Bill of lading
Use this function to generate a bill of lading for sales order shipments and supplier returns. It can also be created for a miscellaneous bill of lading used for non-stock items such as catalogs and marketing materials by manually entering the contents.
A bill of lading is a legal document that establishes the terms of a contract between the shipper and a transportation company. The shipping document is required by trucking carriers to transport goods. Typically, a bill of lading lists the freight class, class description, number of packages, package descriptions, weights, volume, and other shipping and delivery information.
For Deliveries, a bill of lading can be created from the delivery or from the packages, if the package has been created. A bill of lading can be tied to one or multiple deliveries and purchase returns. You cannot include a document that is already assigned to a different bill of lading.
The bill of lading also serves as a receipt of shipment when the good is delivered to the predetermined destination.
Prerequisites
Refer to documentation Implementation
Screen management
Header
| Site (field FCY) |
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Enter the site of this bill of lading. |
| Company (field CPY) |
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Displays the company assigned to this site for the bill of lading. |
| BOL type (field BOLTYP) |
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Select the type of bill of lading.
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| Reference document (field DOCNUM) |
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Select a reference document for this bill of lading. The documents present in the selection list depend on the bill of lading type. For the miscellaneous bill of ladings, you can enter the reference document manually.
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| BOL number (field BOLNUM) |
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Displays the bill of lading number based on the bill of lading counter.
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| BOL date (field BOLDAT) |
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Displays the current date of the bill of lading. It can be modified.
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| BP (field BPR) |
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Displays the BP depending on the delivery or return selected for this bill of lading. You have to enter a BP if it is a miscellaneous bill of lading.
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| Address (field BPRADD) |
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Displays the default address based on the delivery or the return. It can be used to display the default address on a miscellaneous bill of lading.
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| field BPNAM |
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Displays the BP delivery address.
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| Carrier (field BPTNUM) |
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Displays the carrier for the bill of lading. The carrier is transmitted by default from the reference document or it can be manually entered for a miscellaneous bill of lading.
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| Delivery mode (field MDL) |
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Displays the delivery terms of this bill of lading. The terms are transmitted by default from the reference document or it can be manually entered for a miscellaneous bill of lading.
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| Trailer/Seal number (field TRAILER) |
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Enter the trailer or seal number for this bill of lading if needed. |
| SCAC code (field SCAC) |
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As of update 8.0.0: Enter the National Motor Freight Codes (NMFC) to use when creating a new product-site record for use in the Bill of Lading function. This field is available only if the activity code KUS - USA Localization and the USABOL - Bill of Lading parameter (LOC chapter, USA group) are set to Yes. |
| PRO number (field PRONUM) |
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If necessary, enter the PRO number for this bill of lading. The PRO number is a tracking number used by some carriers to track the progress of a shipment. This field is only available if the activity code KUS and the parameter USABOL are set to "Yes". |
| Printed (field PRNFLG) |
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This box is checked when the bill of lading has been printed. It is not checked if the bill of lading has been modified after printing. |
| Manual adjustment (field ADJFLG) |
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This box is automatically checked if the detail lines have been modified. These modifications can lead to inconsistencies between the bill of lading and the document attached to the bill of lading.
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Tab Detail
The Detail tab displays bill of lading information that is summarized by grouping the freight class, package, and NMFC (National Motor Freight Codes) code according to the table below.
| BOL type |
Pack status |
Summarization |
|---|---|---|
| Miscellaneous | Not applicable | No summarization. You need to enter lines manually. |
| Supplier | Not applicable | Lines are grouped by the freight class, package, and NMFC code. The freight class, package, and NMFC code
default from the product-site record of the products included in the supplier return. You need to manually assign any unspecified fields on the bill of lading. The NMFC code is optional. |
| Customer | Not packed | Lines are grouped by the freight class, package, and NMFC code. The freight class and NMFC code default from
the product-site record. The package value defaults from the delivery line. You need to manually assign any unspecified fields on the bill of lading. The NMFC code is optional. |
| Customer | Packed | Lines are grouped by the freight class, package, and NMFC code. The freight class and NMFC code default from
the product-site record. The package value defaults from the package entered when declared or after packing. You need to manually assign any unspecified fields on the bill of lading. The NMFC code is optional. |
Modification
You can override and adjust the information on a bill of lading; however, the changes can create inconsistencies between the bill of lading and the document tied to the bill of lading.
Deletion
You can delete a bill of lading regardless of the delivery status. If you make manual updates to the bill of lading data, those changes are lost.
| Freight class (field FRTCLS) |
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Select the freight class of the package(s). By default, this field displays the value of the product-site records associated with the reference document. You can modify this field. |
| Packaging (field PCK) |
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This field displays the package code specified on the reference document or you can manually enter a package code for a miscellaneous bill of lading. When you enter a new package, volume and weight are converted into the overall unit of measure and the totals are recalculated. |
| NMFC (field NMFC) |
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This field displays the NMFC (National Motor Freight Codes) code. The value in this field defaults to the value on the product-site record associated with the reference document, but it can be changed. This field is available only if the activity code KUS and the USABOL parameter are set to Yes.
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| No. of packages (field NBRPCK) |
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This field displays the number of packages specified on the reference document. You can also manually enter a number for a miscellaneous bill of lading. |
| Package weight (field PACWEI) |
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Displays the package net weight specified on the reference document. It can be modified. You have to enter the weight if it is a miscellaneous bill of lading. When you enter a new package, the weight is converted into the overall unit of measure and the total is recalculated. |
| Net weight (field NETWEI) |
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Displays the net weight specified on the reference document.
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| Gross weight (field GROWEI) |
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Displays the gross weight specified on the reference document.
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| Weight unit (field WEU) |
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This field displays the weight unit specified on the reference document. |
| Volume (field VOL) |
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This field displays the volume specified on the reference document. When you enter a new package, the volume is converted into the overall unit of measure and the total is recalculated. If no package is entered, the volume is not calculated and this field is set to 0 (zero). |
| Volume unit (field VOU) |
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This field displays the volume unit specified on the reference document. |
| Comment (field COMMENT) |
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Enter a comment on this bill of lading. |
Totals
| Weight (field DSPTOTWEI) |
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This field displays the total weight of all the packages of this bill of lading. The total volume corresponds to the sum of the net weight of all the abbreviated lines on the bill of lading. |
| field DSPWEU |
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This field displays the weight of this bill of lading. |
| Packagings (field DSPTOTQTY) |
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Displays the total number of all the packages of this bill of lading.
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| Volume (field DSPTOTVOL) |
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Displays the total volume of all the packages of this bill of lading. The total volume corresponds to the sum of the volumes of all the abbreviated lines on the bill of lading.
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| field DSPVOU |
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Displays the volume of the bill of lading.
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Tab Content
The Content tab displays a quick overview of information used to create the bill of lading as well as linked data.
Click Additional deliveries from the Action panel to add lines to the bill of lading.
Grid
| Reference document (field DOCNUMCON) |
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This field displays the reference number of the document for the shipment or the return.
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| Document date (field DOCDAT) |
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Displays the document number of the shipment or return.
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| Delivery date (field DLVDAT) |
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Displays the delivery date.
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| Validated (field CFMFLG) |
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Indicates if the shipment or the return is validated.
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| Standard rerouting action |
Reports
By default, the following reports are associated with this function :
BILLLAD : Bill of lading
This can be changed using a different setup.
Menu Bar
Text / BOL header text
Enter header text for the bill of lading that displays on the printed form.
Text / BOL footer text
Enter footer text for the bill of lading that displays on the printed form.
Address / Ship-to address
You can enter or modify the business partner (BP) ship-to address.
Option / Additional deliveries
You can select additional deliveries to include on the bill of lading. Deliveries must match all grouping criteria from the reference document, including the address.