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Set up a carrier fuel index

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This guide shows how to create a fuel index region, a fuel index and a carrier fuel index. The fuel index region specifies which region the fuel index should apply to, and the fuel index specifies a fuel price for a particular period of time. To reflect the change in fuel prices over time, you can associate multiple fuel indexes with a carrier. These tasks are normally done by a transportation coordinator. You can use this procedure in demo data company USMF or using your own data.

Create a fuel index region

  1. Go to Transportation management > Setup > Fuel indexes > Fuel index regions.
    • First you have to create the different regions, where you operate and calculate different fuel surcharges.
  2. Click New.
  3. In the Region field, type a value.
  4. In the Name field, type a value.
  5. Click Save.

Create a fuel index

  1. Go to Transportation management > Setup > Fuel indexes > Fuel indexes.
    • For the regions you have set up you need to enter the current prices for the fuel.
  2. Click New.
  3. In the Region field, click the drop-down button to open the lookup.
  4. In the list, click the link in the selected row.
  5. In the Price per gallon field, enter a number.
  6. In the Effective start date and time field, enter a date and time.
  7. Click Save.

Create a Carrier fuel index

  1. Go to Transportation management > Setup > Fuel indexes > Carrier fuel indexes.
  2. Click New.
  3. In the Carrier fuel index field, type a value.
  4. In the Description field, type a value.
  5. Click New.
  6. In the Effective start date and time field, enter a date and time.
  7. In the PPG From field, enter a number.
    • In this example, you can set PPG From field to 1.95.
  8. In the PPG To field, enter a number.
    • In this example you can set the PPG To field to 2.
  9. In the Percentage field, enter a number.
    • In this example you can set the percentage to 3.
  10. In the Currency field, click the drop-down button to open the lookup.
  11. In the list, find and select the desired record.
  12. In the list, click the link in the selected row.
  13. Click Save.