Configuring Fee Codes

Configuring and applying fee codes link arrow_upward

Multiple different fees can be configured and applied in the web app. See below for detailed instructions.

Rent link arrow_upward

Rent is the 'daily hire rate' for an account and product.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Rent
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different daily hire rates)
   • Unit Price
     

Fixed Fee link arrow_upward

Fixed fees are a per transaction charge, e.g. transport fee.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Fixed
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different fees)
   • Fee, Quantity or Unit Price. Keying in two fields will calculate the other.
3. Expand Reference Data within the navigation menu, then open Trading Profiles page.
4. On a trading profile, unhide and assign the fee code we just created to either Transfer On Fee Code, Transfer Off Fee Code, Loan Received Fee Code, or Loan Sent Fee Code fields.
5. Ensure this trading profile is assigned to the trading partner with this fee.
6. This will set the fee unit price in a transaction.
   

Standard Transfer Fee link arrow_upward

Standard transfer fees are a per-item charge, e.g. transfer fee with a trading partner.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Standard
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different fees)
   • Unit Price
3. Expand Reference Data within the navigation menu, then open Trading Profiles page.
4. On a trading profile, unhide and assign the fee code we just created to either Transfer On Fee Code, Transfer Off Fee Code, Loan Received Fee Code, or Loan Sent Fee Code fields.
5. Ensure this trading profile is assigned to the trading partner with this fee.
6. This will set the fee unit price in a transaction.
   

Standard Issue/Dehire Fee link arrow_upward

Standard issue/dehire fees are a per-item charge, e.g. issue/dehire fee with a supplier.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Standard
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different fees)
   • Unit Price
3. Expand Reference Data within the navigation menu, then open Supplier Profiles page.
4. Follow steps at configuring supplier profiles.
5. This will set the fee unit price in an issue or dehire transaction.
   

Seasonal Fee link arrow_upward

Seasonal transfer fees are a per-item charge, e.g. transfer fee but with a date range applied.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Seasonal
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different fees)
   • Start Day
   • Start Month
   • End Day
   • End Month
   • Unit Price
3. Expand Reference Data within the navigation menu, then open Trading Profiles page.
4. On a trading profile, unhide and assign the fee code we just created to either Transfer On Fee Code, Transfer Off Fee Code, Loan Received Fee Code, or Loan Sent Fee Code fields.
5. Ensure this trading profile is assigned to the trading partner with this fee.
6. This will set the fee unit price in a transaction.
   

Seasonal Issue/Dehire Fee link arrow_upward

Seasonal issue/dehire fees are a per-item charge, e.g. issue/dehire fee but with a date range applied.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Seasonal
   • Currency Code
   • Supplier
   • Product
   • Account (if we have multiple accounts with different fees)
   • Start Day
   • Start Month
   • End Day
   • End Month
   • Unit Price
3. Expand Reference Data within the navigation menu, then open Supplier Profiles page.
4. Follow steps at configuring supplier profiles.
5. This will set the fee unit price in an issue or dehire transaction.
   

Late Fee link arrow_upward

Late Submit fees are a per item charge, e.g. late declaration fee used in Europe.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Late
   • Currency Code
   • Submit Cut-off Days
   • Unit Price
3. Expand Reference Data within the navigation menu, then open Trading Profiles page.
4. On a trading profile, unhide and assign the fee code we just created to either Transfer On Fee Code, Transfer Off Fee Code, Loan Received Fee Code, or Loan Sent Fee Code fields.
5. Ensure this trading profile is assigned to the trading partner with this fee.
6. This will set the fee unit price in a transaction.

info

Late submit fee only applies when the linked export batch has submitted timestamp greater than receiving/sending date and submit cut off days. -->

Bundled link arrow_upward

Bundled fees are a combination of fee codes.

1. Expand Reference Data within the navigation menu, then open Fee Codes page.
2. On a new row, enter:
   • Name
   • Kind as Bundled
   • Bundle (the bundle name is used to combine fee codes)
   • Currency Code
3. Add the Bundle name to the other fee codes fee codes to combine them.
4. Tabs appear at the bottom of the grid, open Combined Fee Codes detail grid.
5. Expand Reference Data within the navigation menu, then open Trading Profiles page.
6. On a trading profile, unhide and assign the fee code we just created to either Transfer On Fee Code, Transfer Off Fee Code, Loan Received Fee Code, or Loan Sent Fee Code fields.
7. Ensure this trading profile is assigned to the trading partner with this fee.
8. This will set the fee unit price in a transaction.