Service Discount by Region

The purpose of this article is to guide you through the function and components of Service Discount by Region rules in carrier agreements. This information is intended for any system user with a PDF agreement that needs to be loaded into the Agreement Management System.

Organization of rules

Rules are ordered by class type as follows:

Data Transformer
DIM Divisors
Earner Discounts
Fuel Surcharge Discounts
Service Period Discount by Region
Grace Period Discounts
Minimum Net Charge
Multipiece Minimum Weight Qualifier
Service Discount
Service Discount by Region
Service Net Rates
Surcharge Net Rates
Surcharges Discounts

It’s important to note that rules are executed from top to bottom according to the position of the rule among all other agreement rules. In other words, rules at the bottom are executed after the rules above and can overwrite the rules where overlap exists.

Service Discount by Region rules

Service Discount by Region rules adjust key fields, attributes for a given shipment to target values though match conditions. Match and transform fields, operators and values are as follows:

Effective Start Date

Pertinent for expiration terms on Fuel Surcharge Discounts.

Default: Null

Format: mm/dd/yyyy

Common mistake: Effective Start Date is entered on a date that is after the analysis period date range within CAO View. Ensure that the Effective Start Date does not affect the Fuel Surcharge Discount being applied to the date range of analysis.

Pro tip: Create one Fuel Surcharge Discount rule for each term within the agreement. The Effective Start Date and Effective Stop date fields build each rule for the targeted date range.

Effective Stop Date

Relevant for expiration terms on Fuel Surcharge Discounts.

Default: Null

Format: mm/dd/yyyy

Common mistake: Effective Start Date is entered on a date that is after the analysis period date range within CAO View. Ensure that the Effective Start Date does not affect the service discount being applied to the date range of analysis.

Pro tip: Create one Service Discount by Region Discount rule for each term within the agreement. The Effective Start Date and Effective Stop date fields build each rule for the targeted date range.

Directions

Overview: Domestic service types are controlled as a single rule where Domestic type is select, otherwise. Service Discount by Region international shipments, in contrast, is specified as import or export, yet sometime both as well.

Default: All enabled by default

Options:

  • Import
  • Export
  • Domestic

Address type

Overview: Domestic service types are controlled as a single rule on Fuel Surcharge Discounts. Fuel Surcharge Discounts on international shipments, in contrast, are managed as separate rules by direction: Export and Import.

Default: All enabled by default

Options:

  • Import
  • Export
  • Domestic

Pay type

Pay Type targets payee type incentives. For example, Third-party sometimes has lower discounts than Shipper or Receiver Pay Types

Pay type default: All are enabled

Pay type options:

  • Shipper
  • Receiver
  • Third-party
  • Other

Services

Create a rule for each service type where the discount applies.

Package Type

Select each package type where the discount applies.

Billing Unit

Select the billing unit type where the discount applies.

Billing Unit default: All are enabled.

Billing Unit options:

  • Any Shipment
  • Flat Rate Shipments
  • Regular Weight-Based shipments

Returned

The Returned rule targets incentives specific to return service types.

Default: Regular Shipments

Returned options:

  • Regular shipments
  • Return manager shipments
  • Any shipments
  • carrier-specific

Multipiece

The Multipiece rule targets shipments included, specified within.

Default: Any Shipments

Multipiece options:

  • Any Shipments
  • Single Shipments
  • Multipiece Shipments

Origin Country

Specify the country by name. Create one rule for each country by type.

Default: Any Origin Country

Receiver Country

Specify the country by name. Create one rule for each country by type.

Default: Any Receiver Country

Min Weight

The lower bound of a weight-based incentive. Relevant to Ground service types.

Min weight default: Null

Options: Carrier specific

Note: Leaving the weight field NULL will apply the service discount to all weights.

Max Weight

The upper bound of a weight-based incentive. Relevant to Ground service types.

Max weight default: Null

Options: Carrier specific

Note: Leaving the weight field NULL will apply the service discount to all weights.

Discount

The base discount for a given incentive. It’s common for base discounts to increase by a few points per revenue band. The best target is the middle band on volume.

Discount default: 0%

Options: Carrier specific. Check the agreement page for a given carrier for a full list.  

Updated on May 10, 2025
Was this article helpful?

Related Articles