Overview
Accessorials
Accessorial tracking is a pervasive aspect of TMS for almost every step in the lifecycle of a load. They are manually or automatically associated with loads, quotes, and invoices over time. In rough chronological order, accessorials come into play as follows:
A global list of “generic” accessorials are defined in the TMS.
These records are stored in the Accessorial object.
API-specific versions of the generic accessorials needed to call specific Carrier aggregation APIs.
These records are stored in the API Accessorial object.
Generic accessorials are optionally associated with a load when it is created/configured.
These records are stored in the Load Accessorial object.
Accessorials that are automatically added to a load upon creation are stored in the Default Accessorial object.
Auto-costed Accessorials can be defined in Rate Entry object records.
Customer Quotes are manually/automatically generated for a load, with associated quotes for accessorial charges.
These records are stored in the Customer Quote Accessorial object.
Customer Invoices are manually/automatically generated for a load, with associated accessorial charges.
These records are stored in the Customer Invoice Accessorial object.
Carrier Quotes are manually/automatically generated for a load, with associated stored, API-based, or entered accessorial charges.
These records are stored in the Carrier Quote Accessorial object.
Vendor/Carrier Invoices received can be entered into TMS, with associated line item accessorial charges.
These records are stored in the Vendor Invoice Accessorial object.
Accessorial Exclusions are defined to exclude certain carriers from being assigned to loads with specific accessorials.
These records are stored in the Accessorial Exclusion object.
These 10 accessorials objects are highly interrelated to properly track and reconcile accessorial charges during the lifecycle of a load.
Access the global accessorial list from the TMS Admin → Accessorials link. Disable the accessorials that you never want to associate with loads.
Accessorial charges may be added as needed, but API-based Carrier Quotes (usually for LTL carriers) cannot process user-added accessorial charges.
API-based Carrier Service accessorials (usually for LTL carriers) are pre-loaded. These accessorial charges are defined by the technical integrations to these Carriers. When creating new Carrier Services, use the Transportation Profile detail page to enter Carrier-specific assessorial stored rates.
See Accessorial Exclusions for more information.
Warning:
DO NOT CHANGE THE NAME OF THE GENERIC ACCESSORIALS. SOME CARRIER APIs DEPEND ON THESE NAMES.