Review rate terms and keep approaching contract endings in an actionable worklist.
Logistics Manager coordinates the authorized setup account for carrier records, carrier service records and lane records. Check carrier service modes and the ZIP-prefix lane against the actual rate sheet. Transportation Planner reads the planning reference data without acquiring edit rights.
Logistics Manager reviews the draft agreement, its start and end dates, currency, fuel surcharge percentage and minimum charge, together with rate bands and contracted accessorial ceilings. The agreed setup procedure records the decision through the approver and approval date before Draft becomes Active. Agree who can activate the reviewed terms, then check the resulting agreement on a pilot shipment.
Transportation Planner creates a representative shipment. Rate Shop On Shipment Create should identify a matching active agreement and write applied rate contract and cost. Compare the result with the reviewed agreement and charge evidence; review the actual price calculation before using the agreement on more shipments.
Logistics Manager compares active term end dates with renewal reminders. The reminder record can hold days left, trailing twelve-month spend, status and notes. Choose the reminder schedule and notification connection during setup. Compare the resulting worklist with actual contract endings.
Logistics Manager coordinates the contract decision and records Renewed or Dropped on the reminder when the follow-up is handled. A reminder marked Renewed does not itself extend term end or activate replacement rates. Confirm the actual agreement used by the next shipment and retain the prior contract's invoice context.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.