In Carrier TMS, you can transfer loads or segments between statements by either adding or removing them as needed.

Remember that you can add or remove loads or segments when the statement is either Opened or in a Partial Lock status. For more details, check out the article on statement lock statuses.

This article will cover:

• Removing load/segment from statement
• Adding load/segment from statement

To remove a segment from a statement:

1. Go to Accounting > Statements > search and click on a statement

2. Click the trash icon next to the segment you want to remove from the statement.

3. The segment will be removed and the statement will automatically be saved.

To add a segment to a statement:

1. Go to Accounting > Statements > search and click on a statement

2. Click Add new load

3. Select the date range of the loads/segments you would like to include in the statement

4. Select the loads/segment and click Add

5. Click Save Statement