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. This article will detail how to setup an EDI for manifest. To navigate the Export Manifest page, go to Import/Export > Data Export > Manifest.
Create/Add a New Rule
1. To create/add a new rule, go to the Export Manifest page, and then click on New Rule as shown below. 
2. A pop-up Create a new export rule will display as shown below.
3. Manually enter the Rule Name where you input what you want this rule to be called and select the Export Framework with the help of Drop-down button and then click on the Create button as shown above.
In this example we are using Test 01 as a Rule Name and will use Email in Export Framework.
4. Once rule is created, 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.
5. Now, click on the new rule and the details for this rule will appear on the right side of the page as shown below.
6. Before update the rule detail, first set up the data filter. Data filters are the driving force behind how the system determines when an EDI rule will and won't apply to a consignment. They specify criteria that consignments must meet to have EDI rules trigger against them.
Data Filter
1. To see the data filter section, scroll down to the bottom of the page as shown below.
2. To setup the data filter, you need to add logic to it. To do this, you need to first Select Field, Logic and then Select Value with the help of drop-own button. Once done, click on Add Rule the logic will display on the Data Filter screen (Refer Screen 04).
In this example, we are using Manifest Type in the Select Field, Equal in Logic and Agent in Select Value field. This EDI rule tells the system to send email when there is an Agent type manifest created (a manifest compiled from consignments that have been assigned to the one agent).
3. 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:
a. 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.
You have the ability to customize the FTP, E-mail, Webservice, Printer, Account Package and SMS using the Settings button.
Export Framework Setting
To customize the email setting, click on Settings, email edit setting page will display as shown below.
1. Now fill the email details as describe below.
i. Email Account (Optional): Select the email account with the help of drop-down button.
ii. Send to Customer Contact: If you wish to send email to the customer email address select this with the help of drop-down button.
We do not want to send email to customer as this example is for Agent only, so we will leave blank
iii. Send to Assigned Agent Contact: If you wish to send email to the customer email address select this with the help of drop-down button.
For this example, we are going to send the emails to the agent using the Send to Assigned Agent Contact field and here we are using General from the list. iv. Email To: Manually enter the Email ID in this field.
Email to field should be used for internal staff where possible as anyone listed here will get all emails generated by this EDI rule. We are going to leave blank for this example.
v. Email Subject: This field is used to enter text that will be sent as the Email Subject when the email is sent out.
To see the email listed in General field, go to applicable agent card file and then click on Contact Field as shown below.
vi. After filling the details, the detail screen will look as below.
2. Once email details are filled, now click on Email Body tab and manually enter the message, we are going to send.
i. The Validate button located bottom-left can be used to preview what the email will look like.
ii. From here, click on the Update to save the Email settings.
c. 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.
Export File Type Settings
Select the option, then click the Settings button to configure further the export file. You will then see the below:
- On the bottom of the file type setting, you can select the applicable fields (Either add/remove) using the Data to Export section.
For this example, we are going to leave as is.
- Click on the Update at the bottom to apply the changes.
d. 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.
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. 
- The Memo, Link to Rule ID and Email EDI Errors are not mandatory field so in this example we keep it blank.
- Manifest rules trigger on manifest close/creation automatically! There is no need to specify a trigger period like with other EDI rules.
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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