Summary
In short
- A rate confirmation record is a record used in KnowLogistics that confirms the agreed rate, accessorials and terms for a load or a lane in writing before the vehicle moves. It is built against Contract requirements and forms part of the Payment and Procurement Fraud Control programme.
- Completed at tender acceptance. Carried out by transport.
- The template holds 41 fields across 4 sections.
- Scoring is invoices matching rates, where high is good.
- Contract requirements is contract requirements. Obligations accepted in a customer or supplier agreement rather than imposed by law.
- It connects to the rest of the library: links Load Tender and Invoice Verification.
What it is
What it is
What is a rate confirmation record?
A rate confirmation record is a record used in KnowLogistics that confirms the agreed rate, accessorials and terms for a load or a lane in writing before the vehicle moves. It is built against Contract requirements and forms part of the Payment and Procurement Fraud Control programme.
When is a rate confirmation record completed?
A rate confirmation record is completed at the moment the event happens, rather than reconstructed afterwards. Completed at tender acceptance.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Payment and Procurement Fraud Control programme and this is one of its steps
- A linked record needs this one to exist: links load tender and invoice verification
Not for
- Contract Register, which holds every commercial agreement, its value, term, renewal date and owner.
- Contract Review Record, which reviews an agreement before renewal, covering performance, price, risk, obligations accepted and whether to continue.
- Purchase Requisition Record, which requests a purchase, states the justification and routes it for the right level of approval.
- Anything outside KnowLogistics, which belongs in the workspace that owns that process
Standards
What it is built against
Contract requirementsContract requirements
Obligations accepted in a customer or supplier agreement rather than imposed by law.
FAQ
Frequently asked questions
What is the rate confirmation record template based on?+
It is built against Contract requirements. Contract requirements is contract requirements. Obligations accepted in a customer or supplier agreement rather than imposed by law.
What sections does the rate confirmation record contain?+
There are 4 sections: header, what was agreed, confirmation, outcome. Together they hold 41 fields, 31 of which are required.
How many rate confirmation record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the rate confirmation record belong to?+
It is part of Payment and Procurement Fraud Control. Payment redirection defeated by one independently obtained phone call.
How is a rate confirmation record scored?+
Scoring is invoices matching rates. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the rate confirmation record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the rate confirmation record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowLogistics — supply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.
Meet KnowLogistics→Sources
Sources
- Contract requirements — Contract requirements