Submitting Transactions

Submitting Transactions link arrow_upward

Submitting a transaction is the paperless equivalent of printing a docket. This will submit a copy to our receiving trading partner's Pending Transactions page.

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It is important to define trading partner locations as individual sites. This enables sites to be identified in the receiver's database when submitting or confirming a transaction. Receiving trading partner sites can be added via the trading partner site catalogue.

Automatically Submitting Transactions link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Enter a 'Loan Sent', 'Transfer Off', or 'Relocation' transaction.
3. Once submitted, if the receiving trading partner uses 2ic Pallets web app and allows submissions, it is automatically submitted to the receiver's Pending Transactions and a Received Timestamp is populated. For more detail, see processing pending transactions.

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• Automatic submitting is turned on by default.
• There is no limit on how many times we can submit transactions. Transactions older than 7 days will not automatically submit, but can be manually submitted using the Submit button.
• Submitted transactions will disappear from the receiver's pending transactions page if the sender's transaction has changed receiver.>

Manually Submitting Transactions link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Enter a 'Loan Sent', 'Transfer Off', or 'Relocation' transaction.
3. Against the transaction, click Submit button. This opens the Submit tool and select either:
   • Direct to Pending and click Submit. This will be submitted to the receiver's pending transactions.
   • Send Docket Link via Email and specify emails for receiver location, receiver contact, or driver contact and click Submit. This will email the online docket to the receivers.

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Attachments can be included in manual submissions. See more at attachments.

Allowing Submissions link arrow_upward

To receive pending transactions from external trading partners:

1. Expand Reference Data within the navigation menu, open Organisations page.
2. Tabs appear at the bottom of the grid, open Sites detail grid.
3. Against our sites, set Submit Method to Direct to Pending.

We can specify which external trading partners are allowed to submit pending transactions to our database. The common use case is when we want to allow pending transactions with one trading partner, and disallow it for the rest.

Submission Overrides link arrow_upward

We can specify which external trading partners are allowed to submit pending transactions to our database via Trading Policies. The common use case is when we want to allow pending transactions with one trading partner, and disallow it for the rest. To setup submission overrides for our sites:

1. Expand Reference Data within the navigation menu, open Trading Policies page.
2. Ensure we have a Baseline Policy with 'Submit Method' set to Print docket. For setup, see defining trading policies.
3. Create an Override Policy on a new row, specify:
   • Business
   • Account
   • Sender Account Number or Sender Account Name
   • Name
   • Transfer On Date
   • Transfer On Delay Days
   • Submit Method as Direct to pending