Auto File Manifest
Automatically file shipping manifests, generate manifest PDFs, and send them via email for streamlined end-of-day shipping operations.
Overview
The RIS-SM-1040 – AutoFileManifest macro automates the process of filing shipping manifests for configured shipping integrations.
It generates manifest PDFs and sends them via email, ensuring smooth and efficient shipping closure operations.
Ensure shipping integrations and the "Consignments" print template are properly configured before running this macro.
Purpose
This macro:
- Files shipping manifests automatically
- Generates manifest PDFs
- Sends manifests via email
👉 In short:
File manifest → generate PDF → email it.
When It Runs
Used for shipping and dispatch closure workflows
Typically runs:
- Scheduled automation (daily / end-of-day)
- Manual execution
- After order dispatch
- During courier manifest generation
Parameters
Shipping provider name used as an optional filter.
Specific shipping account ID used as an optional filter.
Email address where the manifest PDF will be sent.
Vendor and AccountId are optional filters. If not provided, the macro processes all eligible shipping accounts.
How It Works
Initialize Macro
Start execution and fetch all shipping integrations.
Filter Shipping Accounts
Select accounts where:
- ManifestPending is false
- Optional filters (Vendor / AccountId) match
Prepare Manifest Request
Build manifest request with vendor, account ID, and default manifest ID.
File Manifest
Call Shipping Service API to file the manifest and log response.
Generate Manifest PDF
Use print service with template Consignments to generate PDF.
Download PDF
Retrieve the generated PDF from URL and convert it into file data.
Send Email
Send email with:
- Subject: Print Manifest
- Attached PDF file
Log Execution
Log processed accounts, API responses, email status, and errors.
Final Result
-
Shipping manifests filed successfully
-
PDF generated for each manifest
-
Email sent with attachment
-
Full process logged for tracking
Usefulness
This macro is highly beneficial for:
- Automating end-of-day shipping operations
- Reducing manual manifest handling
- Ensuring courier compliance
- Centralizing document sharing
- Saving operational time and effort
Important Notes
-
Works only for configured shipping integrations
-
Requires correct print template setup (
Consignments) -
Email configuration must be valid
-
Depends on correct handling of ManifestPending flag
-
Network/API failures may impact PDF download or email sending
-
Optional filters (Vendor / AccountId) must match correctly if used
Example Scenario
Key Insight
By combining manifest filing, document generation, and email delivery into one automated flow, this macro ensures efficient, accurate, and timely shipping operations with minimal manual effort.
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