Set Up Rate and Pay Options

Field

Description

Linehaul

Select the default payment type for linehaul charges.

Stops

Select the default payment type for stop charges.

Fuel

Select the default payment type for fuel charges.

Lumper

Select the default payment type for lumper charges.

Detention

Select the default payment type for detention charges.

Accessorial

Select the default payment type for accessorial charges.

Field

Description

Empty miles

Select the default payment type for empty miles pay.

Loaded miles

Select the default payment type for loaded miles pay.

Stops

Select the default payment type for stop pay.

TONU

Select the default payment type for TONU pay.

Field

Description

Bill by

Select the company that will be used by default on the Invoicing screen. Users can switch to another company after the batch is saved.

Pay by

Select the company that will be used by default on the Settlements screen. Users can switch to another company after the batch is saved.

Field

Description

Enabled

Must be enabled by Ditat. Contact support@ditat.com for details.

User

Select the AutoRatePay user that will log in and apply rate and pay updates to loads automatically.

Secure rate notes to

Select the user group that will have access to view notes generated by the AutoRatePay user for rate updates on shipments.

Secure pay notes to

Notes ToSelect the user group that will have access to view notes generated by the AutoRatePay user for pay updates on trips.

Preserve AGR on existing line

When this box is checked, Auto Rate and Pay will not recalculate the adjusted revenue on shipment charge lines if edited.

Field

Description

Enabled

When enabled, the system will attempt to download fuel prices at 6:00 PM on Monday and again on Tuesday for the upcoming week.

Days offset

Select whether fuel prices should run Monday to Sunday (offset 0) or Tuesday to Monday (offset 1).

User

Select the Fuel Price Updater user that will be generated to apply fuel price updates.

Notify group

Select the group of users who will receive a notification when the fuel price updater runs, whether prices were updated successfully or if the update failed.

Field

Description

Manage fuel card state

Select how Ditat should manage the auto-closing of fuel cards when using second-tier fuel card integration.

Require Truck/Trailer on Fuel/Oil Advances

If checked, advances that include fuel or oil cannot be posted unless a truck or trailer is assigned.

Don't Manage

Ditat will not change the card status without a user manually making the change.

Close When Not Assigned

Ditat will automatically close the card if the assigned driver is not currently on a trip.

Close in 1 hr

Ditat will close the card 1 hour after the driver completes a load, if they are not assigned to another trip.

Close in 4 hr

Ditat will close the card 4 hours after the driver completes a load, if they are not assigned to another trip.

Close in 6 hr

Ditat will close the card 6 hours after the driver completes a load, if they are not assigned to another trip.

Close in 12 hr

Ditat will close the card 12 hours after the driver completes a load, if they are not assigned to another trip.

Close in 24 hr

Ditat will close the card 24 hours after the driver completes a load, if they are not assigned to another trip.

Field

Description

Customer

Ditat recommends using C as the prefix with a size of 40. If integrating with SAP, the size should be set to 15.

Carrier

Ditat recommends using VC as the prefix with a size of 40. If integrating with SAP, the size should be set to 15.

Driver

Ditat recommends using VD as the prefix with a size of 40. If integrating with SAP, the size should be set to 15.

Field

Description

Enabled

Indicates whether the Detention module is enabled on your account.

Auto process

Check this box to enable automatic detention processing.

User

Enter the dedicated Detention user that the system will use to process detentions automatically.

Detention plan

Select the company-wide detention plan to use by default. Customer-specific plans can be set on the customer profile and will override this default.

Field

Description

Max Pay Line

Enter the maximum allowed amount for a single pay line.

Max Pay Total

Enter the maximum allowed total pay amount.

Max Revenue Line

Enter the maximum allowed amount for a single revenue line.

Max Revenue Total

Enter the maximum allowed total revenue amount.

Max AGR Percent

Enter the maximum percentage by which the Adjusted Revenue on a shipment can exceed the base revenue.

Allow Negative Trip Pay

If checked, negative pay lines will be allowed on a trip. This option can only be enabled by a Ditat representative.

Field

Description

Invoice

Select the default invoice template for your system. This will be used for all customers unless a different template is specified on the customer profile.

Invoice batch

Select the default invoice batch cover sheet (bundle cover) for your system.

Settlement

Select the default settlement template for your system.

Print batch description

Check this box to print the settlement batch description on each individual settlement.

Show YTD

Check this box to print year-to-date totals at the top of each settlement.

Settlement bundle

Select the settlement summary form to use for your system.

Field

Description

Generate on post

If checked, the system will generate an invoice and attach it to the shipment when the batch is posted.

Create batch bundle on post

If checked, the system will generate an invoice bundle and attach it to the batch's Document Management folder when posted. Used for sending bundles to factoring companies.

Email on post

If checked, the system will email invoices to customers set to bill via email when the batch is posted. Requires Generate on Post to also be enabled.

Max retry

The number of times the system will retry sending an invoice email if an issue occurs.

Email account

Select the default email account used to send invoices. This applies to all customers unless a different account is specified on the customer profile.

Mail template

Select the default email template used to send invoices. This applies to all customers unless a different template is specified on the customer profile.

Notify group

Select the group of users who will be notified if an invoice emailing error occurs.

Attachments format

Select how attachments and supporting documents should be applied to outgoing emails.

Document sort order

Select the order in which supporting documents should be applied when building bundles or email attachments.

Invoice attachment name

Enter the naming convention tag to use for invoice email attachments.

Field

Description

Invoice

Select the folder used for emailing invoices to customers.

Rate/Confirmation

Select the folder where confirmation sheets are uploaded. This folder will be used during invoicing.

Proof of delivery

Select the folder where proof of delivery documents are uploaded. This folder will be used during invoicing.

Supporting documents

Select the folder where supporting documents are uploaded. This folder will be used during invoicing.

Invoice batch bundle

Select the folder where invoice batch bundles will be stored. This should be the Bundle folder by default.

Settlement

Select the folder where settlements will be stored when posted. This should be the Settlement folder by default.

Hazmat documentation

Select the folder where hazmat documents are uploaded. This folder is used to confirm hazmat documentation has been provided.

Field

Description

Allow multiple settlements

If checked, additional pay can be added to an already-settled trip and a secondary settlement can be processed. If unchecked, no additional pay can be added once a trip has been paid.

Generate on post

If checked, the system will generate a settlement document and attach it to the driver record when the batch is posted.

Email on post

If checked, the system will email settlements to any drivers or carriers set to receive emailed settlements when the batch is posted. If unchecked, individual settlements will not email manually after posting.

Max retry

The number of times the system will retry sending a settlement email if an issue occurs.

Mail template

Select the default email template used to send settlements.

Notify group

Select the group of users who will be notified if a settlement emailing error occurs.