If you create an order and expect a rate zone to be applied, however, it is not, follow these main points to ensure that your Control Tower is correctly set up! Be aware, that many of the settings may only be accessed by Admins.
1. TO form
Make sure that the ‘Apply Purchase Rates’ setting is enabled on a TO order form
2. Make sure the Rate Zone is correctly filled in for the right lane and carrier
2.1. Basics
1 - Make sure that the zone type is correctly selected for the desired Rate Zone. ‘Purchase' will be applied to Transport Orders, while 'Sales’ to Sales Orders.
2 - Make sure that if a modality is selected, it matches the transport mode defined on the TO form
3 - Check if the carrier is matched correctly to a rate-zone
4 - Make sure that Service Level also matches, if it is defined in a given rate zone setting
Additionally, if you use the Hazardous and Waste parts feature in your Control Tower, make sure that the selected option is correctly matched with the parts on your TO.
For example, if your order does not contain any hazardous but the rate is selected to be matched only with hazardous goods, it will not be assigned. The same applies to 'Waste'.
2.2. Rates
If the rate type is ‘By weight’, make sure that the weight is defined on a TO. Make sure that the number is within the ranges defined in Lines (see 1.2.5. Lines)
Moreover, you have to check if the Service Level that is selected on a given TO, has the 'Weight' checkbox selected. This can be found in Masterdata > Service Levels, under Purchase Rates. Note that this might be accessible only to the Admins.
If the rate type is ‘By unit’, confirm that a given TO has a number of Pallets/Parcels defined. Make sure that the number is within the ranges defined in Lines (see 1.2.5. Lines)
The number of pallets/parcels can be found on a TO order form under ‘Billing Details tab’. Make sure that the units match - Parcels or Pallets.
If the rate type is ‘By distance’, check if the distance is correctly calculated and make sure that the number is within the ranges defined in Lines (see 1.2.5. Lines)
The billing distance can be found on a TO order form under ‘Billing legs’. Check if the Service Level selected on a given TO has the ‘Distance’ selected as ‘Calculated’. This can be found in Masterdata > Service Levels, under Purchase Rates. Note that this option might only be available to the Admins.
If the rate type is ‘By Loading Meter’ or ‘By Volume’, confirm that a given TO has the values defined. Make sure that the number is within the ranges defined in Lines (see 1.2.5. Lines)
Make sure that the Currency defined on the TO order form (1), matches the one defined in the rate zone settings (2)
1.
2.
Make sure that the Vehicle Type (if) defined on the TO order form (under Billing details) (1), matches the Vehicle type defined on the Rate Zone setting (2).
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2.
2.3. Validity
Check if the billing date falls within the validity period.
Make sure that checkboxes (during/outside office hours etc.) are either all selected or that the billing date falls on the selected options
2.4. Lanes
Make sure that the Origin and Destination locations country abbreviation and zip code, as displayed in the TO, fall in the ranges defined in the rate zone.
This Tab might not be visible if you have selected ‘Regions’ in the Basics tab of the Rate Zone setting. If so, also make sure that the regions you have selected match the ones on a TO.
2.5. Lines
Check if the value of a defined rate type falls between the numbers defined in the Lines tab. In relation to the screenshot below, an Order with a unit (for example weight) of over 500 will not have this rate assigned.
