Auto-applied accessorial charges are accessorial charges that are automatically applied to Loads, quotes, and invoices. Auto-applied accessorial charges are determined using a Rating Source on the Transportation Profile.
Auto-apply and calculate accessorial Rate Entries for Customer and Carrier Quotes on Loads created in the TMS and for Customer Portal users.
Transportation Profile Setup
Select when to auto-apply an accessorial based on the Customer Transportation Profile or the Global Default Transportation Profile setting.
Navigate to the Customer Transportation Profile.
Locate the Auto-Apply Accessorial Rating Source field. By default, this field is set to Customer + Global Rates.
Click the pencil icon to Edit.
Select from the picklist Customer + Global Rates or Customer Only.
When set to Customer + Global Rates, any auto-apply accessorial charges that match on the Global Default Transportation Profile are included in Customer Quotes.
Conversely, when set to Customer Only, any auto-apply accessorial charges only match on the Customer Transportation Profile are included in Customer Quotes.
If necessary, set this field to Customer Rates Only. When set to Customer Rates Only, Accessorial Rate Entries for this Customer Transportation Profile only are included in Customer Quotes.
Rate Entry Setup
Create Accessorial Rate Entries by setting the Rate Type field to Accessorial and check the Auto-Apply box.
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Accessorial Rate Entries are set per Mode and Lane. See the Rate Entry Detail article for more information about creating Accessorial Rate Entries.
Rate Entries match based on the matching fields with Loads. See the Load Match Test article to see how Rate Entries match with Loads.
Auto-applied accessorial charges for Customer Quotes are related to the applicable Carrier Markup Group.
Auto-Apply Accessorial Charges to Quotes
Warning: Accessorial names must be different for Pickup and Delivery Stops. If the names aren’t different, the TMS removes valid accessorial charges due to duplication rules.
For example, suppose a Load has Pickup and Delivery Stops with Remote Access accessorial charges. Name them Remote Access Pickup and Remote Access Delivery, so each accessorial is properly applied to the Load.
Manually add the same accessorial to a Load, even when that accessorial is auto-applied on the Load. The Rate Entry remains as a hyperlink in the Pricing Notes for a quote even with a manually added accessorial.
This process is similar to creating Accessorial Rate Entries for Carriers. The Rate Entry must match on the Carrier Service.
Note: Auto-applied accessorial charges included in quotes are for the Load, not a specific Stop location. For more information on applying accessorial charges to individual stops, see the Accessorials article.
