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Working with custom fields and bills of lading

Custom fields allow you to customize SmartTurn for business processes that are unique to your operation. You can create custom fields for your inbound, outbound, or inventory business processes.

On bills of lading, you have access to both the outbound custom fields and inventory (line item) custom fields.

Working with outbound custom fields on bills of lading:

Known issue: The Business Process Details diagram used in the custom field definition is based on the assumption that there is at most one sales order for each fulfillment document. In the case of shipments, this is true. However, for bills of lading, there can be many sales orders that are all being (fully or partially) fulfilled by this bill of lading. There is currently no way to specify custom field definitions in this scenario. Therefore, unlike other uses of Outbound custom fields, the Outbound custom fields on the bill of lading are not automatically populated based on the Business Process Details diagram. Instead, the custom fields are always null, and editable.

Working with inventory (line item) custom fields on bills of lading:

  • The custom fields with Business Process of Inventory appear in the Pack Items table on the bill of lading, if you customize the page.
  • In the Demand View of the Pack Items table, the Inventory custom fields are read only. The values are from the sales order line item.
  • In the Fulfillment View of the Pack Items table, the Inventory custom fields are read only. The values are from the inventory item.
  • In the Pack View of the Pack Items table, the Inventory custom fields are editable. The default values are always null.

Known issue: The Business Process Details diagram used in the custom field definition is based on the assumption that there is at most one sales order for each fulfillment document, and at most one inventory item for each fulfillment line. In the case of shipments, this is true. However, for bills of lading, there can be many sales orders that are all being (fully or partially) fulfilled by this bill of lading. Additionally, for BOL items (in the Pack View), there can be many inventory items that are all fulfilling this line. There is currently no way to specify custom field definitions in this scenario. Therefore, unlike other uses of Inventory custom fields, the Inventory custom fields on the Pack view of the bill of lading are not automatically populated based on the Busines Process Details diagram. Instead, the custom fields are always null, and editable.

See Also

Bills of Lading

Viewing bills of lading

Creating bills of lading

Editing bills of lading

Actions on the BOL packages

Actions on the BOL items

Closing bills of lading

Committing bills of lading

Working with integrations and bills of lading

Bill of lading field descriptions

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