How can I import tariffs and e-rates?

The rate imports application allows importing buying and selling tariffs as well as e-rates. The tariffs created can be viewed and changed after import in tariffs.

Users needs a specific permission to import rates.

Start: Master Data > Finance > Rate imports

The import function enables importing different kinds of tariffs.
Tariffs for any cost types can be imported.
The import only specifies the layout.

The following options are available:

Ocean Freight
Courier Tariffs
e-rates (CSV)

Ocean Freight

Select the file for import.
Format examples:

Example: LCL

Column name	Optional/ Mandatory	Description
type	Mandatory	Tariff type "buying", "selling" or "internal"
chargeType	Mandatory	Charge type code
branch	Optional	Branch partner code
module	Optional	Module, e.g. "AE", "AI", "SE", "SI"
conveyanceType	Optional	"Sea" the default "Air" "Rail" "Road" "Barge"
LCL basis	Optional	Calculation basis for the LCL tariff "w/m" (default) "volume" "chargeable weight" "gross weight"
customer	Optional	Customer partner or group code
supplier	Optional	Supplier partner or group code
shipper	Optional	Shipper partner or group code
consignee	Optional	Consignee partner or group code
agent	Optional	Agent partner or group code
departure	Optional	UN/Locode, country code or region code for tariff departure
destination	Optional	UN/Locode, country code or region code for tariff destination
product	Optional	Product code. For buying tariffs a buying product. Otherwise a selling product.
container depot	Optional	Container depot partner or group code
zip zone	Optional	ZIP zone code
currency	Mandatory	3-digit currency code, e.g. USD (ISO 4217)
LCL	Mandatory	Rate per M/W
LCL min	Optional	Minimum for LCL rate
LCL max	Optional	Maximum amount
LCL base	Optional	Base amount
LCL units	Optional	Units for the default rate breakpoint
validityStart	Optional	Validity start of tariff
validityEnd	Optional	Validity end of tariff
remarks	Optional	Tariff remarks
rate sheet presentation	Optional	Tarif rate sheet presentation

Example: FCL

Column name	Optional/ Mandatory	Description
type	Mandatory	Tariff type "buying", "selling" or "internal"
departure	Optional	UN/Locode, country code or region code for tariff departure
destination	Optional	UN/Locode, country code or region code for tariff destination
container depot	Optional	Container depot partner or group code
zip zone	Optional	ZIP zone code
supplier	Optional	Supplier partner or group code
product	Optional	Product code. For buying tariffs a buying product. Otherwise a selling product.
customer	Optional	Customer partner or group code
currency	Mandatory	3-digit currency code, e.g. USD (ISO 4217)
chargeType	Mandatory	Charge type code
20DC	One column is Mandatory	Example for a container type code. The own container type codes have to be used.
40G0	Optional	Example for a container type code. The own container type codes have to be used.
rate	Optional	Rate for the non container-type tariff
shipper	Optional	Shipper partner or group code
consignee	Optional	Consignee partner or group code
agent	Optional	Agent partner or group code
validityStart	Optional	Validity start of tariff
validityEnd	Optional	Validity end of tariff
conveyanceType	Optional	"Sea" (default) "Air" "Rail" "Road" "Barge"
remarks	Optional	Tariff remarks
rate sheet presentation	Optional	Tariff rate sheet presentation
branch	Optional	Branch partner code
basis	Optional	The calculation basis "W/M" "Volume" "Chargeable weight" "Gross Weight" "Number of containers" "TEU"
base	Optional	Base amount
min	Optional	Mininum amount
max	Optional	Maximum amount

Example: FCL/LCL

Column name	Optional/Mandatory	Description
type	Mandatory	Tariff type "buying", "selling" or "internal"
chargeType	Mandatory	Charge type code
branch	Optional	Branch partner code
module	Optional	Module, e.g. "AE", "AI", "SE", "SI"
conveyanceType	Optional	"Sea" the default "Air" "Rail" "Road" "Barge"
LCL basis	Optional	Calculation basis for the LCL tariff "w/m" (default) "volume" "chargeable weight" "gross weight"
customer	Optional	Customer partner or group code
supplier	Optional	Supplier partner or group code
shipper	Optional	Shipper partner or group code
consignee	Optional	Consignee partner or group code
agent	Optional	Agent partner or group code
product	Optional	Product code. For buying tariffs a buying product. Otherwise a selling product.
departure	Optional	UN/LOCODE, country code or region code for tariff departure
destination	Optional	UN/LOCODE, country code or region code for tariff destination
container depot	Optional	UN/LOCODE or region code
zip zone	Optional	ZIP zone code
currency	Mandatory	3-digit currency code, e.g. USD (ISO 4217)
LCL base	Optional	Base amount
LCL min	Optional	Minimum for LCL rate
LCL max	Optional	Maximum amount
LCL	Mandatory	Rate per M/W
LCL units	Optional	Units for the default rate breakpoint
20DC	One column is Mandatory	Example for a container type code. The own container type codes have to be used.
40G0	Optional	Example for a container type code. The own container type codes have to be used.
validityStart	Optional	Validity start of tariff
validityEnd	Optional	Validity end of tariff
remarks	Optional	Tariff remarks
rate sheet presentation	Optional	Tariff rate sheet presentation

W/M (weight or measure) = 1m3 = 1.000kg = 1 x w/m. LCL assumes chargeable weight is calculated at 1000 kg per volume factor.
The columns of the file do not need to be in the order described. As long the the description of the columns matches, Scope can import the tariffs.
Additional containertypes can be added in new columns. FCL and LCL tariffs can be imported in a single file or in different files.

Please find examples for the files here:

LCL
FCL
FCL/LCL
TEU

Courier Tariffs

Enables importing of selling or buying tariffs for any charge type in XLS or CSV format.

Selling tariff example: Selling tariff csv
Buying tariff example: Buying tariff csv
Courier tariffs can be imported with multiple tables in Excel files - example: Combined xlsx

The format is as follows

Column name	Optional / Mandatory	Description
type	Mandatory	Type of tariff. Possible values: "selling", "buying", "internal"
chargeType	Mandatory	Charge type code as maintained in Scope
currency	Mandatory	3-digit currency code, e.g. USD (ISO 4217)
product	Optional	Product code. For buying tariffs a buying product. Otherwise a selling product.
module	Optional	Module, e.g. "AE", "AI", "SE", "SI"
branch	Optional	Branch code
basis	Optional	The calculation basis "base amount only" "gross weight" "chargeable weight" (default) "volume" "loading meter" "number of pieces" "number of pieces (dgr)"
volume factor	Optional	Volume factor
base Amount	Optional/Mandatory	A base amount (mandatory for basis: Base amount only)
min	Optional	Minimum amount
max	Optional	Maximum amount
departure	Optional	UN/LOCODE, country code or region code for tariff Departure
destination	Optional	UN/LOCODE, country code or region code for tariff Destination
supplier	Optional	Supplier partner or group code
customer	Optional	Customer partner or partner group code
shipper	Optional	Shipper partner or partner group code
consignee	Optional	Consignee partner or partner group code
agent	Optional	Agent partner or partner group code
zip Zone	Optional	ZIP zone code from Zip zone schema
round	Optional	Default is no. When entering yes, the rates of the breakpoint are rounded according to the setting of the currency.
BP FIX x	Mandatory/Optional	Describes a breakpoint with the following properties: from Breakpoint: x kg Method: FIX
BP STEP x y	Mandatory/Optional	Describes a breakpoint with the following properties: From Breakpoint: y kg The import substracts 0.001 from the y value given in the column header of the Excel sheet. "BP STEP 1 100" for a chargeable weight tariff means that the step breakpoint is applied starting with 100 kg "BP STEP 1 100.001" for a chargeable weight tariff means that the step breakpoint is applied starting with 100.001 kg Method: STEP Option accumulating: not checked Unit: x
BP STEP x ACC y	Mandatory/Optional	Describes a breakpoint with the following properties: From Breakpoint: y kg The import substracts 0.001 from the y value given in the column header of the Excel sheet. "BP STEP 1 100" for a chargeable weight tariff means that the step breakpoint is applied starting with 100 kg "BP STEP 1 100.001" for a chargeable weight tariff means that the step breakpoint is applied starting with 100.001 kg Method: STEP Option accumulating: checked Unit: x
BP PROP x y	Mandatory/Optional	Describes a breakpoint with the following properties: from Breakpoint: y kg Method: PROP Unit: x
valid From	Optional	Valid from date
valid To	Optional	Valid to date
DGR level	Optional	DGR level of the shipment "no dgr" "dgr/pax" "cao" "limited or exempted quantity"
weekdays	Optional	Days on which the tariff is applicable like "135" for Monday, Wednesday and Friday
remarks	Optional	Tariff remarks
rate sheet presentation	Optional	Tariff rate sheet presentation

When the base is base amount only, the line must not contain a BP-element. Otherwise, one of the BP-elements is mandatory.

e-rates (CSV)

Scope uses system charge code Airfreight to import rates as buying rates.

This option enables importing of e-rates. Scope allows the import of the old version as well as the new version of the official e-rates sheet, which have been defined by the airlines.

The corresponding file needs to be saved as format ".csv" in order to be imported into Scope correctly.

The first nine lines of the import file are ignored (they usually contain the header data of the e-rates file). When manually creating a file for upload, enter nine empty lines.

Deletion

all imported rates that have expired more than 6 month will be deleted on the first Sunday after this date automatically.