Contracts - Revision history

Anw: Minor formatting change

2025-06-04T09:28:21Z

Minor formatting change

← Older revision		Revision as of 11:28, 4 June 2025
Line 149:		Line 149:


	== Tariffs ==
			=== Tariffs ===
	Tariffs can be entered, amended or deleted by anyone with the appropriate access rights, when you create a tariff you need to enter some properties for that tariff. The values that need to be configured are the name of the tariff, the delivery type that applies to the tariff, the units that any tariff tiers will be measured in and if required an expiry date can be added, so that the tariff automatically ends on a given date.		Tariffs can be entered, amended or deleted by anyone with the appropriate access rights, when you create a tariff you need to enter some properties for that tariff. The values that need to be configured are the name of the tariff, the delivery type that applies to the tariff, the units that any tariff tiers will be measured in and if required an expiry date can be added, so that the tariff automatically ends on a given date.

Anw: Updated from version 29.7 of the Finance document

2025-06-04T07:25:14Z

Updated from version 29.7 of the Finance document

← Older revision		Revision as of 09:25, 4 June 2025
Line 75:		Line 75:

	== Contracts ==		== Contracts ==
	The Contracts screen can be used to set up new contracts and tariffs.		The Contracts screen can be used to set up new contracts and tariffs, and find and edit existing contracts and tariffs.

	<center>[[Image:contract.png\|800px]]</center>		<center>[[Image:contract.png\|800px]]</center>
Line 81:		Line 81:
	The screen is accessed from the menu C-TMS Modules, Maintenance, Contracts.		The screen is accessed from the menu C-TMS Modules, Maintenance, Contracts.

			=== Adding a new Contract ===
	You can create a contract between the cost centre and a counter party by clicking the '''New Contract''' button.		You can create a contract between the cost centre and a counter party by clicking the '''New Contract''' button.

Line 189:		Line 190:
	<center>[[Image:finance_guide_4..png\|600px]]</center>		<center>[[Image:finance_guide_4..png\|600px]]</center>

	The Route can be set up between a Location, Town, Postal Region, Planning Region, Zone or a Country to a Location, Town, Postal Region, Planning Region, Zone or a Country. Select the appropriate details of the route and click '''OK'''.		The Route can be set up between a Location, Town, Postal Region, Planning Region, Zone or a Country to a Location, Town, Postal Region, Planning Region, Zone or a Country. You are provided a lookup button, and can also use CTRL-L to activate it, once you have selected the type. Select the appropriate details of the route and click '''OK'''.

	<center>[[Image:finance_guide_5.png\|600px]]</center>		<center>[[Image:finance_guide_5.png\|600px]]</center>
Line 195:		Line 196:
	{{Note}} When using Zones in the standard journeys, the system would have to look through all zones created on the system for other purposes like scheduling engine. Rather than consider zones that have not been defined for Finance, you may set up zones based on the areas for charging and click the "Rating" flag - the contracts function only looks at these zones.		{{Note}} When using Zones in the standard journeys, the system would have to look through all zones created on the system for other purposes like scheduling engine. Rather than consider zones that have not been defined for Finance, you may set up zones based on the areas for charging and click the "Rating" flag - the contracts function only looks at these zones.

			=== Finding a Contract ===

			# To find a contract which is already in the system, select the '''COST CENTRE''' from drop down box
			# Select the correct '''COUNTER PARTY''' (Customer or Carrier) from drop down box
			# A list of contracts should appear, if no contracts appear then there is not a contract with those details

			<center>
			[[File:CONTRACT FIND.png\|800x800px]]
			</center>

			=== Editing Pallet Tariff / Rates ===

			# It is possible to edit the tariff by simply double clicking on the appropriate Lane ID or right clicking on the appropriate Lane ID, then selecting Edit Tariff.
			# The TARIFF DETAILS box will appear again.
			# At this point it is also possible to delete an individual tier or charge by again right clicking on the appropriate line.

			<center>
			[[File:CONTRACT EDIT TARIFF.png\|800x800px]]
			</center>

	== Notes ==		== Notes ==

Anw: Merged from training document

2024-06-10T10:42:47Z

Merged from training document

← Older revision		Revision as of 12:42, 10 June 2024
Line 30:		Line 30:

	==How C-TMS Uses Contracts to apply charges to an ORDER or TRIP==		==How C-TMS Uses Contracts to apply charges to an ORDER or TRIP==
	When C-TMS calculates the amount of money to be levied against an ORDER or TRIP, it collects the set of parameters for which charges may be applied, such as		When C-TMS calculates the amount of money to be levied against an ORDER or TRIP, it collects the set of parameters for which charges may be applied, such as:
	* Type of delivery		* Type of delivery (Standard, Return, etc)
	* ~~Quantity~~		* Number of Pallets.
	* Weight		* Weight.
			* Distance.
			* Package Quantities.
			* Time.


	Next, it looks for the contract, using the COST CENTRE and CUSTOMER on the order, or the COST CENTRE and CARRIER on the trip, in conjunction with the DELIVERY DATE, so that it can find the contract which was in force at the date of delivery.		Next, it looks for the contract, using the COST CENTRE and CUSTOMER on the order, or the COST CENTRE and CARRIER on the trip, in conjunction with the DELIVERY DATE, so that it can find the contract which was in force at the date of delivery.
Line 154:		Line 158:
	<center>[[Image:finance_guide_3..png\|600px]]</center>		<center>[[Image:finance_guide_3..png\|600px]]</center>

	Select correct amount from drop down box to the left of first line		Select correct amount from drop down box to the left of first line.


	More information about the tariff can be found by right clicking the tariff and choosing ~~view tariff,~~ this displays the tariff detail, which is illustrated above. The tariff detail shows that different charges can be made for different numbers of RPEs (or indeed weight limits) for example you may want to charge more if you are handling a small number of pallets on an order than if you are handling a large number of pallets. Once a charge has been created, then charge conditions may be applied (currently there are three- Refrigerated, > Weight and < Weight). Tariffs can only be created or amended on the Tariff Details screen.		More information about the tariff can be found by right clicking the tariff and choosing ''View Tariff'' - this displays the tariff detail, which is illustrated above. The tariff detail shows that different charges can be made for different numbers of RPEs (or indeed weight limits) for example you may want to charge more if you are handling a small number of pallets on an order than if you are handling a large number of pallets. Once a charge has been created, then charge conditions may be applied (currently there are three- Refrigerated, > Weight and < Weight). Tariffs can only be created or amended on the Tariff Details screen.


Line 181:		Line 185:


	On the SJID pane, right click and then ~~select~~ Add Route.		On the SJID pane, right click and then click '''Add Route'''.

	<center>[[Image:finance_guide_4..png\|600px]]</center>		<center>[[Image:finance_guide_4..png\|600px]]</center>

	The Route can be set up between a Location, Postal Region, Planning Region, ~~Town~~ or a Country to a Location, Postal Region, Planning Region~~, Suburb~~, Zone or a Country. Select the appropriate details of the route and click OK.		The Route can be set up between a Location, Town, Postal Region, Planning Region, Zone or a Country to a Location, Town, Postal Region, Planning Region, Zone or a Country. Select the appropriate details of the route and click '''OK'''.

	<center>[[Image:finance_guide_5.png\|600px]]</center>		<center>[[Image:finance_guide_5.png\|600px]]</center>

			{{Note}} When using Zones in the standard journeys, the system would have to look through all zones created on the system for other purposes like scheduling engine. Rather than consider zones that have not been defined for Finance, you may set up zones based on the areas for charging and click the "Rating" flag - the contracts function only looks at these zones.

Anw: Split imports section to its own page

2024-06-03T09:15:52Z

Split imports section to its own page

@@ Line 205: / Line 205: @@
 == Importing Contracts ==
-You can import contracts and tariffs through the standard [[Imports]] "CONTRACT" import format.
+{{:Imports_CONTRACT}}
 <noinclude>

Anw: Minor formatting change

2024-05-24T14:43:57Z

Minor formatting change

← Older revision		Revision as of 16:43, 24 May 2024
Line 130:		Line 130:
	You can also access options on a particular tariff by right-clicking on the tariff:		You can also access options on a particular tariff by right-clicking on the tariff:

	[[Image:finance_guide_7.png\|600px]]		<center>[[Image:finance_guide_7.png\|600px]]</center>

	Options available are:		Options available are:
Line 152:		Line 152:
	Tariff details box appears, select the delivery type and tier units.		Tariff details box appears, select the delivery type and tier units.

	[[Image:finance_guide_3..png\|600px]]		<center>[[Image:finance_guide_3..png\|600px]]</center>

	Select correct amount from drop down box to the left of first line		Select correct amount from drop down box to the left of first line
Line 183:		Line 183:
	On the SJID pane, right click and then select Add Route.		On the SJID pane, right click and then select Add Route.

	[[Image:finance_guide_4..png\|600px]]		<center>[[Image:finance_guide_4..png\|600px]]</center>

	The Route can be set up between a Location, Postal Region, Planning Region, Town or a Country to a Location, Postal Region, Planning Region, Suburb, Zone or a Country. Select the appropriate details of the route and click OK.		The Route can be set up between a Location, Postal Region, Planning Region, Town or a Country to a Location, Postal Region, Planning Region, Suburb, Zone or a Country. Select the appropriate details of the route and click OK.

	[[Image:finance_guide_5.png\|600px]]		<center>[[Image:finance_guide_5.png\|600px]]</center>

Anw: Minor correction

2024-05-24T14:37:36Z

Minor correction

← Older revision		Revision as of 16:37, 24 May 2024
Line 126:		Line 126:

	You can create a new tariff by using the '''Add Tariff''' button or edit tariffs by either double-clicking the tariff in the list, or selecting the tariff in the list and then clicking '''Edit Tariff'''.		You can create a new tariff by using the '''Add Tariff''' button or edit tariffs by either double-clicking the tariff in the list, or selecting the tariff in the list and then clicking '''Edit Tariff'''.


			You can also access options on a particular tariff by right-clicking on the tariff:

			[[Image:finance_guide_7.png\|600px]]

			Options available are:
			* Add Tariff.
			* View Tariff.
			* Edit Tariff.
			* Delete Tariff.
			* Copy Tariff.
			* Copy Delivery Tariff.

Anw: Minor correction

2024-05-24T14:33:27Z

Minor correction

← Older revision		Revision as of 16:33, 24 May 2024
Line 170:		Line 170:
	On the SJID pane, right click and then select Add Route.		On the SJID pane, right click and then select Add Route.

	[[Image:finance_guide_4.png\|600px]]		[[Image:finance_guide_4..png\|600px]]

	The Route can be set up between a Location, Postal Region, Planning Region, Town or a Country to a Location, Postal Region, Planning Region, Suburb, Zone or a Country. Select the appropriate details of the route and click OK.		The Route can be set up between a Location, Postal Region, Planning Region, Town or a Country to a Location, Postal Region, Planning Region, Suburb, Zone or a Country. Select the appropriate details of the route and click OK.

Anw: Merged from training document

2024-05-24T14:29:25Z

Merged from training document

← Older revision		Revision as of 16:29, 24 May 2024
Line 5:		Line 5:
	In order to maintain Contracts in C-TMS, it is important to understand the following concepts:		In order to maintain Contracts in C-TMS, it is important to understand the following concepts:

	# The CONTRACT is an agreement between the Cost Centre and Customer (for orders) or Carrier (for trips), and consists of a collection of ~~TARIFF’S~~.		# The CONTRACT is an agreement between the Cost Centre and Customer (for orders) or Carrier (for trips), and consists of a collection of TARIFFS.
	# The TARIFF is a set of charges applicable to a certain 'job', or type of work. The tariff is usually identified by a journey, either by defining the collection and delivery locations.		# The TARIFF is a set of charges applicable to a certain 'job', or type of work. The tariff is usually identified by a journey, either by defining the collection and delivery locations.
	# Each TARIFF consists of a number of TIERS, to enable different charges to be levied for different amounts. TIERS can be tailored to the specific requirements of the customer. Typical examples can include charges by weight, number of pallets, fixed cost per trip, time, distance or demurrage. Capping rates can be applied to the tiers up to a specified amount - i.e. charge "X" incrementally until "Y" amount is reached. It is also possible to incrementally increase the charge rates in line with customer requirements - i.e. charge of "X" for a set number of miles/pallets and then charge "Y" thereafter. Capping rates ensure that set amounts are not exceeded and allow for pro rata charging in relation to what was ordered. Demurraged relates to waiting time outside of an agreed time window and can be set to charge at a set rate per minute, hour or 15 minute increments (or any other variation) as required by the customer.		# Each TARIFF consists of a number of TIERS, to enable different charges to be levied for different amounts. TIERS can be tailored to the specific requirements of the customer. Typical examples can include charges by weight, number of pallets, fixed cost per trip, time, distance or demurrage. Capping rates can be applied to the tiers up to a specified amount - i.e. charge "X" incrementally until "Y" amount is reached. It is also possible to incrementally increase the charge rates in line with customer requirements - i.e. charge of "X" for a set number of miles/pallets and then charge "Y" thereafter. Capping rates ensure that set amounts are not exceeded and allow for pro rata charging in relation to what was ordered. Demurraged relates to waiting time outside of an agreed time window and can be set to charge at a set rate per minute, hour or 15 minute increments (or any other variation) as required by the customer.
Line 21:		Line 21:
	The contracts module uses a number of different items to find out how much the payment or revenue should be for a particular order. The mechanism it uses for identifying this value is described below.		The contracts module uses a number of different items to find out how much the payment or revenue should be for a particular order. The mechanism it uses for identifying this value is described below.

	~~<ul>~~		* Identify the contract being used based on the cost centre and the counter party.
	~~<li>~~Identify the contract being used based on the cost centre and the counter party.~~</li>~~		* Identify the journey that is taking place for the order (can be identified as being the location id, town, postal region or country).
	~~<li>~~Identify the journey that is taking place for the order (can be identified as being the location id, town, postal region or country)~~</li>~~		* Identify the tariff that exists for that journey OR identify the tariff using a lane_ID (if lanes being used).
	~~<li>~~Identify the tariff that exists for that journey OR identify the tariff using a lane_ID (if lanes being used)~~</li>~~		* Identify which tariff tier should be used based on either the weight of the order, the number of RPEs associated with the order or the number of pallets associated with the order.
	~~<li>~~Identify which tariff tier should be used based on either the weight of the order, the number of RPEs associated with the order or the number of pallets associated with the order.~~</li>~~		* Identity which charge conditions and therefore, charges should be used. Add up all of the charges that relate to this contract, journey, tariff and tier and charge condition.
	~~<li>~~Identity which charge conditions and therefore, charges should be used. Add up all of the charges that relate to this contract, journey, tariff and tier and charge condition.~~</li>~~		* Identify the minimum and maximum charge for the tariff if the total of all the charges fall between this value then charge the derived value, if it falls below the minimum then charge the minimum if it falls above the maximum then charge the maximum.
	~~<li>~~Identify the minimum and maximum charge for the tariff if the total of all the charges fall between this value then charge the derived value, if it falls below the minimum then charge the minimum if it falls above the maximum then charge the maximum.~~</li>~~
	~~</ul>~~


	==How C-TMS Uses Contracts to apply charges to an ORDER or TRIP==		==How C-TMS Uses Contracts to apply charges to an ORDER or TRIP==
	When C-TMS calculates the amount of money to be levied against an ORDER or TRIP, it collects the set of parameters for which charges may be applied, such as		When C-TMS calculates the amount of money to be levied against an ORDER or TRIP, it collects the set of parameters for which charges may be applied, such as
	# Type of delivery		* Type of delivery
	# Quantity		* Quantity
	# Weight		* Weight

	Next, it looks for the contract, using the COST CENTRE and CUSTOMER on the order, or the COST CENTRE and CARRIER on the trip, in conjunction with the DELIVERY DATE, so that it can find the contract which was in force at the date of delivery.		Next, it looks for the contract, using the COST CENTRE and CUSTOMER on the order, or the COST CENTRE and CARRIER on the trip, in conjunction with the DELIVERY DATE, so that it can find the contract which was in force at the date of delivery.

Line 47:		Line 46:
	The charges that apply to tariff tiers are calculated differently depending upon the type of charge and the value for that tariff charge. The different types of charge and the way that they are calculated are as follows:		The charges that apply to tariff tiers are calculated differently depending upon the type of charge and the value for that tariff charge. The different types of charge and the way that they are calculated are as follows:

	~~<ul>~~		* '''Weight:''' calculates the charge based on the weight of the order based on the following: weight of the order divided by the weight per unit charge (rounded up) multiplied by the value for the tariff. Therefore, if the value for the tariff was 100 and an order has a weight of 7250KG and the weight per unit charge was 1000 (because you wanted to charge per tonne) you would have a value of 7.25 (7250/1000) which would be 8 (rounded up) multiplied by a value of 100 i.e. £100 per tonne would give you a payment of £800.
	~~<li>~~'''Weight:''' calculates the charge based on the weight of the order based on the following: weight of the order divided by the weight per unit charge (rounded up) multiplied by the value for the tariff. Therefore, if the value for the tariff was 100 and an order has a weight of 7250KG and the weight per unit charge was 1000 (because you wanted to charge per tonne) you would have a value of 7.25 (7250/1000) which would be 8 (rounded up) multiplied by a value of 100 i.e. £100 per tonne would give you a payment of £800. ~~</li>~~		* '''Pallet:''' calculates the charge as the number of pallets for the order multiplied by the value.
	~~<li>~~'''Pallet:''' calculates the charge as the number of pallets for the order multiplied by the value.~~</li>~~		* '''Unit:''' calculates the charge as the number of pieces for the order multiplied by the value.
	~~<li>~~'''Unit:''' calculates the charge as the number of pieces for the order multiplied by the value.~~</li>~~		* '''RPE:''' calculates the charge as the number of RPEs for the order multiplied by the value.
	~~<li>~~'''RPE:''' calculates the charge as the number of RPEs for the order multiplied by the value.~~</li>~~
	~~</ul>~~

	Note that more than one charge can be defined for each tier, for example a fixed charge, a pallet charge and a weight charge could be entered which will create a single combined payment for those orders using that charge type. However, the final charge that is applied to the trip/order/base cost will always fall between the minimum and maximum values for that particular tier.		Note that more than one charge can be defined for each tier, for example a fixed charge, a pallet charge and a weight charge could be entered which will create a single combined payment for those orders using that charge type. However, the final charge that is applied to the trip/order/base cost will always fall between the minimum and maximum values for that particular tier.

	As well as multi charge conditions on a charge, conditions can be applied to a tariff condition can be applied. This is achieved by declaring an ~~‘Additional~~ Tier ~~Unit’~~ and populating the "Additional Tier Name" and the "Additional Limit" columns. For example, if Additional Tier Unit is populated with "Weight" and the Additional Tier Name is "800 Weight" and the "Additional Limit" is 800.00 for tier 33, then, an extra check is made to ensure that the weight or an order does not exceed 800, if not, then the process continues as normal, using the charges on the contract. On the other hand, if the weight of the order exceeds 800.00, then, the process will try to find another contract with weights and endeavour to calculate the charges accordingly. If an alternative contract is not found, then an error message is displayed.		As well as multi charge conditions on a charge, conditions can be applied to a tariff condition can be applied. This is achieved by declaring an "Additional Tier Unit" and populating the "Additional Tier Name" and the "Additional Limit" columns. For example, if Additional Tier Unit is populated with "Weight" and the Additional Tier Name is "800 Weight" and the "Additional Limit" is 800.00 for tier 33, then, an extra check is made to ensure that the weight or an order does not exceed 800, if not, then the process continues as normal, using the charges on the contract. On the other hand, if the weight of the order exceeds 800.00, then, the process will try to find another contract with weights and endeavour to calculate the charges accordingly. If an alternative contract is not found, then an error message is displayed.


Line 63:		Line 60:

	For each charge set up, a unit type and a Charge type MUST be assigned. There are a number of units, which are currently available. These are:		For each charge set up, a unit type and a Charge type MUST be assigned. There are a number of units, which are currently available. These are:
			* Fixed.
	~~<ul>~~		* Pallet.
	~~<li>~~Fixed~~</li>~~		* RPE.
	~~<li>~~Pallet~~</li>~~		* Weight.
	~~<li>~~RPE~~</li>~~
	~~<li>~~Weight~~</li>~~
	~~</ul>~~

	The diagram below illustrates a contract between the cost centre EXEL_EMT and the customer JOULIE_F and is effective from 3rd August 2003. The tariff L-KF034-F represents a suite of charges for any Trips going to and from location KF134-F and UB187-F (These locations are found on the Standard Journey tab).		The diagram below illustrates a contract between the cost centre EXEL_EMT and the customer JOULIE_F and is effective from 3rd August 2003. The tariff L-KF034-F represents a suite of charges for any Trips going to and from location KF134-F and UB187-F (These locations are found on the Standard Journey tab).
Line 141:		Line 135:


	To create a new tariff right click on first empty line and select ~~ADD TARIFF~~		To create a new tariff right click on first empty line and select '''Add Tariff'''

	Tariff details box appears, select the delivery type and tier units.		Tariff details box appears, select the delivery type and tier units.
Line 192:		Line 186:
	A Contracts screen search facility has been provided for quick navigation to the Contract ID, Tariff ID, Tier ID, Charge ID or Standard Journey ID of choice. When a valid tier ID is selected, the search record will be highlighted amidst a display of all of the associated contract’s valid tiers.		A Contracts screen search facility has been provided for quick navigation to the Contract ID, Tariff ID, Tier ID, Charge ID or Standard Journey ID of choice. When a valid tier ID is selected, the search record will be highlighted amidst a display of all of the associated contract’s valid tiers.

	[[C-TMS]] will allow a Customer to be charged a consolidated rate if there are multiple Orders on the same Trip with the same From Loc, To Loc, Cost Centre, Delivery Type and Customer or Customer Group. If a Trip contains 3 orders for 1 pallet with the same From Loc, To Loc, Customer, Cost Centre and Delivery Type it would be possible for [[C-TMS]] to charge the 3 pallet rate rather than charging the 1 pallet rate three times.		C-TMS will allow a Customer to be charged a consolidated rate if there are multiple Orders on the same Trip with the same From Loc, To Loc, Cost Centre, Delivery Type and Customer or Customer Group. If a Trip contains 3 orders for 1 pallet with the same From Loc, To Loc, Customer, Cost Centre and Delivery Type it would be possible for C-TMS to charge the 3 pallet rate rather than charging the 1 pallet rate three times.

	It is possible to re-charge internally using the [[Internal Recharging]] Mechanism.		It is possible to re-charge internally using the [[Internal Recharging]] Mechanism.

Anw: Merged from training document

2024-05-24T11:19:01Z

Merged from training document

Show changes

Anw: Categorisation

2024-05-24T10:07:57Z

Categorisation

← Older revision		Revision as of 12:07, 24 May 2024
Line 235:		Line 235:


			<noinclude>
	[[Category:Accounts\|110]]		[[Category:Accounts\|110]]
	[[Category:C-TMS Modules\|C-110]]		[[Category:C-TMS Modules\|C-110]]
	[[Category:C-TMS User Guide\|BC-110]]		[[Category:C-TMS User Guide\|BC-110]]
	[[Category:TEST\|C-110]]		[[Category:TEST\|C-110]]
			</noinclude>

← Older revision		Revision as of 12:07, 24 May 2024
Line 235:		Line 235:


			<noinclude>
	[[Category:Accounts\|110]]		[[Category:Accounts\|110]]
	[[Category:C-TMS Modules\|C-110]]		[[Category:C-TMS Modules\|C-110]]
	[[Category:C-TMS User Guide\|BC-110]]		[[Category:C-TMS User Guide\|BC-110]]
	[[Category:TEST\|C-110]]		[[Category:TEST\|C-110]]
			</noinclude>