Changing Non-Owned Releases

Changes can be made to new non-owned releases when they are created or after they are completed. For more information on making changes to non-owned releases while adding them, see Adding Non-Owned Releases.

To make changes to an open non-owned release and/or to complete the open non-owned release

1. At the Customer field, enter the six character customer ID code.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

2. A Select A Location window appears and displays the following choices: EXIT, followed by a listing of all locations. Highlight the appropriate location and press Enter or select EXIT to return to customer field.

Note: If there is only one location in the location table, that location will be defaulted and the selection window is bypassed.

3. A Select An Option window appears and displays the following choices: NEW RELEASE, PICK RELEASE, and EXIT.

• NEW RELEASE – Select NEW RELEASE to add/create a new non-owned release. A list of all open non-owned releases will display for the customer specified. Scroll to the release and press Enter to select the release.
• PICK RELEASE – Select PICK RELEASE to choose from a list of completed releases.
• EXIT – Select Exit to exit the release option and select a different customer or leave blank and exit.

Select PICK RELEASE.

4. Select the release to change by scrolling down the list of open releases and pressing Enter. Command options will appear:

• If you select Add, the system will allow the user to add additional line items to this release.
• If you select Change, the system will allow you to make changes to the lots selected and release Amount field in a particular line item already entered on this release. Highlight the line to be edited and press Enter. Enter in the appropriate changes, or press Enter to accept the existing entries.
• If you select Delete, the system will allow you to delete a line item already entered on this release. Highlight the line to be deleted and press Enter to confirm your selection.
• If you select Text, the system will allow you to add a text message to a particular release line item.
• If you select BOL, the system will allow you enter an add an alternate ship-to/bill-to address to print on the bill of lading. This will override the customer ship-to address.
  • Select Change.
  • Select Modify.
  • Enter the alternate ship-to/bill-to address for the release.
  • Select Exit to save.
• If you select Release, the system will allow you to make edits to the release header fields.
• If you select Update, the system will update and save this release. Proceed to the next step.
• If you select Void, the system will void this release.
• If you select Exit, the system will exit this option. The message line displays "Release was Changed !! Exit Anyway? No/Yes."
  • If you select no, the system will abort exiting this release.
  • If you select yes, the system will exit without saving this release.

Select Update to save the released non-owned item.

6. Once you select Update to save the release, the system will verify that all non-owner lots used on the release have sufficient balances to accommodate the release. Non-owner lots cannot have a negative amount. If a problem is discovered, the following message will appear: "Non-Owner lot balance deficiency. Update ABORTED!!." Otherwise, a different message will display: "Updating files, please wait..." while the release is written to the system. The release number is assigned at this time and displays in the upper right hand corner of the screen.

7. Command options will appear:

• If you select DON'T PRINT RELEASE, the system will continue without printing the release at this time.
• If you select PRINT RELEASE, the system will print the release. Command options will appear allowing you to print or choose from a set of other print options.
• If you select EXIT, the system will return you to the message line options where you can then select any of the options described above.

8. The message line displays the following options

• If you select DON'T Complete Release, the release will not be completed and will appear on the PICK RELEASE option that appeared in the Select An Option window which displayed when you chose to start the release process. This can be changed and completed at a later time.
• If you select Complete Release, the release will be completed and will not appear on the PICK RELEASE option that appeared in the Select An Option window when you chose to start the release process. The on-hand balance will be reduced by the release and the release can no longer be changed.
• If you select Exit, the system will return you to the message line options where you can then select any of the options described above.

If the carrier assigned to the release requires a bill of lading, a Select An Option window will appear with the following options:

• Don’t print BOL – Select Don't print BOL to update the release without printing the bill of lading
• Print BOL – Select Print BOL to print a bill of lading and update the release. Command options will appear allowing you to print or choose from a set of other print options

You can also access open releases by leaving the customer ID field blank and pressing Enter. A Select An Option window will display the following options:

• Next Customer – Select Next Customer to return to the NON OWNER RELEASE option
• Open RLS Selection Box – Select to open a selection box that displays a list of open releases with the following information:
  • Customer ID
  • Location ID
  • Release Number
  • Customer release number
  • Release date
  • Release description.

Scroll to select the release to change and press Enter. The system will return you to Step 3 above.

To make changes to completed releases

1. At the Customer field, enter the six character customer ID code.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

2. A Select A Location window appears and displays the following choices: EXIT, followed by a listing of all locations. Highlight the appropriate location and press Enter or select EXIT to return to customer field.

Note: If there is only one location in the location table, that location will be defaulted and the selection window is bypassed.

3. A Select An Option window appears and displays the following choices: NEW RELEASE, PICK RELEASE, and EXIT.

• NEW RELEASE – Select NEW RELEASE to add/create a new non-owned release. A list of all open non-owned releases will display for the customer specified. Scroll to the release and press Enter to select the release.
• PICK RELEASE – Select PICK RELEASE to choose from a list of completed releases.
• EXIT – Select Exit to exit the release option and select a different customer or leave blank and exit.

Select PICK RELEASE.

4. A selection box will display completed releases for the specified customer and location specified. Command options will appear: Select Release and Exit.

• If you choose Select Release you will be able to select, from the selection box, the release to change.
• If you select Exit, you will return to the Customer field.

If Select Release is selected:

5. Command options will appear:

• If you select Add, the system will allow the user to add additional line items to this release.
• If you select Change, the system will allow you to make changes to the lots selected and release Amount field in a particular line item already entered on this release. Highlight the line to be edited and press Enter. Enter in the appropriate changes, or press Enter to accept the existing entries.
• If you select Delete, the system will allow you to delete a line item already entered on this release. Highlight the line to be deleted and press Enter to confirm you selection.
• If you select Text, the system will allow you to add a text message to a particular release line item.
• If you select BOL, the system will allow you enter an alternate ship-to/bill-to address to print on the bill of lading. This will override the customer ship-to address.
  • Select Change.
  • Select Modify.
  • Enter the alternate ship-to/bill-to address for the release.
  • Select Exit to save.
• If you select Release, the system will allow you to make edits to the release header fields.
• If you select Update, the system will update and save this release. Proceed to the next step.
• If you select Void, the system will void this release.
• If you select Exit, the system will exit this option. The message line displays "Release was Changed !! Exit Anyway? No/Yes."
  • If you select no, the system will abort exiting this release.
  • If you select yes, the system will exit without saving this release.

6. Make the necessary changes and select Update. Once you select Update to save the release, the system will verify that all non-owner lots used on the release have sufficient balances to accommodate the release. Non-owner lots cannot have a negative amount. If a problem is discovered, the following message will appear: "Non-Owner lot balance deficiency. Update ABORTED!!." Otherwise, a different message will display: "Updating files, please wait..." while the release is written to the system. The release number is assigned at this time and displays in the upper right hand corner of the screen.

7. Command options will appear:

• If you select Don’t Print release, the system will continue without printing the release at this time.
• If you select Print Release, the system will print the release. Command options will appear allowing you to print or choose from a set of other print options.
• If you select Exit, the system will return you to the message line options where you can then select any of the options described above.

8. The message line displays the following options

If you select DON'T Complete Release, the release will not be completed and will appear on the PICK RELEASE option that appeared in the Select An Option window which displayed when you chose to start the release process.

• If you select Complete Release, the release will be completed and will not appear on the PICK RELEASE option that appeared in the Select An Option window when you chose to start the release process.
• If you select Exit, the system will return you to the message line options where you can then select any of the options described above.

Important: Your changes will not be saved unless you select Update.

For more information on the Non-Owned Release option see Non-Owned Releases.

Security Required : Inventory - Non Owned