The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module.
Setup: Disposal/Ship Location
Pathway: Setup > Operations > Disposal/Ship Location
The Disposal/Ship Location identifies facilities where waste is either transferred from or disposed at. Setup here is important for Transfer Work Order automation in the Manifest Consolidation Batch tool.
Add a Disposal/Ship Location
- Select the green '+' icon to add a new location.
- Complete all required fields in the Basic Settings tab of the Add Disposal/Ship Location popup editor. Required fields are highlighted in red.
- Consider completing additional fields based on industry/company requirements.
- Link a site in the Automatic Transfer Work Order section for the system to auto-generate a transfer work order to. Refer to the section below for more information.
- Click Save when finished.
Automatic Transfer Work Order Setup
Once a transfer batch has been marked 'Ready to Ship' (Operations > Manifest Consolidation), the system will auto-generate a transfer work order to the location identified in the Automatic Transfer Work Order section.
IMPORTANT - The Automatic Transfer Work Order search tool can only search existing sites. If the site does not exist in the system, it must be created in Accounts > Add Account first.
- Select the Search icon from the Automatic Transfer Work Order section. This will display a Site Search popup.
- Enter the name of the site in the search field (of the Site Search popup).
- Select the site from the returned results and the fields in the Automatic Transfer Work Order section will populate with the site's information.
- Click Save when finished.
Setup: Transporters
Pathway: Setup > Operations > Transporters
The Transporter Setup screen identifies who will be transporting the waste collected in the Manifest Consolidation process. Transporters added here populate the Transporter field in Manifest Consolidation Batch.
- Select the green '+' icon to add a new location.
- Complete all required fields in the Add Transporter popup editor. Required fields are highlighted in red.
- Consider completing additional fields based on industry/company requirements.
- Select Save when finished.
Setup: Manifest Consolidation Eligible
Pathway: Setup > Operations > Manifest Consolidation Eligible
The Manifest Consolidation Eligible tool is used to identify Charge Code eligibility for transfer consolidation batching. When an eligible charge code is scanned, the system will auto-assign it to a transfer consolidation batch based on the setup it includes.
Enable Charge Codes For Auto-Batch Assignment
Identify which charge codes are eligible for transfer batch assignment. Upon scanning an eligible item it will be assigned to an open transfer consolidation batch.
- Select an option from each of the drop down filters: Division, Disposal Location and LOB.
- Click Load. Charge Codes will load based on the filters selected.
- Select the toggle button to 'on' for each charge code you wish to enable.
Assign a Default Transfer Disposal Destination to a Charge Code
After a charge code has been enabled, a Default Transfer Disposal Destination can be assigned. Click within the column to display a drop down list of options. If the charge code is not enabled, the drop down selection is unavailable.
A selection here auto-populates the Destination field for the item in Manifest Consolidation Batch.
