create an exchange in / out - chep

Create an Exchange In / Out

Create Exchange In / Out1. Click and select

2. Select Create Exchange

3. Click Location

4. Select required Exchange Direction

5. Search Other Party

6. Select the required Movement Date from the calendar

7. Select Automated or Manual for the CHEP Docket

8. Enter Reference

9. Enter Other Reference

10. Click ADD EQUIPMENT+ and enter quantity

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Create Exchange In / Out11. Select Transporter

12. Enter Driver information

13. Enter Vehicle Registration

14. Complete Add Note field

15. Select Reset to start from scratch

16. Select Submit and receive a confirmation email

17. If the creation is successful a notification will pop up

SUCCESSYour exchange has been successfully submitted.Docket number: xxxxxxxxxxxxx

Transaction status: ACTIVE

18. Select to print a PDF of the exchange out or in movement

19. Select CREATE ANOTHER EXCHANGE if required

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Create Bulk Exchange

Create Bulk Exchange1. Click and select

2. Select Bulk Exchange Capture

3. Select to download the excel bulk import template file

4. Select to upload the downloaded template with data required

5. Click to find a specific field on the screen. Once found the details will be highlighted in Red

6. Entry table fields - Other Party, Docket No., Direction, Equipment, Quantity and Quantity Redeemed

7. Mandatory fields will be selected in Pink in the Entry Table and Invalid Input are in Red

DOWNLOAD TEMPLATE

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Create Bulk Exchange8. Select

For specific display of the entry table. This is also useful for double checking any unsuccessful validation

9. Select to maximise the table. Note: this will hide the download and upload buttons

10. Select to remove a row or selected rows in the table

11. Select to download the entries displayed in the table as a bulk import excel sheet

12. Select SUBMIT to submit your action

13. Select to validate the entries from the table

VALIDATE

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Create Bulk Exchange14. Select to submit the entries from the table

15. A pop up screen with

CONFIRM SUBMISSION OF BULK ENTRIES will appear

for second approval

16. A notification will be displayed after the second approval is confirmed

SUCCESSBulk exchange submitted successfully.You will receive an email

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SUBMIT

Review / Modify Exchange Screen

Review / Modify Exchange Screen1. Click and select

2. Select Review / Modify Exchange

3. Select required Location

4. On Reference Type by default None is selected. Batch Reference, Reference, Other Reference and Docket Number can be selected by clicking on ›

5. You can now select Transaction Type - Exchange In or Out; Transaction Status - Active, Suspended, Reversed or Redeemed; Other Party or Equipment

6. Select to find a specific field on the screen

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Review / Modify Exchange Screen7. Table columns available include View, History,

Status, Transaction Type, Record Type, Docket No., Other Party ID, Other Party, Equipment , Original Quantity, Quantity Returned / Redeemed, Quantity Outstanding and Reference

8. Click on to select the columns to be displayed

9. Select to download the entries displayed in the table as an excel sheet

10. Other actions such as Bulk Redeem, Reverse Redeem or Redeem can only be undertaken once a row is selected in the table

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Review / Modify Exchange Screen - Detail Screen / Modify


1. Click and select



4. Select a row and click on view › in the table

5. A detail screen will appear with the option to Modify; Redeem or Redeem to Transfer


7. Select to view comment

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8. Select Modify to access Other Party, Movement Date, Reference, Other Reference, Equipment - Add or Remove, Quantity, Quantity Returned, Transport, Driver, Vehicle Reg. and Add Note*

9. Select to confirm the modifications

*Note - Notes added will appear on the PDF print out

SUBMIT

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Review / Modify Exchange Screen - Detail Screen / Single Redeem


1. Click and select






7. Select to view comment

8. Select Redeem to access Date Redeemed, Reference, Other Reference, Quantity Redeemed, Transport, Driver and Vehicle Reg.

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9. Select REDEEM

Are you sure you want to redeem this exchange?

to redeem the exchange

10. A pop up window will appear

REDEEM


11. Click to validate or to cancel

REDEEM


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REDEEM


Review / Modify Exchange Screen - Detail Screen / Bulk Redeem


1. Click and select



4. Select BULK REDEEM to access Date Redeemed, Reference, Other Reference, Quantity Redeemed, Transport, Driver and Vehicle Reg.

5. Select REDEEM


to redeem the exchange


REDEEM


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7. Click to validate or to cancel

Note: The user must NOT be given the option to enter a different quantity if more than one trading partner or more than one transaction type has been selected. This option will only be available if the user selects a single trading partner and a single transaction type.

REDEEM


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REDEEM


Review / Modify Exchange Screen - Detail Screen / Over Redeem


1. Click and select





6. Select REDEEM


to access Date Redeemed, Reference, Other Reference, Quantity Redeemed, Transport, Driver and Vehicle Reg.

7. Enter a quantity larger than the outstanding quantity

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REDEEMYou have entered a quantity which is more than the outstanding quantity for this location. A new movement will be created for the difference.

9. Click to validate and create a new movement for the difference of outstanding quantity or to cancel

REDEEM


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REDEEM


Review / Modify Exchange Screen - Single Reverse Exchange

Review / Modify Exchange Screen - Single Reverse Exchange

1. Click and select



4. Select a row in the table

5. Select REVERSE


REVERSE

Are you sure you want to reverse this exchange?

9. Click to validate the reversal or to cancel

REDEEM


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REDEEM


Review / Modify Exchange Screen - Reverse Redemptions Single / Multiple

Review / Modify Exchange Screen - Reverse Redemptions (Single or Multiple)

1. Click and select



4. Select a row or multiple rows in the table

5. Select REVERSE REDEEM


REVERSE REDEMPTIONS

Are you sure you want to reverse these redemptions?

7. Click to validate the Redemption Reversal or to cancel

REDEEM


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REDEEM


Exchange Dashboard

Exchange Dashboard1. Click and select

2. Select Exchange Dashboard


4. Select a Single Equipment Type or all

5. The table contains: Last Exchange In And Out Dates, Total Number Of Dockets Older Than 60 Days and Total Exchange Balance As A % Of Processed Stock Balance

5. The table contains: Equipment Per Type, Quantity, CHEP Processed Stock Balance, What I Owe Balance, What I Am Owed, and Suspended Inbound and Outbound

Note: These actions can be performed in the Review / Modify table

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Consolidated Balances

Consolidated Balances1. Click and select

2. Select Consolidated Balance


4. Select a Single Equipment Type or all

5. Select a Single Other Party or all

6. The search result table contains: Other Party, Equipment, Total, 30 Days, 60 Days, , 90 Days and 120+ Days

Note: Select a Single Other Party from the results view and you will be directed to the Review / Modify screen.

Total Column option is the total sum of all ‘IN’ and ‘OUT’ movements.

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create an exchange in / out - chep

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