Manifest Reconciliation

The form can also be used to:

• Enter the invoice number and date.

• Enter/edit the manifest number.

• Change the shipment date.

• Open the shipment information record.

• Print a label for the bulk waste shipment container.

• Copy the shipment information record.

The Search Criteria section provides multiple filters to locate the specific set of shipment records needed, such as just the records listed on an invoice. A shipment's status must be set to Shipped or Received to be included in the search. The Search Results sections displays each record found sorted by shipment date and then shipment number. The record with the earliest shipment date is displayed first. Totals for actual gallon and actual pound quantities as well as disposal and transportation costs are automatically calculated and shown below the list of records displayed. Totals are updated when edits are saved.

Note:  If a shipment contains more than one line item of bulk waste materials, just the first line will be listed.

Any edits saved on the Manifest Reconciliation form update the shipment record and can be viewed on the Shipment Information form and the Manifest Return form. Likewise, manifest information documented on the Shipment Information form or Manifest Return form is reflected in the Manifest Reconciliation form.

An option is available to export the records listed in the Search Results section to Excel. In addition to the fields displayed for each record, the Excel worksheet contains columns for the waste receiving facility and number of containers.

To enter manifest reconciliation information

1. Click Data Entry > Shipment Information > Manifest Reconciliation in the Navigation Tree.
   
   The Manifest Reconciliation form is displayed.

2. Use the following guidelines to enter Search Criteria:

1. • A Generator is required and the field is automatically populated with the logged-in user's default entity if one has been defined and the entity has been designated as a waste generator. A different generator can be selected. Refer to Setting User Preferences and Entering the Entity Designation for additional information.

   • For the shipment date-related filters, enter a date range or a Year. When both are entered the date range filter is used.

   • The Blank Date option includes all shipments in your Essential database with a missing shipment date.

3. Click Search.
   
   The shipment records found are displayed in the Search Results section. The total number of records listed is shown above the first record. The Waste Classes field displays each waste classification for the US EPA governing body specified on the Waste Profile. Multiple classes are separated by a comma.

4. Click the Shipment ID link to open the Shipment Information form and view the record.

5. Click the Edit button adjacent to the Shipment ID field.
   
   A data entry field is displayed for each value that is available for edit, including the Manifest # field.

6. Use the following guidelines to enter data:

1. • Select a entry from the list for the UOM and Disposal Method fields. For the other fields, type the new data into the appropriate field.

   • For date-related fields, the Calendar button is available to select a date.

7. Click the Save button adjacent to the Shipment ID field.

To print bulk waste container labels

1. Open the Manifest Reconciliation form and execute a search to display the appropriate shipments in the Search Results section.

2. Click the Container Label link for a shipment.
   
   The Print Bulk Waste Label form appears.

3. Select a different Label from the list when applicable.

4. Click Adjust Margin and change the default Left Margin and Top Margin values when necessary.

5. Click Create Label.
   
   A printer-friendly version (.pdf) of the label is displayed in a separate Adobe Acrobat Reader window with printing, saving, and emailing capabilities.

6. Print the label.

To copy a shipment record

1. Open the Manifest Reconciliation form and execute a search to display the appropriate shipments in the Search Results section.

2. Click the Copy button adjacent to the Shipment ID field for the source shipment.
   
   The Shipment Information form is displayed in a separate window, populated with the data from the source shipment.

3. Complete and save the shipment record. Close the window to return to the Manifest Reconciliation form.
   
   The shipment Status must be set to Shipped or Received in order for the shipment to be located and displayed on the Manifest Reconciliation form.