Export

Export

Export

PalletWatch will automatically export your transfer off dockets to equipment hire companies at around 8:00pm.  How often you export will depend on the export frequency you set - please see below.  You cannot Edit or Cancel a docket once it has been exported but you can correct or reject it.

Export Frequency

You can set how often you want exports to be done by doing the following.
  1. Go to Data\Account Setup.
  2. Click on the Hire Companies tab.
  3. Select the export frequency.
  4. Export Delay (Days) lets you assign a delay to your exports, e.g. if you select an Export Frequency of "Daily" and enter 1 in the Export Delay (Days) field then PalletWatch will export every day but will provide you with a 1 day delay.  This gives you a day to change dockets before they export.
  5. All exports go in the evening and weekly exports go on a Friday.
  6. Exports will also go on the invoice dates of hire companies.

Export Checks

Whilst PalletWatch exports automatically it does not mean that equipment hire companies will process the export.  There could be internet problems and they might not receive the export files.  You may receive emails from equipment hire companies advising you of a problem with the docket(s) exported.  You will need to take remedial action to get them processed.  You may see these emails in PalletWatch by going to Data\Notifications.  You will be able to see dockets that have not been processed by equipment hire companies when you run your Reconcile Report or the Uninvoiced Report.  Another way to check for export problems is to do the following:
  1. Go to Data\Exports.
  2. Type "Exported" in the Filter Exports field.
  3. If equipment hire companies send back a receipt confirmation then the Status will change from Exported.  If the filter brings up dockets with a status of "Exported" then you can download the export file and check the docket numbers or note the export date and go to Data\Dockets and enter the date in the Export Date field.

Re-Export

You may need to re-export a docket.  You can only re-export a docket if it has not been invoiced.  PalletWatch will re-export automatically but first the Export date needs to be cleared,  To do this do the following:

* Go to Data\Dockets.
* Search for the docket.
* Click on the dropdown arrow next to the docket number.
* Select Clear Export.

We have also put in place an automatic re-export to CHEP.  This will take place 2 days after the initial export.

Force Export

To the left of the docket number in Data/Dockets there is a dropdown arrow.  One of the options is to Force Export.  This will export the relevant docket at the normal scheduled time.  Force Export will override settings preventing exports.

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