Overview
A Bill of Lading (BOL) can be created at the time Items are shipped on a Sales Order. A Bill of Lading can be associated with a Container, and can also represent a set of Sales Orders. You can view/edit the BOLs that have been created, or you can use this process to enter a new Bill of Lading.
Application
A Bill of Lading is a legal document between the shipper of a particular good and the carrier detailing the type, quantity and destination of the good being carried. The Bill of Lading also serves as a receipt of shipment when the good is delivered to the predetermined destination. This document must accompany the shipped goods, no matter the form of transportation, and must be signed by an authorized representative from the carrier, shipper and receiver.
Prerequisite
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In order to add ‘Bill of Lading Shipper Detail’, a Sales Order Line needs to have at least been “packed”, or if Consolidated Fulfillment is active, Sales Order Line must be shipped.
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In order to add ‘Bill of Lading Container Detail’, a SO Shipper needs to have been containerized.
Navigation
Bill of Lading
Processing
Step 1 - ‘New Bill of Lading’ button.
Enter the Bill of Lading Number, select a Customer and specify other details on the Bill of Lading.
The ‘Additional’ section will display the details for this BOL:
Bill of Lading Container Detail –
This record is created using Container information from shipment.
Add Mode:
Select Container ID and add or update data as required.
Bill of Lading Shipper Detail –
This record is created using SO Shipper information from shipment.
Add Mode:
Select Shipper and Shipper Line and add or update data as required
Step 2 - ‘Save’ the Bill of Lading
Step 3 - Print the Bill of Lading
Click on the ‘Print BOL’ button to print the Bill of Lading.
NOTE Ensure that the Bill of Lading Email Template is defined on the Sales Order Control to print BOL.
Fields
Division: Identifies the specific Sales Division of a particular BOL.
Bill of Lading Number: Unique value identifying a particular BOL.
Freight Term: Lookup field to a Freight Terms code.
Freight Terms Description: Freight Terms description for this Bill of Lading.
FOB: Lookup field to the FOB code.
FOB Description: FOB description for this Bill of Lading.
Carrier: Lookup field to the Carrier code associated with this Bill of Lading.
Carrier Description: Carrier description for this Bill of Lading.
Ship Method: Lookup field to the Shipping Method code.
Ship Method Description: Shipping Method description for this Bill of Lading.
Customer: Lookup field to the Customer Master record.
Net Weight: The field is the total net weight of all products on the BOL. The system will automatically update this as BOL details are added – and the user may manually change it as desired.
Tare Weight: The field is the total tare weight of all products on the BOL. The system will automatically update this as BOL details are added – and the user may manually change it as desired.
Gross Weight: System calculated field that is always the sum of the net and tare weights.
Freight Amount: Freight amount on this Bill of Lading.
Scheduled Delivery Date: This reference field is set manually by the user (reflects the date the delivery is scheduled to reach its destination).
Actual Delivery Date: This reference field is set manually by the user (reflects the date the delivery reached its destination).
Date Printed: Set to the system date the first time the Bill of Lading is printed.
Shipping Route: User-specified description of the Shipping Route.
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Vehicle/Vessel Description: User-specified description of the vehicle/vessel used
Print Shipper Detail: When set to TRUE, the Bill of Ladings shipper detail will print on the form beneath each container.
Additional Section Fields
Consigned To Address 1: This is the Consigned to Address Line 1 for this Bill of Lading.
Consigned To Address 2: This is the Consigned to Address Line 2 for this Bill of Lading.
Consigned To Address 3: This is the Consigned to Address Line 3 for this Bill of Lading.
Consigned To City: This is the Consigned to City for this Bill of Lading.
Consigned To State: This is the Consigned to State for this Bill of Lading.
Consigned To Zip Code: This is the Consigned to Zip Code for this Bill of Lading.
Consigned To Name: This is the Consigned to Name for this Bill of Lading.
Consigned To Phone: This is the Consigned to Phone for this Bill of Lading.
Consigned To Fax: This is the Consigned to Fax for this Bill of Lading.
Consigned To Email: This is the Consigned to Email for this Bill of Lading.
Consigned To Country: This is the Consigned to Country for this Bill of Lading.
ISO Country Codes: This field contains the ISO Codes for the Country.
Bill of Lading Container Detail
Name: Bill of Lading Container Detail name.
Container ID: Container ID of this Bill of Lading.
Container ID (for printing): Sub-container ID.
Net Weight: Net weight of this container on this Bill of Lading.
Tare Weight: Tare weight of this container on this Bill of Lading.
Gross Weight: Gross weight of this container on this Bill of Lading.
Description: Description of this Container on this Bill of Lading
Comments: Comments associated with this Container on this Bill of Lading
Bill of Lading Shipper Detail
Name: Name of Bill of Lading Shipper Detail.
Shipper: Shipper tied to this Bill of Lading.
Shipper Line: Shipment Line for this Bill of Lading.
Shipper Number (for printing): Shipper Number.
Unit Of Measure: Unit of Measure associated with this Product Number.
Product Number: Product on the Shipper Line.
Quantity: Quantity on the Shipper Line.
Net Weight: Net Weight on this Shipper.
Tare Weight: Tare Weight on this Shipper.
Gross Weight: Gross Weight on this Shipper.
Description: Product description on this Shipper
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Comments: Comments for this Bill of Lading Shipper.
SEE ALSO
SO Shipper
Container Type
Sales Order Entry
Carriers
