Right-sizing Request Form
This form is the second step in your balance right-sizing process. If you don't already have a TrackAbout Support case, please create one first. You will need to send your balance file in the Support email.
Please reference the step-by-step process for rightsizing on our support wiki: https://datacor.clickhelp.co/articles/#!trackabout-help-center/right_size_customer_balances For helpful information on importing data in to excel in the correct format for Right Sizing, please click here: https://datacor.clickhelp.co/articles/#!trackabout-help-center/importing_data_in_to_excel/q/importing/qp/1/qid/3714
NOTE about your data file:
It is recommended that you list ALL product codes for customers that you have listed in the file. Important: If you ask us to conduct a rightsizing in the past (not as of the current date), Payer Logic will not be enacted. Be aware that customer adjustments may not be accurate if right sizing in the past.
BY SUBMITTING THIS FORM, YOU ARE AGREEING TO THE FOLLOWING STATEMENT:
To complete your request, the TrackAbout Support team is about to make potentially irreversible changes to your customers' balances. If data is later requested to be recovered, and that the data is recoverable, TrackAbout will charge Professional Service fees for time needed for this request.
Support Case #
*
This is the number you received after submitting your TrackAbout Support case at support@trackabout.com
Company
Name
First Name
Last Name
E-mail
Phone Number
-
Area Code
Phone Number
Is this an initial balance load?
Yes
No - deliveries already exist for these customers
Date and Time of Right-Sizing (All balances up to and including this date and time will be used in the comparison)
Please put in the following format: MM/DD/YYYY and Time/Zone (example: 01/20/2018, 22:00 UTC+8) NOTE: We do not process Right-Sizing Requests more than 3 months old. Right-Sizing requests should be as of today.
Date
*
-
Month
-
Day
Year
Date
Time
*
00
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
:
Hour
00
10
20
30
40
50
Minutes
Timezone for the right-sizing
*
Local Timezone 22:00 UTC+8
Enter Time Zone of location being rightsized
*
Is this Right-Size Balance for:
*
All Customers in TrackAbout
Only Customers in the file
Which Product Codes Should be compared for Right-Sizing?
*
All Product Codes both on TrackAbout customer balances and in the file (recommended if changing asset balances for all product codes in TrackAbout, even if they are not in the file.)
Only the Product Codes that are in the file (recommended if changing asset balances only for product codes in the file) If a Product Code is in the file, it will check that Product Code for all Customers in the file. If a Customer does not have a line in the file for that Product Code, then their balance will be set to zero.
Please check all that apply in the section below:
Removal of Unique Assets
Allow removal of unique (barcoded) assets from the balance when the accounting balance is zero for a given product code (recommended).
Balance handling
If accounting balance is lower than the TrackAbout balance, decrease the DNS assets before increasing RNS assets (recommended).
RNS handling
Do not use RNS to decrease unique (barcoded) balances.
Unclassified asset handling
Allow the right-sizing to proceed even if the Customers involved have Unclassified Assets (recommended).
"Ignored" Product Codes
If you use generic product codes that are "Ignored", they must be set to "Tracked" prior to TrackAbout completing your rightsizing request. You can do this using the Product Code Mappings page.Once the rightsize is completed, your TA Support team member will set them back to ignored for you.
Do you use "ignored" product codes that will be imported in to the customer balances?
*
Yes
No
If you use ignored product codes in your file, please send a reply to your Support Case providing a list of the product codes that need to be set to ignored once rightsizing is completed
Submit
Should be Empty: