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A demonstration on how to partially reserve from a pallet using the splitting functionality provided by the pallet reservation worksheet, will be shown. Keep in mind, regarding this split-functionality, that it is primarily thought of as an additional support for the user to handle the exceptions which arises in his environment for selecting individual trade items from a pallet – Like happens in the circumstances where certain customer enjoys the courtesy and good-will of being served with a portion of a pallet.

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Afterwards, the selected pallet appears as an unconfirmed pallet outbound entry (displayed without being bolded) in the right-hand section of the reservation worksheet, as shown in the Reserved Pallets in Agreement to Outbound list:

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Configuring Quantity to Reserve

The next step is to decide how much of the quantity on the pallet to reserve by registering a number of trade items into a specific field named No. of TIs (Base) To Remove from Pallet, indicating the quantity to split from the pallet and reserve into the agreement:

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The red color is intended to emphasize the split-action still being incomplete.

If the reservation worksheet is closed before the split-action has been confirmed, the corresponding entry appears back again unchanged, as the intended split-action would have been cancelled (not in bold / unconfirmed reserved pallet). In that case, the user will just repeat the step of registering the desired value back into the TIs-removal field.

Confirm Reservation

To confirm the splitting of the pallet, the Confirm Pallets Reservation action is applied from the action ribbon of the reservation worksheet, which will process the split:

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And when the worksheet is closed, the Delivery Agreement lines will have turned green and bold.

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