A/R Consolidation Controls

Tariff Service

Two flags in the Tariff Service table are used to control the consolidation of shipments during the A/R Voucher Generation process.

Consolidated Rating Control supports these potential values:

No consolidation
Perform consolidation for all eligible shipments
Consolidate all shipments shipped on the same date
Consolidate shipments on the same date with the same options
Consolidate shipments that followed the same itinerary
Consolidate shipment with same itinerary and same options

Geographic Level of Precision supports these potential values:

Exact Match
Same Building (exact match except for Suite/Unit Number)
Same Street (exact match except for Suite/Unit Number and Block Number)
Same City (also requires that State and Country be equal)
Same State (also requires that Country be equal)
Same Zone
Same Postal Code (also requires that Country be equal)

In all cases, the address being referenced to evaluate Geographic Level of Precision will be the destination address for the shipment.

The Zone will be the Destination Zone identified when routing was previously performed for the shipment.

Corresponding flags in the Customer profile are used exclusively as default values when creating a new Tariff Service for a Generic Customer Tariff for the applicable customer.

Customer Profile

The A/R Consolidation Reference Number Qualifier can be defined on the Invoice 2 tab of the Customer profile. If a qualifier is defined for the Customer, it will refer to a Reference Number Qualifier that has been at defined at "Shipment" level and qualifies for the customer in one of the following ways:

Reference Number Qualifier refers to the same Customer ID
Reference Number Qualifier Type for the customer and the reference number qualifier are equal
Reference Number Qualifier is defined generically for all customers

This qualifier can be used as an additional grouping criterion when identifying shipments eligible for consolidation.

A/R Voucher Version

If the Rating Success Required flag for the applicable A/R Voucher Version is True, rating must be valid for all shipments that qualify based on filter criteria before vouchers will be generated for any of these shipments. This flag can be used to ensure the integrity of the A/R Consolidation process.