Set up accessorial assignments [AX 2012]

Updated: March 5, 2014

Applies To: Microsoft Dynamics AX 2012 R3

NoteNote

This topic applies to features in the Transportation management module. It does not apply to features in the Inventory management module.

You can associate a shipping carrier with one or more accessorial assignments for surcharges, such as fuel surcharges. When you rate a shipment, you can calculate accessorial charges and assign those charges to freight transportation services.

You can set up an accessorial assignment with an optional detail level. For example, you can set filtering options that limit the accessorial assignment to apply for a specific warehouse during a specific period.

To set up an accessorial assignment, follow these steps:

  1. Click Transportation management > Setup > Rating > Accessorial assignments.

  2. On the Details FastTab, in the Name field, enter a descriptive name for the accessorial assignment.

  3. In the Carrier accessorial ID field, select an ID to associate information such as shipping carrier, carrier service, and billing group. For more information, see “Set up a carrier accessorial” in Set up accessorial charges for a shipping carrier.

  4. On the Criteria FastTab, select the Always apply check box if you want to always calculate fuel surcharges for the selected accessorial fee type with the current set of filter criteria.

  5. On the Calculation FastTab, in the Accessorial fee type field, select the type of accessorial fee to use to rate freight. The fields on the Calculation FastTab change depending on the selection in this field.

    The available options for the accessorial fee type are described in the following table.

    Option

    Description

    Flat

    The flat rate without any additional calculations.

    If you select this field, the following field becomes available:

    • Accessorial fee – Optional: Enter an assessorial fee to apply when the freight is rated.

    Per unit

    The accessorial charge is calculated per unit of measure for the fuel charge.

    If you select this field, the following fields become available:

    • Accessorial unit - Select a rating engine method.

    • Accessorial unit divisor – Optional: Select a divisor.

    • Maximum charge and Minimum charge - Optional: Enter the maximum and minimum accessorial charges.

    • Currency - Optional: Change the currency that is derived from the shipping carrier.

    Percentage

    The accessorial fee is a percentage of the base shipping rate.

    Some of the fields that become available when you select this option correspond to the fields listed for Per unit.

    In addition to the fields listed for Per unit, the following field becomes available:

    • Percentage - Enter the percentage to use for calculating accessorial charges.

    Fuel surcharge

    The surcharge rate or percentage based on the carrier’s fuel index.

    Some of the fields that become available when you select this option correspond to the fields listed for Per unit.

    In addition to the fields listed for Per unit, the following fields become available:

    • Region - Optional: Change the region that is derived from the shipping carrier. This is the region where the fuel index is applied.

    • Offset - Optional: Enter the number of offset days for which the fuel index will apply.

  6. On the Calculation FastTab, select the Allow a discount check box to use a shipper rate or a customer rate when accessorial charges are calculated.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration key

Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and select the Warehouse and Transportation management configuration key.


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