Updating Allowances

Complete the following steps to update allowances:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Contract Mgmt > Allowances.
    In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Allowances screen appears.

    images/download/attachments/131827798/image-2023-1-5_13-45-27-version-1-modificationdate-1672944327000-api-v2.png



  3. Click the Filters (edit) link to apply search criteria to reduce the number of entries shown.
    The Filters menu displays.

    images/download/attachments/131827798/image-2023-1-5_13-45-48-version-1-modificationdate-1672944348000-api-v2.png



  4. As required, select values for Contract, Vendor, Start Date, End Date, Tariff, Equipment, and Active?.

  5. Fill out the filters as desired, and click the Search link.
    The search results display.

  6. To view details about an allowance contract, click an allowance folder.
    The right pane updates.

    images/download/attachments/131827798/image-2023-1-5_13-46-9-version-1-modificationdate-1672944369000-api-v2.png

  7. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Contract Name

    Enter a contract name.

    * Start Date

    Enter a start date using the date picker.

    * End Date

    Enter an end date using the date picker

    Tariff

    Select a tariff from the drop-down menu.

    Dim Factor

    Select a dimension factor.

    Round up Dim Wt/Vol?

    Select this checkbox to round up the dimensional weight or volume.

    Currency Converter

    Select a currency converter using the picker tool.

    Preferred Invoice Currency

    Select a preferred invoice currency from the drop-down menu.

    Event for Conversion

    Select a conversion event from the drop-down menu.

    Use Base Rate As Pref UOM

    Select this checkbox to use the base rate as the preferred UOM.

  8. Click the ADD button to add a lane-based currency conversion preference.

    images/download/attachments/131827798/image-2023-1-5_13-46-29-version-1-modificationdate-1672944389000-api-v2.png



    A new row appears.

    images/download/attachments/131827798/image-2023-1-5_13-46-49-version-1-modificationdate-1672944409000-api-v2.png



  9. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field

    Description

    Lane Name

    Select a lane name using the picker tool.

    Currency Converter

    Select a currency converter using the picker tool.

    Preferred Invoice Currency

    Select a preferred invoice currency using the picker tool.

    Event for Conversion

    Select a conversion event using the picker tool.

    Use Base Rate As Pref UOM

    Select this checkbox to use the base rate as the preferred UOM.

  10. Click Update Contract to save the edits.
    A success message appears.