Pathway: Setup > Operations > Disposal/Ship Location; Transporters; Manifest Consolidation Eligible
The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module. Setup includes the following:
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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.
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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 linked in the Automatic Transfer Work Order section. QUESTION - If there is no site indicated, does a blank transfer WO generate?
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IMPORTANT - Only an existing site can be searched using the Automatic Transfer Work Order search tool. If the site does not exist in the system, it must be created in Accounts > Add Account. - working on wording still. |
Select the Search icon from the Automatic Transfer Work Order section.
Enter the name of the site in the search field of the Site Search popup window.
Select the site from the returned search 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 consolidated waste to the final disposal location. Transporters added here populate the Transporter field in Manifest Consolidation Batch.
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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.
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Assign a Default Transfer Disposal Destination to a Charge Code
Assign After a charge code has been enabled, a Default Transfer Disposal Destination to a Charge Code and the system will auto-populate can be assigned. A selection here auto-populates the Destination field for the item in Manifest Consolidation Batch.
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