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Rate & Pay Options control features and functionality related to this module.

To access tab: Rate & Pay-> Set Up Options

Click here for information on how to use a set up window.

Default Rate Payment Types

 

FieldDescription
LinehaulSelect the default payment type to use for Linehaul.
StopsSelect the default payment type to use for Stops.
FuelSelect the default payment type to use for Fuel.
LumperSelect the default payment type to use for Lumper.
DetentionSelect the default payment type to use for Detention.

 

Default Pay Payment types

FieldDescription
Empty milesSelect the default payment type to use for Empty miles
Loaded milesSelect the default payment type to use for Loaded miles.
StopsSelect the default payment type to use for Stops.
TONUSelect the default payment type to use for TONU.

 

Integrations

Field

Description

Integrate with ComdataIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with WEX Fleet OneIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with EFSIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with QB/SAP B1Integration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with Breakthrough FuelIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with TAFS FactoringIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.
Integrate with PrePassIntegration must be enabled by Ditat. If interested in details or pricing for integration please email support@ditat.com. If integration is enabled click the Configure box to set up the integration.

 

Other

Field

Description

Manage fuel card stateHere you can set how Ditat will manage Auto closing fuel cards if you have a 2nd tier integration.
Require Truck/Trailer on Fuel/Oil AdvancesIf this box is checked you will not be able to Post an Advance that has fuel or oil without being assigned to a Truck or Trailer.

Manage Fuel Card State

The Manage Fuel Card state option will control how Ditat will control Fuel Cards. There are options for:

Don't Manage- Ditat will not change the status of this card without a user making the change.

Close when not assigned - Ditat will auto close the Fuel card if it is assigned to a driver that is not currently assigned to a trip.

Close in 1hr - Ditat will auto close the Fuel card one hour after the driver completes his load if that driver is not currently assigned to another trip.

Close in 4hr - Ditat will auto close the Fuel card 4 hours after the driver completes his load if that driver is not currently assigned to another trip.

Close in 6hr - Ditat will auto close the Fuel card 6 hours after the driver completes his load if that driver is not currently assigned to another trip.

Close in 12hr - Ditat will auto close the Fuel card 12 hours after the driver completes his load if that driver is not currently assigned to another trip.

Close in 24hr - Ditat will auto close the Fuel card 24 hours after the driver completes his load if that driver is not currently assigned to another trip.

Accounting Id prefix & size

Since SAP and QuickBooks do not handle vendors and customers Prefixes are 

Field

Description

CustomerDitat recommends using C as the Customer Prefix and leaving the size at 40 unless integrating with SAP when the Size should be 15.
CarrierDitat recommends using VC as the Carrier Prefix and leaving the size at 40 unless integrating with SAP when the Size should be 15.
DriverDitat recommends using VD as the Driver Prefix and leaving the size at 40 unless integrating with SAP when the Size should be 15.

Accounting Integrations

Since SAP and QuickBooks do not handle vendors and customers having the same Id's Prefixes are a good way to prevent duplication. Ditat recommends keeping Prefixes in place to prevent issues in the future. Size Requirements SAP will not allow more than 15 characters in an Id and QB Caps their Id at 40characters.


Default companies

Field

Description

Bill bySelect which of your companies will be used by default when entering the Invoicing screen. The users will have an option to switch to another company once saved.
Pay bySelect which of your companies will be used by default when entering the Settlements screen. The users will have an option to switch to another company once saved.

Field

Description

Invoice

Default Invoice that the system will use.

Invoice batch

Default Invoice batch that the system will use.

Settlement

Default Settlement that the system will use.

Print batch descriptionCheck this box if you would like the description from the Batch to be added on the Settlements.
Settlement BatchDefault Settlement batch that the system will use.

 

Default report forms

Field

Description

InvoiceSelect which invoice will be used by default for your system. This will be the invoice template that is used to create your invoices unless you select a different invoice to use on a specific customer.
Invoice batchSelect which invoice batch will be used by default for your system. This is the Bundle cover sheet that will be used for your system.
SettlementSelect which settlement will be used by default for your system.
Print batch descriptionCheck this box if you would like the description from the Settlement batch to be printed on each settlement.
Show YTDCheck this box if you would like the Year to date totals to be printed on the top of the Settlement.
Settlement bundleSelect the Settlement summary form that you would like to use for your system.

Default document management folders

Field

Description

Invoice

This is the folder that will be used for emailing customers Invoices.

Rate/Confirmation

Select the folder that you will upload Confirmation sheets to, this will be the folder that is used for invoicing.

Proof Of delivery

Select the folder that you will upload Proof of delivery documents to, this will be the folder that is used for invoicing

Support documents

Select the folder that you will upload supporting documents to, this will be the folder that is used for invoicing

 

 

Invoicing options and defaults

Field

Description

Generate on post

If this box is checked the system will Generate an Invoice and attach to the shipment when the batch is posted.

Create batch bundle on postIf this box is checked the system will Generate an Invoice Bundle and attach to the Document management folder on the batch when the batch is posted. This is used for getting a bundle to mail to factoring companies.

Email on post

If this box is checked the system will Email an Invoice to the customers that are set to Bill via email when the batch is posted as long as you have it set to Generate on Post.

Max retry

The number of times the system will retry to email the invoice if there is an issue.

Email account

Select the default Email account that system will send invoices from. This will be used for all customers unless specified on the customer's profile.

Mail template

Select the default mail template that system will send invoices from. This will be used for all customers unless specified on the customer's profile.

Notify group

Select the group of users that will be emailed If an emailing Invoicing error occurs.

Attachments format

Choose how you want the attachments and docs to apply to the outgoing emails.

Document sort orderChoose the order the system should use when applying supporting documents on bundles or for attaching to emails.


Settlements options and defaults


Field

Description

Generate on postIf this box is checked the system will Generate a settlement and attach to the driver when the batch is posted.
Email on postIf this box is checked the system will Email settlements to any drivers/carriers that are set to receive emailed settlements once the settlement batch is posted.

Max retry

The number of times the system will retry to email the settlement if there is an issue.

Mail template

Select the default mail template that system will send invoices from.

Notify group

Select the group of users that will be emailed If an emailing settlements error occurs.







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