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.
Understanding and Managing Accessorials
There are six main types of accessorials in the system:
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Pickup and Delivery Accessorials: Related to terminal operations (e.g., liftgate, limited access, residential pickup/delivery).
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Shipment Accessorials: Applied to the entire shipment (e.g., fuel surcharge, reconsignment, Sunday delivery fees).
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Rating Accessorials: Automatic fees or surcharges applied during shipment rating to account for special services, delivery conditions, or regional regulations. These are generated by the carrier API or tariff setup as part of the pricing logic and are not manually added by users.
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Fuel Accessorial: Accounts for fuel-related costs.
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Accounting Accessorials: Financial adjustments or fees used 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
o view or edit accessorial settings in the TMS:
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Navigate to Rates → Accessorial Organization Link.
This section allows you to view, filter, and modify accessorial configurations.
🔏The user must have the TMS Site Admin permission enabled in their LSP Staff profile to view this option.
Filtering and Viewing Accessorials
By default, the Display Type filter automatically selects accessorials marked as:
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Show
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Show Back Office
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Show Managers
To view all available accessorials, click the “X” next to the filter to clear the selection, then click Search.
You can also type an Accessorial Name in the field and click Search to locate it.
Once you find the desired accessorial, click the pencil (edit) icon to modify its Display Type.
Display Type Options
The available options are:
| Display Type | Description |
|---|---|
| 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 | Visible only in the Back Office. |
| Show Managers | Visible only to 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:
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Use the Customer or Organization filter.
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Type the customer or organization name.
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In the Accessorial field, locate the specific accessorial.
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Change the Display Type to Required.
This ensures that whenever that customer is selected for a shipment, the accessorial will automatically apply, minimizing errors and missed charges.
Use Filters for Targeted Updates
You can filter and apply settings by:
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Customer or Organization
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Accessorial Name
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Accessorial Type (Shipment, Pickup, Delivery, etc.)
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Shipment Type (LTL, Truckload, Drayage, etc.)
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Display Type
This allows for more precise management and targeted configuration of accessorials across customers and organizations.
