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    View and update Accessorials
    • 03 Oct 2023
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    View and update Accessorials

    • 更新日 03 Oct 2023
    • 6 読む分
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    記事の要約

    View Accessorial Charges on Load List Page

    Accessorial Charges

    Accessorial charges are fees added to a shipper’s invoice for extra services that a shipper performs over and above the standard pickup and delivery function designated when the shipment is tendered.

    Such charges take many forms and impact all modes of freight transportation services. They can either be a fixed fee or a time-based fee. Usually, time-based fees escalate until the situation creating them is closed or resolved.

    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.

    NavigationPane-BusinessWorkflow.png

    Business Workflows page

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

    ReviewAccessorialFilterData.png

    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.png

    Business Workflows page

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

    ReviewAccessorialFilterData.png

    Review Accessorial Tab

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

    ActionSection-ViewDetailsButton.png

    View Details Button for a Load

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

    ReviewAccessorialDetailedPage.png

    Load Details Page

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

    UpdateAccessorialChargeDropdown.png

    Update Window

    image.png

    1. Add the required values in the data fields like Accessorial Units, Description for the charge, and NOC Ticket Number.
    2. 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.

    NavigationPane-BusinessWorkflow.png

    Business Workflows Tab

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

    ActionSection-EditAssetButton.png

    Edit Button on Load list page

    1. An Update sidebar appears on the screen.
    2. Locate the accessorial charge field and add the required values.
    3. Now, click on the Update button to update the changes.

    addAccessorialChargeUpdateSidebar.png

    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.

    NavigationPane-BusinessWorkflow.png

    Business Workflows page

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

    ActionSection-ViewDetailsButton.png

    View Details Button

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

    The Update button only appears when the load is in possession.

    DetailsPage-UpdateButton.png

    Load Details Page

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

    UpdateAccessorialChargeDropdown.png

    Update Window

    1. Let's begin by adding an accessorial cost for  Accessorial_WTG .
    2. WTG in Accessorial_WTG means wait time.
    3. Add a wait time charge of 2 hours.
    NOC Number

    The driver or the dispatch of this load is called a NOC. Enter the NOC ticket number or instant number in the NOC_ticket_no* field.

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

    DetailedPageUpdateSidebar.png

    Adding Accessorial Charges

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

    AccessorialChargeSection.png

    Verify Accessorial Charges on Details page

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

    AccessorialCHarge-ActivitiesComments.png

    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:

    NOTE:
    It is not necessary to always view details while updating the invoice with an accessorial claim. Click on the pencil icon on the row of the load id to update it from the list view.

    DLT _logan_pdf-01-01.png

    Load List page of a Business Workflow

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

    NOTE:
    Load Service type plays an important role in determining the eligibility of the load for a specific accessorial claim. For example, if the load has an LTL service type, then the user can’t claim Layover Accessorial for that load. The eligibility based on another attribute called the Load Type is also implemented on DL Freight™ based on the business rules set by Walmart Canada and respective Carriers.
    Contact your organization to find out more about load types; in case of platform-specific queries, write to us at: dlfreight.support@dltlabs.io

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

    DLT _logan_pdf-02.png

    Edit asset attribute button on the Load details page

    1. 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:

    DLT _logan_pdf-03.png

    Update Instance pop-up to add Accessorial claims

    1. 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.

    DLT _logan_pdf-01-04.png

    Accessorial claim dropdown list arrow on the expanded view

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

    DLT _logan_pdf-05.png

    Update button

    NOTE:
    Several data fields on the claim sidebar are auto-filled. The new enhancements enable DL Freight™ to automatically pre-populate the accessorial claim with relevant Shipment data, minimizing the risk of making erroneous claims. However, enter the information in mandatory fields to successfully submit an accessorial claim. The mandatory fields are marked with a star (*) mark.

    1. 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.
    2. Upon successful submission of the claim, a notification is seen on the bottom left side of the screen. Refer to the screenshot below:

    DLT _logan_pdf-06.png

    Asset details update notification

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