Add Accessorials and Accessorial Tables to Contracts
Users now have the ability to attach an Accessorial Table as well as a specific Accessorial charge to a contract. When these are added, any time the contract is applied to a shipment, the specific accessorial charge will be added, and the accessorial table will be applied to the shipment. This will allow a shipper to quickly add any additional accessorials from the table to the shipment in the future.
To add an Accessorial Table, from the Contract Details page, click on the Accessorial Charge Table field and start typing the value for an existing Accessorial Table Reference ID. Select the accessorial table from the drop down list, then click Save. Whenever the contract is applied to a shipment, this accessorial table will appear in the Shipment Details, Financials tab on the shipment.
To add individual accessorial charges to the contract, click the + Add Accessorial link. This will allow you to choose an existing accessorial from the system by typing in the Accessorial field and selecting the accessorial from the drop down list. Then enter a Rate and Accessorial Description. The currency for the rate will be automatically set to the currency established for the contract. You can add multiple accessorials by clicking the + Add Accessorial link again.
If the contract is a point to point contract, the accessorial charges will appear in the estimated charges for the contract, since all shipments that use this contract will have the accessorial charges applied.
When tendering the shipment to a carrier using the contract, the accessorials on the contract will be included in the total charges of the tender.
The accessorial information will be included in the tender email to the carrier, and will be included in the total shipment charges.
Once the carrier accepts the tender, the accessorial charges will appear on the Shipment’s Financial tab, as well as the accessorial table if one was associated with the contract.
In addition to having the ability to manually add accessorials and accessorial tables to contracts, the contract importer has been updated to allow these to be created via the import process. You can add an existing accessorial table to a contract, and up to 6 specific accessorials. The latest version of the contract import template is located here.
API Changes
Company
Added
"RAND_MILEMAKER"
as amileage_type
value to the Company object settings for distance (aka mileage) calculation.
Contracts
Added
default_accessorials
to the Contract object.default_accessorials
is a list of one or more accessorials that are applied to the Contract.
Other Minor Enhancements and Bug Fixes
Bug or Enhancement | Description |
Bug | Order Updates Not Saving |
Bug | Shipment assembly create shipment orders_simple not working as expected |
Enh | Create table read back for Settlements filters and add Status filter |
Enh | Include address book results in address searches similar to what we did in the legacy / v2 orders dashboard |
Bug | Edit Quote- Error -Enter a valid whole number-W/decimal support enabled |
Bug | V3 Orders Imported Failing in Sandbox |
Bug | SFTP - Some Stop Level custom fields are not showing up in the order and shipment UIs |
Bug | Order Not Showing on Shipment |
Bug | Multiple Shipments are being tendered for one load |
Bug | New Dashboard Download Shipment Bulk Action not working properly |
Enh | Add Total Distance as a reference number in Outbound 204 |
Enh | Add charge codes to tender to carrier with contract |
Enh | Automatically change the timezone on new Shipment forms |
Enh | Add Air Movement Status |
Enh | Routing Guide Criteria appears to be case sensitive |
Enh | EDI - Add Total Distance as a reference number in Outbound 204 |
Enh | Make all standard charge codes available for quoting |
Bug | Production Environment subdomain login down |
Enh | For mode of Drayage, leave Estimated Arrival Date Blank(when no date is entered on the shipment) on the External Tracking Link |
Enh | Add Estimated Port Arrival to External Tracking Link |
Bug | Manage -> Carrier, LTL Accounts: Add error messaging |
Bug | Get Quotes Action on Create Shipment Page Doesn't Request Fedex Direct |
Bug | Shipment mileage not matching the Estimated Total Distance within the Contracts screen |