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Don’t print from the transfer work order (this is displayed in the bottom left corner).
Work Order with Transfer example: 1777995
Work Order no transfer example: 1851985
Pathway: Operations > Manifest Processing > Manifest Consolidation
Manifest Consolidation is the process of combining waste material into one manifest for transport to an offsite location where they it will be destroyed. This article details the process of posting completed work ordersTransfer Work Orders.
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This process is repeated for each transfer. Upon posting the transfer work ordera Transfer Work Order, a new batch will be created if not all charge codes have made it to their final destination where the waste is destroyedis created for the charge codes an additional transfer will include. |
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Attach ‘Certificate of Destruction’ to Transfer Work Order
Before changing the Posting Status status of the Transfer Work Order can be updated to Posted, attach the a Certificate of Destruction to the work order in the Attachments tabmust be attached first.
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Search for Open the Transfer Work Order in one of two ways:
From Manifest Consolidation by loading orders where Status is Shipped and selecting the Period when the batch left the facility.
From Customer > Search > Invoice/Work Order/Reference/PO Number and then entering the work order number in the search box.
Open the Work Order and select the from the Manifest Consolidation screen.
Select the Attachments tab.
Click on the green '‘+' icon and select Add Attachment and the . The 'Add Attachment to Service Record Record’ popup will display.
Select Browse PDF to search for the document Certificate of Destruction in a local file on your computer.
Enter an External ID to identify what the document being attached is.
(Optional) Select the Display in Customer Portal check box if the attachment should also be available to view in the portal.
Select Upload when finished. If the document has uploaded successfully it will display as a line item on the screen of the Attachments tab.
Post Work Order
After the Certificate of Destruction has been attached and any other necessary tabs completed (based on your company’s procedures), the Status for status of the work order can be updated to Posted.
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‘Posted’. After posting, a new Transfer Work Order is automatically created ONLY if the posted batch included charge codes for waste that will be transferred to another location for destruction.
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Click on the Transfer Work Order.
Select ‘Posted’ from the Posting Status drop down.
Select Save. Upon
Savesave, both the work order and the status for the batch will reflect a
Posted‘Posted’ status.