Set up accessorial charges for a shipping carrier
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Note
This topic applies to features in the Transportation management module. It does not apply to features in the Inventory management module.
Before you can set up an accessorial assignment, you must set up accessorial masters and accessorial charges for carriers and hubs. An accessorial assignment associates a carrier with a surcharge configuration, which is used when you rate a shipment.
The fuel indexes determined by the Department of Energy (DOE) also affect the rates that you identify for a shipment. For more information about how to set up and apply fuel indexes, see Set up carrier fuel indexes.
Set up an accessorial master
The accessorial master is used to categorize the carrier accessorial and hub accessorial charges. You must set up an accessorial master before you can set up a carrier accessorial.
To set up an accessorial master, follow these steps:
Click Transportation management > Setup > Rating > Accessorial master.
Click New.
Enter an ID and a descriptive name for the accessorial master.
In the Accessorial type field, select either Shipping carrier or Hub.
Set up a carrier accessorial
Associate a shipping carrier with information such as a carrier service, an accessorial master, and a billing group.
To set up a carrier accessorial, follow these steps:
Click Transportation management > Setup > Rating > Carrier accessorial charges.
Click New.
Enter an ID for the carrier accessorial.
Specify the carrier details for the accessorial charges, such as shipping carrier ID, carrier service, accessorial master ID, external code of the carrier service, and billing group ID.
In the Accessorial delivery type field, select an accessorial delivery type for the carrier.
Click Accessorial assignments to define parameters for the accessorial assignment and to define how the accessorial charges are calculated. For more information, see Set up accessorial assignments.
Set up a hub master
The hub master is used to categorize the hub, such as a warehouse or port. You must set up a hub master before you can set up hub accessorial charges.
To set up a hub master, follow these steps:
Click Transportation management > Setup > Routing > Hub master.
Click New.
In the Hubs field, enter an ID for the hub.
On the Codes tab, in the Hub type field, select identification for the hub type.
Optional: In the Rates field, select a rate master.
Optional: On the Effective dates tab, provide information about periods where the hub rate applies.
Optional: On the Address and Additional vendor contact information tabs, provide an address and additional vendor contact information.
Set up hub accessorial charges
Associate a hub with information such as a billing group and specify the hub for either pickup or delivery.
To set up hub accessorial charges, follow these steps:
Click Transportation management > Setup > Rating > Hub accessorial charges.
Click New.
Enter an ID for the hub accessorial.
Specify the hub details for accessorial charges, such as hub ID, hub position, external code of a carrier service, billing group ID, and accessorial master ID.
Technical information for system administrators
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. |