Search for buying and selling rates in CargoSoft GLA product ECM (Enterprise Condition Management) by selecting contextmenu → Calculate order and Calculate buying.
Use these functions for rate determination and rate acception via Webservice from ECM to TMS.
Search mask
In basic data ADMIN → PREALLOCATIONS and ECM PREALLOCATIONS the search mask can be configured so that the search fields are automatically pre-assigned with data from the order.
Add search fields
You can manually add search fields to the search mask via the local menu.
Example:
Add via-locations between the lines Start and Destination. To do so, place your cursor in the Destination line and select the contextmenu → Insert line.
Search fields can only be inserted if the cursor is located in the respective line.
The search fields Carriertyp and Transport Mode can also be inserted in the Legs. If the mode of transport and/or carrier type are not filled in the legs for the search, the search uses the mode of transport from the header data instead.
Click Add search field to make further modifications in the search mask. A new mask opens. Here you can use the checkboxes to select additional fields to add to the search mask. Confirm with OK.
Click Remove search field to delete a search fields from the search mask.
Press F3 to start the search manually.
Search criteria
Carrier- and Trucker addresses
If carrier and trucker addresses are already entered in the order, these data are also pre-assigned for the corresponding leg.
The rate search is carried out based on these addresses.
If you search without carrier addresses, the result will show rates of all carriers.
Transmit carrier for a single leg
The search for different MOTs and without via location across legs can be limited to the carrier. The search function uses the carrier entered in the first line only for the main carriage.
In all other cases, you still need to use the via-location and Carrier per line.
Addresses from the container
A special preallocation makes it possible to take over addresses from the container to the Dispo ECM search mask.
The system issues a message if containers with different locations, e.g. pickup, are to be calculated collectively. The corresponding location will remain empty.
Rate search with incoterms
On the Calculation tab you can add the search fields Start Incoterm and Destination Incoterm.
These fields limit the search based on the incoterms you have entered.
Depending on the start incoterm you have entered in the sideletter in ECM, these costs are either added to the total sum or not charged.
Take the contract number into account
The rate determination in ECM provides the parameter 'involvedContract'. This may replace the parameter 'Service_contract' for buying and selling in basic data COMPANY → ECM BASIC DATA → ECM PARAMETER.
During the rate search you can decide whether you would like to search only with the entered contract number or whether the result is to include the contract number and potential others.
Here you can also search for individual contract numbers per leg line or for multiple numbers - separated by the pipe character (|).
Take rates for different validity periods into account
There are the search criteriy Pickup Date and Delivery Date in order to determine the correct rates per leg in a search over different validity periods.
These determine the start date of the transport (Pickup Date) or the date of the delivery (Delivery Date).
A new search criterion is available: Positioning.
Available for selection are: Origin and Destination
This field describes the location of the positioning. Taking into account the validity, this field determines the correct rates and surcharges of the delivery or pickup tariffs.
If there is no valid rate for the entered pickup date, the program will determine the next valid rate of the following days instead.
The current logic for entries in valid to and valid from in the overview of the search result is as follows:
valid from = pickup date
valid to = The system calculates the transit time and subtracts it from the delivery date. In other words, up to this day the pickup can take place and the price can be kept in consideration of the transit time.
Calculate FOB/FCA incl. pre-carriage
For files with delivery term FOB/FCA you can request the freight component for pre-carriage (from pickup address to bis departure airport/port of loading) on rate determination. Another (via-)location is available besides Start and Destination and thus creates a separate leg for the rate determination of the FOB/FCA share.
The preallocation in the search mask is the following:
→ Leg Start (PUP address (ZIP/location)) to via-location (departure airport/port of loading): the SHIPPER is pre-assigned as the holder.
→ Leg departure airport/port of loading to destination: the customer address is pre-assigned as the holder (DES agent or consignee should be marked as the customer).
The Pick up-Adresse (PUP) must be filled before you can calculate the pre-carriage. If no PUP address has been entered, the search will start with the departure airport for holder customer (CNE or AGT).
ECM address groups in buying rates
If address groups were used in buying contracts in the ECM, the search recognizes these rates even when searching for individual shareholder of this group.
If the rate search is done without an owner, a pop-up window appears when the rate is accepted. The individual addresses of the group are listed here and the user must make a selection. The selected address is transferred to the Calculation tab.
Search result
The search result shows all possible combinations of legs.
The search result is displayed per carrier in sum. Click on the 
button in front of the rate to unfold the rate details.
The least expensive rate is displayed at the top.
Billing codes are sorted alphabetically per surcharge and sideletter; billing codes per shipment are displayed below.
ECM returns the calculation basis per billing line. This basis is transferred to the Calculation tab. In case of minimum rates, the system returns the acrual unit and the calculated amount.
Field/column | Description |
|---|---|
Routing | Indicates the ECM ranking of the rate. The following are the possible entries: |
| green: Core (Carrier) |
| yellow: alternative |
| blue: Ad-Hoc |
| gray: undefined |
| red: not Selected |
Checkbox | To transfer the rate |
MOT | Image symbolizing the mode of transport: truck, train, barge, vessel, airplane |
Transittime | Transit time |
Carrier | Carrier |
Origin | Origin of the location |
Destination | Destination of the transport |
Type | Describes the billing category in ECM; the billing code in TM |
Base | Base used for the calculation of the price, e.g. container, per TEU, etc. |
Equipment | Packaging type |
Quantity | Quantity |
Indication that the system was unable to calculate all rates from the contract. The missing condition (search criterion) is displayed via mouse over. | |
Amount | Amount |
Norm Amount | Rate in house currency. Attention: If there is no valid R.O.E. in ECM, the system will not convert the foreign currency rates. |
Conditions | Conditions of the rate, e.g. weight limitations, dangerous goods, etc.. |
Service | Service type |
Valid from | Rate valid from |
Valid to | Rate valid to |
Contract | ECM contract number |
Marks | Marks of the goods or container number |
Referenced Contract | For the calculation of selling contracts only: number of the buying contract that was used as the basis for the selling contract |
Referenced Owner | For the calculation of selling contracts only: owner (carrier that provided the rates) of the buying contract that was used as the basis for the selling contract |
Referenced Owner | For the calculation of selling contracts only: address number of the owner of the buying contract that was used as the basis for the selling contract |
Named Account | Named Account (customer to whom this contract exclusively applies) |
If no result can be determined or the search cannot be started due to missing criteria, a corresponding error message appears.
The error messages of the web service are displayed in a separate window.
The errors that are displayed here come exclusively from the ECM and are only displayed in the TMS.
Calculate order
The system first determines the selling price. This value will be displayed in the center of the mask.
The application then searches for automatically referenced purchase rates, which will be displayed in the lower section of the mask.
The search result is displayed per carrier or per client in sum.
Click thebutton in front of the rate to unfold the rate details.
→ The least expensive rate is displayed at the top of the result.
- Billing codes are sorted alphabetically per surcharge and sideletter,
- Billing codes per shipment are displayed below.
Selling contract with referenced buying rates
If the system finds an unique sales tariff that refers to a specific buying tariff (referenced contract), this referenced buying contract is displayed in the lower section of the mask.
Select the context menu item Show more buying contracts to search for additional contracts.
Selling contract without referenced buying rates
If the system was is to determine a referenced contracts, the search result for buying rates will be empty.
Determine CASS-accrual for IATA Collect
If the following requirements are met when calculating the rates
- AWB type = IATA
- WT VAL = Collect
- OTHER = Collect or Prepaid
the difference between sale and purchase is determined on the calculation tab and created as a collective (CASS) accrual.
For further information see Transfer rates to the Calculation tab.
Calculate Collect accrual
If calculation lines are changed manually or entered completely manually, the (re-)calculation of the CASS accrual can be performed via the context menu → Calculate Collect accrual.
Calculate selling rates According to Buying
This feature can only be used for files where buying and selling rates are calculated simultaneously.
Certain lines are copied from the buying to the selling. Such as the invoice recipient, document type and print / send eAWB are in these cases taken from the selling rate line.
When returning selling rates from the ECM, the following parameters can also be transferred:
- 1. According to buying on BASIS-rate line incl. information which Surcharges / Sideletter are inclusive.
- 2. According to buying on contract header level including specification of a MOT.
- 3. According to buying on Surcharge / Sideletter billingline-level.
According to Buying details are visible in the selling line of the search result as a warning triangle sign with mouseover information.
The total selling price is therefore not the actual shown price!
When you take over the buying rates, the According to buying lines are duplicated for selling. Surcharges, which are mentioned in BASIS for selling as inclusive, are not taken over.
Surcharges mentioned in the selling contract will not be taken over from the buying contract again. The selling contract has priority.
Calculate according to Buying
For options 1 and 2, manually added rate lines can also be used for the selling by the function Calculate according to Buying in the context menu.
Automatically start function Calculate order
This feature triggers the function Calculate order automatically upon opening of the Calculation tab. It is then no longer necessary to start the function in the context menu and start the search via F3.
If the system finds a clear result for purchase and/or sales rates respectively, the checkboxes for the corresponding lines are activated. The search result remains open until the user confirms the transfer manually.
Requirements:
- BASIC DATA → COMPANY → ECM BASIC DATA → ECM PREALLOCATIONS → Checkbox Calculate automatically must be activated in the respective line.
- Status Calculate order from Filling rule 31 must not be entered in the order.