Transport Additional Service Approvals

Transport Additional Service Approvals

Transport Additional Service Approvals

Use this article to review, approve, or reject Additional Services added to consignments before customer invoices are finalized.

Overview

Additional Services may require approval before customer invoices can be finalized. This ensures charges are valid and accurate before billing.

Use this when:

  • Additional Services have been added to consignments
  • You need to review charges before invoicing
  • You need to reject charges that should not be applied

Before You Begin

Ensure the following prerequisites are met:

  • User role with access to Finance > Tools > Additional Service Approvals
  • Consignments have Additional Services added
  • Understanding of which charges should be approved or rejected

Important

Unapproved Additional Services will prevent customer invoices from being finalized.

Step-by-Step Instructions

Approve from the Additional Service Approvals Page

  1. Navigate to Finance > Tools > Additional Service Approvals
  2. Use the drop-down filter to view Unapproved Additional Services
  3. Click a consignment from the list on the left
  4. Review the Additional Service details displayed on the right
  5. Toggle the Approved button to Yes
  6. Click Update to save

To reject an Additional Service:

  1. Follow steps 1–3 above
  2. Toggle the Reject button to Yes
  3. Click Update to save

How to Approve an Additional Service

Approve from a Consignment

  1. Open the consignment with the Additional Service
  2. Go to the Admin tab
  1. In the Additional Services section, click View Approval Tools
  1. Toggle the Approved button to Yes
  2. Click Update to save

Once approved, the Additional Service shows as approved on both the Admin and Finance tabs.

Note

Rejecting vs. Deleting:

  • Reject: Permanently removes the charge, even if the consignment is re-priced
  • Delete (Admin tab): Temporarily removes the charge, but it may be re-added during re-pricing if conditions are met

The Reject toggle is only visible for unapproved charges.

Configure Approval Requirements

To enable or disable approval requirements for an Additional Service:

  1. Navigate to Finance > Configuration and Setup > Transport Additional Services
  2. Click the applicable service
  3. Toggle Requires Approval to Yes or No
  4. Save changes

How it works:

  • Requires Approval = Yes: Automatically added charges require approval. Manually added charges are approved immediately.
  • Requires Approval = No: All charges are approved automatically.

Best practice: Enable approval requirements to ensure charges are reviewed before invoicing.

Common Issues & Troubleshooting

Issue: Additional Service keeps reappearing after deletion
Cause: The charge is set to automatically add based on a data filter
Resolution:

  • Use the Reject toggle instead of Delete
  • This prevents the charge from reappearing during re-pricing

Issue: Cannot see Reject toggle
Cause: The Additional Service is already approved
Resolution:

  • Reject is only available for unapproved charges
  • Unapprove the charge first if needed