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How to Configure Fuel Surcharge in OTM using Rate Factor (Doc ID 1113956.1) To Bottom

Modified: 23-Dec-2016 Type: HOWTO

In this Document

Goal
Solution
Rate Factor Methods
Rate Factor Configuration
A. Rate Factor Source
B. Rate Factor Rule
Rule Definition:
Rule Type:
Rate Factor Grid
Accessorial Defaults
Processing a Rate Factor
Updating a Rate Factor After Being Processed

APPLIES TO:
Oracle Transportation Management - Version 5.5 and later
Information in this document applies to any platform.

GOAL
This note provides a simple guide to configuring Fuel Surcharge in OTM using Rate Factors.
NOTE: This document provides only an introduction to Rate Factors. It is not intended to be full documentation on this feature. The intention of the note is provide the simple
basics to get a new user started with this type of configuration.

SOLUTION

Rate Factor Methods

There are two methods of applying a Fuel Surcharge to your Rate Offering using Rate Factors, these are:
1. Specific Rate Offering/Record Assignment
2. Accessorial Defaults
These two methods of configuration are almost identical with one main difference. When using "Accessorial Defaults", the Accessorial Cost is not directly attached to the
Rate Offering/Record. Therefore you will not see the specific Accessorial Cost on the "Accessorials" tab of the Rate Offering/Record. Instead you only add a "default"
Accessorial Code on the "Accessorials" tab that instructs OTM to use the created Accessorial Defaults. This is further explained in later sections of this document.

Rate Factor Configuration

This section focuses on the required elements needed to configure Rate Factors in order to calculate a Fuel Surcharge. This configuration is the same for both methods,
unless noted otherwise

A. Rate Factor Source

Navigation: Contract and Rate Management -> Power Data -> General -> Rate Factor
Here you simply define each "Rate Factor" by assigning:

i) Factor Value: The defined Factor Value for the below effective dates
ii) Effective Date: The date that the Factor Value becomes effective
iii) Expiration Date: The date that the Factor Value expires
Note: Make sure the "Processed" box is unchecked when defining. This will be automatically check later when running the Action: "Process Rate Factor" or "Process
Unprocessed Rate Factors"

B. Rate Factor Rule

Navigation: Contract and Rate Management -> Power Data -> General -> Rate Factor Rule

This screen defines the Rate Factor Rule and how it gets applied.

Rule Definition:

The top portion of the Rate Factor Rule defines the WHAT is being applied
i) Source Rate Factor Rule ID: Assigns the Rate Factor that was configured in the previous step
ii) Accessorial Code ID: Defines the Accessorial Code to be assigned for the Accessorial Charge applied.
iii) Accessorial Cost ID: This is an Accessorial Cost that simply defines the template on how the charge is to be calculated. For example, this cost might have certain Rate
Conditions and use a Rate Basis of "Shipment Total Distance Traveled"

Rule Type:

The middle portion of the Rate Factor Rule defines the METHOD of applying the Rate Factor. This is where you configure which of the two methods you wish to use for this
Rate Factor. The choice is selected by your choice of "Rate Record Type"
i) Accessorial Default: This will create Accessorial Defaults for the Rate Factors and therefore not explicitely assign the Accessorial to the Rate Offering or Rate Record
ii) Rate Offering (or Rate Geo): This will create Accessorial Costs from the Rate Factor and assign this cost directly to the specified Rate Offering (or Rate Record)

Rate Factor Grid

The lower portion of the Rate Factor Rule defines how the factor is to be calculated For any given Rate Factor (see previous section) the Rate Factor Value is used to
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The lower portion of the Rate Factor Rule defines how the factor is to be calculated. For any given Rate Factor (see previous section), the Rate Factor Value is used to
lookup in this Rate Factor Grid (matching it to the "Maximum Factor Value" in order to determine the "Cost Value" for the Rate Factor's Effective range.

This "Cost Value" is then used to assign to the Accessorial Cost's template (i.e. the Accessorial Cost assigned to the Rate Factor Rule.

Accessorial Defaults

If using Accessorial Defaults, there is one additional step required. You must assign the Accessorial Code and an EMPTY Accessorial Cost to the Rate Offering (or Record).
This is done on the "Accessorials" tab of the Rate Offering (or Record)

The Accessorial Code to be assigned is the same Code found on the Rate Factor Rule.

The Accessorial Cost is a completely empty cost that simply has the "Use Defaults" checkbox check. For example, click "new" to create a new cost, check the "Use
Defaults" box and save the cost, that is it.

Processing a Rate Factor

When you run the action "Process Rate Factor" or "Process Unprocessed Rate Factors" from the Rate Factor, the following logic is performed.

1. The "Factor Value" is checked for the unprocessed Rate Factor

2. This value is then located within the "Rate Factor Source" grid to determine the right "Cost Value" that is within the "Maximum Factor Value" range
3. This "Cost Value" is then used to create the Accessorial from the "Accessorial Cost" template (i.e. the Accessorial Cost assigned to to the Rate Factor Rule.
4. The Accessorial Cost is then created from the above template with the following data:

a) Charge amount (found from the "Cost Value")

b) Effective Date: From the Rate Factor's Effective Date
c) Expiration Date: From the Rate Factor's Effective Date
5a) If the Rate Factor Rule's method is "Rate Offering" or "Rate Record", the created Accessorial Cost is physically added to the list of Accessorial Charges on the
Accessorials tab of the Rate Offering/Record

5b) If the Rate Factor Rule's method is "Accessorial Default", the Accessorial Cost is not assigned to the Rate Offering/Record. Instead an "Accessorial Default" is created
that maps an Accessorial Code to an Accessorial Cost.

Updating a Rate Factor After Being Processed

It is important to understand that if a Rate Factor is updated AFTER being processed, this does not update the above calculated/created data that was performed when
processing the rate factor. Therefore manual data cleanup is necessary if you wish to update a Rate Factor.

The following steps should be done any time you want to update a Rate Factor that has already been processed:

1. Navigate to Contract and Rate Management -> Power Data -> General -> Rate Factor
2. Edit the Rate Factor as needed and uncheck the "Processed" box

If not using Accessorial Defaults, do the following steps 3-5

3. Navigate to Contract and Rate Management -> Contract Management -> Rate Offering/Record
4. Search for the Rate Offering/Record using this Accessorial Cost
5. Delete the changed Accessorial Cost from the Accessorials tab

If using Accessorial Defaults, do the following steps 3-5

3. Navigate to Contract and Rate Management -> Power Data -> Rates and Codes -> Accessorial Default
4. Search for the Accessorial Default associated to the Rate Factor being changed
5. Delete this Accessorial Default.

For both methods, continue with the following steps

6. Reprocess the Rate Factor that was changed.

This last step will either recreate Accessorial Cost. If using Accessorial Default, it will also recreate the Accessorial Default. If not using Accessorial Default, it will assign the
Accessorial Cost to the Rate Offering/Record.

▼ Related
Products

Oracle E-Business Suite > Oracle Transportation Management (G-Log) > Logistics > Oracle Transportation Management > Contract and rate management > Contract/Rate
Business Logic

Keywords
ACCESSORIAL COST; CONFIGURATION; DYNAMIC ADV USE; INSTALL & CONFIGURE; ORACLE TRANSPORTATION MANAGEMENT

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