Match signed delivery evidence to sales orders and separate clean deliveries from shortages and damage.
Where this helps
Trucks may have completed their routes while billing still waits on signed paperwork. Partial deliveries and handwritten exceptions make it risky to invoice every order as shipped.
What Rectangle connects
Match TMS delivery events and signed proof of delivery to ERP order lines and warehouse shipped quantities. Extract discrepancies for review and verify document identity, quantities, and receipt status. A delivery scan without usable proof stays in the exception queue when company policy requires a signed POD.
Match delivered orders 41 clean deliveries with signed PODs
- 4 deliveries missing usable PODs
- 3 deliveries contain quantity or damage exceptions
- All 48 orders accounted for.
A closer look
Match signed delivery evidence to sales orders and separate clean deliveries from shortages and damage.
Resolve an exception SO-9208 needs a billing decision on four damaged cases. The signed POD records 96 cases accepted out of 100 shipped.
| Line | Calculation | Value |
|---|---|---|
| Accepted goods | 96 × $30 | $2,880 |
| Damaged quantity | 4 × $30 | $120 |
Hold this order for the billing owner’s adjustment decision. The other 41 clean deliveries can move to invoice drafts, with four missing-POD tasks and three exception reviews accounted for.
From answer to action
Billing gets a clean queue and a separate set of orders that need a credit, quantity adjustment, or missing document. Connected accounting tools can prepare invoice drafts after the evidence is reviewed, preserving a link from every bill to its delivery records.
Prepare the billing queue 41 invoice drafts ready for finance review
- 4 POD retrieval tasks · 3 exception reviews.
- SO-9208 held for the $120 adjustment decision.
- No invoice posted or emailed.
Shorten the gap between delivery and billing without overlooking delivery exceptions.
