Sales Entry Processing Print Manifest Report ranges and options

Ranges

See Report ranges.

Options

Warehouse

Specify the warehouse that the deliveries originate from or will be returned to, if you are including pickups. This warehouse is used as the From Warehouse on sales orders, purchase orders, and warehouse transfers.

Truck Name

Specify the name of the truck that this manifest is printed for. This is a free-form value and is not validated. It is printed on the manifest to associate the deliveries with a specific truck.

Driver Name

Specify the name of the driver that is assigned to the truck or selected delivery. You can specify a free-form value for the name. It is not validated. You can also specify the initials of the driver if they are set up in Sales Rep Setup. The name that is associated with the sales rep’s initials is included on the manifest.

Route Filter

If you record the route/day/stop on orders, specify the first five characters of this value. Only those orders for the selected route are included on the manifest.

TWL Manifest Filter

If you use TWL, specify the TWL Manifest Number to include only those orders that are assigned to a specific TWL manifest.

Specify 0 (zero) in the TWL Manifest Filter field, or leave it blank, to include all manifests that qualify, based on other criteria.

ShipVia Filter (Comma Separated List)

Specify one or more ship vias to limit the orders to a particular ship via method. If you specify multiple ship vias, separate them with commas, for example: tru1,tru2). You can use this option in conjunction with the other filters, such as Route.

Stage Code Filter (Comma Separated List)

Specify one or more order stage to limit the orders to only those with the selected stage code. We recommend you apply other filters, such as Route, when using this option. This option is required if you do not select List and specify a list of sales orders, warehouse transfers, or purchase orders.

If the Stage Code is left blank, it is assumed to mean to include all manifests regardless of stage. Leaving this option blank would have the same results as if you specified 1,2,3,4,5 in the Stage Code field.

Promise Date

Specify a date to limit the orders to those with the selected Promise Date.

Enter a List of Orders/Transfers/PO’s

Select Yes to print a manifest for a specific order, purchase order, or warehouse transfer, or list of orders.. This options overrides any other options that were previously selected. If you do not select this option, you must specify a stage in the Stage Code Filter field, otherwise, no records are be found.

This is the only method by which you can include purchase orders or warehouse transfers on the manifest. The order in which you enter the list of orders, transfers, and POs is the order in which they are displayed on the manifest. You can override this by selecting the Sort By Route or Sort By Zip Code for the next option.

On the Order List page, you can select Orders, Transfers, or Purchase Orders, or a combination of these options. If you select Transfers, you can specify warehouse transfers to ship, where the shipping warehouse matches the value in the Warehouse field, or to pick up, where the receiving warehouse matches the value in the Warehouse field. If the warehouse transfer is a Drop Ship to the customer, the customer’s ship to information is obtained from the tied sales order header.

If you select Purchase Orders, you can specify POs that require pickup at your vendor’s location, or any PO RMs (returns) that must be dropped off at the vendor.

You can combine orders, transfers, and POs on a single list to be included on one manifest.

Sort By (R)oute, (L)ist, or (Z)ip Code

Specify whether to sort orders/transfers/POs in route, list, or Zip code order. If you specify L, the order in which you entered the list of orders, transfers, or purchase orders is the order in which they are printed on the manifest.

Warehouse transfers and purchase orders are not included in the sort if you select Sort by Route because a route is not stored on these documents. They are displayed at the end of the manifest. To control the order in which transfers and purchase orders are displayed on the manifest, enter a list using the Enter a List of Orders/Transfers/PO’s option, and then select Sort By List.

Print Summary Version

Leave the default selection No to include order details and notes on the manifest. Select Yes to print a summary version without detail.

Print Pick Notes on Manifest

Select Yes to print any pick ticket notes that are associated with the customer, ship to, order header, or warehouse transfer header records.