Once shipment execution is completed, the carrier sends a freight charge invoice for settlement. OTM can validate the invoice cost against the planned shipment cost, approve it, and then allocate that cost back to the originating Order Releases or Purchase Orders.

The three steps are: Match → Approve → Allocate.

Invoice Matching:

A Match Rule identifies which shipment corresponds to an incoming carrier invoice, by comparing reference numbers and the Service Provider. In this scenario the invoice carries the Shipment ID (SID) as a reference number, which is matched to the same reference on the shipment record.