Transfer PTL freight through crossing partners

What you’ll learn

• Define the partner’s actual movement segment.
• Preserve original booking and package references.
• Separate transfer evidence from partner charges.

Useful terms

Crossing

A partner handoff or transport segment under agreed operating terms.

Transfer manifest

A list of goods intended for a defined handoff or movement.

Step-by-step operating routine

1. 01

   Agree the partner segment

   Record the partner, origin, onward point, service window and responsibility. Confirm goods compatibility and operating capability. Decide how the partner will reference your bookings and communicate exceptions.

   Record or confirm

   • Partner
   • Segment
   • Service window
   • Responsibility
   • Reference mapping
2. 02

   Prepare the transfer manifest

   List original booking and package references, quantities, condition and handling instructions. Distinguish planned pieces from actual handover. Give the partner only the information needed for its permitted work.

   Record or confirm

   • Manifest
   • Booking IDs
   • Package IDs
   • Quantity
   • Condition
3. 03

   Record actual handover

   Count accepted pieces with the responsible parties, capture time and custody evidence and retain rejected quantities. A signature on a total without booking detail may be insufficient to investigate a later shortage.

   Record or confirm

   • Handed quantity
   • Accepted quantity
   • Time
   • Evidence
   • Custodian
4. 04

   Reconcile destination receipt

   Compare what the partner carried with what the receiving point accepts. Record shortages, damage and unknown goods. Keep the unresolved quantity assigned to a responsible location or investigation owner.

   Record or confirm

   • Expected receipt
   • Actual receipt
   • Discrepancy
   • Owner
5. 05

   Review the crossing obligation

   Apply accepted rates and eligible quantities, then approve the charge or invoice under policy. Link it to the transfer and retain disputed items. Prevent repeated partner imports from posting the same charge twice.

   Record or confirm

   • Rate basis
   • Eligible quantity
   • Source transfer
   • Approval
   • Dispute

Exceptions and mistakes to avoid

• Do not merge the partner’s external references into unrelated local bookings.
• A partner upload needs validation and duplicate protection.
• Do not infer custody from a paid crossing invoice.

Partner handoff register

Use consistent units and retain both parties’ acknowledgements.

Includes the illustrative row and blank rows. This is a planning worksheet, not a HiVAM import format. Keep your completed copy private; do not add credentials.

Check your understanding

Try answering first, then open the explanation. Use the worksheet and source records to practise the task.

Put it to work with HiVAM

Use these connections to explore the relevant product workflows. Confirm access in your deployed release; API capabilities require an integration or an available interface.

Keep your learning moving.