Scheduling Shipping Manifests Using Auto Scheduling

If you have your system set up for 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, then manually schedule 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:

Add new orders
Remove orders
Reschedule delivery times
Reassign drivers

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 Eclipse Records.

To create a manifest using Auto Manifest Load and Scheduling:

From the Whse Mgt > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue screen.
In the Manifest # field, enter New to create a new manifest.

Leave this field blank to search for an existing manifest based on any combination of entries in the Ship Via, Ship Date, and Ship Branch fields.

In the Ship Via field, press F10 and select a shipping method from the displayed list.
In the Ship Date field, enter the date the shipment is leaving the warehouse.
In the Ship Branch field, enter the branch from where the delivery originates.
In the Driver field, enter the user's ID 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.

The system populates the following fields with the defaults defined on the Ship Via Delivery Route Information screen. 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 Delivery Route Information screen, that time displays. Update the time for this manifest, if necessary.
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 Delivery Route Information screen, 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 Delivery Route Information screen, 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.

In the Ticket No field, do one of the following to enter an order:

Type the sales order, transfer delivery, or purchase order pick up ticket number you want to place on the manifest.

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.

Use the Select Tks hot key to select tickets based on selected criteria.

The system populates the Shipping Manifest Queue screen with the following information:

Field	Description
Stp	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.
Del 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.

Complete the rest of the fields, as necessary, for the view you are using.
Repeat steps 7 and 8 for all tickets you want to add to this manifest.
Use the Lock hot key to prevent adding any additional tickets to the manifest.

If you need to add an order after locking a manifest, use the Unlock hot key 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 email. For more information about the Manifest Lock activity trigger options for customers, see Assigning Activity Triggers.

Note: Use the RelPk hot key 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.

Press Esc to save the manifest and clear the screen so that you can enter a new manifest.

If the Set Print Status When Order Placed On Manifest control 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.