Bill of lading field descriptions
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General Bill of Lading Information (in the top section of the screen)
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BOL #
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Alphanumeric ID for the document, generated by the system when the bill of lading is created. Unique in the warehouse.
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Warehouse
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The warehouse from which the goods are being packed and shipped.
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Created date
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Date the system created the bill of lading.
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Created by
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User that created the bill of lading.
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Status
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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.
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Complete date
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Date the bill of lading was closed.
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Wave #
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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.
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Transacted by
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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.
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Date
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The date of the bill of lading.
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Due Date
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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.
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Priority
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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.
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Carrier
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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.
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Owner
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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.
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Destination Location
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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.
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Ship To tab
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Customer
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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.
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Override Customer
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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.
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Ship To Address fields
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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.
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Ship From tab
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Ship From Address fields
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The address where the goods are being shipped from. Pre-filled from the address information under Administration>Warehouses for this warehouse.
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Remit To tab
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Remit To Address fields
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The address to which the customer should send payment. Pre-filled from the address information under Administration>My Company.
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Custom tab
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Custom fields
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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.
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Comments tab
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Comments
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Optional comments regarding the bill of lading.
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Billing tab
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General Billing Information
The Billing Tab is only present if this document has an Owner specified in the header.
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Billing Status
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The status of the billing section: Saved, Closed, or Cancelled.
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Total Billable Amount
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The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
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Billing Lines table
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Line #
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The system generated line number for the billing line.
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Charge Type
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The name of the charge type.
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General Ledger Code
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The general ledger account number associated with the charge type.
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Billing Basis
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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).
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Computed Qty
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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.)
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Qty
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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.)
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Description
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A description of what is being billed, such as you might place on an invoice. Optional.
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Rate
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The unit amount to charge.
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Total
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The total for the line, calculated as Qty multiplied by Rate.
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History tab
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Date
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Date the bill of lading was modified.
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User
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User who made the change.
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Event
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The type of change: Edit, Cancelled, etc.
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Packages table
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Package #
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The system generated number of the package.
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Tracking #
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The tracking number for the package.
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Tracking URL
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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://....
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Total Est Charges
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The estimated cost of shipping the package.
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Cube
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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.
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Dim Wt
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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.
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Pallets
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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.
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Status
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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).
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Hazardous
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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.
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Comments
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Optional comments regarding this package.
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Pack Items table: Demand View, Fulfillment View, and Pack View
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See Viewing BOL items for additional details of the differences between Demand View, Fulfillment View, and Pack View.
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Line #
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The system generated line number for the item.
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Item #
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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.
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Description
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The description of the Item # from the item master.
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Package #
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The package this item should be packed in.
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Picking Started?
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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.
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Status
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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.
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Fulfillment Type
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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.
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Fulfillment Status
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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.
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Qty to Pack
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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.
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Qty Avail to Pack
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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.
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Qty to Pick
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The amount of goods that need to be picked.
This field is only available on the Fulfillment View.
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Qty Picked
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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.
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Qty Packed
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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.
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SO Ordered Qty
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The amount of goods that were ordered.
This field is only available on the Demand View.
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Additional item attributes
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Additional item attributes are available if you customize the page. See  inventory item field details and item master field details for the field descriptions.
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Field
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Description
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Item #
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A unique number for the item master on file for your operation.
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Description
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The description of the item from the item master.
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Group
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The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
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Details
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Optional details about the inventory item. (Not from the item master.)
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Serial #
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The inventory item serial number.
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Location
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The bin where the item is stored.
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Qty on hand
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The quantity of the item in the selected location.
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Expire date
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The date of expiration you can assign to this inventory item. See Working with the item-level expire date.
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Item receipt date
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The date the item was received into inventory. The item inherits the date from the receipt, and it is editable while the item is in inventory.
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Classification
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The inventory item classification. The item inherits the classification from the item master.
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Item Type
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A type of item master, either Purchase, Cost, Build, Service.
- Purchase: A purchase is an item that can be bought.
- Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses.
- Build: A build is an item that you manufacture or assemble from cost items.
- Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
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General Ledger Code
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The general ledger code for the item.
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Sales Price per Shipping Unit
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Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item.
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Hazardous
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Whether the item is hazardous. Values are No, Yes.
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Method Acquired
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Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order).
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Product id
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The Item number that the Vendor for this product uses.
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Owner reference
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The reference number the owner of this item uses for tracking it.
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Owner
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The owner of the inventory item.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Broker
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The party conducting transactions on behalf of the owner of the inventory item.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Vendor
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The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Customer ref #
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The reference field the customer of this item uses for tracking purposes.
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Lot #
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The number for the lot the inventory belongs to.
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Condition
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The condition of the item. A drop-down is available.
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Last Cycle Count Date
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The date the inventory item was most recently counted.
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Manufacturer
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The manufacturer of the item.
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Manufacturer ID
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The code for the manufacturer of the item.
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Manufacturer Item ID
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The manufacturer's code for the item.
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UPC
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Universal Product Code. The bar code for an item.
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EAN
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Article Numbering Code.
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Dim Wt per UoM
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The dimensional weight of the inventory item per unit of measure in which the inventory item is stored.
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Dim Wt
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The total dimensional weight of the inventory item.
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Cube per UoM
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The cube or volume of the inventory item per unit of measure in which the inventory item is stored.
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Cube
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The total cube or volume of the inventory item.
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Pallets
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The total number of pallets on which the inventory item is stored.
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Pallets Filled
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The total number of pallets filled by this inventory item. This quantity is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 (or more) Pallets.
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Pallet Packing Ratio
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The amount of inventory divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75
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License Numbers
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This section lists all quantities of this item in this location to which you have assigned license numbers.
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Quantity
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Quantity of the item assigned to the license number.
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License #
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The license number.
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Hold
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Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok).
Warn Type - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok).
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Soft Allocations
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This sections lists all quantities of this item which are soft allocated, that is, reserved for a specific operation in the warehouse.
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Quantity
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Amount of the inventory that is soft allocated.
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License #
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The license # of the inventory that is soft allocated.
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Document #
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The SmartTurn document to which the inventory is soft allocated, for example, SI-000018 or BT-000003.
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Line #
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The Line # from the Items table of the document to which the inventory is soft allocated.
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Soft Allocation Type
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- Fulfillment - the inventory is soft allocated to a shipment or a kit (as Component Items); it will be removed from the warehouse or used up as a result of this pending warehouse operation
- Edit - the inventory is soft allocated to an adjustment, bin transfer, or cycle count; some of its properties (such as quantity or location) will be changed as a result of this pending warehouse operation
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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)
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Item metrics
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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.
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Field
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Description
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Item #
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A unique number for the item master on file for your operation.
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Description
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The description of the item from the item master.
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Group
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The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
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Details
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Optional details about the inventory item. (Not from the item master.)
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Serial #
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The inventory item serial number.
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Location
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The bin where the item is stored.
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Qty on hand
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The quantity of the item in the selected location.
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Expire date
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The date of expiration you can assign to this inventory item. See Working with the item-level expire date.
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Item receipt date
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The date the item was received into inventory. The item inherits the date from the receipt, and it is editable while the item is in inventory.
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Classification
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The inventory item classification. The item inherits the classification from the item master.
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Item Type
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A type of item master, either Purchase, Cost, Build, Service.
- Purchase: A purchase is an item that can be bought.
- Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses.
- Build: A build is an item that you manufacture or assemble from cost items.
- Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
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General Ledger Code
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The general ledger code for the item.
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Sales Price per Shipping Unit
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Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item.
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Hazardous
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Whether the item is hazardous. Values are No, Yes.
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Method Acquired
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Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order).
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Product id
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The Item number that the Vendor for this product uses.
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Owner reference
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The reference number the owner of this item uses for tracking it.
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Owner
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The owner of the inventory item.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Broker
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The party conducting transactions on behalf of the owner of the inventory item.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Vendor
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The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master.
The Code of the business affiliate is listed when viewing the inventory item.
Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
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Customer ref #
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The reference field the customer of this item uses for tracking purposes.
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Lot #
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The number for the lot the inventory belongs to.
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Condition
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The condition of the item. A drop-down is available.
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Last Cycle Count Date
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The date the inventory item was most recently counted.
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Manufacturer
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The manufacturer of the item.
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Manufacturer ID
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The code for the manufacturer of the item.
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Manufacturer Item ID
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The manufacturer's code for the item.
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UPC
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Universal Product Code. The bar code for an item.
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EAN
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Article Numbering Code.
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Dim Wt per UoM
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The dimensional weight of the inventory item per unit of measure in which the inventory item is stored.
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Dim Wt
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The total dimensional weight of the inventory item.
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Cube per UoM
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The cube or volume of the inventory item per unit of measure in which the inventory item is stored.
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Cube
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The total cube or volume of the inventory item.
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Pallets
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The total number of pallets on which the inventory item is stored.
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Pallets Filled
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The total number of pallets filled by this inventory item. This quantity is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 (or more) Pallets.
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Pallet Packing Ratio
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The amount of inventory divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75
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License Numbers
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This section lists all quantities of this item in this location to which you have assigned license numbers.
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Quantity
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Quantity of the item assigned to the license number.
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License #
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The license number.
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Hold
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Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok).
Warn Type - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok).
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Soft Allocations
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This sections lists all quantities of this item which are soft allocated, that is, reserved for a specific operation in the warehouse.
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Quantity
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Amount of the inventory that is soft allocated.
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License #
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The license # of the inventory that is soft allocated.
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Document #
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The SmartTurn document to which the inventory is soft allocated, for example, SI-000018 or BT-000003.
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Line #
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The Line # from the Items table of the document to which the inventory is soft allocated.
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Soft Allocation Type
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- Fulfillment - the inventory is soft allocated to a shipment or a kit (as Component Items); it will be removed from the warehouse or used up as a result of this pending warehouse operation
- Edit - the inventory is soft allocated to an adjustment, bin transfer, or cycle count; some of its properties (such as quantity or location) will be changed as a result of this pending warehouse operation
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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.
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Inventory custom fields
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If you have defined any custom fields with Business Process of Inventory, those fields are available here if you customize the page.
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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.
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Pack Items table: Rejected Picks View
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Pick Ticket Line #
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The line number of the pick ticket line item that was rejected.
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Pick Ticket # / Rejected Line #
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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.)
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Item #
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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.
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Description
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The description of the Item # from the item master.
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Qty Rejected
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The amount that was rejected by the packer.
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Remove from Inventory
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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.
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