Pricing & Rating Module. For Internal Circulation only. Presentation by: Process Engineering Team. Point’s to Remember. Rate Request screen is where agency will apply for SRR. System will create SRR when Rate Request is in Submit Status. Rate request cannot be created through SRR Screen.
For Internal Circulation only.
Presentation by: Process Engineering Team.
SRR: Special Rate Request
2. Submitted: Rate request has been submitted to trade Desk for approval.
3. Filed: When Rate Request is approved or rejected, it will be filed.
4. Open: SRR is in countered status. Any SRR which is countered by trade desk
Will be found in OPEN folder in SRR gate.
Above status’s are found in Rate request screen as well as Special Rate request
From date: Can be saved as Future date. If Saved in pending status. Once submitted cannot be changed.
To date: Can be selected based on users need. However right to increase or decrease the To date lies with trade desk during approval/counter.
Origin: Can be Inland or POL.
Deliver: Can be POD or Final delivery
Customer Profile: Shows How many RR’s have been created for this customer and what is their status.
Customer master: Takes you to CRM module where the customer is created.
Named account: When there is a Named account under that Customer name created in CRM, RR will show all those named accounts. If the Rate request is for either of the Named accounts, then Named account should either be ticked as SH, CN, NF or Forwarder. If Named account is Not applicable the same can be removed.
OOG is selected when RR is for Out of gauge containers. Dimensions have to be given if OOG is selected. Unit is millimeters.
Non Operated Refer: This is to be clicked when reefer container is used as Dry van.
Equipment Type: To be selected from the List.
Eqp.Qty: Tentative number of boxes.
Gr.Wt/Container (MT): Unit is in Metric Ton.
For Normal and Reefer Equipment Type Maximum weight taken is 31 MT’s.
For Special Equipment Type, Maximum Pay load is 41 MT’s.
Commodity selection is Mandatory.
Rate request can be taken for Multiple commodities.
To add Multiple commodities: after clicking add OFR, remove the original commodity and enter new one and go through the same process of charges till adding OFR and saving it.
SOC: Shipper own container. Tick when Rate request is submitted for Shipper owned container.
DG: If rate request is for DG box, then UNO and Class needs to be added.
Remarks can be entered for the reference of Trade desk. Dimensions have to be given if OOG is selected. Unit is millimeters.
Competition and amount: To be entered for trade desk’s Reference. This list is extracted from Operator table.
Routing is clicked to show on which service is the container planned to go. Rates will show accordingly. Important: Always try to select the priority Route.
If the route is Missing, RR cannot be SAVED. Please contact LRP support Immediately in order to get the routing setup done.
OFR can be added with Subject to or Select ALL IN for charges to be inclusive.
Enter OFR and Click on Add OFR.
VATOS: Value at the time of Shipment.
If this is “Y=YES” then these charges will be extracted in the booking from surcharge master. If the charges are amended manually under Local amount, then VATOS should be selected as “N=NO”.
Note: Currently Booking will by default take VATOS as YES as booking module needs to be enhanced. This shall happen in a very short span of time. Till booking module is enhanced, please do not change the VATOS to NO for OFR and ALL in rate..
Surcharge can be added Manually with the appropriate currency if required.
If ALL IN is selected then below ALL IN Column will show. Tick the charge code in order to treat them as inclusive.
Note: When Charges are treated as ALL IN, then VATOS should be selected as NO for that charge code in order to take
effect in Booking.
Note: Currently Booking will by default take VATOS as YES as booking module needs to be enhanced. This shall
happen in a very short span of time. Till booking module is enhanced, please do not change the VATOS to NO
for OFR and ALL in rate..
As ALL IN is selected, OFR gets Calculated automatically.
If Rate request needs to be saved for Multiple Ports, Equipments or Commodity types, click on those
Fields and change it as required. Click on routing again and add charges as normal process.
Refer to the screen shot on next page of how would it look after adding multiple ports/Equipment types/Commodities
How to Save Multiple lines….. Tick the charge code in order to treat them as inclusive.
Request status: Show as rejected as this is system message when user clicks on submission
Note: Rejected does not mean Line has Rejected your request. This means that Rate request needs to be submitted by clicking on submit button in order to get approval from the trade desk.
How to save as pending/Submit Rate request Tick the charge code in order to treat them as inclusive.
Pending: rate request is not gone for approval to trade desk and is with you for further amendments, if required. Once RR is saved as pending, then click on RR number and recall through search in order to edit/add more information. In order to save RR for future date, Use Save as function, and get OFR in EDIT mode for each port pair to update the from and to dates.
SRR gate: This request will show as pending in SRR GATE under your user name.
Click on Save button and below screen will show.
Will take you back to RR screen.
Submit: Below screen will pop up, Always click on Yes to proceed for Submission.
Note: This does not mean your request has been rejected, this means that system does not recognize this rate and the same has to be submitted to trade for approval. Click Yes to proceed.
SRR gate: RR will show under Submitted folder once Yes is clicked.
Please click on the right folder to check the status of Rate request.
By double clicking on the line, SRR screen will show where you can Counter or reject the SRR.
Note: This SRR screen is not the same as rate request, and is different screen. Path: LRP > Pricing > Special Rate request.
When SRR is countered by trade desk it will show as Open in SRR gate when user action is required. Double click on the Record and SRR screen will open.
Click on the edit Button to Accept, Counter, Reject. Tick the charge code in order to treat them as inclusive.
Click on Save after changes are made. Save button will get active only after apply rate is clicked.
To date can be Decreased, but CANNOT be INCREASED.
Remarks is mandatory before saving. Kindly insert full remarks specially when countering.
Rates can be changed along with VATOS.
Important: Currently Booking does not accommodate VATOS with NO, so kindly create the Rate request with VATOS as YES only in order to process booking successfully. We are enhancing the Booking with VATOS as NO function very soon.
RR: Rate Request
Old SRR Tick the charge code in order to treat them as inclusive.
Routing and Cost Not applicable.
VATOS is by default as YES.
Customer Profile Analysis Not available.
No Competition field available.
OFR available as Subject to ONLY.
SRR gate as common module.
SRR cannot be saved for Future date.
Routing and Cost are mandatory.
VATOS with option of YES or NO.
Customer Profile Analysis Available.
Competition Field Available.
OFR can be filed as Subject to or Inclusive (All in).
SRR gate enhanced as per security management.
Rate request can be saved as pending for Future date.Difference between Old and New SRR