It is typical for distribution companies to reconcile an outbound load when a truck returns to the distribution centre (DC).  Typical requirements for this reconciliation process include:

1. Ability to create / post invoices from the Load planning workbench 

2. Link all sales invoices to a load such that on return to the DC users can register the invoices brought back.  This helps users to monitor / audit / control that all the invoices on truck (load) have been addressed / returned from the delivery run

3. Ability to post a credit note for an entire invoice to reflect an uncompleted delivery - example shop closed when truck arrived to deliver at shop

4. Ability to record the total payments received for a specific load (this means that a driver deposits an amount of money with the clerk - this money reflects the money collected during the delivery), issue receipts to driver for the money collected

5. Ability to record total undelivered quantities - customers may not accept items on invoices.  To record these items /  quantities in a load reconciliation process

6. Reconcile each invoice on truck : allocate payments (from deposit amount to customer), undelivered quantities, credit notes used to pay invoice, etc

7. Display variances to reconciliation clerk - help to identify the variances by invoice

8. Automatically generate credit notes, payments and settle the same to the invoice being reconciled

etc