How to Create and Complete a Manifest

Users within specific roles have the ability to create and complete a manifest.

Locate the Job

1. Go to the Operations category folder in the main menu and select Job Details:

2. If the Job Number is known enter this number into the Job Number field and either select Search from the toolbar or hit enter on your keyboard the results will appear on the bottom half of the screen as shown:

3. If the job number is not known, enter as much criteria as possible within the search fields to narrow your search. Either select Search from the toolbar or hit the Enter button on your keyboard to return the results.
   Once you have located the required job number, double click on the grey box to the left of the Job Number to open:

How to Create and Complete a Manifest

4. From the toolbar, select Functions>Create Manifest, a dialog box asking if you want to continue will appear.

Note: Depending on your system configuration, there may be additional checks prior to the manifest being created, i.e. FAT etc.

Select Yes to continue, another dialog box will appear informing you that the manifest has been created.

Select OK.

5. From the Job Details dataset, select the Manifest tab, and open the record(s) either individually or by Open All from the toolbar:

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Asset Status	The status populated in this field will update the Asset Status against the Asset Details record. This field is controlled by the Manifest Type
Consignor	This is the person responsible for shipping the goods
Consignee Address	This field can be used to select locations which are not tied to a client, i.e., Quayside
Consignee	This will automatically populate when a Consignee Address has been selected from the look up menu, however this field can be manually updated if required
Ship To Address	This field can be used to select locations which are not tied to a client, i.e., Quayside
Ship To	This will automatically populate when a Ship To Address has been selected from the look up menu, however this field can be manually updated if required
To Business Unit	Only required for Internal Transfers
To Group Company	Only required for Internal Transfers
To Office	Only required for Internal Transfers
To Stock Location	Only required for Internal Transfers
Shipping Notes	This is a text field and can be used for any additional notes required for the shipping process
Carrier	Enter the name of the shipping agent (if applicable)
Delivery Method	Enter the delivery method (if applicable), Road/Sea/Air etc.
Airway Bill Number	Enter the unique airway bill reference number (if applicable)
Airway Bill	A link to the airway bill file/folder/webpage can be added
Agents Reference	If the shipping agent has a unique reference, the number can be entered into this field
Commercial Inv Currency	Drop down selection for the currency required on the commercial invoice
Total Volume	Overall Weight
Total Freight Value SC	Overall Value of goods
Destination Country	Automatically pulls through from enquiry/job if entered, however, this field can be manually updated from the drop down menu
Export Licensable	Select the relevant export license for the selected destination country and goods (if applicable)
Procedure Code	Enter the procedure code (if applicable)
Permit	Enter the permit (if applicable)
Show Internal Components	If this tick box is enabled, assets that have been set up as "Internal Component" within the Asset Details will be printed on the shipping documents.
Expected Manifest Date	Defaulted from the Job, otherwise select the date
Expected Return Date	Defaulted from the Job, otherwise select the date
Actual Manifest Date	Select the date the goods are physically manifested. Only enter this date when performing the Complete Manifest function
On Hire Date	Select the date the goods will be charged from. Only enter this date when performing the Complete Manifest function
Minimum Cert Dates	This field will automatically populate when the Check Assets for Manifest function is run. It will show the amount of days available until the earliest due date of an asset being manifested.
Our PO Number	Enter an internal PO reference (if applicable)
Client Ref PO No	Enter the customer’s PO/Reference number
Client Contact	Defaulted from the Job Details
Client Project	Enter the project name (If applicable)
Notes	This is a text field and can be used to record any additional notes if required
Dangerous Goods Declaration	A link to a file/folder/website page can be held here
Mobilised	This checkbox will update automatically when the manifest has been completed

6. Select the Third Party Inspection tab and add any information required (The tick boxes will be set by the system based on the job type selected):

7. Select the Cargo Summary Info tab and add any information required:

8. Select the Manifest Asset tab to view the record(s):

9. Select the Manifest Stock tab to view the record(s):

10. Select the Manifest Packing List tab, packing lists will be created automatically in this tab if the Asset Detail has been set up with ‘Include on Packing List’:

How to set up a Manifest Packing List

11. Select New Record>Manifest Packing List or hit Insert on your keyboard.

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Item No	Enter the Item Number, this will show on the shipping documents
Transit Case	Select a transit case (if applicable)
TC Number	Enter a TC Number (if applicable)
Transit Case Type	Select a transit case type, i.e., Crate, Pallet etc.
Case Description	Enter the case description. This text will show on the shipping documents
Dimension Type	Select the unit of measure, i.e., kg, tons etc.
Dim L	Length
Dim W	Width
Dim H	Height
Total Weight	Total weight of the shipment
Weight Type	Select the relevant weight type, i.e., Ton/Kg/Lbs
Max Gross Weight	Enter the gross weight of the case type
Last Test Date	If the TC type is one which is required to be certified, you must enter the last known test date into this field
UN No	Enter the UN number (if applicable)
Classification	Enter the classification number/ref (if applicable)
Packing Notes	This is a text field for additional notes
Business Unit	Defaulted from the Job
Group Company	Defaulted from the Job
Office	Defaulted from the Job
Stock Location	Defaulted from the Job
Asset Number	Defaulted from the Job
Date Returned	Defaulted from the Job
Returned	Locked Checkbox, will automatically update when goods are returned (if applicable)
Mobilised	Locked checkbox, will automatically update when manifest is Completed
Include on Cargo Summary	If this checkbox is ticked, the information on this tab will show on the cargo summary

How to Allocate Assets/Stock/Non Stock to a Packing List

12. From the Packing List Info Screen, select Functions>Select Manifest Assets. This will open the Manifest Assets search screen and will show all Assets on the job:

Select the row(s) for the required Assets and select Close.

Select Yes to continue or No to cancel the operation.

13. From the Packing List Info Screen, select Functions>Select Manifest Stock. This will open the Manifest Stock search screen and will show all Stock on the job:

Select the row(s) for the required Stock and select Close from the toolbar.

Select Yes to continue or No to cancel the operation.

Note: Non Stock can be added to a Manifest the same way as Assets and Stock.

14. Once all information has been updated on the Manifest (Hdr) and relevant tabs you can print the following documents by selecting Print from the toolbar and selecting the relevant option from the drop down menu:

Option	Description
Delivery Note
Commercial Invoice
Packing Label
Cargo Summary	Information from this report is populated from the Cargo Summary Info and Cargo Checklist tab
Current Certs
Stock MSDS Sheets

Note: Based on your configuration, it may be required to complete a PDI from the Functions. This would remove any watermarks on the reports if they exist.

15. Select Functions>Complete Manifest from the toolbar.

Select Yes to continue or No to cancel the operation.