Reinstate a Transfer Off Docket

Reinstate a Transfer Off Docket

Reinstate a Transfer Off Docket

You cannot reinstate a docket if the reinstatement is off your account - the other party needs to do this.  You can raise the reinstatement but not export it if you just want to create a placeholder in the knowledge that the other party will notify the pallet hire company.

You can view a reinstatement you have raised in Data/Dockets.  If you click on the the icon to the right of Notes you will see the Toggle Invoice Dockets icon.  If you click on this you will see the docket expand to show records with an orange background.  These are the versions of the docket which have been invoiced, e.g. when you have raised a reinstatement you should see the reinstatement on the top line with no orange background.  If the reinstatement has been invoiced then you will see a date or the word "Pending" in the Invoice field.  If it has no date then you may need to follow it up with your trading partner.  The Toggle Invoice Dockets will display what versions of the docket have been invoiced.

Reinstatement advice from a trading partner

You may have sent POD documentation to a trading partner and have left their rejection in the Reconcile screen.  When the trading partner advises that they will authorise CHEP or Loscam to process a reinstatement then you can do the following:
  1. Go to Data\Invoices or Actions\Reconcile Invoices.
  2. Find the unreconciled rejection.
  3. Copy the original docket number.
  4. Click on the red "Rejection of an off".
  5. Click the blue Reconcile button.
  6. Go to Data\Dockets.
  7. Refresh the screen.
  8. Paste the docket number in the Search field.
  9. Click Search.
  10. When the docket number appears click Edit.
  11. The first field at top right is the Action field.
  12. Select "Reinstate" if the original dates will be used or Select "Reinstate/Correct" if new dates are used.
  13. In the Export Alteration field select "No".
  14. Click the red "Reinstate" button.
NB:  This will not send a reinstatement to hire companies, it will only act as a placeholder waiting for the trading partner to authorise the reinstatement with the hire companies.  You should regularly check that all reinstatements are invoiced.  These will show up in Reconcile reports as a "Replacement" in the Type field.

Finding an email address

In order for one of your rejected transfer offs to be reinstated you need to send signed documentation to the other party, ideally this documentation would be a pallet docket signed by the other party.  To send them the proof of delivery (POD) you need to have their email address.  There are a number of ways this can be obtained:
  1. It may be in PalletWatch.  You can go to Data/Trading Partners.  At the bottom of the screen where sites display you may or may not see an email address.
  2. You can go to MyCHEP and go to Administration/Manage Other Parties.  You can enter the account number in the Find box or scroll to the bottom of the form and click on "Add Other Party".  Enter the account number and click on the magnifying glass.
  3. You can go to MyCHEP and go to Manage Transactions/Review/Modify.  Enter the docket number and click the magnifying glass.  When the docket number appears click the arrow at the left of screen and when the form opens click on Contact Details.  There may or may not be an email address.
  4. You can email au.customerservice@chep.com or customer.service@loscam.com.
  5. You can do a Google search, find the trading partner's website and give them a call.
If the email address is not in PalletWatch and you find it could you please email support@palletwatch.com.au and we will add it to the database.

Requesting a Reinstatement of a Transfer Off

You can raise a request for a reinstatement of a transfer off by doing the following:
  1. If the rejection is in the Data/Invoices or Actions/Reconcile Invoices screen then copy the original docket number and then click on the red "Rejection of an off".
  2. Go to Data/Dockets.
  3. Paste or Search for the docket.
  4. Click on Edit and scroll down towards the bottom of the screen where you will find a "Send Email" button.  To the right of this button is a dropdown arrow which when clicked will display "Reinstatement Request".
  5. You can drag proof of delivery documentation files into the form and then click Send.


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