Problem

The "Audit" column in Navix is a key differentiator- this returns the rate that a customer should be paying, using the customer's Rates against the Carrier's measured quantities, weights, and density. For customers that use this, in most cases they end up adjusting the final rate to be equal to the Audit / Rating Engine rate.

Today, for Vendor Rates we default the Adjusted column to the Vendor Rate. For Customer Rates we default the Adjusted Rates to the Order Rates. The most frequently used rates are the Audit Rates, so users frequently have to copy/paste the Audit Rates into the Adjusted column

From Evans:

Good Morning!

In the current process for processing an unmatched invoice, the team needs to manually add all the individual line item charges (one by one) from either the Vendor Invoice charges (if a margin account - ie vendor charges + flat or % amount) OR from the returned rating engine results (+ flat amount or % for customer uplift).

The ability to copy these in mass would be helpful!

Solution

We can solve this as a part of the new Charge Grid work. The solution is simply to default the Adjusted Column to the Audit Column, IF the Audit column is populated. Else, go back to existing logic.