Reviewing a flagged document — when the POD isn't signed
A billing package flagged missing_pod and pod_incomplete: the load matches, the totals agree, and the fix is a reply to the carrier.
Start with the header and the email
Detailed View shows the file name, the queue count ("112 flagged") and the actions: Cancel, Prev / Next, Dismiss, Clear Flag and Submit. Under them is the email the document came in, with the sender, subject (Transport Service Invoice R000857205 / F1027994) and message, plus a Reply button. Read the email first. It often tells you what's attached.
Read the flag, then check the load
The red pill names the flags: "Flagged: missing_pod, pod_incomplete". Before chasing them, confirm the basics. In AI Recommendation, the Load Number (0472855) has a Search button to look it up again. In Current Data, the same load number has a green tick, with the same carrier and the same two stops. The document belongs to the right load.
Check the money, even when it isn't the flag
In the walkthrough, Freight Bill is turned Off with the note "Freight bill will not be submitted to PPU. This carrier bills through EDI 210." The charges arrive by EDI, not from this screen. The totals still agree: the invoice bills $1,400.00 freight and $448.84 fuel surcharge, and Current Data holds $953.01 and $895.83. That's $1,848.84 both ways, so the split differs but the total doesn't.
- Invoice — 1,400.00 + 448.84 = 1,848.84
- In system — 953.01 + 895.83 = 1,848.84
- Freight Bill Off — This carrier bills through EDI 210, so nothing is submitted to PPU from here.
Find the POD in Load Documents
Under Load Documents, KnowDoc has matched page 2 of the PDF as the POD for stop 2 (the delivery) on order 431964. Page through the PDF to check it. Current Data lists the PODs the load expects: one for the pickup and one for the delivery. Existing Documents shows 0, so nothing is on file yet.
"POD signature not found" — check the page
Below the table, a red "POD signature not found" tells you why the POD counts as incomplete. Look at page 2: the shipper signed, but the consignee line is blank. The yellow override box (Signature present, Override received date) is only for when you can see a signature that KnowDoc missed. Don't tick it here, because there's nothing to see.
Reply to the carrier
Click Reply on the email strip. A panel opens with the carrier's message quoted and the subject kept as "Re: Transport Service Invoice…", so your reply stays on the same thread. Ask for exactly what's missing, here a signed delivery POD and the pickup POD for load 0472855, and press Send (or ⌘/Ctrl + Enter).
Leave the flag, move on
Don't clear a flag the paperwork doesn't answer yet. The count stays at 112. Click Next → to go to the following document. When the carrier sends a signed copy, add it under Load Documents, then Save Edits and Clear Flag.
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