The purpose of this article is to guide you through the function and components of Service Discount by Region rules in carrier agreements. This information is intended for any system user with a PDF agreement that needs to be loaded into the Agreement Management System.
Rules are ordered by class type as follows:
Data Transformer
DIM Divisors
Earner Discounts
Fuel Surcharge Discounts
Service Period Discount by Region
Grace Period Discounts
Minimum Net Charge
Multipiece Minimum Weight Qualifier
Service Discount
Service Discount by Region
Service Net Rates
Surcharge Net Rates
Surcharges Discounts
It’s important to note that rules are executed from top to bottom according to the position of the rule among all other agreement rules. In other words, rules at the bottom are executed after the rules above and can overwrite the rules where overlap exists.
Service Discount by Region rules adjust key fields, attributes for a given shipment to target values though match conditions. Match and transform fields, operators and values are as follows:
Pertinent for expiration terms on Fuel Surcharge Discounts.
Default: Null
Format: mm/dd/yyyy
Common mistake: Effective Start Date is entered on a date that is after the analysis period date range within CAO View. Ensure that the Effective Start Date does not affect the Fuel Surcharge Discount being applied to the date range of analysis.
Pro tip: Create one Fuel Surcharge Discount rule for each term within the agreement. The Effective Start Date and Effective Stop date fields build each rule for the targeted date range.
Relevant for expiration terms on Fuel Surcharge Discounts.
Default: Null
Format: mm/dd/yyyy
Common mistake: Effective Start Date is entered on a date that is after the analysis period date range within CAO View. Ensure that the Effective Start Date does not affect the service discount being applied to the date range of analysis.
Pro tip: Create one Service Discount by Region Discount rule for each term within the agreement. The Effective Start Date and Effective Stop date fields build each rule for the targeted date range.
Overview: Domestic service types are controlled as a single rule where Domestic type is select, otherwise. Service Discount by Region international shipments, in contrast, is specified as import or export, yet sometime both as well.
Default: All enabled by default
Options:
Overview: Domestic service types are controlled as a single rule on Fuel Surcharge Discounts. Fuel Surcharge Discounts on international shipments, in contrast, are managed as separate rules by direction: Export and Import.
Default: All enabled by default
Options:
Pay Type targets payee type incentives. For example, Third-party sometimes has lower discounts than Shipper or Receiver Pay Types
Pay type default: All are enabled
Pay type options:
Create a rule for each service type where the discount applies.
Select each package type where the discount applies.
Select the billing unit type where the discount applies.
Billing Unit default: All are enabled.
Billing Unit options:
The Returned rule targets incentives specific to return service types.
Default: Regular Shipments
Returned options:
The Multipiece rule targets shipments included, specified within.
Default: Any Shipments
Multipiece options:
Specify the country by name. Create one rule for each country by type.
Default: Any Origin Country
Specify the country by name. Create one rule for each country by type.
Default: Any Receiver Country
The lower bound of a weight-based incentive. Relevant to Ground service types.
Min weight default: Null
Options: Carrier specific
Note: Leaving the weight field NULL will apply the service discount to all weights.
The upper bound of a weight-based incentive. Relevant to Ground service types.
Max weight default: Null
Options: Carrier specific
Note: Leaving the weight field NULL will apply the service discount to all weights.
The base discount for a given incentive. It’s common for base discounts to increase by a few points per revenue band. The best target is the middle band on volume.
Discount default: 0%
Options: Carrier specific. Check the agreement page for a given carrier for a full list.