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:
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.
Select 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 linked in the Automatic Transfer Work Order section. QUESTION - If there is no site indicated, does a blank transfer WO generate?
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.
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 green '+' icon associated with the charge code and the charge code will be enabled.
Assign a Default Transfer Disposal Destination to a Charge Code
Assign a Default Transfer Disposal Destination to a Charge Code and the system will auto-populate the Destination field for the item in Manifest Consolidation Batch.
Double click within the row of a Charge Code to open the Edit Manifest Consolidation Eligible popup editor.
Select the Default Transfer Disposal Destination from the drop down list.
Click away and the system will auto save the change and populate it in the Default Transfer Disposal Destination column of the of the Manifest Consolidation Eligible Setup screen.