Scheduling Shipping Manifests Using Auto Scheduling

If you have your system set up Auto Manifest Load and Scheduling when you create shipping manifests, the system schedules and sorts all orders by their defined ship vias and expected delivery times. If you do not have the Auto Manifest Load utility set, thenmanuallyschedule all deliveries.

Note: If your system is set up for Auto Manifest Load and a user has a manifest open when the Print Batch Transfer Order process runs, the system loads the transfers for the ship via of the open manifest on to a new manifest.

Through Auto Manifest Load, create manifests by selecting orders based on their invoice dates. Manually create manifests by entering transaction tickets on the manifest.

You can also edit open manifests and do the following:

You can recall open manifests by entering the manifest number or by entering the ship via, ship date, and ship branch and then selecting a matching manifest from a displayed list.

To attach a signature to a manifest, see Attaching Images to Solar Eclipse Records.

To create a manifest using Auto Manifest Load and Scheduling:

  1. From the Warehouse Management > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue - Select Items dialog box.

  2. Click New to create a new manifest.

New displays in the Manifest ID field.

  1. In the Ship Date field, enter the date the shipment is leaving the warehouse.

  2. In the Ship Via field, enter or select the shipping method for the manifest.

  3. In the Ship Branch field, enter the branch from where the delivery originates.

The system populates Closedthe fields with the defaults defined for the ship via. See Defining Auto Scheduling Parameters for Shipping Manifests.

Field

Description

Start Time

The time the truck is scheduled to leave the warehouse. If this manifest is for a common carrier, enter the time the carrier is scheduled to arrive at the warehouse. If a delivery start time is defined for the ship via in the Ship Via Route Delivery Information window, that time displays. Update the time for this manifest, if necessary.

Driver

The ID of the user who is making the delivery. If this manifest is for a common carrier, enter the user's ID who is creating the manifest in the Driver field.

First Delivery

The time the truck is scheduled to arrive at the first stop. If a first delivery time is defined for the ship via in the Ship Via Route Delivery Information window, that time displays. Update the time for this manifest, if necessary.

Delivery Interval

The average time between delivery stops. If a delivery interval is defined for the ship via in the Ship Via Route Delivery Information window, that interval is used between stops. If no interval is defined, the system defaults to 15 minutes between each stop. Update the interval if necessary.

 

  1. Update the information if necessary for the new manifest and click OK to display the Shipping Manifest Queue window.

Note:You can update the start time, driver, first delivery, and delivery interval information within the Shipping Manifest Queue window, if necessary, while building the manifest.

  1. In the Ticket No column, do one of the following to enter an order:

You can load open transfers and purchase order generations as a stop on the manifest to indicate products the driver needs to pick up. Before you can close a manifest with pickups, you must complete a receipt of a purchase order or transfer, enter the closed generation number, and remove the open generation number.

The system populates the Shipping Manifest Queue window with the following information from the tickets you entered or selected.

Field

Description

Stop

The order of stops on the entire delivery, with 1 being first. The system combines tickets for delivery to the same ship-to address in the same stop number.

To combine deliveries using the stop number, position the cursor on the stop number you want to combine with another delivery and enter the number of  the stop with which to combine it. The system places the orders in the same stop.

Customer Name/Address

The customer name and address on the order. This field is view-only.

Note: If the order for this customer is COD and the Manifest COD Message control maintenance record contains a defined COD message, the system enters the message and the COD amount in this field as well.

Delivery Time

The delivery time assigned to the order, starting with the first delivery time entered in the First Delivery field, and changing for each subsequent stop according to the number of minutes in the Delivery Interval field.

You can change the order of deliveries by changing the time assigned to a ticket. The system resequences the stops accordingly.

You can also enter the same delivery time for multiple addresses. For example, if you deliver to one customer with multiple ship-to addresses and each ship-to is a delivery truck at the same site, you can change the delivery times to be the same.

This field is in all views, except for the Expected Time / Actual Time view.

  1. Complete the rest of the fields, as necessary, for the view you are using.

  2. Repeat steps 7 and 8 for all tickets you want to add to this manifest.

  3. From the File menu, select Lock Manifest to prevent adding any additional tickets to the manifest.

If you need to add an order after locking a manifest, select UnlockManifest from the File menu and then relock the manifest after adding the order.

If Manifest Lock activity triggers are set for customers whose orders are on the manifest, the system might prompt you to print labels or advanced shipping notifications (ASN), or prompt you to send the ASNs using EDI, FTP, or e-mail. For more information about the Manifest Lock activity trigger options for customers, seeAssigning Activity Triggers.

Note: Use the Release Pick option in the Edit menu to release picks to the RF Picking Queue. For more information, see Releasing Manifests to the Picking Queue. The system warns you if you try to release a manifest before locking it.

  1. Save the manifest and exit the window.

If the Set Print Status When Order Placed On Manifestcontrol maintenance record is set, the system updates an order's print status to the setting in the record when you place the order on a manifest. If you already printed the order, or the order's print status is M, the system does not update the order's print status.

See Also:

Shipping Manifest Queue Overview

Manually Scheduling a Shipping Manifest

Defining Auto Scheduling Parameters for Shipping Manifests

Viewing Shipping Manifest Details

Blocking Out Time on Shipping Manifests

Attaching Images To Solar Eclipse Records