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:

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