Overview
Fuel Surcharge Calculation
The following records are automatically updated based on changes in the relevant fuel index if they were created via stored rates:
Customer Quote: Updated until load ship date.
Carrier Quote: Updated until load ship date.
Customer Invoice: Updated until invoice is no longer Pending status.
Carrier Invoice: Updated when customer invoice is no longer Pending status.
The purpose of this recalculation is to deal with the fact that the contracted fuel index value may not be available at the time of record creation. Quotes and invoices may need to be adjusted as indexes are updates.
Freeze the fuel surcharge calculation (so subsequent index updates have no effect) by setting the Auto-Update Quotes/Invoices field to No.
For the following types of Rate Entries, the fuel surcharge is automatically calculated along with a complete Customer or Carrier Quote:
Fixed Cost
Distance-Based
Weight-Based
Billable Weight-Based
Handling Unit-Based
Linear Feet-Based
Equipment-Based