Rates DB Air (Requirements)

From UG

Revision as of 18:05, 20 April 2011

Info

• mantis# 0002894: [Rates DB] Implement phase1 for MOT Air

See also: http://ct.jaguarfreight.com/wiki/Rates_DB

Glossary

cat#Rates DB

Weight Break is the point at which the weight or chargeable weight of a shipment is large enough to be assessed the lower freight rates which are applicable to larger shipments, this is as per the carrier's tariff.

Chargeable Weight of cargo intended for air shipment is the actual gross weight (gw) or the volume weight (vw), whichever is greater.

Actual Gross Weight or GW is the actual weight of the shipment

Volume Weight or VW is calculated based on a cargo's size, measurement or dimensions

Minimum or Min is the lowest amount that can be charged for the service.

Maximum or Max is the highest amount that can be charged for the service.

Flat Fee is a single fixed fee for a service

Unit load device or ULD is a pallet or container used to load freight on an aircraft. It allows a large quantity of cargo to be bundled into a single unit.

• ULD pallets are rugged sheets of aluminum with rims designed to lock onto cargo net lugs
• ULD containers, also known as cans and pods, are closed containers, which, depending on the nature of the goods to be transported, may have built-in refrigeration units

Drum is a cylindrical container used for shipping bulk cargo (a liquid or as a mass of relatively small solids like grains). Drums can be made of steel, dense paperboard (commonly called a fiber drum), or plastics, and are generally used for the transportation of certain dangerous materials or modest quantities of bulk goods.

Known Shipper A shipper that is qualified by specific regulations as a known shipper. A known shipper has less restrictions for shipping and as a result will usually have lower rates.

Unknown Shipper A shipper that has not yet been qualified according to the Transportation Security Administrations regulations as a known shipper. An Unknown shipper's cargo has more restrictions when shipping and therefore may have to pay higher rates to ship cargo.

Hazardous Freight is freight that is capable of posing risk to people, health, property, or environment when transported in quantity. AKA dangerous goods

Summary

What are we trying to achieve? What are the main goals of this module?

Core need

Jaguar Global needs Tariff and Contract Management System with additional functionality that will improve/affect other areas such as CT creation, invoices, reports, etc.

Currently there seems to be no standard in obtaining or maintaining rates. When a rate is required, operators will obtain the rates either by, searching online tariffs, searching rate management systems (Rate Explorer), sending an email request, telephone calls, searching previous emails, searching documents saved on their desktop or manually looking through paper copies of contracts or tariffs. This is currently being done by various employees with little sharing of the information.

Core functionality

Creating such "database" should allow operators throughout the organization (including overseas offices) to share and compare this information.

Main Features:

• management of tariffs and contracts (client and vendor sides)
  • adding, editing, deleting, listing, searching, sorting, querying
• "Quotations" web portal and internal (for Jag Sales, Ops, Clients, etc)
  • searching, sorting, querying and producing an official Jag doc (with number, etc)

Additional Ops features:

• CT could be created based on quote

Additional Acc features:

• Automated population of charge table in "sales invoices"
• Automated calculation of "estimated P&L"
• Auto approval of PI charges

The system should be able to provide quick user friendly access to all current costs.

Business Information

It is required to create a data base that would maintain rates for each MOT. Each MOT will be handled individually.

• Ocean FCL
• Ocean LCL
• Air
• Trucking
  • Customs to also be handled separately.

The database would be used for various reasons

Maintaining cost rates

We need a system capable of adding, editing, deleting, listing, searching, sorting, querying various rates.

Each MOT will have its own rates structures and formulas necessary to maintain these rates and will be defined in those separate articles.

It is possible that each rate may have multiple variables.(minimums, maximums, weight breaks, etc...)

Rates will be linked to a specific vendor and description.

The system will also need to capture accessorial charges, which will also be defined per MOT.

Uses

• Searched by Jaguar employees to
  • Compare costs for different vendors
  • Quote costs based on the costs saved in the system

• Searching Vendors or Carriers
  • Searched by Jaguar employees to compare carriers

• Estimation of CT costs

• Estimate sales invoice with possible auto generation.

Generating Sales Quotes

TBD

• Searched by Customers for general rates
• Searched by Customers for customer specific rates
• Searched by Jaguar employees to generate for Customers and enable overseas office to access rates.
• Searching Costs

Maintaining Customer specific sell rates

TDB

Main Features

• management of tariffs and contracts (vendor sides - phase 1 and client side phase 2)
• "Quotations" web portal for sales (Phase 2)
• Automated population of charge table in "sales invoices" (Phase 4)
• Automated calculation of "estimated cost and sale" for a shipment (Phase 3)
• Etc

Business Analysis and Requirements

The rates database system, should be user friendly with quick results.

The system should offer multiple search filters. The user should be able to select only one filter or multiple filters

• By Vendor
• By Carrier
• By Co-loader
• By origin airport
• By destination airport
• Actual Weight
• Chargeable Weight
• Dimensions
• Known or Unknown
• Hazardous or Non Hazardous
• Commodity

The system should show all results based on the filters set, so the operator can narrow done the results by selecting multiple filters.

The results should be sortable by each column of output, but should default with the lowest rate to highest rate.

Output should include

• Vendor or Carrier
• Co-loader
• Departure or Origin Airport
• Arrival or Destination Airport

Should list complete tariff and narrow down based on if the below filters are set.

• Actual Weight
• Chargeable Weight
• Dimensions
• Known or Unknown
• Hazardous or Non Hazardous
• Commodity

If non of these filters are set, the system should include weight breaks, known and unknown rates.

Business Background

Types and Examples of Air contracts

Examples attached to Mantis http://ct.jaguarfreight.com/mantis/view.php?id=2894 .

Sample XLS Quote form. This is what the ISales department uses to create quotes.

Sample PDF Quote form. This is a copy of the quote generated from the above.

Sample XLS Quote Report. Steven Inside Sales Manager has been assigning a quote number to each quote he creates and logging these into an excel sheet to keep track.

Sample of Co-loaders tariff - This is an example of one of the tariffs inside sales uses to search rates offered by one of our co-loaders.

Singapore Rates - This is an example of one of the airlines rate tariffs used by inside sales to search rates offered by an airline.

Q and A

Current business process

How Jaguar deals with Contracts and Tariffs (in each office) now ?
A Day in the life of Inside Sales NOW  
In what form existing Air contracts received and maintained ?  
How requests for rates handled (receive, search, answer)?
What is the typical Request format?  
What is typical Response format?  

Future business process

A Day in the life of Inside Sales ONCE SYSTEM IS IN PLACE.
Explain vision of every office. 
This should be formulated by person responsible for this area(like Steven in NY).  

Various types of Contracts and Tariffs

Classify all types of existing Air tariffs, provide examples, etc 

Tariff management systems in use

Please find and describe in details any tariff management systems that:

• Jaguar is using
• know but not used in Jaguar