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Accu-Rate & No Touch Billing
Connie McNeill Implementation and Training Consultant
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Agenda Accu-Rate Overview Features of Accu-Rate Authority & Set Up Customer Special Rates Entry Upload Rates Computerized Rate Inquiry
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Agenda Purges No Touch Billing Rate Audit Print Freight Bills
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Accu-Rate Overview The IES Accu-Rate module is an exciting tool for creating and managing your customer rates. In this one module, you can download your customers’ rates from an Excel Spreadsheet and fully automate your rating process by adding accessorials, setting up fuel surcharge and/or mileage overrides, establishing Hazmat rates and much more. IES Accu-Rate works alongside IES® Computerized Rating. When you rate your bills, the system will look first for rates in IES Accu-Rate. If rates aren’t found there, it looks in Computerized Rating. If the system gets the line haul rate from Computerized Rating, it will then look back at IES Accu-Rate for accessorial.
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Accu-Rate
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Features of Accu-Rate
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Features of Accu-Rate Expire Dates ZIP Code Rating
Load At / Consignee Customer Codes Accessorial Extra Line haul Charges Hazmat
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Features of Accu-Rate Customer Billing Miles Stop-Off Charge
Fuel Surcharge Overrides Surge Charges Rate Downloads
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User Authority & Set Up
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User ID and Initials
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Customer Special Rates
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Company Master
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Order Entry
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Accessorial Master
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Commodity Master
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Customer Special Rates
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates = Add
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Customer Special Rates
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Tier Pricing
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Surge Charges
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Customer Special Rates
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Customer Special Rates
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Second Screen of Billing
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Freight Bill Inquiry
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Upload Rates
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Upload Rates From Excel
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Copy Rates from Excel to Special Rates
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Purge
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Accu-Rate Purge Choose selected customer or all by date or date range
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No Touch Billing
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User ID and Initials - Authority
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Customer Master
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Rate Audit Report
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Rate Audit – Auto Bill
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Safe Harbor Notice The information presented is for informational purposes only and should not be relied upon in making a purchasing decision. Trimble is under no legal obligation to deliver any future products, features or functions within any specified time frame, if at all. Release dates and content are subject to change at Trimble’s sole discretion.
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Visit the TransForum Technology Hub
Questions? Please use your TransForum mobile app to rate this session. Help us improve our content. Visit the TransForum Technology Hub Ryman C Exhibit Hall The TMW Resource Center is the hands-on laboratory where software experts provide you with personalized assistance for any TMW application. Staffed: Sunday – 6 PM to 9:00 PM Monday – 7 AM to 6:30 PM Tuesday – 7 AM to 6:00 PM Wednesday – 7 AM to 11:00 AM The TMW Systems booth offers personal demonstrations on any TMW software product. TransForum Sponsors & Exhibitors will share the latest technologies, products, and service offerings with you and answer TMW compatibility questions.
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Connie McNeill Implementation and Training Consultant, TMW Systems
T H A N K Y O U Connie McNeill Implementation and Training Consultant, TMW Systems p: e: M O V I N G Y O U F O R W A R D T H A N K Y O U
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© 2014 by TMW Systems Inc. All rights reserved.
This document may not be publicly disclosed or reproduced in any way to anyone without the express written consent of TMW Systems Inc. No copies may be made for any other reason, or to create derivative works or compilations with this documentation. No one may republish, redistribute, or include the use of this work in support of or in conjunction with any service or service offerings.
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