Road and Air Manifests

This window is displayed by clicking on the Road manifests option in the Manifests menu.

The air manifest option is essentially similar.

The option is used to create road manifests, which consist of a header table for the manifests and a child table with the list of items being shipped.

This table can be sorted by Manifest number, account, source or destination or dispatch date by clicking on the [A/Z] button

Upper grid

1. Click "+" to open dialog and add a new manifest (click "▲" to open an existing record to edit, and "-" to delete a record)

2. Initially the number will be blank and will be assigned automatically when the new manifest is saved. The number will be prefixed by your site code.

3. The Source type is selected from the drop down and can be one of Base, Supplier, Well or Carrier

4. The source codes and contacts are then selected from the drop downs.
If a new code is required you can click on the adjacent [+] button to add it.

5. The type code and contact for the destination are then selected.

6. Carrier code and contact and vias are similarly selected

7. Select the company from the drop down if the default is not correct.

8. The Account to charge to is defined by the account type (Well or Stock account), the code and the account code

9. Enter your name and office and the appropriate dates and remarks if any.

10. The archive button, dropdown and check box determine whether details for archived data are displayed.

11. [Re-export] will add the manifest header record and all the details records to the export list.

12. [Copy from manifest] will allow you to copy items from a boat manifest to the current road manifest.

13. [Replace Blank dispatch date with requested date] will do that for all records with blank dispatch dates.

14. [Restore deleted] will display deleted records which can be undeleted. Also available for manifest items.

Lower grid

15. Click "+" to open dialog and add a new item to the selected manifest. (click "▲" to open an existing record to edit, and "-" to delete a record)

16. The sequence number will default to the next integer value. Decimal places and the [123] button can be used to move items and resequence to integers.

17. The model number can be entered or looked up.

18. The location of the item is Source, Destination or Carrier.

19. If the item is to be tracked through inventory enter Y. This is only meaningful if at least one of the bases is an inventory base. Indicate if item is rental

20. If the item is in a container the container number can be entered or looked up

21. The supplier code can be selected. This is the code for the manufacturer of the item and may be different from the company providing the item.

22. For dangerous goods, check the box and enter the UN no and class.

23. Remarks can also be entered.

24. [Change location] is used to moved all items to another location. Eg when the manifest is loaded to the truck the destination can be set to C for carrier.

25. [Zero base inventory] only applies for Supplier to Base or Base to Supplier manifests and is used to create an adjustment manifest to balance the existing Base inventory and set all quantities to 0. The supplier is usually an artificial code such as ADJ for adjustment.

When a record is saved the inventory levels are checked for sufficient quantities to meet the manifest movement. A summary of changes is displayed if OK otherwise and error message appears.

Document RoadManifests.htm