Version 1.0 PILOT FREIGHT SERVICES. Tariff Management System. User Guide

Transcription

1 Version 1.0 PILOT FREIGHT SERVICES Tariff Management System User Guide

2 PILOT FREIGHT SERVICES Tariff Management System User Guide Pilot Freight Services 314 N. Middletown Rd. Lima, PA 19037

3 Table of Contents Installing the Tariff Management System... 2 System Requirements... 2 Installation... 2 Running the TMS Using the TMS Creating a New Tariff..4 How to Find an Existing Tariff..5 How to Edit a Tariff...6 How to Publish a Tariff.....6

4 Installing the Tariff Management System T he Tariff Management System (TMS) has been written with the latest Microsoft technologies available. It has been designed to be very flexible and easy to use. Many enhancements over its predecessor have been included to make the creation and maintenance of tariffs much easier. System Requirements The TMS requires a Windows PC that is running Windows XP or Windows Vista. In order to run the TMS, the Microsoft.Net Framework 2.0, 3.0 and 3.5 must be installed. These pieces of software will be automatically included in the TMS installation. Installation To install the TMS, open your browser and navigate to Click on the button labeled Install. When you click the install button, you will receive a File Download Security Warning. Be sure to click Run. After a short time, you will see another security warning. Choose Run again. You may need to click the Install button a second time if the option to do so recurs. It may take between 5 and 30 minutes to install all of the required software in order to run the TMS. Once the initial installation is complete, subsequent updates will happen in just a few minutes. 2

5 Running the TMS Once you have installed the TMS, the software will automatically launch. If it does not launch, you can find the shortcut to launch the TMS in your Start Menu under All Programs -> Pilot Freight Services -> Tariff Management System. In order to use the system, you must login with your CoPilot login credentials. Type your address and CoPilot password into the login window (Figure 1). If you do not already have access, you must obtain permission from your manager or your station s District Manager or Owner who can submit an Account Request Form under New/Delete Account Request on Notes.pilotdelivers.com. View Tariff Expiration Figure 1 TMS Login Window After you have logged in successfully you will be presented with a View Tariff Expiration window. The default view setting is 30 days. You may change the number of days. You may also change the sort order by clicking on any column head. TIP: Sort by station to see local tariffs that are due to expire soon. Figure 1a- View Tariff Expiration Window 3

6 Creating a New Tariff To create a new tariff either click File -> New, press Control + N or click the New button on the toolbar. You will now see the Tariff Set-up Dialogue (Figure 2). To use a predefined template, select a tariff group and template. Groups consist of flat, 3 zone, 7 zone and 11 zone tariff groups. Templates consist of both local and National Blanket ILS templates with both A and B rates. TIP: Using templates is a huge timesaver. Figure 2 - Tariff Set-up Window Once you have your group and template selected, choose a name for your tariff. Set the Effective and Expiration dates for the tariff and choose your Station. Once you have the tariff configured click OK to create the tariff. If you chose not to use a template to create a new tariff, simply skip the Group and Template options and provide a Tariff Name, Effective and Expiration Dates and select a Station. Click OK to create the tariff. 4

7 How to Find an Existing Tariff Click File -> Open. The Tariff Search window will open. Figure 3a - Tariff Search Window 1) You may search using any of the search terms at the top of the Tariff Search box (Tariff Name, Tariff Code, Tariff Type ). Enter the word, word fragment, or date range that you wish to look for and click Search. You do not need to use wildcards. For example searching for 3 will return any tariff that contains that character. NOTE: You can limit your search by whether the tariff is checked out, checked in or published. -and/or- 2) Sort the columns by clicking on the column heads and scroll down to find the tariff you want. Once you ve found the tariff that you wish to work with you may select the tariff and use any of the commands at the bottom of the Tariff Search box (Load, Check Out, View History). 5

8 How to Edit a Tariff You must follow the steps below to edit an existing or new tariff: 1) Find the tariff (see How to Find an Existing Tariff above). 2) Check out the tariff you would like to edit. 3) Modify the tariff. 4) Save the tariff. 5) Check in the tariff. 6) Run a test against the tariff and verify that there are no errors in the data. 7) On the Edit Details page, update the effective and expiration dates as required. How to Publish a Tariff You must follow the steps below to publish a tariff: 1) Perform any edits to the tariff (see How to Edit a Tariff above). 2) Save, check in, and test the tariff if you have not done so already. 3) Make sure that the effective and expiration dates are correct on the Edit Details page. 4) Check the Published check box. 5) Enter a note describing your changes. 6) Click the Update link at the top of the page. 6