The Triggers tab of the FreightPayment Terms page shows the freight terms and status update triggersthat Sterling TMS usedto generate the voucher for a shipment.

The settings on the Triggers tabapply to the freight payment rule that is shown on the FreightPayment Rule tab.

The Triggers tabcontains the following sections:

• Freight Terms
• Status Update Triggers

Triggers Tab - Freight Terms

Use the FreightTerms section to view the freight terms and related settings thatyour shipper administrator defined:

Effective and Expiration Dates

Shows the effective date and expiration date for the freightpayment rule that uses the triggers.

Freight Terms

Shows the freight terms your organization uses:

Discount Percent

You are eligible to receive the invoice discount.

Discount Due Duration

You receive the discount if you pay the invoice within thespecified number of days.

Total Duration

The invoice is due in full within the specified number of days.

Delay Days

After the voucher triggers have been met Sterling TMS does not generatethe voucher until the specified number of days have elapsed.

Note: Sterling TMS does not usethe discount percent and duration fields during the freight paymentprocess. These fields are shown for your reference.

Carrier Invoice Required

Shows whether receipt of the carrier invoice is required before Sterling TMS automaticallygenerates a freight payment voucher:

Yes

Sterling TMS mustreceive the carrier invoice before it generates a voucher.

No

Sterling TMS cangenerate a voucher before receiving the carrier invoice. Sterling TMS will accepta carrier invoice at any time but it is not required.

A carrier invoice is considered received in Sterling TMS when the carrierhas submitted an invoice number. The carrier can submit the invoicenumber as an EDI 210 transaction or enter it online in Sterling TMS. To enterthe invoice number online select the shipment on the FreightPayment tab and click Edit Invoices.

The CarrierInvoice Required setting affects how Sterling TMS processesthe invoice date in the EDI 210 invoice that Sterling TMS submits tothe shipper:

Yes

Sterling TMS usesthe Carrier Invoice Date as the invoice date in an EDI 210 transactionor XML.

No

Sterling TMS usesthe Sterling Voucher Date as the invoice date in an EDI 210 transactionor XML. The voucher date represents the date of the last voucher statuschange.

Send Carrier PRO Number

Shows whether Sterling TMS uses the carrierPRO Number as the carrier invoice number when generating a Sterling TMS voucher.

Asa best practice some shippers set Send Carrier PRO Number to Yesbecause most of their LTL carriers use the same number for the CarrierPRO reference number and the carrier invoice number. By using thecarrier PRO number as the invoice number the carrier does not haveto submit a separate EDI 210 transaction or enter the invoice numbermanually in Sterling TMS.

Partial Payment Voucher

Shows whether Sterling TMS generatesa freight payment voucher for a shipment that has pending charges:

Yes

Sterling TMS generatesa voucher for a shipment with pending charges if the other triggershave been met. For example the system can generate a voucher forthe linehaul charge and planned accessional charges. A shipper usercan review and approve the pending charges separately.

No

Sterling TMS onlygenerates a voucher when your organization has approved all pendingcharges on the shipment and the other triggers have been met.

If your organizationuses the Match Pay feature Sterling TMS uses the following rules to process partial payment vouchers:

• If the linehaul charge is within tolerances but an unplanned accessorialcharge is outside tolerances Sterling TMS generatesa partial payment voucher for the charges that are within tolerances. Sterling TMS locks theunplanned charges that are outside the tolerances. A shipper usercan reconcile and approve these pending charges.
• If the linehaul charge is outside the tolerances Sterling TMS locks theshipment and a user must reconcile the charges. Sterling TMS does not generatea partial payment voucher for any planned or unplanned charges thatare within tolerances.

Send Voucher When Covered

Shows whether Sterling TMS automaticallygenerates a freight payment voucher when the Plan Status ofthe shipment is set to Covered.

Triggers Tab - Status Update Triggers

Usethe Status Update Triggers section to find out when Sterling TMS generatesa freight payment voucher.

The Status Update Triggers sectioncontains the following information:

Manual Voucher Required

If the Manual Voucher Required checkbox is selected you must approve each shipment before Sterling TMSgenerates a freight payment voucher.

Planned Dates

If the Planned Dates check box is selected Sterling TMS generatesa freight payment voucher based on one of these options:

Planned Ship Start Date

Sterling TMS generatesa voucher when the shipment reaches the start of the Planned DepartureWindow.

Planned Arrival Start Date

Sterling TMS generatesa voucher when the shipment reaches the start of the Planned ArrivalWindow.

Status Updates

If the Status Updates check box is selected Sterling TMS generatesthe freight payment voucher based on shipment status updates. Yourcarriers submit these status updates to Sterling TMS.

Your shipperadministrator defined these freight payment triggers based on theshipment pickup status delivery status or both. Sterling TMS does not generatea voucher until all the triggers have been satisfied for a shipment.

PickupStatuses

Shows First Stop or AllStops for these pickup status entries:

• Arrive at Pickup
• Departed Pickup
• Loaded
• Pickup Appointments

Delivery Statuses

Shows LastStop or All Stops for these deliverystatus entries:

• Arrived at Delivery
• Departed Delivery
• Unloaded
• Delivery Appointment

When you are done viewing the freight payment triggersclick another Freight Payment Terms tab or click Done toreturn to the Freight Payment tab.