Contract and Rate Management
This page is accessed via the Rates icon on the Ask OTM toolbar or via Contract and Rate Management > Ask OTM > Rate Inquiry.
The Rates query helps you find shipping rates for various transportation modes. For a rate inquiry to obtain results, at least one Rate Offering must be available.
Note: You can also perform a rate inquiry using Integration.
Enter as much information as possible in the Rate Inquiry fields. Rates based off of specific pieces of data are only considered if you specify it on this page. For example, a rate based off of a specific piece of equipment is only displayed as a valid result here if you populate the equipment group or equipment group profile fields described below. As a result, the more information you enter, the faster and more accurate the search.
Choose how to rank the rates found based on speed of transport or cost of shipping, in the Request Type in the drop-down list.
If you want to limit rates to a certain group of rate offerings, select a Rate Group.
Ship From/Ship To
Complete the Ship From and Ship To fields. Choose a specific location or specify at least one of the following:
You can add as many as three interim stop locations to your inquiry.
Enter or select a stop location in the Stop Location ID field.
You can limit your search to a Domain. Select a domain from the drop-down list.
Enter a Customer if you want to limit the query to a specific customer.
If you enter an equipment group profile ID in the Equipment Group Profile ID field, Oracle Transportation Management only searches for rates compatible with that equipment group profile.
If you enter an equipment initial in the Equipment Initial field, Oracle Transportation Management only searches for rates compatible with that equipment initial.
If you enter an equipment number in the Equipment Number field, Oracle Transportation Management only searches for rates compatible with that equipment number.
You can also limit your search by specifying a pickup and delivery date in the Date Available By and the Date Deliver By fields. Use the text box to enter a date and time, or click to select the date from a calendar.
Note: If you use different currencies, Oracle Transportation Management uses the Date Available By field to find the correct currency exchange rate based on the date entered. Note that a search using a date in the past may return a rate different than doing a search with the current date, if the exchange rate has been updated in-between.
If you record a rate service ID in the Rate Service ID field, Oracle Transportation Management only searches for rates that include that rate service.
If you record a flexible commodity qualifier in the Flexible Commodity Qualifier field, Oracle Transportation Management only searches rates that include that type of commodity. Use this in conjunction with the Commodity Code field in the grid at the bottom of the page.
To limit your search to a particular rate record, enter a rate record ID in the Rate Record ID field.
To limit your search to a particular rate offering, enter a rate offering ID in the Rate Offering ID field.
Select Buy or Sell in the Perspective option boxes.
If you select the Show Preferred Rates Only check box, Oracle Transportation Management only searches for rates compatible with your Rate Preferences.
Select whether you want to force tiered rating from the Force Tiered Rating drop-down list. If you leave this field blank then the system follows the setting of the RATING ENGINE ALWAYS CALCULATES TIERED RATES parameter. Choosing Yes or No overrides the setting in the parameter with the new value.
Enter a tier number in the Estimate Tiered Rate Using Tier # field. This field specifies the tier number of the costs in the rate. The number you enter in this field is substituted for the actual tier number when inquiring on a rate.
If desired, select an INCO Term from the INCO Term list.
If desired, enter a value in the Rating Level field. This value determines the level of costs evaluated by the rating engine. If the value-null, All costs will be evaluated; otherwise, only costs whose level is greater than or equal to the stated value will be evaluated.
If you enter a special service, Oracle Transportation Management only searches for rates that include that special service. Additionally, the costs for the special services associated with each rate are added to the shipment cost.
Click beside the Special Service ID field to select from a list of available special services, or type a special service ID in the text box.
Type values in the Duration fields to indicate how long the special services charges will apply.
You can limit your search to one or more transport modes.
Click beside the Transport Mode ID field to select from a list of available transport modes, or type a transport mode in the text box.
You can limit your search to one or more service providers.
Click beside the Service Provider ID field to select from a list of available service providers, or type a service provider ID in the text box.
If you enter an accessorial code, Oracle Transportation Management still searches all rates but adds the accessorial charge to those rates that include that accessorial code.
Click beside the Accessorial Code ID field to select from a list of available accessorial codes, or type an accessorial code ID in the text box.
If you enter an equipment group ID, Oracle Transportation Management only searches for rates compatible with that equipment group.
Click beside the Equipment Group ID field to select from a list of available equipment groups, or type an equipment group ID in the text box.
In the grid at the bottom of the Rate Inquiry page, you can select the type of Transport Handling Unit that must be used to ship the items. If you specify a ship unit, Oracle Transportation Management only searches those rates that meet the ship unit requirements in the grid.
Note: If you have glog.webserver.riq_mode=trim
in your glog.properties file, this page behaves somewhat differently.
Especially when you have many ship
unit specifications defined in your system, the rate wizard is faster.
The rate wizard also has some added features:
After you have chosen a transport handling unit (specification), you can click the i-button next to it. Oracle Transportation Management then displays the weight, volume, and so on for that ship unit, as long as the Number of Ship Unit(s) field is empty. Note that the i-button deletes data for all other ship units with a Number Ship Units of 0. To avoid this, enter a number, other than zero, in the Number Ship Unit(s) field.
Also, you can leave weight, volume, and so on blank, in other words, you do not have to click the i-button. If you leave these fields blank, Oracle Transportation Management will use the default values even though it does not display them.
Note: You must enter data in this grid to find both routes and rates.
If you choose a transportation handling unit, you also need to specify how many ship units are required in the Ship Unit Count field.
You may also enter a Commodity Code to specify exactly what is being shipped. For example, if you chose STCC in the Commodity ID drop-down list, you enter the STCC ID here. If you do not specify a flexible commodity qualifier, then you cannot specify a commodity code.
Find or enter the Packaged Item ID for the ship unit.
Enter the Weight per ship unit.
If you did not specify a ship unit with predefined measurements, enter the Volume, Length, Width, and Height of each ship unit.
Note: Volume calculations round up the calculated volume values based on the precision of the Volume field.
Enter the Value of the goods per ship unit. For example, if you are shipping standard pallets, and the value of the goods on each pallet is $20, you enter 20.
Rates to locate the rates that matched
Click Find Routes and Rates to locate the best shipping option for each valid itinerary.
Note: If you frequently query using the same information, click Save to save your criteria for later use.