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

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Locate the Job

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

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  1. 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:
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\"Job

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  1. 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.
    \nOnce you have located the required job number, double click on the grey box to the left of the Job Number to open:
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\"Job

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How to Create and Complete a Manifest

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  1. From the toolbar, select Functions>Create Manifest, a dialog box asking if you want to continue will appear.
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Note: Depending on your system configuration, there may be additional checks prior to the manifest being created, i.e. FAT etc.

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

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Select OK.

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

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Fill in the relevant fields.

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

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FieldDescription
Asset StatusThe status populated in this field will update the Asset Status against the Asset Details record. This field is controlled by the Manifest Type
ConsignorThis is the person responsible for shipping the goods
Consignee AddressThis field can be used to select locations which are not tied to a client, i.e., Quayside
ConsigneeThis 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 AddressThis field can be used to select locations which are not tied to a client, i.e., Quayside
Ship ToThis 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 UnitOnly required for Internal Transfers
To Group CompanyOnly required for Internal Transfers
To OfficeOnly required for Internal Transfers
To Stock LocationOnly required for Internal Transfers
Shipping NotesThis is a text field and can be used for any additional notes required for the shipping process
CarrierEnter the name of the shipping agent (if applicable)
Delivery MethodEnter the delivery method (if applicable), Road/Sea/Air etc.
Airway Bill NumberEnter the unique airway bill reference number (if applicable)
Airway BillA link to the airway bill file/folder/webpage can be added
Agents ReferenceIf the shipping agent has a unique reference, the number can be entered into this field
Commercial Inv CurrencyDrop down selection for the currency required on the commercial invoice
Total VolumeOverall Weight
Total Freight Value SCOverall Value of goods
Destination CountryAutomatically pulls through from enquiry/job if entered, however, this field can be manually updated from the drop down menu
Export LicensableSelect the relevant export license for the selected destination country and goods (if applicable)
Procedure CodeEnter the procedure code (if applicable)
PermitEnter the permit (if applicable)
Show Internal ComponentsIf 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 DateDefaulted from the Job, otherwise select the date
Expected Return DateDefaulted from the Job, otherwise select the date
Actual Manifest DateSelect the date the goods are physically manifested. Only enter this date when performing the Complete Manifest function
On Hire DateSelect the date the goods will be charged from. Only enter this date when performing the Complete Manifest function
Minimum Cert DatesThis 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 NumberEnter an internal PO reference (if applicable)
Client Ref PO NoEnter the customer’s PO/Reference number
Client ContactDefaulted from the Job Details
Client ProjectEnter the project name (If applicable)
NotesThis is a text field and can be used to record any additional notes if required
Dangerous Goods DeclarationA link to a file/folder/website page can be held here
MobilisedThis checkbox will update automatically when the manifest has been completed
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  1. 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):
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\"Third

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  1. Select the Cargo Summary Info tab and add any information required:
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\"Cargo

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  1. Select the Manifest Asset tab to view the record(s):
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\"Manifest

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  1. Select the Manifest Stock tab to view the record(s):
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\"/Manifest

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  1. 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’:
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\"Manifest

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How to set up a Manifest Packing List

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  1. Select New Record>Manifest Packing List or hit Insert on your keyboard.
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Fill in the relevant fields.

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

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\"New

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FieldDescription
Item NoEnter the Item Number, this will show on the shipping documents
Transit CaseSelect a transit case (if applicable)
TC NumberEnter a TC Number (if applicable)
Transit Case TypeSelect a transit case type, i.e., Crate, Pallet etc.
Case DescriptionEnter the case description. This text will show on the shipping documents
Dimension TypeSelect the unit of measure, i.e., kg, tons etc.
Dim LLength
Dim WWidth
Dim HHeight
Total WeightTotal weight of the shipment
Weight TypeSelect the relevant weight type, i.e., Ton/Kg/Lbs
Max Gross WeightEnter the gross weight of the case type
Last Test DateIf the TC type is one which is required to be certified, you must enter the last known test date into this field
UN NoEnter the UN number (if applicable)
ClassificationEnter the classification number/ref (if applicable)
Packing NotesThis is a text field for additional notes
Business UnitDefaulted from the Job
Group CompanyDefaulted from the Job
OfficeDefaulted from the Job
Stock LocationDefaulted from the Job
Asset NumberDefaulted from the Job
Date ReturnedDefaulted from the Job
ReturnedLocked Checkbox, will automatically update when goods are returned (if applicable)
MobilisedLocked checkbox, will automatically update when manifest is Completed
Include on Cargo SummaryIf this checkbox is ticked, the information on this tab will show on the cargo summary
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How to Allocate Assets/Stock/Non Stock to a Packing List

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  1. 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:
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\"Search

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

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Select Yes to continue or No to cancel the operation.

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  1. 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:
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\"Manifest

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

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Select Yes to continue or No to cancel the operation.

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

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  1. 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:
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OptionDescription
Delivery Note
Commercial Invoice
Packing Label
Cargo SummaryInformation from this report is populated from the Cargo Summary Info and Cargo Checklist tab
Current Certs
Stock MSDS Sheets
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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.

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  1. Select Functions>Complete Manifest from the toolbar.
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Select Yes to continue or No to cancel the operation.

","frontmatter":{"title":"How to Create and Complete a Manifest","tags":["manifest","complete","job details","create manifest","third party inspection","cargo summary info","manifest asset","manifest packing list","manifest assets","allocate","packing list","manifest stock","manifest"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug101"}}}