Resolve load charges and trace operational results before closing the review.
Freight Analyst records the load, charge type, amount and currency. Review the supporting delivery record or document, and ask the Dispatcher to explain any detention, layover or other disputed operating circumstance.
Freight Analyst approves a supported draft charge after reviewing its evidence. Keep unsupported amounts in Draft for investigation or record an invalid charge as Void. An approved dock appointment alone cannot establish the amount due for waiting time.
Freight Analyst records the charge as Invoiced and enters the invoiced date from the financial evidence. Record Paid only when the corresponding payment evidence has been reconciled. Keep each currency separate during the handoff.
Freight Analyst reviews Pending, Failed and review-needed operation receipts with Dispatcher or Dock Reviewer. Compare the action, external reference and related source decision before retrying work. Identify who owns the unresolved result.
Freight Analyst compares completed outcomes with their source records. Transport Planner reviews a changed or cancelled load with Dispatcher and checks the effect on assignments and appointments. Preserve the earlier decision and revision context when correcting the operating plan.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.