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• Program ID
  • This value must be unique by program 'Type' - meaning that no two premiums may have the same Program ID.
  • Note: The program ID should be an alpha code to help you quickly identify the premium
• Description
• Class
• Start Date
  • This date determines when the premium program begins and is available to be applied on delivery tickets. 
• How this Program is assigned to Tickets
  • Defaults to blank, but this field is required.
  • Auto Assign - All Tickets: The premium is automatically assigned to the delivery ticket, when the premium rules are met. 
  • Auto Assign - Dock Delivery Tickets: The premium is automatically assigned to the delivery ticket, when the premium rules are met and the 'Dock Delivery' property on the ticket is set to 'Yes'.
  • Manually Assigned: The premium can be manually assigned to the delivery ticket using the Premiums multi-select combo box on the header section of the delivery ticket record.
• Assign Rules By
  • Select rules how the premium is assigned (e.g. the premium is assigned to certain chill types or species)
• Assign Rate By
  • Multiple rates can bee assigned to a rule. 
  • Defaults to GLOBAL meaning that the same rate and Premium Expense GL Account are assigned to all selected rules. 
• Default Rate
• Calculated On
  • Hint: This is how the rate is applied
  • Delivered Weight: Select this method if the premium is calculated from the Delivered Weight
  • Net Weight: Select this method if the premium is calculated from the Net Weight (Delivered Weight * Weight Modifier)
  • Paid Weight: Select this method if the premium is calculated from Paid Weight (ticket lines without a price are excluded).
• Premium Expense GL Account
  • Select the GL account for the debit entry of the premium.
  • This is a required field.

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When the premium program has been successfully saved for the first time, the remaining properties can be completed while the Program ID, Type, and Calculated On fields become uneditable. 

Click here to view the premiums properties tab help page for more information.

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• Inactive
  

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• • Defaults to No, but when a premium program is saved as inactive then it is not assigned to tickets. 

Once the remaining properties are entered, click the “Save” icon on the header toolbar.

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Select one or more species and click the save icon when finished. The specie lookup will contain the list of all active species in the specie master file. 

If the Assign Rate By property is set to Specie, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Species is set as one of the Assign Rules By properties. 

Step 5: Assigning the Ticket Items

By default, each ticket is applicable to a new premium program. If the user needs to identify individual ticket items, select the Ticket Items tab and click "New" icon on the Ticket Items toolbar. 

Select one or more ticket items and click the save icon when finished. The ticket items lookup will contain the list of all ticket items in the ticket items master file.

If the Assign Rate By property is set to Ticket Items, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Ticket Items is set as one of the Assign Rules By properties. 

Step 6: Assigning the Stat Areas

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Select one or more stat areas and click the save icon when finished. The stat area lookup will contain the list of all active stat areas in the stat area master file.

Note: This tab is only displayed, if Stat Areas Items is set as one of the Assign Rules By properties. 

Step 7: Assigning the Gear Types

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Select one or more gear types and click the save icon when finished. The gear type lookup will contain the list of all active gear types in the gear type master file.

If the Assign Rate By property is set to Gear Types, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Gear Types is set as one of the Assign Rules By properties. 

Step 8: Assigning the Chill Types

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Select one or more chill types and click the save icon when finished. The chill type lookup will contain the list of all active chill types in the chill type master file.

If the Assign Rate By property is set to Chill Types, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Chill Types is set as one of the Assign Rules By properties. 

Step 9: Assigning the Fishermen

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Select one or more fishermen and click the save icon when finished. The fishermen lookup will contain the list of all active fishermen in the fisherman master file.

If the Assign Rate By property is set to Fishermen, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Fishermen is set as one of the Assign Rules By properties. 

Step 10: Assigning the Management Program

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Select one or more management programs and click the save icon when finished. The management program lookup will contain a list of all active management programs in the management programs master file. 

If the Assign Rate By property is set to Management Program, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Management Program is set as one of the Assign Rules By properties. 

Save the record after modifying the record.

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