Assign TMS Account Charge Codes

In a previous article, DVU users learned how to create Account charge codes and assign them to a warehouse activity (i.e. receiving, shipping, and work orders).

This article builds on that knowledge. DVU users learn how to enable transportation charge codes for shipment/loads and pending quotes in the TMS environment.

Assigning a TMS charge code

Step 1 Create

To create an Account charge code for the TMS environment, DVU users must select one of two types: Flat Rate or Per Hour. The other charge code types (e.g. Per Kit or Per UOM) do not work in the TMS.

1. Open an Account page and create a charge code in the left column. Learn more.

2. Go to the Assign Codes heading at the top of the page.

3. Click the field.

4. Select Transportation.

Step 2 Assign

Select a charge code in the left column.

1. Click the Assign (green arrow) button. DVU copies the code to the column on the right.

2. Click Save Partner.

3. Repeat the steps to create and assign other Account charge codes.

Viewing charges in the TMS

After a DVU user creates and assigns an Account charge code, Davinci updates all related shipping/load and pending quote pages with the same account. To view the results and enter values, open a shipment/load or pending quote and click Charge Codes on the side menu.

In the example below, the Charge Codes page displays two codes, including a liftgate rate of $250.

The default quantity in the Apply / Qty field is zero. DVU users must enter a value manually.

Next steps

Davinci automatically adds TMS charge codes to an account invoice. To view these charges, generate an invoice by changing the job status to Schedule Post.