One vocabulary for charges
Every charge line is one of a fixed set of kinds — line-haul, fuel surcharge, detention, layover, TONU, lumper, tarp, liftgate and more — so the same thing is not billed three different ways.
Every plan
An accessorial is any charge on a load beyond the line-haul rate — detention, layover, a lumper fee, tarping, a liftgate, an extra stop and similar — billed for work or delay outside the basic move.
Also called: accessorial charge, accessorials, extras
The line-haul rate covers getting freight from A to B. Everything else that happened on the way is an accessorial: the hours waiting at the dock, the lumper who unloaded it, the extra stop, the tarp. Most are agreed in advance — on a rate confirmation, a rate sheet or a contract — and some only become due if something happens.
Individually they are small, which is exactly why they leak. One missed accessorial is not worth chasing; a missed accessorial on every third load across a year is a real share of margin that never reached an invoice. They are lost at the boundary between the person who experienced the charge — usually the driver — and the person raising the bill, who was not there.
This lives mainly in Billing, where 180 catalogued capabilities are live. Each item says which plan it is on.
Every charge line is one of a fixed set of kinds — line-haul, fuel surcharge, detention, layover, TONU, lumper, tarp, liftgate and more — so the same thing is not billed three different ways.
Every plan
Accessorials on an accepted quote — including the optional ones your customer ticked — are carried onto the load as confirmed charges and flow onto the invoice.
Start and up
Once a confirmed charge is invoiced it is marked invoiced, so re-issuing an invoice after a void cannot bill it again.
Every plan
A billed detention or lumper charge with no evidence on file is flagged on the paperwork radar, before the customer asks for it.
Every plan
An accessorial is any charge on a load beyond the line-haul rate — detention, layover, a lumper fee, tarping, a liftgate, an extra stop and similar — billed for work or delay outside the basic move.
Fuel surcharge usually appears alongside them on the invoice.
It usually appears with the accessorials on an invoice, but it works differently: it moves with the price of diesel rather than being triggered by something that happened on the load.
Charges agreed on a quote are carried onto the load, detention is suggested from recorded stop times against each customer's free hours and rate, and confirmed charges flow onto the invoice and are marked invoiced so they cannot be billed twice.