What is the Export Grid:
The Export Grid function allows the user to extract a data file containing a snapshot of the data contained on that data grid.
How to Export the Held Consignments Grid:
Note: If you do not have access as an Administrator or Organization User, you will not be able to access the above links. You will also need to ensure that your assigned role has access to export the Carrier invoices data.
To access editing a role please work through the following article
Navigate to Finance, then Held Consignments:
On the Held Consignments page, click on the Actions drop-down button and click on the `Export Grid`.
Note: By using either of the `Search`, 'Carrier' or `Company` text boxes, the export will be adjusted to show just the filtered data.
Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention as Held Consignments_*date*.csv.
The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. Checking on the exported file, the following data or fields include:
Carrier Consignment id - Connote Number
Carrier And Service Name - Carrier and Service Consignment was booked on
Total - The quoted price of the consignment
Despatch Date - Date of Despatch of Consignment
Company Name - Owning Company of the consignment
CarrierId - Id of the carrier the consignment was booked on
CompanyId - id of the company the consignment was booked on
Consignment Number - MS Number
ConsignmentTrackingStatus - Consignment tracking status
Is Benign - Was this consignment created as a benign consignment
Held Reconciliation - Is the consignment on hold for reconciliation
Held Invoicing - Is the consignment on hold for Invoicing
Note: This will export out the top 4000 consignments in the grid