Rate Entries with the Rate Type field set to Fuel are applied to quotes after selecting the Save button in the Freight Quote Assistant with a pre-negotiated fuel surcharge.
To set up a schedule for the Fuel Surcharge field in the Rate Entry, see the Fuel Surcharge Setup article for more information.
Customer and Carrier Quotes/Invoices
If the Category is Customer in the fuel-only rate entry and the Rate Entry matches the Load, the Fuel Surcharge in the Customer Quote will automatically update based on the schedule selected for that Rate Entry and the Expected Ship Date of the Load.
Note: When the Fuel Surcharge Type field is TMS and the Auto-Update Quotes/Invoices is Yes in the Fuel Surcharge schedule, the Fuel Surcharge automatically updates for pending quotes and invoices if the fuel index changes. See the Fuel Surcharge Calculation for more information.
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The same logic also applies to Carrier Quotes. Create a Rate Entry with Category as Carrier and select a Carrier Service to apply fuel-only rate entries to Carrier Quotes. The Rate Entry lookup field updates to select the fuel-only rate entry, even if it was blank after selecting Save.
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The Fuel Surcharge information from the Customer and Carrier Quotes will also populate into the auto-generated Customer and Vendor Invoices for the following fields:
Fuel Surcharge
Fuel Surcharge Quantity
Fuel Surcharge Unit
Fuel Surcharge Unit Price
