Responding to an Ad-hoc Rate Approval Request

Received Ad-hoc Rate Approval Requests can be approved, recommended, or rejected in the system. The approval process involves users with assigned permit levels set in Pricing > Price Verificationscreen.

You need to have ADHOC_VERIFY_ duty code to review and verify ad hoc rate approval requests. The approval process depends on your system configuration and assigned permit level. Ad hoc rates are usually verified automatically according to the threshold rate set in the system.

Approving an Ad hoc Rate

There are instances when you need to verify and approve ad hoc rate approval requests.

You need to have ADHOC_VERIFY_ duty code to review and verify ad hoc rate approval requests. The approval process depends on your system configuration and assigned permit level. Ad hoc rates are usually verified automatically according to the threshold rate set in the system.
  1. Navigate to the Booking screen. You can do this by clicking Main > Booking or by clicking the Booking shortcut button.
  2. In the Booking screen, press F5.
    The Ad-hoc Verification Queue is displayed.
  3. In the Ad-hoc Verification Queue, select and double-click the shipment that needs ad hoc verification.
  4. In the Booking screen, click the Adhoc Ref. button.
    The Sell Ad-Hocs screen is displayed.
  5. In the Sell Ad-Hocs screen, click the V () button.
    The Adhoc Verification screen is displayed.
  6. In the Adhoc Verification screen, click Add (Ins). The Last Name and First Name fields are automatically populated according to the currently logged on user.
  7. Complete the mandatory fields.
    1. Enter additional information or reason for the approval in the Remarks field.
    2. Select Verified in the Status drop-down menu.
  8. Click OK.
The ad hoc rate is approved and the shipment is deleted from the Ad-hoc Verification Queue. The Adhoc Ref. button in the Booking screen is highlighted in green indicating that the ad hoc price is verified.

Recommending an Ad hoc Rate

There are instances when you need to recommend an ad hoc rate for approval.

You need to have ADHOC_VERIFY_ duty code to review and verify ad hoc rate approval requests. The approval process depends on your system configuration and assigned permit level. Ad hoc rates are usually verified automatically according to the threshold rate set in the system.
  1. Navigate to the Booking screen. You can do this by clicking Main > Booking or by clicking the Booking shortcut button.
  2. In the Booking screen, press F5.
    The Ad-hoc Verification Queue is displayed.
  3. In the Ad-hoc Verification Queue, select and double-click the shipment that needs ad hoc verification.
  4. In the Booking screen, click the Adhoc Ref. button.
    The Sell Ad-Hocs screen is displayed.
  5. In the Sell Ad-Hocs screen, click the V () button.
    The Adhoc Verification screen is displayed.
  6. In the Adhoc Verification screen, click Add (Ins). The Last Name and First Name fields are automatically populated according to the currently logged on user.
  7. Complete the mandatory fields.
    1. Enter additional information or reason for the approval recommendation in the Remarks field.
    2. Select Recommended in the Status drop-down menu.
  8. Click OK.
The ad hoc rate is sent for recommendation and the shipment is added in the Ad-hoc Verification Queue. The Adhoc Ref. button in the Booking screen is highlighted in yellow indicating that the ad hoc price needs verification.

Rejecting an Ad hoc Rate

There are instances when you need to reject ad hoc rate approval requests.

You need to have ADHOC_VERIFY_ duty code to review and verify ad hoc rate approval requests. The approval process depends on your system configuration and assigned permit level. Ad hoc rates are usually verified automatically according to the threshold rate set in the system.
  1. Navigate to the Booking screen. You can do this by clicking Main > Booking or by clicking the Booking shortcut button.
  2. In the Booking screen, press F5.
    The Ad-hoc Verification Queue is displayed.
  3. In the Ad-hoc Verification Queue, select and double-click the shipment that needs ad hoc verification.
  4. In the Booking screen, click the highlighted Adhoc Ref. button.
    The Sell Ad-Hocs screen is displayed.
  5. In the Sell Ad-Hocs screen, click the V () button.
    The Adhoc Verification screen is displayed.
  6. In the Adhoc Verification screen, click Add (Ins). The Last Name and First Name fields are automatically populated according to the currently logged on user.
  7. Complete the mandatory fields.
    1. Enter additional information or reason for the rejection in the Remarks field.
    2. Select Rejected in the Status drop-down menu.
  8. Click OK.
The ad hoc rate is rejected and the shipment is deleted from the Ad-hoc Verification Queue. An Ad-hoc Rate Rejection Notification email is sent to the user who created the booking. The Adhoc Ref. button in the Booking screen is highlighted in yellow indicating that the ad hoc rate is rejected.