Settlements / Exception Visibility

Every settlement exception needs a reason, owner, and path to cash.

BOF prevents vague hold queues by showing exactly why the packet is under review, what evidence is missing, who owns it, and what clears it.

Proof gap

Signed POD, BOL, lumper receipt, dock photo, seal proof, or accessorial support.

Pay question

Rate basis, percentage, mileage, detention, deduction, reimbursement, or contractor setup.

Billing hold

Customer reference, dispute reason, claim note, factoring packet, or approval status.

Owner action

Dispatcher, billing desk, safety lead, driver file owner, customer contact, or manager review.

Exception clearance route

Name the reason: make the hold specific enough for action.
Show the impact: dispatch, proof, pay, billing, factoring, or cash-flow effect.
Assign the owner: route the next action to a person or operating role.
Close the loop: attach the evidence and record the release note.