Accessorial Organization Display

Introduction

This article explains how to manage accessorials for shipments and how to make them required at both the organizational and customer level within the TMS.

There are six main types of accessorials in the system:

Pickup and Delivery Accessorials — Related to terminal operations (e.g., liftgate, limited access, residential pickup/delivery).
Shipment Accessorials — Applied to the entire shipment (e.g., fuel surcharge, reconsignment, Sunday delivery fees).
Rating Accessorials — Automatic fees or surcharges applied during shipment rating to account for special services, delivery conditions, or regional regulations. They are generated by the carrier API or tariff setup as part of the pricing logic and not manually added by users.
Fuel Accessorial — Accounts for fuel-related costs.
Accounting Accessorials — Financial adjustments or fees applied to manage billing accuracy, corrections, or administrative costs.

Note: Only Pickup and Delivery Accessorials can be made visible in the Customer Portal. However, Shipment Accessorials can still be set as Required in the Back Office.
When a shipment accessorial is required, it will be automatically selected during shipment creation — even though customers won’t see it.
Back office users will always see these accessorials, and customers will see them reflected on their invoice if applicable.

Managing Accessorials

In the TMS, navigate to Rates > Accessorial Organization Link. This section allows you to view, filter, and modify accessorial settings.

🔏The user must have the TMS Site Admin permission enabled in their LSP Staff profile to view this option.

The Display Type filter automatically selects accessorials marked as 'Show', 'Show Back Office', and 'Show Managers' by default. To view all available accessorials, click the “X” next to the filter to clear the selection and click on Search

Type an accessorial name in the Accessorial field and click Search to locate it.

Once you’ve found the desired accessorial, click the pencil (edit) icon to modify its Display Type.

The available options are:

Hide	Hidden from both the customer portal and Back Office shipment creation.
Required	Automatically selected and cannot be unselected in the customer portal. LSP staff can still unselect it if needed.
Selected	Automatically selected. Can be applied at both the organization and customer level.
Show	Visible in both the Customer Portal and Back Office.
Show Back Office	Only visible in the Back Office.
Show Managers	Only visible for TMS Site Admins.

Apply Accessorials by Customer or Organization

If a specific customer or organization always requires a certain accessorial, you can adjust it by following these steps:

Select the Customer or Organization filter.

Type the customer or organization name.
In the Accessorial field type in and locate the accessorial.

Change the Display Type to Required.

This ensures that every time the customer is selected for a shipment, the accessorial will automatically apply — reducing the chance of it being missed.

Use Filters for Targeted Updates

You can filter and apply settings by: Customer or Organization, Accessorial Name, Accessorial Type (Shipment, Pickup, Delivery, etc.), Shipment Type (LTL, Truckload, Drayage, etc.), and Display Type.