Setting Up MS Pay Codes
MS Pay Codes defines how the system calculates payments to haul vendors. Each code has a description, a required pay basis, and standard pay rates on the Rates tab. Those rates default when posting tickets in MS Ticket Entry.
Trimble’s live topic title is Setting up a Pay Code (not the slug setting-up-ms-pay-codes). Rate hierarchy detail lives on linked pages (Setting Up Pay Rates for a Pay Code; Pay Rate Hierarchy Table 1 / Table 2) — open those when you need match-order rules.
Before you start
- Only needed if haul vendors haul materials sold to customers, jobs, and/or inventory locations.
- Each rate line needs an IN Location Group. Optional lookups: IN Locations, HQ Material Categories, HQ Materials, MS Truck Types, AP Vendors, MS Vendor Trucks, HQ Units of Measure.
- Basis 7-Percent of Surcharge Total requires the surcharges feature and MS Surcharge Codes. Use dedicated pay codes for surcharges only.
Steps
- Open MS Pay Codes.
- Enter Pay Code (up to 10 characters — procedure says “a number”; field defs allow any characters up to 10).
- Enter Description (up to 30 characters).
- Select Pay Rate is Based On (required):
| Basis | Meaning |
|---|---|
| 1-Per Unit | Hierarchy Table 1 |
| 2-Per Hour | Hierarchy Table 2 |
| 3-Per Load | Table 2 |
| 4-Units Per Mile | Table 1 |
| 5-Units Per Hour | Table 1 |
| 6-Percent of Haul | Table 2 |
| 7-Percent of Surcharge Total | Table 1; surcharge codes only |
- On the Rates tab, add rate lines (more criteria = more specific match; ticket must match exactly).
Rates tab fields
| Field | Rule |
|---|---|
| Location Group | Required |
| Location | Optional; blank = all locations in the group |
| Category | Optional; blank = all categories/materials, and Material cannot be entered |
| Material | Only if Category is set; must be on that category; blank = all materials in category; overrides category-level rates |
| Truck Type | Optional; blank = all types |
| Vendor | Optional; blank = all vendors |
| Truck | Only if Vendor is set. Blank + no vendor = all trucks. Blank + vendor + truck type = all trucks for that vendor/type |
| UM | Required for basis 1, 4, 5, and 7. With a material, defaults to that material’s sales UM; override must be standard or additional UM on HQ Materials |
| Zone | Optional, up to 10 characters, not validated; blank = all haul zones |
| Pay Rate | Default for pay charges. For % of haul or % of surcharge total, 1.00 = 100%. For basis 7, share of assessed surcharge paid to the haul vendor |
| Min Amt | Guaranteed minimum (usually hired haulers). Defaults onto tickets, hauler time sheets, haul ticket add-ons, and haul payment worksheets when pay-basis amount > 0.00 and calculated payment < Min Amt. Override on MS Quotes (Pay Codes tab for standard codes; Surcharge Overrides tab for surcharge codes) |
- Save. Assign the code on tickets when hauler type is haul vendor (also defaults from MS Vendor Trucks).
Hard rules
- Basis 7: surcharge-only pay codes. If assigned to a surcharge code with negative rates, set Min Amt to 0.00.
- Hierarchy is basis-specific (Table 1 vs Table 2) — use Trimble’s hierarchy tables for match order.
- EM revenue is not documented on the form, field defs, or Setting up a Pay Code procedure.
Notes
- The Setting up a Pay Code page briefly switches to surcharge-copy wording after step 4 (“rates for your surcharge code…”) — treat rates as pay code Rates tab entries; quote overrides are on MS Quotes Pay Codes / Surcharge Overrides, not a separate “surcharge rates” form.
- Related: MS Ticket Entry, MS Surcharge Codes, MS Quotes, MS Truck Types, MS Vendor Trucks, IN Location Groups / Locations, HQ Material Categories / Materials / UOM, AP Vendors, Setting Up Pay Rates for a Pay Code, Pay Rate Hierarchy Tables 1–2.