Manifest Export
In Transvirtual there is the ability to setup Manifest EDI (Electronic Data Interchange) Export Rules that can send out Manifest information via FTP, Email, etc
1. This article will detail how to setup a common example; emailing an agent manifest to the agent once it has been created.
2. To see the page, go to Import/Export > Export > Manifest.
Create/Add a New Rule
1. To create a new rule, go to the Manifest page, where you will see a similar screen as shown below.
2. On Manifest page, click on the New Rule button as shown above, a pop up of Create a new export rule will display as shown below.
3. Now manually enter the Rule Name where you input what you want this rule to be called.
4. Now select the Export Framework with the help of Drop and Down button and then click on the Create button as shown above.
5. Once rule is created then it will display on Export Rules tab and highlighted in orange colour as shown below.
4. Now select the Export Framework with the help of Drop and Down button and then click on the Create button as shown above.
5. Once rule is created then it will display on Export Rules tab and highlighted in orange colour as shown below.
The Orange colour shows that this rule is not yet active.
6. Now, click on the new rule and the settings for this rule will appear on the right side of the page as shown below.
7. Here you can add/update the detail of the rules as applicable.
Data Filter
1. The Data Filter section helps when the rule will and won't apply to a consignment. To see the data filter section, scroll down to the bottom of the page as shown below.
2. To configure the data filter, First select the Field then Add Logic and finally select the value.
In this example, in Select Field section use Manifest Type (Screen 01), in Logic section use Equal (Screen 02) and Select Value section use Agent (Screen 03).
3. Once you select the value, click on Add Rule, then the text in screen 4, is now logic that tells the system to export any emails using this rule, when there is an Agent type manifest created (a manifest compiled from consignments that have been assigned to the one agent).
4. Once the Data Filter has been configured, you will need to update/edit the rule details as describe below.
Update/Edit the Rules
1. Now, click on newly added rule, and you will see the rule details on the right side as shown below.
2. You can update the details as follows:
- Rule Name: Name given to rule. Can be changed at any point but should be reflective of what the rule will be used for/does. This example will leave rule name as was set on initial creation.
b. Export Framework: is used to specify how the information will be exported from Transvirtual. In this example we are selecting it Email, here you can update the export framework setting by clicking on setting button, edit email setting popup will display. To know more about how to update the Export Framework setting, click here.
You have the ability to customize the FTP, E-mail, Webservice, Printer, Account Package and SMS using the Settings button.
c. Limit to Customer Name: This field allows you to list customers you want this EDI rule to apply for. List the customer names and if more than one, separate them by a comma. The customer names must be spelt correctly for this to work. We are going to leave blank in this example as it is not required.
d. Export File Type: Select the export file type with the help of drop and down button. In this example we are using export file type Basic CSV/Excel. To know more about export file type, click here.
If you want to update the settings of Export Framework and Export File type, then click here and refer Export Framework Setting and Export File type setting section.
e. Enable Export: To enable this new rule, click on Toggle in Yes position, and then click on Update button to save the rules. Once you completed the colour of the rule will be in White which means that this rule is enabled.
1. The Memo and Rule ID Errors are not mandatory field so in this example we keep it blank.
2. The above example covers how to email manifests to an agent, if needed you could setup rule for Printer in a similar way, to do so, select Printer in Export Framework and then follow rest step same as describe above.
Printing Manifests rather than Emailing Them
The above example covers how to email manifests to an agent. If needed, you could setup a similar rule that prints off a certain type of manifest (Linehaul for example), rather than having it email to someone.
1. To do this the setup would be much the same, but you'd need to change the Export Framework to be Printer with the help of drop and down button as shown below.
1. To do this the setup would be much the same, but you'd need to change the Export Framework to be Printer with the help of drop and down button as shown below.
If you have multiple printers installed in your system, then choose the applicable printer with the help of drop-down button.
2. Select the applicable Printer Name that you want to send the manifest to.
3. You can also see in the data filter screen, the above is set to print Linehaul manifests when one has been created. This may be useful if the Linehaul driver requires a physical copy of the manifested freight they are taking.
4. When setup correctly, this process happens automatically without any intervention needed to print the manifest PDF.
1. For this to work, you will need to enable a printer in Transvirtual. Click here for further information on this.
2. Printers will only be available to select from once you have downloaded the printing app and shared your printer with Transvirtual, as per the help article.
2. Printers will only be available to select from once you have downloaded the printing app and shared your printer with Transvirtual, as per the help article.
1. When selecting Export Framework to be Printer, you will not get an option to choose a file type to print.
2. A PDF will be printed based on the relevant report template - you can't print an excel file, hence why this choice option does not appear.
2. A PDF will be printed based on the relevant report template - you can't print an excel file, hence why this choice option does not appear.
Delete the Rule
1. If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.
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