Reconcile freight manually

This procedure shows how to reconcile freight manually. This is typically done by a transportation coordinator.

Select a load to reconcile

1. Go to one of the following pages, depending on whether you are reconciling an inbound or outbound load:
   • Transportation management > Planning > Inbound load planning workbench.
   • Transportation management > Planning > Outbound load planning workbench.
2. Clear the Hide shipped and received checkbox.
3. In the Load grid, select the load you want to reconcile.

Create a carrier invoice

If you manually reconcile freight and don't automatically receive carrier invoices, you can create an invoice based on the freight bill.

1. Select Related information.
2. Select Freight bill details.
3. Select Generate freight bill invoice.
4. In the Invoice field, enter a value.
5. Select OK.

Reconcile the invoice

When you reconcile a carrier invoice and a freight bill, the reconciliation is done line by line.

1. Select Match freight bills and invoices.
2. Expand the Invoice details section.
3. Expand the Unmatched freight bill details section.
4. In the list, mark the selected row.
5. Select Match.
6. Expand the Matched freight bill details section.

Submit the invoice for approval

1. Select Submit for approval.
2. Close the page.
3. Clear the Hide approved checkbox.
4. Select Vendor invoice journals.
5. In the Reference journal number field, select the link.
6. Select Lines.