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utilities

Shipping Manifests

Shipping Manifests group shipping orders onto a single Bill of Lading. The live workflow uses three surfaces: the manifest list, the manifest header record, and the SO Manifest tab where you choose which orders are included.

Access: Shipping -> Shipping Manifests

What You Work With

Shipping Manifests list

The list page is titled Shipping Manifests. From there you can open an existing manifest or add a new one.

In the validated environment, the list could appear empty because of the active warehouse filter.

Manifest header

A manifest header is edited through the generic Bill of Lading edit form. In the validated run, Supplier and Ship To were required before the record could be saved.

SO Manifest tab

The order-management page is titled Shipping Manifest and has two tabs:

  • Header
  • SO Manifest

The SO Manifest tab shows:

  • An Add Order selector.
  • A grid with these columns: Use, Order No, Delivery Date, Ship To Name, Customer PO, Process No, City, State, Postal Code, Country.
  • A note at the bottom: Orders marked use will be included on the shipping manifest.
  • The same three buttons at the top and bottom: Save, Manifest, and Export.

Create And Maintain A Manifest

  1. Open Shipping Manifests.
  2. Create a new manifest header.
  3. Fill in the required header fields.
  4. Save the record.
  5. Open the SO Manifest tab.
  6. Review the orders shown in the grid.
  7. Check or clear Use for the orders you want on the manifest.
  8. Use Add Order if you need to bring another order onto the page.
  9. Click Save to commit the current order selection.

What The Buttons Do

ButtonBehavior
SaveUpdates the current manifest’s order assignments and stays on the page
ManifestSaves first, then opens the manifest output
ExportRequests the Excel-style export output

In the validated dev environment, Manifest worked and downloaded the manifest PDF output. Export failed because the Excel export class was not registered on that server. Treat that as an environment issue, not a normal user workflow message.

Notes

  • The manifest lines page is for managing which orders belong to the current manifest. It is not a broad shipment-status dashboard.
  • The Header tab takes you back to the Bill of Lading edit form.
  • The manifest list can be empty if no records match the current warehouse filter.

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