TM 202 · SETTLE
How does freight cost reach finance?
Basic TM calculates expected transportation charges from freight agreements and rates. A Freight Settlement Document represents carrier cost and supports purchasing, service entry, accrual, invoice verification, and FI integration.
READ FROM RESULT BACK TO RULE
Connect freight service to controlled cost
Basic TM combines transportation demand, master data, planning decisions, operating proof, and commercial settlement. A visible document status alone rarely explains whether the flow is feasible or recoverable.
ONE BASIC TM STORY
Follow the decision through its evidence
Each hand-off has a different owner and a different proof. Preserve the hand-off rather than repairing a later status in isolation.
- 01CALCULATEExpected charges
Agreements, calculation sheets, rates, scales, and charge types produce expected cost.
- 02SETTLEFreight Settlement Document
Carrier cost is represented with controlled commercial evidence.
- 03RECONCILEPO / SES / invoice / FI
Follow-on purchasing documents, service evidence, invoice verification, and FI posting complete the financial branch.
DIAGNOSTIC EVIDENCE
Ask the question at the correct layer
Transport problems become recoverable when the team checks the decision, source data, document, and event evidence in that order.
Trace agreement, validity, calculation sheet, rate table, scale, units, distance, currency, and accessorial input.
Validate carrier purchasing data, organization, account assignment, service data, period, tax, and logs.
Classify rate error, execution change, legitimate accessorial, duplicate, tax, currency, quantity, or unplanned cost.
PROJECT MOMENT
A waiting charge appears on the carrier invoice
The expected charge contains base freight and fuel only. The reviewer checks execution events and agreement validity; a valid charge follows controlled correction, while an unsupported charge remains disputed.
- Expected and invoiced charges are compared
- Execution evidence supports the decision
- Commercial validity is checked
- The variance remains auditable
Use the practitioner map to prioritize work and recover exceptions.