View consolidated packaging balances

You can view the total packaging balance for all customers and vendors associated with a consolidated account.

1. Navigate to the Customer Card or Vendor Card page.
2. Select the Packaging Balance action.
   The Packaging Balance page opens.
3. Select the Balance per Consolidated Account action.
   The Packaging Balance by Consolidated Account page opens and displays consolidated packaging information.

4. The Packaging Balance by Consolidated Account page displays the following information:

   Field	Description
   Packaging Code	Specifies the code that identifies the packaging type.
   Packaging Description	Specifies the description of the packaging type.
   Consolidation Account	Specifies the consolidated account associated with the packaging entries.
   Customer Balance	Specifies the total quantity of packaging received by all customers in the consolidated account. The system calculates this value by summing packaging entries where the Responsibility Center field value is set to Customer. You can select this field to view the filtered packaging entries.
   Vendor Balance	Specifies the total quantity of packaging sent by all vendors in the consolidated account. The system displays this value with an opposite sign compared to the Quantity field in packaging entries. The system calculates this value by summing packaging entries where the Responsibility Center field value is set to Vendor. You can select this field to view the filtered packaging entries.
   Total Balance	Specifies the net packaging balance for the consolidated account. The system calculates this value as customer balance + vendor balance. You can select this field to view the filtered packaging entries.

The Balance per Consolidated Account action is not available when you open the Packaging Balance page from a shipping agent.

When multiple customers and vendors belong to the same consolidated account:

• Vendor X sends 10 CHEP pallets
• Vendor Y sends 15 CHEP pallets
• Customer Z receives 5 CHEP pallets
• Customer A receives 10 CHEP pallets

The system displays the following values for the CHEP packaging line:

• Customer Balance: 15 (5 + 10)
• Vendor Balance: -25 (-(10 + 15))
• Total Balance: -10 (15 - 25)

Configure consolidated account validation

The system validates consolidated account configuration on the Default Packaging page to ensure that shipping units and shipping containers are properly configured when using consolidated accounts.

The system displays an error message in the following scenarios:

• You enter a value in the Consolidation Account field when both the Shipping Units and Shipping Container field values are set to Shipping Agent or left blank.
• You change the Shipping Units field value to Shipping Agent or clear the field when the Shipping Container field value is set to Shipping Agent or blank and the Consolidation Account field contains a value.
• You change the Shipping Container field value to Shipping Agent or clear the field when the Shipping Units field value is set to Shipping Agent or blank and the Consolidation Account field contains a value.