Override Service Charge Rate Details for a Set of Contract Terms

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Sales Contract or Purchase Contract.
  2. Expand the required set of contract terms.
  3. Select the Service Charges node.
  4. Select the Service Charges tab.
  5. Select a service charge in the Service Charges table.
  6. To override a single rate detail:
    1. Select the Rate Detail Override tab.
    2. Right-click in the table and select Add Rate Detail and the required rate detail from the menu.

      The original rate details configured in the service, freight or finance contract display.

  7. To override all rate details for a contract rate.
    1. Select the Contract Rates Preview tab.
    2. Update the following fields.
      • Preview Reference Date—Date used to determine the applicable rate period, so that rate details can be previewed and total values displayed. Select from Actual Date, Contract Term Start Date, Contract Term End Date, Despatch Order Planned Date and Specific Date.
      • Specific Date—Date used to determine the applicable service or freight contract rate period if Preview Reference Date is Specific Date.
      • Contract Rate—Select from the contract rates associated with the service charge selected in the Service Charges table.

      The preview displays rate details based on the applicable rate period, as determined from the Preview Reference Date (and Specific Date if required). The summary row displays totals if all the rate details have the same rate detail basis.

    3. Right-click in the Contract Rates Preview table and select Override Rate Details from the menu.
    4. Select the Rate Detail Override tab.

      The original rate details configured in the service, freight or finance contract display.

  8. Update the following fields as required.
    • Name
    • Rate Detail Basis
    • Type
    • Interest Rate Series
    • Invoice Types
    • Transaction Type
    • Previous Rate Details
    • Invoice Scope
    • Rate Tier Group
    • Use Calculation
    • Calc Expression
    • Value
    • Bank Fee
    • Currency
    • UOM
    • Duration
    • Time Basis
    • Step
    • Quantity Decimals
    • Rate Decimals
    • Demurrage/Despatch
    • Allow Override
    • Is Commission
    • Commission Method

    Note: See Contract Rates for descriptions of these fields. The Pro Rata Option should only be used for costs or service charges that are on a despatch.

  9. To override exchange rates from the applicable exchange rate source, see Enter Fixed Exchange Rates.
  10. Click Save.