1. Freight Brokerage Platform
  2. Features
  3. Exceptions and reconciliation
Feature · Exceptions and reconciliation

Exceptions and reconciliation

Investigate a load exception and preserve the evidence behind corrective work.

OverviewMy Loads
Freight Brokerage Platform · Exceptions and reconciliation

My Loads

Loads

New
Record numberSubjectPromised delivery atEquipment classRevisionStatus
LDS-72836Draft lds-14708 OctEC-871280Draft
LDS-96241Planned lds-19124 OctEC-580660Planned
LDS-22481Dispatched lds-49227 OctEC-847620Dispatched
LDS-26704In transit lds-84618 OctEC-185720In transit
LDS-58704Delivered lds-82815 OctEC-524430Delivered
6 of 6 records
Draft lds-147Loads · LDS-72836
Draft
Promised delivery at08 Oct
Equipment classEC-871
Revision280
Example screen with sample data

What you can do

Identify the discrepancy before taking another action

A load in Exception needs a clear explanation of what interrupted the intended movement. The Dispatcher starts with the load and its current revision, then brings the relevant evidence to the Transport Supervisor. A failed operation may require investigation even when the underlying load record has already changed, so read the receipt before attempting the action again.

Operation receipts retain the action, stable key and expected revision with the result and effect references. The supervisor compares those claims with linked local evidence and the authoritative external source where needed. Operations Overview helps the team triage active loads, pending review decisions and failed operations alongside delivery performance.

How the work is organized

  • Operational exception. The Dispatcher identifies the affected load and evidence. Vehicle readiness or defect information may help explain why the planned resource could not proceed.
  • Corrective authorization. The Transport Supervisor reviews a proposed correction independently. Preserve the original decision and movement evidence when executed work needs a compensating action.
  • Receipt reconciliation. Compare failed or uncertain results with the actual effects. Keep a concrete discrepancy on an item needing review until authoritative confirmation supports the outcome.

What to agree during setup

Agree when the Dispatcher marks a load as an exception and what supporting evidence the supervisor needs. Distinguish unexecuted scope that can be canceled under the procedure from movement or external work that already occurred. Define who contacts the responsible external operator when a correction affects work controlled elsewhere.

Configure reconciliation as an evidence check with guarded result updates. Decide how the supervisor finds the expected load revision and verifies each effect reference. A repeated request should use the agreed operation identity and be examined for an existing result before execution. Agree how the team records an unresolved discrepancy so the next shift can continue the investigation without reconstructing the failure from memory.

Check the handoff on an actual case

Rehearse a planned cross-dock movement whose assigned vehicle enters Maintenance before dispatch. The Dispatcher reads the readiness and related defect evidence, then identifies the affected assignment and load. Bring the proposed resource change to the supervisor under the agreed exception procedure and retain the evidence explaining why the original arrangement changed.

Next, inspect a failed dispatch or completion receipt. Compare its expected revision and recorded effects with the current load and movement observations. If the evidence is incomplete, keep the result under review with a specific discrepancy. Rehearse a cancellation of unexecuted scope separately from a correction after pickup, and confirm which person must authorize each step before anyone contacts an external operator.

What your team sees

  • Loads in Exception — Find loads requiring an operational decision and identify their owners.
  • Operation Receipts Default List — Investigate Pending, Failed and Needs review results.
  • Vehicle Defects Default List — Read defect severity, repair evidence and release dates when reviewing readiness.

Follow the work through

Rehearse exceptions and reconciliation and assign connection responsibilities under integrations.

What it keeps track of

Data model
Loads
Freight loads from pickup to delivery with promised windows, freight value and lifecycle
Operation receipts
Idempotent operation receipts recording executed or failed actions with stable keys
Review decisions
Independent approval, rejection or return decisions on a source revision
Load assignments
Driver and vehicle assignments to loads with committed start and end times
Vehicles
Fleet vehicles with equipment class, capacity, readiness and external fleet id
Vehicle defects
Reported vehicle defects with severity, repair evidence and release time
Record attachments
Evidence files attached to loads with visibility and evidence type

Who uses it

Permissions
Dispatcher
, Transport Supervisor, Auditor, Admin.
The Transport Supervisor authorizes eligible corrections and investigates operation evidence.

Set up Freight Brokerage Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started