Interface labels, screenshots, and step-by-step UI guidance in this article are pending verification against the live Palletlog application. Conceptual guidance below uses approved Palletlog terminology. Detailed UI steps will be added when product sources are confirmed.
Outcome
You identify whether the issue is direction, confirmation state, filters, permissions, or a true data problem.Checks
- Confirm the movement was saved for the correct partner and asset type.
- Verify movement direction. See Understand movement direction.
- Check whether the movement is pending confirmation or disputed.
- Refresh filters for date, partner, and asset type on the balance view.
- Review Audit history for corrections or reversals.
Balances reflect the direction of recorded movements between your workspace and each partner. A positive balance for an asset type means your partner holds more of that asset than you, or owes you units, depending on your workspace configuration. Verify balance direction against your operational agreements.
Steps
1
Locate the source movement
Find the movement that should have changed the balance.
2
Compare status and direction
Confirm status and direction match the physical event.
3
Correct or dispute
Use Correct a movement or Report a difference as appropriate.
4
Re-check balances
Return to partner or asset balance views and confirm the update.