- Open the client job
- Select and Insert your Mobilisation Requisition items - Add your Assets, Stock and Non Stock items.
Note: If any of the items are chargeable ensure you tick the chargeable box and enter your revenue rates (within the Job Rates dataset from within the Job).
- Close Mobilisation Requisition and return to the Job Details (Hdr)
Note: If you do not have a Technician/Stores person to pick the assets and know the Asset numbers, then you can open the Manifest Asset dataset from within the job and allocate the Asset numbers without the need to create a Stores Request
- Open the Manifest Asset dataset from within your Job and add the Asset Numbers
- Close the Manifest Asset dataset and return to the Job Details (Hdr) for the job.
- From the Toolbar click on the Function button and select “Create Manifest”
N.B: You must create a Manifest Packing List to enable you to print a Delivery Note or Commercial Invoice.
Adding the Manifest Packing List
- From the Manifest (Hdr) select the tab Manifest Packing List and press Insert or select New Record – Manifest Packing List, enter the Basket/Container/Case information. Add the Asset no for the Container/Basket (if applicable) in the TC Number which will be bold on the Delivery Note Print out.
- If you have multiple baskets/containers, press next and enter the next Container/Basket information. Continue until you have added all your Packing List Containers/Baskets
- Close and you will see all your Packing Lists.
- To Add assets to the manifest packing list, Open the individual packing list record and from the Toolbar select Function “Select Manifest Assets” select the Assets from the grid and click on Close to add these assets to your packing list. The same applies for stock and non-stock. Do this for each of your packing lists.
Note: If you have added an asset or stock item to the wrong packing list, open the Manifest Assets dataset and change the Manifest list no against the Manifest Asset or Manifest Stock dataset to the correct packing list no.
- Within the Manifest (Hdr) ensure you have added all shipping information including the Manifest Currency.
Note: Print your required documentation to ensure you are happy with what is being displayed on the Delivery Note & Commercial Invoice.
- Enter your Actual Mobilisation date (date shipped) and enter your Actual on Hire Date (this date is the date you will start charging rental rates from)
N.B Only Run the Function below when you are happy with all the documentation and the chargeable rates that are applicable to this manifest. When you run this function, this finalises the manifest and it is not reversible. I.e. Assets are on Hire and Job Timelines will have been created.
- From the Toolbar menu click on the Function and select “Confirm Manifest”. All assets will now be updated to On Hire and can only be changed when you receipt the equipment back