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Accessorial Costs

Conditional Rules | Cost | Charge Type | Miscellaneous | Related Topics

Use this page to define when and what accessorial costs apply. This page is accessed via Contract and Rate Management > Power Data > Rates and Codes.

Accessorial costs can be assigned to a rate offering or rate record so that it includes any number of contingency rates for special circumstances. Accessorial costs are not included in the cost of a shipment unless it is required for shipping purposes. For instance, a surcharge for delivery to a construction site would not be applied if the shipment was scheduled for delivery to the main office but it would be applied if the shipment had to be delivered to a construction site.

Conditional Rules

Use the Basis Operator and Values fields in this section to define when OTM should apply an accessorial cost.

Combine your conditional rules with SELECTED, AND, or OR statements. If you choose SELECTED, OTM first finds matches for your first conditional rule, and then passes only those matches on to the next conditional rule, and so on.

For example, you could select shipment weight from the Basis drop-down list, and then select < from the Operator drop-down list. Next, enter the maximum weight this particular rate rule covers, and then select the unit of measure (pounds, kilograms, etc.). This conditional rule would cover shipments whose total weight is less than the value specified. You can then enter the actual cost in the Rate section.

If you are setting up rates using deficit rating, use the DEFICIT operand to define the intervals, for example weight bands.


This section defines what accessorial costs OTM should apply, when shipments meet the conditions you set up in the conditional rules section above.


Costs are defined using the Charge Amount, Basis, and Unit fields.

To have OTM apply a charge of $0, you must enter $0 in the Charge Amount text box. If you enter something else in the Amount text box and OTM calculates the charge to $0, OTM will not apply the charge. An example of the latter is when you have a distance charge of $0.10 per mile, but the distance is 0 miles.  

All additional charges (Accessorials, Min, Max, Stop-off, etc.) only apply to feasible base costs even if they are $0.

If you are setting up rates with a DIM factor, your basis must be a DIM basis. For example, the rate basis can be DIMweight but not weight. The conditional rule can contain any kind of basis and need not be a DIM basis.


If you select the Apply Discount Of option, you do not need to choose a charge type. It is possible to enter a negative discount, to inflate your rate. The discount is applied to the current running total of costs.

Unit Breaks

Rate unit break profiles are very efficient when determining the cost of an item during the rating process, and is advantageous over defining a set of individual rate costs, both in terms of performance and storage space. Rate costs are good when defining a set of unrelated cost conditions, whereas rate unit break profiles are good when defining a table of costs based on a single cost condition.

If you select a rate unit break profile, OTM displays another page where you can enter the charge amount for each unit break.

Weight Breaks

Weight break profiles are a special kind of rate unit break profile. These fields are only available if you selected a weight break profile in the rate offering associated with this rate record. Enter the cost for each weight break.

Use the Minimum and Maximum Cost fields to define an absolute minimum and/or maximum for a specific accessorial or cost.

Charge Type

If you enter a cost in the cost section above, you must select the type of cost you are creating. Create rules of several different types to accommodate various cost needs with one accessorial cost record.

Minimum Cost: Regardless of the calculated cost of an accessorial, a minimum charge may apply. If the calculated cost is less than the minimum, the minimum is charged; if the calculated cost is more than the minimum, the calculated cost is charged.

Maximum Cost: Regardless of the calculated cost of an accessorial, a maximum charge may apply. If the calculated cost is more than the maximum, the maximum is charged; if the calculated cost is less than the maximum, the calculated cost is charged.

Choose Normal Cost for all other rates.

Mark Calculate As Marginal Cost if this is an excess cost that should be added on to another base cost. For example, you may want to charge a flat $100 per shipment but charge an extra $2/pound for shipments weighing over 500 pounds. To do this:

  1. define a base cost of $100/shipment

  2. define an excess cost (mark this check box) of $2/pound on the same rate cost definition.

Charge Multiplier Option controls how charge multipliers are applied against the specified cost.

Example 1: A shipment has 3 ship units.

Ship Unit

Weight (pounds)

Volume (cubic feet)

ship unit 1



ship unit 2



ship unit 3




The cost is $1 per pound of SHIPMENT.SHIPUNITS.WEIGHT. Depending on what your Charge Multiplier Option is your results can be:

Charge Multiplier Option

Result w/Example Data ($)

Add individual multiplier values


Choose largest individual break comparator


Choose smallest individual break comparator


Choose greatest individual cost


Choose lowest individual cost



Example 2: If instead, you rate that same shipment against a rate unit break profile, you can use all the other options, too. For example, your cost is $NULL per pound of SHIPMENT.SHIPUNITS.WEIGHT and your charge break comparator is SHIPMENT.SHIPUNITS.VOLUME.

The rate unit break profile looks like this:

Break Max (cubic feet)

Charge ($/pound)







Depending on what your charge multiplier option is your results can be:

Charge Multiplier Option

Result w/Example Data ($)

Add individual multiplier values


Choose largest individual break comparator

{weight(max(9,1,11))=7}*{applicable charge=30}=7*30=210

Choose smallest individual break comparator

{weight(min(9,1,11))=5}*{applicable charge=50}=5*50=250

Choose greatest individual cost


Choose lowest individual cost



Charge Sequence controls in what order your costs are calculated. Cost 1 is calculated before cost 2.

DIM Rate Factor ID in combination with conditional rules allows you to define a separate Dimensional Rate Factor for, as an example, different commodities or locations. This enables you to share the same rate offering across a whole company but still vary the DIM rate factor for different business units or products. Compare this to defining the DIM rate factor in the rate offering where it is always one DIM rate factor.


Calendar ID: If the accessorial charge only applies on certain days of the week or times of the day, assign a Calendar ID to the accessorial. For instance, a surcharge may apply if delivery is on Saturday or Sunday, or if pickup is at night. The Calendar ID must first be defined in Power Data to have the correct time and date constraints.

Effective Date and Expiration Date: If the shipment dates fall outside of the accessorial date range but still within the rate offering date range, the accessorial charge cannot be applied to the rate. For instance, you may set up a rate offering with an accessorial for fuel surcharges for the month of August. Keep in mind that the charge will apply from the morning of the Effective Date (one second after midnight) until midnight of the Expiration Date.

Use Defaults: If you ONLY want to use accessorial defaults for a rate offering - rate record combination, associate an empty accessorial cost to the rate and mark the Use Defaults check box. Compare this to a rate with accessorial costs defined where OTM always uses accessorial defaults.

Charge Group: One function of accessorial cost definitions is the ability to define accessorial costs at multiple rate levels. You can define the cost at the global level, by entering an accessorial default. You can override the accessorial default by defining the cost at the rate offering level. You can override the rate offering accessorial by defining the cost at the rate record level. The ability to override accessorials, and to define accessorials at higher levels without requiring low-level definitions is very useful.

You can arbitrarily assign a designation to related groups of accessorial cost definitions. This allows OTM to determine which costs should be overridden, and which costs should be considered normally. Costs within the same group, but different levels in the rate hierarchy, will be overridden, whereas costs in different groups will be treated normally.

Payment Method Code ID indicates the payment method code to be applied to the shipment cost for that accessorial cost.

Charge Break Comparator determines what kind of actual value OTM compares your rate unit breaks to. This value is only necessary if you chose a Rate Unit Break Profile ID or entered data for a weight break profile.

Optionally, enter Notes to summarize the accessorial for reference.

Record a Description for the cost. This description appears as the Shipment Cost Type on the Financial tab in the Shipment Manager if no description was recorded for the Accessorial Code to which this cost is assigned.

You can define the rounding behavior of all numeric fields during the rating process using the fields described below. Rounding definitions at the more detailed levels override the rounding definitions at the higher levels. For example, the rounding definitions at the Rate Record level will override the rounding definitions at the Rate Offering level. The Rounding Type field dictates how numbers will be rounded. Select Ceiling to always round up, Floor to always round down, Nearest Interval to round up if it is 5 or greater and down if it is less than 5, or No Rounding to not round at all.

Use the Rounding Interval field to specify what interval you want to round up or down to. For example, if you want to round up or down to the nearest 1, enter 1 here. If you want to round up or down to the nearest tenth decimal place, enter .1.

Use the Rounding Fields Level field to specify which fields in the rating process should be rounded. For example, you may only want currency fields rounded.

The Rounding Application field defines when rounding should take place. For example, you may only want rounding to be done on cost calculations.

The Deficit Calculations Type field defines the way OTM handles unit breaks. When there is a unit break defined for a rate, Deficit Calculations will make sure that the least expensive rate is selected. For example, if a rate break occurs at 1000 pounds, and an order weighs 999 pounds (with a rate of $15 per pound), then OTM will look at the price of shipping at the next highest weight break (1001 pounds at $13 per pound) and apply the cheapest rate. In this example, the least expensive offer is to use the 1001 pound rate even though only 999 pounds are being shipped. For details on the types, see Rounding and Deficit Calculations.

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