Changing Totes and Pallets

You can change the balance count of totes or pallets for any trading partner by adjusting the balance count. See Adding Totes and Pallets to make an adjustment. You can also change the balance and transaction numbers by using the directions below.

Note: The totes and pallets management options in this screen are identical (although totes and pallets are configured separately - see Using Totes and Pallets). The remainder of this section will refer to totes throughout, but is equally applicable to pallets.

1. When you first enter into this option, a Select An Option window appears with the following options:

• EXIT – Select EXIT to exit the Totes and Pallets option.
• TOTES – Select TOTES to work with totes.
• PALLETS – Select PALLETS to work with pallets.

2. After selecting the TOTES or PALLETS a Select An Option window displays the following choices (based on whether you selected TOTES or PALLETS):

• EXIT – Select EXIT to the first window.
• VENDOR – Select VENDOR to adjust tote/pallet balances or list activity by date for selected vendors.
• CUSTOMER – Select CUSTOMER to adjust tote/pallet balances or list activity by date for selected customers.
• QUICK MAINTENANCE – Select QUICK MAINTENANCE to adjust many vendor or customer tote/pallet balances within the same editing screen.
• BALANCE REPORT – Select BALANCE REPORT to print balance reports for customers or vendors.
• CLEAR OUT TOTE/PALLET FILE – Select CLEAR OUT TOTE/PALLET FILE the to remove tote/pallet activity records by date (see below).

Select either the CUSTOMER or VENDOR options from the window to adjust the count.

3. Specify the appropriate customer or vendor ID code.

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

4. The current tote balance is displayed in the Tote Balance field. A positive balance means that there are more totes out in the field than in-house. A negative balance means you received more totes in from your customer/vendor than you shipped out.

5. Command options will appear:

• Add Adjustment – Select Add Adjustment to create a new transaction.
• List Activity – Select List Activity to list tote/pallet activity.
• Exit – Select Exit to exit the option and return to first Select An Option window.

Select List Activity.

6. At the From Date and To Date fields, enter the date range you want to view. Press Enter to confirm. The following information about the customer/vendor tote activity will display:

• Date – The starting date entered or the transaction date
• Ref – Either the sales order number or the purchase order reference number
• ADJ – The adjustment reference number
• In – The number of totes received
• Out – The number of totes shipped
• Balance – The cumulative tote balance for the customer/vendor
• Note – The note entered on the adjustment.

7. Command options will appear:

• Print – Select Print to print the activity list.
• Change – Select Change to edit one of the listed transactions.
• Exit – Select Exit to exit the activity list.

Select Change.

8. Scroll to the adjustment that needs to be changed and press Enter. A “Line is not changeable !!! Space bar to continue” message will appear if you select a purchase order or sales order. Only adjustments can be changed. Changes to a sales order can be made up until the sales order is invoiced in either Sales Orders, Order Control, or Shipping depending on the status of the sales order. If the sales order is open and priced the tote quantity in or out can be changed in Sales Orders or Order Control. If the order status is shipped or ready the balance can be changed in Shipping or Order Control. The tote in or out quantity can be changed on purchase orders in Purchase Orders if the status is open, or in Receiving or Completing Purchase Orders if the status is pending. If the sales order has been invoiced or the purchase order has been completed an adjustment must be made to correct the balance.

9. Enter a new tote in or out quantity in the IN and/or OUT fields. A new note may be entered in the NOTE field, if required.

10. Command options will appear:

• Update – Select Update to save your changes.
• Exit – Select Exit to exit without saving changes and return to the previous command options.

Select Update.

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

Balance counts across multiple customers or vendors can be quickly be changed by using the Totes and Pallets Quick Maintenance option. Use this option to load the beginning balances or reset the open balances to zero.

Totes and Pallets Quick Maintenance:

Note: The totes and pallets management options in this screen are identical (although totes and pallets are configured separately - see Using Totes and Pallets). The remainder of this section will refer to totes throughout, but is equally applicable to pallets.

1. When you first enter into this option, a Select An Option window appears with the following options:

• EXIT – Select EXIT to exit the Totes and Pallets option.
• TOTES – Select TOTES to work with totes.
• PALLETS – Select PALLETS to work with pallets.

2. Select TOTES or PALLETS.

3. A Select An Option window appears; select QUICK MAINTENANCE.

4. Command options appear to allow you to select vendors or customers. Select either Vendor or Customer.

5. The customer or vendor list appears on the screen. Command options will appear:

• Change – Select Change to make changes to the tote or pallet balance.
• Next Page – Select Next Page to move forward a page (or Prior Page to move back one page) if the list is longer than one screen.
• Update – Select Update to save your changes.
• Exit – Select Exit to exit and return to the second Select An Option window.

Select the Change.

6. Make changes to the BALANCE and NOTE fields by clicking directly into the desired fields and changing them, or work down the lists using the Enter or arrow keys.

7. Use the Enter, Tab, or Page Down keys to move through to last field.

8. Command options will appear:

• Change – Select Change to make changes to the tote or pallet balance.
• Next Page – Select Next Page to move forward a page (or Prior Page to move back one page) if the list is longer than one screen.
• Update – Select Update to save your changes.
• Exit – Select Exit to exit and return to the second Select An Option window.

Select Update to save your changes.

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

For more information on the Totes and Pallets option see Totes and Pallets.

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