25/03/2026 – Rates – Duplicate lines and Negative values allowed in Auto-Rating

In this release, we have enhanced the auto-rating screens to handle duplicate charges and negative values.

These changes are present on the following screens:

• Rates -> Company Tariff Rates
• Rates -> Customer Rates
• Rates -> Buy Rates -> Cost Tariff
• Rates – Customer Quotes
• Global Update – Customer Rates
• Global Update – Company Tariff Rates
• Global Update – Cost Tariff

Negative values may now be input into the following columns in the charges section on the auto-rating screens:

• Flat/Min
• Per Unit
• Base
• Max

When duplicate costs are auto-rated onto a job, they will populate as per the below example:

1. 1. E.g.

      A Cost Tariff Rate with two charges

      FR, +$10.00
      FR, -$3.00

   2. When auto-rating the expected costs will be rolled up onto one line
      1. If the job has no existing freight charge
         1. A line will be added for FR with expected cost = $7.00, with $0.00 Bill amount
      2. if the job has 1 exist freight charge
         1. The $7.00 expected cost will be added to the existing freight charge
      3. if the job has 2 or more existing freight charges
         1. The $7.00 expected cost will be added to all existing freight charges

Prior to duplicate charges being allowed, when a global update was sent the logic was as per the below:

• If a global update was sent for an existing charge, the values for that charge are updated on the rate
• If a global update was sent for a new charge, the new charge is added to the rate

As duplicate rates are now allowed, this process has changed, with the following updates to the Global Update screens:

• Added new Search Criteria fields:
  1. Currency
  2. Method
• The Search Results table has been renamed to ‘Header Search Results’
• A new table has been added ‘Charge Code Search Results’, which displays the existing charges on the found rates
  1. Users will note an editable ‘Update’ check-box column in this table
• The Charge Code Details table has been renamed to ‘Charge Code Changes’
• A new column has been added to the Charge Code Changes table:
  1. Add/Update
     1. This column is a combo-box with three options:
        1. Add
           1. When ‘Add’ is selected, the charge is added to the search results rate on posting the global update
        2. Update
           1. When ‘Update’ is selected, all charges with the update flag ticked in the charge code details search results, are updated as per the charge code changes table, they are not
        3. Add/Update
           1. When ‘Add/Update’ is selected, all search results that contain the duplicate charge code will be updated, the charge code will be added to all search results that did not contain the charge code.

• The Search Criteria group has been made collapsible