View and update Accessorials

View Accessorial Charges on Load List Page

Let's find out how to view Accessorial Charge from the load list.

1. Log in to the DL Freight account with valid credentials.
2. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen.
3. Next, select the required business workflow from the Business Workflows page.

Business Workflows page

4. Click on the Review Accessorial filter located above the load list table to filter the shipments that have accessorial charges.

Review Accessorial Tab

Add Accessorial Charges Manually from the Review Accessorial tab

Let's find out how to add accessorial charges from the Review tab.

1. Log in to the DL Freight account with valid credentials.
2. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen.
3. Next, select the required business workflow from the Business Workflows page.

Business Workflows page

4. Now, click on the Review Accessorial filter located above the load list table to filter shipments that have accessorial charges.

Review Accessorial Tab

5. Next, click on the View Details icon under the Actions tab.

View Details Button for a Load

6. This will open the detailed view of that load. Click on the Update button from the top panel to add an accessorial charge.

Load Details Page

7. Locate the accessorial charge field and click on the respective dropdown list.
8. Click on the Update button to save the added values.

Update Window

9. Add the required values in the data fields like Accessorial Units, Description for the charge, and NOC Ticket Number.
10. Click on the Update button to save the added values.

Add Accessorial Charges using the Edit button

Let's find out how to add Accessorial Charge using the Edit button.

1. Log in to the DL Freight account with valid credentials.
2. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen.
3. Next, select the required business workflow from the Business Workflows page.

Business Workflows Tab

4. Click on the pen-like icon on the right-hand side of a load under the Actions column.

Edit Button on Load list page

5. An Update sidebar appears on the screen.
6. Locate the accessorial charge field and add the required values.
7. Now, click on the Update button to update the changes.

Update Window

View and update Accessorial Charges on Load Details page

Let's find out how to add accessorial charges from the View Details page.

1. Log in to the DL Freight account with valid credentials.
2. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen.
3. Next, select the required business workflow from the Business Workflows page.

Business Workflows page

4. Locate the required load from the load list page and click on the paper-like icon present in the Actions section.

View Details Button

5. Now, click on the Update button at the top of the screen.

Load Details Page

6. This will display an Update window on the screen.
7. Now, let's add Accessorial Charges for the respective fields.
8. Accessorial charges are displayed in a series of dropdown lists.

Update Window

9. Let's begin by adding an accessorial cost for  Accessorial_WTG .
10. WTG in Accessorial_WTG means wait time.
11. Add a wait time charge of 2 hours.

12. Add a brief description of the accessorial charge in the Accessorial_description blank.
13. Now, click on the Update button to save the Accessorial charge.

Adding Accessorial Charges

14. On the view details page, scroll down to see the Accessorial charges section.
15. Verify the newly updated WTG charge in this section.

Verify Accessorial Charges on Details page

16. Similarly, in the Activities & Comments history, verify the Accessorial_WTG charge for exactly 2 hours added in the table.

Verify on Activities & Comments section

Adding a Claim

1. Log in to the DL Freight™ platform using valid login credentials.
2. Click on the Business Workflows page from the Navigation Panel on the left-hand side.
3. Click on the required business workflow tile to view the Load List page.
4. Locate the load for which you require to add an accessorial charge.
5. Click on the View details buttonunder the Actions column, as shown in the screenshot below:

Load List page of a Business Workflow

6. The Load details page appears on the screen. This page contains all the information about the load, including accessorial and other charges.

7. Locate the Update button from the action buttons panel located on the top right corner of the screen. Refer to the screenshot below:

Edit asset attribute button on the Load details page

8. Upon clicking the edit button, the Update instance sidebar appears on the right. Click on the Expand button on the top right corner, as highlighted in the screenshot below:

Update Instance pop-up to add Accessorial claims

9. The expanded view gives more space to work with. A participant can choose to work on the sidebar view as well. Scroll down to locate the various accessorial claims to add to the load. The newly added claims are highlighted.

Accessorial claim dropdown list arrow on the expanded view

10. Click on the Down arrow icons to the right of the claims to add the required data.
11. Once data has been entered into the mandatory fields, the Update as well as the Update And Send buttons are now active for use.

Update button

12. Click on the Update button on the lower right-hand side of the screen to update the accessorial claim for a load. The Update And Send button is used to update the load and simultaneously send it to the next entity.
13. Upon successful submission of the claim, a notification is seen on the bottom left side of the screen. Refer to the screenshot below:

Asset details update notification