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Balancing a Nomination (Detailed Instructions)
View the Balancing window

The Balancing window is designed for transportation nominations and not title transfers. However, title transfers may be displayed and totalled in the Balancing window. The function of the window is to display total receipts and deliveries at a location to determine if the location (or pool) is in balance.

The Balancing window is used to confirm the latest available information enabling shippers to understand the effect any potential changes may make to being scheduled down or restricted. The window is a snapshot reflecting a balance for one effective day only, at the point in time the Balancing window is invoked. The window can be kept open at the same time as the nomination grid, but the Balancing window does not automatically refresh when nominations are updated. You must re-query by clicking the Refresh button.

Nominations must have a Saved status to be included in the balancing process. The Balancing window will only display once all nomination changes have been saved. When clicking the Balancing button on the toolbar, the system attempts to save all unsaved changes. If the save is not successful then the request to call the Balancing window is cancelled.

To access the Balancing window:

  1. Click Balance on the toolbar.

    The Balancing window displays nomination details for:

    • Total nominations (Nom Rec, Nom Del), and balancing differences (Nom Diff)

    • Preliminary scheduled nominations - those already sent to TCPL and finished the preliminary scheduling cycle (Prelim Rec, Prelim Del), and balancing differences (Prelim Diff)

    • Scheduled nominations - those already sent to TCPL and finished the final scheduling cycle (Sched Rec, Sched Del), and balancing differences (Sched Diff)

    • Discrepancy indicator - indicates there are nominations for that location where the nominated and scheduled quantities (or nominated and preliminary, if scheduled doesn’t exist yet) don’t match.

    Note: There is no automatic updating of the Balancing window from the grid. Ensure the Balancing window is invoked at the time you wish to display the latest balancing information or click Refresh if the window is already open. The Preview button allows you to print the contents of the Balancing window.

  2. Review the balancing information.

  3. Click Preview if you need to print the contents of the displayed window from your browser.

  4. Click Close to close the Balancing window.

Balancing out of balance nominations

  1. Make appropriate changes to the nomination line item on the grid.

  2. Click Balance on the toolbar.

  3. Re-check the nomination balances.

  4. Click Close to close the Balancing window.

Use the Refresh button to update information in the Balancing window.


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Updated 01/18/01