Export Batch

Export Batch

Export Batch

You can view the dockets on an export batch by either filtering in Data\Exports or in Data\Dockets.

View in Data\Exports

You need to enter either the export batch number or an export date range.
  1. Go to Data\Exports.
  2. Enter the export batch number in the Filter Exports box or enter the export date in the Date From and Date To fields.

Export Type

Exports will be either:
  1. Transfers.
  2. Alteration, i.e. corrections or rejections.

Status

There are different statuses which will change automatically based on whether receipt confirmation has been received from the pallet hire company.  There will be times where the hire company does not receive the export batch and there will also be times where the confirmation is either not sent by the hire company or PalletWatch does not receive it,  This means that pallet controllers need to ensure that they check their uninvoiced transactions to ensure that they can take action if export transactions do not get invoiced by the hire companies.

Statuses are:
  1. Exported.
  2. Received.
  3. Processed.

View

This will display dockets in the batch.  If you do not see docket details then click on the Emails button and it will provide information.  Alternatively you can go to Data\Dockets and filter on hire company and export date.

Emails

This lets you view emails relating to the batch.
  1. Export Emails - provides a report showing all emails.
  2. Download - lets you download the email so that you can forward it to the hire company if necessary.  Please note that once the file is downloaded you need to change the file extension to .eml.

View in Data\Dockets

Once you know the export date do the following:
  1. Go to Data\Dockets.
  2. Show advanced filters.
  3. Enter the hire company.
  4. Enter the date in the Export Date field.
  5. Click Search.
If you want to view the dockets in Excel then do the additional steps:
  1. Click on the down arrow next to the Report box.
  2. Click on Excel.
If you want to view dockets that have not been invoiced in an export batch do the additional step:
  1. In the field "Exclude Tags" select Invoiced.


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