OTM 6.4.1 RateMaintenanceEric Rosenbloomeric.rosenbloom@inspirage.com

Introduction

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Agenda• Part 1: Simple TL• Part 2: Accessorials• Part 3: LTL with Weight Breaks• Part 4: Error Resolution• Part 5: LTL with Discount• Part 6: Exclusions

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Part 1: Simple TL• 3 Digit Postal Code Based Lanes• Flat Charge + Cost Per Unit Distance• 53 Foot Dry Van

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The Steps1. Create Template Rate Offering & Record2. Create Rate Load Definition3. Download Excel Template4. Populate Excel Template with Data5. Upload Excel Template6. Resolve Any Errors7. Approve and Finalize8. Test Using Rate Inquiry

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Create Template Rate Offering & Record

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Create Template Rate Offering

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Create Template Rate Record

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Create Rate Load Definition

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Create Rate Load Definition

Download Excel Template

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Populate Excel Template

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Upload Excel Template

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Upload Excel Template

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Upload Excel Template

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Approve and Finalize

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Approve and Finalize

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Test Using Rate Inquiry

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Test Using Rate Inquiry

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Observations• Rate Offerings and Records are added vs.

modifying existing rate offerings andrecords

• Prior example generated newrate_offering_gid and rate_geo_gid

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Part 2: Accessorials• We illustrate the use of a simple accessorial

defined at the rate offering level• Carrier applies an additional $500 flat charge

for unloading• Template002 Rate Offering Same as

Template001 but with New AccessorialDefined

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New Template002 Offering

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New Template002 Offering

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Test Revised Template with RIQ

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Test Revised Template with RIQ

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Test Revised Template with RIQ

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New Rate Load Definition

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Revised Excel Template

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Repeat Steps• Populate Template• Upload• Approve• Finalize• RIQ Test

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Repeat RIQ Test

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Part 3: LTL with Wt Breaks• Show how to configure and use a template

rate that uses weight breaks

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Template Rate Offering

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Template Rate Record

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Test Template with RIQ

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Rate Result

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Check template and uncheckactive

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Rate Load Definition

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Download Template• Same process as shown previously

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“Wide Template”

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“Wide Template” (cont)

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Repeat Steps as before..• Populate Template• Upload• Test using RIQ

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Populated Template

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RIQ Results after uploading

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Part 4: Error Handling• Purposefully introduce a foreign key error

and learn how to diagnose/resolve errors

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Ex: Invalid Foreign Key

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Ex: Invalid Foreign Key

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Ex: Invalid Foreign Key

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Download Failed Rates• You can download a spreadsheet

containing just the data that needs to becorrected and re-uploaded…

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Downloaded Failed RatesSpreadsheet

Part 5: LTL with Discount

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LTL with Discount

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Template with Discount

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Part 6: Exclusions

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Exclusions

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Exclusions

Questions?• Disclaimer: My experience with this

feature has primarily been preparing thispresentation

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