The problem to investigate
Even a correct percentage can produce an incorrect amount if the wrong charge base or effective period is used. Calculation evidence must include both components.
Common causes to check
- Outdated surcharge schedule
- Excluded charges included in the base
- Incorrect effective period selected
What your organization should review
- Identify the applicable surcharge schedule
- Check eligible charge categories in the base
- Reproduce factor, base, and rounding
Verification and supporting evidence
Retain the schedule version, contractual applicability, and calculation. When the schedule depends on another reference, preserve the relevant reference value and period as well.
Illustrative review example
A surcharge is calculated on transportation plus a handling fee, while the agreement limits the base to transportation. The reviewer separates the base components before calculating the difference.
How this fits the AuditRes workflow
Use Freight exception and evidence workflows to preserve the surcharge calculation and verified discrepancy for carrier follow-up.
AuditRes Freight supports invoice audit, exception visibility, evidence preservation, recovery tracking, and reporting inside a company workspace. Use these review stages to keep shipment facts, the disputed charge, and the documented case outcome connected.
Frequently asked questions
Can a surcharge be checked from its percentage alone?
No. Applicability, timing, the charge base, and rounding can change the result even when the percentage is correct.
Are the examples actual customer recoveries?
No. The examples illustrate a review decision; they are not customer case studies, measured savings, or promised results. A real finding requires the relevant shipment, invoice, and agreement evidence.