WHS9160

RATES can be set to define the price to be applied to any Invoice transactions.

Field Name	Description	Options	Generic Value
RATE ID + DESCRIPTION	Unique identifier and descriptive text	User input
DATE FROM	Date rate becomes effective	The EFFECTIVE DATES for the rate
DATE TO	Date rate ends	The EFFECTIVE DATES for the rate
CURRENCY	The currency to be charged	Any valid currency code
MIN CHARGE	Allows for the setting of MINIMUM charge value for an INDIVIDUAL CHARGE	User input
MAX CHARGE	Allows for the setting of MAXIMUM charge values for an INDIVIDUAL CHARGE	User input
INDIVIDUAL ROUNDING	Instructs the processing to round all transactions to 2 decimal places or not	Yes / No
INDEX GROUP ID	The index rate group that the charge belongs.	Display only to show rate can be uplifted by regular ‘ Indexation processing’. It is not possible to assign more than one Index Group /Index combination
TABLE TYPE	Defined the QUANTITY TYPE that the BREAKPOINTS will be based on.	QUANTITY – no. of Units ,br/> CASE – no. of cases PALLET – no. of pallets WEIGHT – no of weight UoM CHARGE VALUE – currency value (for Invoice Level charges) Note that Area and other values not utilised at present
BREAKPOINT TYPE	Defines the TYPE of Breakpoints	STANDARD – Allow for multiple breakpoint details to establish the highest detail found for the quantity to be charged for. MINIMUM – Only raise charge if quantity to be charged for is LOWER than the first (and only) breakpoint detail MAXIMUM – Only raise charge if quantity to be charged for is HIGHER than the first (and only) breakpoint detail PERCENTAGE – For use with CHARGE VALUE when defining the rate for Invoice Group . Level charges. Uses specific values in the first (and only) breakpoint details row found
BREAKPOINT	Defines the breakpoint to be used when generating charges	Only one allowed unless it is a STANDARD TYPE setting. All ID’s must have at least one detail to define either a fixed amount or a rate to be applied for a quantity

Variable Rate Calculation information is also displayed:

Field Name	Description	Options	Generic Value
FIXED AMOUNT	The actual currency amount to be charged	User must enter either Fixed amount or the equivalent MULTIPLIER / QTY / RATE for variable amounts, UNLESS It is a percentage type breakpoint, in which case this will be the percentage value applied to the quantity / value to charge when using the variable rate data that will also be entered
MULTIPLIER	Normally the same as the Table Type defined above, but may be different if required
UNIT QTY	The unit quantity that the rate is applicable to
RATE	The actual rate that will be applied to the calculation. I.e. CHARGE VALUE will be calculated as - ‘QTY to be charged for’ divided by ‘UNIT QTY’ multiplied by ‘RATE’

Buttons
COPY	Allows a new rate to be set up based on an existing rate.
INDEX GROUP	When pressed the process will check if the rate code has already been assigned to an index group. If this is the case, the user will be presented with a form to display the details of the index. See below

The Rate Table Copy screen WHS0162 will appear when selecting the COPY button on Screen WHS9160.

Field Name	Description
SOURCE RATE	Shows the details of the RATE_ID being copied from
NEW RATE	Requires input of NEW ID and DESCRIPTION TABLE TYPE and BREAKPOINT TYPE START DATE / END DATE CURRENCY – defaults to the same as the original

All inputs will be validated in the same way as the original inputs as described above

On selecting the COPY BUTTON on this screen the NEW RATE details are presented in the original RATE MAINTENANCE screen for amendment / update.

The Index Group Information screen WHS0339 will appear when selecting the Index Group button on Screen WHS9160. It will not be possible to view this screen from the menu system.

Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.

Rate Set Up Examples

'Example 1

'Example 2

'Example 3

RATE DETAIL EXAMPLE

Charge 5.99 if the total Cases on an order is less than 100 Cases, otherwise no charge

Note that if the BREAKPOINT TYPE was MAX instead of MIN then the charge would be raised only if the quantity was greater than 100 Cases.

Also – Rather than the Fixed Amount of 5.99, the Variable Rate settings could be set to nn.nn per Case, or per 10 Cases, etc.

Also - Weight can be used as the Breakpoint instead of Case – simply change the ‘type’ from Case to Weight and the procedures will work on Kgs or Lbs.