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BOL template field descriptions

General Information

Name

The name of the BOL template. This is required and must be unique in the warehouse.

Description

The description of the BOL template.

Warehouse

The warehouse in which this BOL template can be used.

Due Date

The date the packing is due to be completed. This field provides the default value for the Due Date of any bills of lading created using this template.

Priority

The priority of the packing. This field provides the default value for the Priority of any bills of lading created using this template.

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.

Transacted by

The person that should perform the packing. Can be a username or a string. This field provides the default value for the Transacted by of any bills of lading created using this template.

BOLs tab: Items Sort-and-Break

Field

Sorting based on the selected fields. A new bill of lading is created each time the value of the field changes.

The fields available are the sales order item properties.

Known Limitation: Sales orders that are required to ship completely (the sales order header field Partial Shipment Allowed is unchecked) are subject to special handling:

  • There is an implied Sort-and-Break on SO # only for those sales orders that are required to ship complete. In other words, each sales order that is required to ship completely always automatically becomes exactly one bill of lading. (Other sales orders in this wave that allow partial shipment may be combined based on the other Sort-and-Break fields listed here.)
  • If other Sort-and-Break fields listed here require a sales order to be split onto multiple bills of lading, and that sales order is required to ship completely, that sales order is removed from the wave. For example, if there is a Sort-and-Break on Group, and one sales order that is required to ship completely has ordered items from multiple Groups, that sales order is removed from the wave.

Order

The order in which to sort: Ascending or Descending. Selecting Ascending means that the items whose Field value is smallest or alphabetically first will be on the first bill of lading, the next items will be on the second bill of lading, etc.

Carrier Override

Automatically set the Carrier field on the created bills of lading to this Carrier Override, if and only if the Carrier field on the created bills of lading would otherwise be null. (Carrier is the business affiliate that provides transportation logistics services. More info.)

This field is used in two circumstances:

  • Carrier is listed in the Items Sort-and-Break Field and there are some sales orders that do not have a Carrier. Those sales orders are combined onto one bill of lading. The Carrier on that bill of lading is set to the Carrier Override, if specified, or else left null.
  • Carrier is not listed in the Items Sort-and-Break Field. Sales orders with different Carriers on to one bill of lading. The Carrier on that bill of lading is set to the Carrier Override, if specified, or else left null.

BOLs tab: BOL Capacity

Capacity Sort

Sorting based on the physical property of the item. The sorting specified here is the order in which the system attempts to put the items onto individual bills of lading. (If a given item is too big, it goes onto the next bill of lading.) In general, the sorting here should match one of the Capacity Constraints.

The fields available are:

  • Dim. Weight
  • Cube
  • Eaches
  • Pallets

Capacity Constraints

The limits on how much can be put onto one bill of lading. If multiple constraints are specified, the most limiting one is enforced.

The fields available are:

  • Dim. Weight
  • Cube
  • Eaches
  • Pallets
  • # of Packages

BOLs tab: Items Sorting

Field

Sorting based on the selected fields. This sorting is applied to the items (in Pack View) when the bill of lading is first displayed.

The fields available are the sales order item properties.

Order

The order in which to sort: Ascending or Descending.

Packages tab: Items Sort-and-Break

Field

Sorting based on the selected fields. A new package on the bill of lading is created each time the value of the field changes.

The fields available are the sales order item properties.

Order

The order in which to sort: Ascending or Descending. Selecting Ascending means that the items whose Field value is smallest or alphabetically first will be in the first package, the next items will be in the second package, etc.

Packages tab: Items Sorting for Packages

Field

Sorting based on the selected fields. The sorting is applied after the items have been logically classified into different packages (the Items Sort-and-Break for Packages) and before they have been physically classified into different packages (the Package Capacity).

Note: You can have either an Items Sorting for Packages or a Capacity Sort in the Package Capacity, but not both.

The fields available are the sales order item properties.

The system implicitly considers Item # and Unit of Measure here. In other words, unless the user specifies otherwise, package #1 has the alphabetically first Item #, etc.

Order

The order in which to sort: Ascending or Descending.

Packages tab: Package Capacity

Capacity Sort

Sorting based on the physsical property of the item. The sorting specified here is the order in which the system attempts to put the items into individual packages. (If a given item is too big, it goes into the next package.) In general, the sorting here should match one of the Capacity Constraints.

Note: You can have either an Items Sorting for Packages or a Capacity Sort in the Package Capacity, but not both.

The fields available are:

  • Dim. Weight
  • Cube
  • Eaches
  • Pallets

Capacity Constraints

The limits on how much can be put into one package. If multiple constraints are specified, the most limiting one is enforced.

The fields available are:

  • Dim. Weight
  • Cube
  • Eaches
  • Pallets
  • # of Pack Lines

Allow Line Splitting

Whether or not a single line item can be split into two lines, with each line placed into a separate package, in the situation where the single line violates the capacity constraints of packages.

For example, if a line has a Dim. Weight of 40 lbs and there are only 30 lbs left in the package due to the Capacity Constraints, then the line will be split, with 30 lbs going into the first package and 10 lbs going into the next package.

See Also

BOL Templates

Viewing BOL templates

Creating a BOL template

Editing a BOL template

Deleting a BOL template

Using BOL templates to create BOLs

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