Posted History

Use Posted History to review transportation work after it has been completed and posted.

Posted records give customer service, finance, and operations a read-only audit trail.

Before you start

Make sure that:

  • active documents have been posted,
  • users have permission to open posted TMS records,
  • date and customer filters are set correctly when searching history.

Main posted records

Record Use it for
Posted Forwarding Order Main completed job history.
Posted Freight Order Historical carrier execution record.
Posted Stage Entries Historical execution event records.
Posted Settlement Historical income, cost, allocation, and margin.
Posted Logistic Unit Historical cargo unit structure.
Posted Attachments Files linked to posted documents.

How to work with posted history

  1. Search for the posted list you need.
  2. Filter by customer, carrier, posting date, document number, or reference.
  3. Open the posted document.
  4. Review parties, cargo, stages, settlement, and attachments.
  5. Open related posted sales or purchase documents when needed.
  6. Print historical documents only when the process allows it.

Good to know

  • Posted history is read-only.
  • Corrections should follow your finance and operational correction process.
  • Posted records are the best source for audit, reporting, and customer service review.

Troubleshooting

Problem What to check
Posted document is not found Check filters, company, posting date, and the original document number.
Related invoice is missing Review settlement posting and linked document references.
User cannot open posted history Check posted-document permissions.