Encompass Technologies

Use this decision tree to help determine the best course of action to clean up Load Sheet records.

<a href="Home?DashboardID=100013&amp;Action=ViewKnowledge&amp;KnowledgeChannelID=2&amp;DocumentID=3797649&amp;TreeName=All" target="_blank" rel="nofollow noopener noreferrer">Load Sheets Table Decision Tree </a>Common reasons to use the decision tree:

A Load Sheet dated in the past is not verified

A Load Sheet that invoices were moved off and have Bin Trans

A Load Sheet in the New, Locked for Routing, or Loaded status that will not be delivered

- A Load Sheet dated in the past is not verified 
- A Load Sheet without invoices 
- A Load Sheet that invoices were moved off and have Bin Trans 
- A Load Sheet in the New, Locked for Routing, or Loaded status that will not be delivered

Review Load Sheets daily before running EOD

Ensure dates reflect the delivery date

Delete empty Load Sheets *Any Load Sheet with Bin Trans cannot be deleted and must run through the lifecycle

Verify all Load Sheets make it through the lifecycle

- Review Load Sheets daily before running EOD 
- Ensure dates reflect the delivery date 
- Delete empty Load Sheets *Any Load Sheet with Bin Trans cannot be deleted and must run through the lifecycle 
- Verify all Load Sheets make it through the lifecycle

Distributor decision tree for cleaning up Encompass load sheets: what to do with old unverified, empty, or undelivered load sheets before End of Day. Decision tree is an image. Requires v21.01+.

Load Sheets Table Management

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Load Sheets Table Management

Minimum Version Required: 21.01

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