Rate Tables

If you have different rates for a specific company or scenario you can create custom rate tables allowing you to edit the rates as needed. These rate tables can be created in the Rate Table Grid. This guide will demonstrate how to navigate to and manage your custom rate tables.

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

Rate Tables Grid Overview

Summary of the Rate Table Grid items:

1. Current Rate Table - Select a Rate Table to view from the list

2. Search Rates - Search for keywords to filter the rate table (ie. Bridge)

3. Rate Type Search - Filter by a specific Road Rate Type (Administrative, Initial Consideration, Maintenance or Road Ban)

1. Road Rate Type - The type of Road Rate (Administrative, Initial Consideration, Maintenance or Road Ban)

2. Rate Code - The name of the rate. This will be the name displayed in the generated agreement.

3. Per Unit Rate - The monthly rate ($/km) of road used.

4. Flat Rate - A flat monthly rate ($) to be billed regardless of kms.

5. Min Amount - The minimum amount to be billed each month. If you usually charge a minimum Per Unit Rate of one km, then your Min Amount should equal your Per Unit Rate.

Create Custom Rate Tables

1. Click New Rate Table in the top right corner of the Rate Table Grid page

1. Enter a Rate Table Name. Click Create Table.

The new Rate Table will be displayed in the Rate Tables Grid. When the rate table is created it will be an exact duplicate of the Master Rate Table. Now you can customize the rates on the custom rate table by clicking on the Edit option for each rate.

Edit Rate Tables

After creating your custom rate table you can now edit the rates for the specific company or scenario. For a rate to be editable in the Rate Table the rate must be present in the Master Rate Table.

Example - If you only charge Admin Fees to one company, you would need to add an ‘Admin Fee’ rate to your Master Rate Sheet and set the rate values to $0. Then create a Custom Rate Table for the target company and edit the 'Admin fee' to your desired amount.

1. Select the rate table you would like to edit from the dropdown

2. Click on the Edit option next to a rate on the grid

1. Modify the rate values (Per Unit Rate, Flat Rate or Min Amount)

Example - To waive Maintenance Fees on a custom No Fee Rate Table you can filter for those rates and change all the rates to zero.

1. Click Save

The modified rates will display in BOLD on the Rate Table Grid.

Rename Rate Tables

1. Select the rate table you would like to rename from the dropdown

2. Click Rename Table in the top right corner of the Rate Table Grid page

1. Enter a New Rate Table Name. Click Create Table.

The new rate table name will appear in the Rate Table dropdown list.