Transfer On

Transfer On

Transfer On

A Transfer On is where equipment is transferred to your account from another account.  Normally you would key in a pallet docket received from the sender.  A Transfer On can be raised by clicking on Create Docket in the main menu and then selecting Transfer On.  If your trading partner is also using PalletWatch then when you enter the transfer on docket number the docket can automatically load thus saving you keying in the docket.  This is dependent on the Trusted checkbox being ticked against that trading partner in Trading Partners which can be found under data in the main menu.

There is no way that PalletWatch can prevent someone transferring on to your account.  The other party can raise a transfer to your account, notify the hire companies and it will be invoiced on to your account.  An exception to this is if your account is a receiver declare account.

Mandatory Fields

Create
This lets you select another docket type from the dropdown box.

Hire Company
Select CHEP or Loscam from the dropdown box.

Docket No.
Auto will let the system generate a docket number for you.  If you click on Auto it changes to Manual and lets you key in a docket number from an existing docket. This is how you would normally key in a Transfer On - with a manual docket, i.e. a paper docket received from the other party.  A warning message will appear if the docket number is longer than 13 characters.

Sender Account
You can either type in the name or the account number.  If the account does not show then you can click on the plus sign at the right of the field and this will let you add a new trading partner.  PalletWatch has an extensive list of trading partners so it will check if the trading partner exists in the database.  If it does then the fields will populate when the account number is keyed in - otherwise you should key in as much information as you have.

Sender Site
Will normally be prefilled but there are some trading partners where you need to select one of their sites from the dropdown box.  If you do not know which site then just select any one.  If the site does not exist then contact PalletWatch support.  You can do this by submitting a ticket.

Receiver Site
This field will normally be filled in but if you want to change the site displayed then you can do this by selecting a site from the dropdown box. 

Rec. Date
This should be the day it physically arrives your site.  This is not necessarily the date on the docket.

Effective Date
The Effective Date is the date when the transfer of hire takes place.  Delay days are normally preset by PalletWatch and the number of delay days will display next to the Effective Date which is at the bottom right of the screen.  Note that, in the case of CHEP equipment, there could be an EDO (Equipment Days Offset) agreement in place.  This means that CHEP will automatically apply the agreed number of delay days regardless of what you enter.

Equipment
A list of equipment for your account will be displayed at the bottom left of the screen.

Quantity
Enter the quantity.  A warning will appear if you enter more than 999 for Loscam equipment.  If you have a quantity larger than this then you will need to raise more dockets.

Reference 1
This field is mandatory, e.g. a transfer to Woolworths must reference their purchase order number.
 

Optional Fields

On the right of the screen there are a number of optional fields although it is best to complete some of them.

Sender Name
This can be the name of your pallet controller or your despatch supervisor.

Internal Reference
This reference is for your own purposes and will not be visible to your trading partner.
 
Notes
These will appear on the printed docket.
 
Reconcile Notes
This field  is useful for pallet controllers to make notes which will not be visible to the trading partner.
 

Save

At the bottom of the screen are three buttons which saves the docket.
 
Create and empty fields
This button saves the transfer and clears the fields ready for the next entry.

Create and keep some values
This button saves the transfer and clears some of the fields ready for the next entry.  It will retain some fields to reduce data entry on your next docket.
 
Create and keep most values
This is useful if you are doing multiple dockets for the same trading partner.  It will clear some of the fields but keep other filled with data that has been entered, e.g. Receiver Account.
 

Print

At the very bottom of the screen the dockets that you have entered will appear. 
 
Print
The Print button will let you print the docket.  Please note that if you exit the Create Docket screen then the list of dockets to print will no longer be visible.  You can print them from Data\Dockets.
 
Clone
The Clone button will display a docket entry screen with some of the fields prefilled as per the docket that you have selected the Clone button on.


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