Dispute files
Structure of a file, carrier templates, missing-evidence list, second rounds, trucker back-charges, exports.
Structure
- Header: container, B/L, carrier, invoice number, amount invoiced, amount computed, amount disputed.
- Timeline with sources and the computation's chosen timestamps.
- Clause check: each term, the clause quoted with page, applied value, invoice value.
- Day-by-day calendar for the chargeable period with exclusions marked.
- Arithmetic: tiers, rates, currency.
- Missing evidence: item, why it matters, who holds it, contact if known.
- Letter draft in the carrier's template.
- Attachments list in the carrier's required order.
Carrier templates
Portal-form field maps, email subject/body conventions and attachment order for the major ocean carriers. Add your own under Settings → Templates. The draft uses the template for the invoicing carrier.
Responsibility splits
When the timeline shows a trucker handover, days after handover are allocated to the trucker where the contract and haulage terms support it. Two drafts are produced: carrier dispute for the carrier's days, trucker back-charge for theirs.
Second rounds
Forward the carrier's reply. The stated ground is extracted and checked against the booking, contract and timeline. A response is drafted; if the ground is valid, the file recommends closing and records the reason.
Credits
Upload the credit note; it is matched to the dispute by invoice number and amount and the tracker status moves to credited.
Exports
PDF of the file with attachments; CSV of the tracker; TMS note text. API on Enterprise.