Custom charge code mappings

Charge code mapping is how TaluxIQ translates the charge descriptions found in freight documents into the specific codes your TMS expects. Getting this right is key to accurate job registration.

How it works

When RegoIQ extracts charges from a document (e.g., "Ocean Freight", "THC", "Documentation Fee"), it looks up each charge description in your mapping table to find the corresponding TMS charge code. Mappings can be configured at three levels:

• Global defaults: Apply to all jobs unless overridden. Set these up first.
• Client-specific: Override global mappings for a specific client. Useful when different clients require different charge code configurations.
• Carrier-specific: Override mappings when charges come from a specific carrier, which may use different terminology.

Setting up mappings

1. Go to Settings → Charge Codes.
2. You'll see a table with two columns: Document Description (what appears in the freight document) and TMS Code (your CargoWise or Expedient charge code).
3. Add mappings for common charges. TaluxIQ comes with sensible defaults for standard freight charges, but you'll want to review and adjust these for your specific TMS setup.
4. Use the fuzzy matching toggle to allow approximate matches — e.g., "O/Freight", "Ocean Frt", and "OCEAN FREIGHT" all mapping to the same code.

Handling unmapped charges

When RegoIQ encounters a charge description that doesn't match any mapping, the job is flagged on the review dashboard. You can:

• Manually select the correct charge code for this instance
• Add a new mapping so the same charge is handled automatically next time
• Skip the charge if it's not relevant to the TMS registration

Tips

• Start with your 20 most common charges and add more as unmapped charges appear in the review queue.
• Use the Charge Code Report (under Reports) to see which charges are being mapped most frequently and which are causing the most flags.