDIT, 20-RELEASED, 90-BLOCKED. |
| Fuel Clause | Select the fuel-clause applicable on the contract. |
| Toll Clause | Select the Toll-clause applicable on the contract. The Toll-Clause can also be set on the contract-lines. |
| Rate Calcuation with manual Lines | Default option: Keep Manual - Add Surcharge and Discount. If required other options can be selected:Keep Manual - Add All,Keep Manual - Add None or Delete Manual - Add All. |
| Blocked | IF a contact is no longer valid it can be blocked. |
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.
| Field | Description |
|---|---|
| No. | The unique number of a line. By default this Field is hidden. It is adviced to show this field via Personalization when investigating revenue calculations. |
| Description | The Description of the line. |
| Order Type Code | Select a value, if per Order Type specific prices are to be calculated. |
| Leadtime | Set a value if for specific leadtimes, for example 1D or 2D, on an OPrder specific prices are to be calculated. |
| Invoicing Grouping Criteria | Set a value if specific revenues have to be put on seperate invoices. For example per department or per Order Type. |
| Valid from Date | The date on which a contract line start, can be left empty. |
| Valid to Date | The date on which the contracts line ends. Advice is to use a date: 31-12-9999. Only if a contract line is no longer valid the actual date can be entered. |
| Line Discount | The percentage of discount to be applied on the revenue line. |
| Area Type | Can be left empty. |
| Area Coode | Select the Area applicable on the line. |
| Load | The Loading Region related to the Area selected. |
| Unload | The Unloading Region related to the Area selected. |
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.
| Field | Description |
|---|---|
| No. | The unique number of a detailline. By default this Field is hidden. It is adviced to show this field via Personalization when investigating revenue calculations. |
| Line Type | Select the type applicable: Transport, Surcharge or Discount. |
| Sub Prices Available | Shows if a detail line contains multiple Graduated Price lines. |
| Service No. | Select the Service to be applied on the revenue line. The settings on the Service arranges revenues to be posted to a particular general ledger in the accounting system. |
| Service Description | The description related to the Service No. The descripton can be modified. This description will be shown on the sales-invoice-lines. |
| Valid From Date | The date on which the prices as set starts, can be left empty. When adjusting prices periodically the Valid From Date will be filled automatically. |
| Valid to Date | The last date on which the prices are applicable. When setting up new contacts is is adviced to apply: 31-12-9999. |
| Currency Code | The Currency applicable on the contract. If empty the default currency will be applied. |
| Base Amount | Fill in a value if a fixed or base-amount is applicable on the detail line. |
| Unit Price | Fill in a value if a fixed price per unit is is applicable on the detail line. |
| Min. Amount | Fill in a value if a minimum amount is to be calculated on the detail line. |
| Max. Amount | Fill in a value if a maximun amount is to be calculated on the detail line. |
| Line discount | The percentage of discount to be applied on the revenue line. The discount can also be set on the Contract Line. |
| Price per quantity | Default value: 1. The value can be set to an other valule if applicable. For Example 10, 100 or 1.000 |
| Unit of Measure Code | TheUnit of Measure Code applicable on the contract detail line. |
| Optional | Set the parameter to: True if the line can be added as an optional charge. |
| Keep Zero Amount | Set the parameter to: False if revenue-lines with an zero-amount must be deleted. |
| Quantity Calculation | Select a Functionset containing an Agreement Quantity Calculation. This function will determinate which field is the base on which the revenue will be created. |
| Price Quantity Calculation | - |
| Unit Price Calculation | - |
| User Grouped Order Price | Set the parameter to true if the determination of revenue may also be applied on the totals of the Grouped orders. Each Order will contain the portion of revenue based on the payable weight of that order. |
| Table Filter (line) | Set a table filter if Detail Lines are applicable on specific TMD-Doucment-line-values. |
| Table Filter (header) | Set a table filter if Detail Lines are applicable on specific TMD-Doucment-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 Pricees 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.
| Field | Description |
|---|---|
| Service No. | The Service as set in the Contract Detail line. |
| Service Description | The description as set in the Contract Detail line. |
| Min/Max Type | - |
| Valid From Date | The Valid From Date as set in the Contract Detail Line. |
| Valid To Date | The Valid to Date as set in the Contract Detail Line. |
Contract Detail Prices Lines
The tab:: Lines on the page: Contract Prices containsthe actual lines with price information.
| Field | Description |
|---|---|
| Service Description | Can be left emtpy. |
| Service Description 2 | - |
| From Quantity | The minimum quantity on which the line is applicable. If filled with: 0 the from Quantity is starting after the value: To Quantity on the previous line. |
| To Quantity | The maximmum quantity on which the line is applicable. |
| Base Amount | Fill in a value if a fixed or base-amount is applicable on the line. |
| Unit Price | Fill in a value if a fixed price per unit is is applicable on the detail line. |
| Line Discount | The percentage of discount to be applied on the revenue line. The discount can also be set on the Contract header or Contract Line. |
| Min. Amount | Fill in a value if a minimum amount is to be calculated on the detail line. |
| Max. Amount | Fill in a value if a maximun amount is to be calculated on 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
In Boltrics Academy we provide you with this e-learning