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Bill of lading field descriptions

General Bill of Lading Information (in the top section of the screen)

BOL #

Alphanumeric ID for the document, generated by the system when the bill of lading is created. Unique in the warehouse.

Warehouse

The warehouse from which the goods are being packed and shipped.

Created date

Date the system created the bill of lading.

Created by

User that created the bill of lading.

Status

The state of the bill of lading. The possible values are:

  • In Progress: Picking and packing for this bill of lading are in process. You can see more details by looking at the Status of the individual pack items.
  • Closed: Packing for this bill of lading is complete and the inventory has left the warehouse.
  • Committed: The bill of lading has been closed. The header and package information is no longer editable. The information may have been sent to a third party system that is relying on the data to remain unchanged.
  • Consumed: The bill of lading has been committed. A third party system has received and accepted the bill of lading.

Complete date

Date the bill of lading was closed.

Wave #

Alphanumeric ID for this set of work, generated by the system when this set of work is initiated. Unique in the tenant. All documents involved in fulfilling this set of work have the same Wave #. This includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.

Transacted by

The person responsible for packing and closing the bill of lading.

The value of this field initially comes from the bill of lading template at the creation of the wave, or if not specified there, from the pack plan.

Date

The date of the bill of lading.

Due Date

The date the bill of lading is due to be delivered to the customer. For reference only; setting this date does not automate any functions.

This value is from the sales orders if the bill of lading template has an Items Sort-and-Break on Due Date. Otherwise,The value of this field comes from the bill of lading template at the creation of the wave, or if not specified there, from the pack plan.

Priority

The priority for the bill of lading.

This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.

This value is from the sales orders if the bill of lading template has an Items Sort-and-Break on Priority. Otherwise,The value of this field comes from the bill of lading template at the creation of the wave, or if not specified there, from the pack plan.

Carrier

The carrier providing outbound transportation logistics services for this bill of lading. More info.

The Code of the Carrier is listed when viewing the bill of lading.

Owner

Often user for 3PL (3rd Party Logistics) operations to specify the owner of the items on the bill of lading.

This value is from the sales orders if the bill of lading template has an Items Sort-and-Break on Owner. Otherwise, the value is null. Read only.

Destination Location

The location where the picked goods are delivered in order to be packed for this bill of lading. Typically a dock or packing station.

This value is specified on the pack plan. Read only.

Ship To tab

Customer

The name of the company/location where the goods are being sent. More info.

The value is from the sales orders if the bill of lading template has an Items Sort-and-Break on Customer. Otherwise, the value is null. Read only.

Override Customer

The overridden name of the Customer.

For example, if the Customer Business Affiliate is Target, the Override Customer might be "Target - Store 824".

The value is from the sales orders if the bill of lading template has an Items Sort-and-Break on Override Customer. Otherwise, the value is null. Read only.

Ship To Address fields

The address where the bill of lading is being shipped.

The value is from the sales orders if the bill of lading template has an Items Sort-and-Break on the Ship To address fields Otherwise, the value is null. Read only.

Ship From tab

Ship From Address fields

The address where the goods are being shipped from. Pre-filled from the address information under Administration>Warehouses for this warehouse.

Remit To tab

Remit To Address fields

The address to which the customer should send payment. Pre-filled from the address information under Administration>My Company.

Custom tab

Custom fields

If you have defined any custom fields with Business Process of Outbound, those fields are available here if you customize the page.

The values of the fields are null and can be edited. See Working with custom fields and bills of lading.

Comments tab

Comments

Optional comments regarding the bill of lading.

Billing tab

 

 

General Billing Information

The Billing Tab is only present if this document has an Owner specified in the header.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Total Billable Amount

The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.

Billing Lines table

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

General Ledger Code

The general ledger account number associated with the charge type.

Billing Basis

The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

Qty

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

 

 

 

 

History tab

Date

Date the bill of lading was modified.

User

User who made the change.

Event

The type of change: Edit, Cancelled, etc.

Packages table

Package #

The system generated number of the package.

Tracking #

The tracking number for the package.

Tracking URL

The URL for tracking the package.

On the view pages, click this field to open a new browser window and view the tracking information.

On the edit pages, enter a valid URL of the form http://....

Total Est Charges

The estimated cost of shipping the package.

Cube

The total volume (cube) of the package. Use Calculate to have the system automatically set this field to the sum of the Cube fields of the inventory items being packed in this package.

Dim Wt

The total weight of the package. Use Calculcate to have the system automatically set this field to the sum of the Dim Wt fields of the inventory items being packed in this package.

Pallets

The total number of pallets of the package. Use Calculate to have the system automatically set this field to the sum of the Pallets fields of the inventory items being packed in this package.

Status

The state of the package. The possible values include:

  • New: The package has just been added and the bill of lading has not yet been saved.
  • Saved: The package is saved as part of the bill of lading but none of the items have been assigned to it yet.
  • In Progress: Some of the items are being picked for this package.
  • Ready: All of the items have been picked for this package and it is ready to be sealed and closed.
  • Closed: The package has been sealed and closed. No items may be added to or removed from this package.
  • Cancelled: The bill of lading was closed and none of the items from this package were shipped out. This might occur if (a) you close the bill of lading when the package is Ready but all of the items had a Qty Packed of 0; or (b) you close the bill of lading by selecting Ship Closed Packages (shipping the Closed packages but setting the Ready packages to Cancelled).

Hazardous

Whether or not any of the items in the package is hazardous or requires special handling instructions. This field is not automatically determined by the system.

Comments

Optional comments regarding this package.

Pack Items table: Demand View, Fulfillment View, and Pack View

See Viewing BOL items for additional details of the differences between Demand View, Fulfillment View, and Pack View.

Line #

The system generated line number for the item.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the Item # from the item master.

Package #

The package this item should be packed in.

Picking Started?

Whether or not any of the picking for this line has begun. Changes to true as soon as at least one pick ticket line that fulfills this line is Pick Started.

Status

The state of the item. The possible values include:

  • In Progress: Inventory has been allocated and there is a pick plan for this item. This item may or may not be on a pick ticket yet.
  • Ready: This item is finished being picked. The inventory has been delivered to the Destination Location.
  • Closed: This item has been packed and has left the warehouse.

Fulfillment Type

One of:

  • Pick Plan: indicates this line has been allocated on a pick plan, but has not yet been put onto a pick ticket.
  • Pick Ticket: indicates this line has been put onto a pick ticket.

Available only in the Fulfillment View. Used together with Fulfillment Status to indicate progress of picking.

Fulfillment Status

The state of the fulfillment document (either pick plan Status or pick ticket Status).

Available only in the Fulfillment View. Used together with Fulfillment Type to indicate progress of picking.

Qty to Pack

The amount of goods that need to be packed and shipped out of the warehouse.

This field is only available on the Pack View and the Demand View.

Qty Avail to Pack

The amount of goods that have been picked and delivered to the Destination Location. These goods are available to be packed into packages.

This field is only available on the Pack View.

Qty to Pick

The amount of goods that need to be picked.

This field is only available on the Fulfillment View.

Qty Picked

The amount of goods that have been picked and delivered to the Destination Location. These goods are available to be packed into packages.

This field is only available on the Fulfillment View.

Qty Packed

The amount of goods that were acutally packed and left the warehouse.

This field is null until the Status of this item becomes Closed.

If you are billing for this bill of lading, the Billable Qty is based on the Qty Packed.

SO Ordered Qty

The amount of goods that were ordered.

This field is only available on the Demand View.

Additional item attributes

Additional item attributes are available if you customize the page. See inventory item field details and item master field details for the field descriptions.

In the Demand View, the values are from the sales order items. In the Fulfillment View and Pack View, the values are from the inventory items.

  • Condition
  • Details
  • EAN
  • Expire Date
  • General Ledger Code
  • Hazardous
  • Item receipt date
  • Item Type
  • Lic #
  • Lot #
  • Manufacturer
  • Method Acquired (available only on the Fulfillment View)
  • Owner
  • Product ID
  • Serial #
  • Unit Item Cost (available only on the Fulfillment View)

Item metrics

Item metrics, that is, measurements of the items, are available if you customize the page. They include Total Cost, Total Price, Cube, Dim Wt, and Pallets. See inventory item field details for the field descriptions.

Item metrics are different than other item attributes because their value depends both on the view you select and on the Status of the line item. For example, although the Product ID or Description of the item does not change during the picking and packing process, the amount of the item that has been picked or packed so far does change over time. The item measurements change as the item Status changes in order to reflect this.

  • If the Qty Avail to Pack is 0, the measurements reflect the Qty to Pack. This means that before work begins, when no goods have been picked, the estimate of the measurements is reported.

    Total Cost is from the item master.

    Cube, Dim Wt, Pallets, Total Price are from the sales order item.

  • If the Qty Avail to Pack is greater than 0 but the Status is not Closed, the measurements reflect the Qty Avail to Pack. This means that while the picking is in process, the amount picked and delivered to the packing station so far is reported.

    Total Price is from the sales order item.

    Total Cost is from the inventory item.

    Cube, Dim Wt, and Pallets are from the inventory item if the item master is Based on Measurement Unit, or from the item master otherwise.

  • If the Status is Closed, the measurements reflect the Qty Packed. This means that once the item has been packed and left the warehouse, the amount that actually left the warehouse is reported.

    Total Price is from the sales order item.

    Total Cost is from the inventory item.

    Cube, Dim Wt, and Pallets are from the inventory item if the item master is Based on Measurement Unit, or from the item master otherwise.

Inventory custom fields

If you have defined any custom fields with Business Process of Inventory, those fields are available here if you customize the page.

  • In the Demand View, the value of the field from the sales order item is displayed.
  • In the Fulfillment View, the value of the field from the inventory item is displayed.
  • In the Pack View, the value of the field is null and can be edited. See Working with custom fields and bills of lading.

Pack Items table: Rejected Picks View

Pick Ticket Line #

The line number of the pick ticket line item that was rejected.

Pick Ticket # / Rejected Line #

The pick ticket number and rejected line number for the rejected item. (The rejected item is also listed on this pick ticket. The line number is from the Full View of the pick ticket.)

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the Item # from the item master.

Qty Rejected

The amount that was rejected by the packer.

Remove from Inventory

Whether or not the Qty Rejected was removed from inventory (scrapped).

  • If the goods were removed, they were scrapped as part of the rejection process.
  • If the goods were not removed, they remain in the Destination Location until transferred elsewhere. They are no longer allocated to this wave and they appear as part of the quantity on hand.

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

Working with custom fields and bills of lading

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