SHIPMENTS – SHIP ORDERS – CREATE ORDER BOL SCREEN

Update 22 Init 26

Overview

This screen is used to add orders to a Bill of Lading and Ship the Bill of Lading. The Orders on the BOL are in the right list. The BOL can be printed using the Edit BOL button.

Buttons

• New
  • When you click on the New button, it will either pop-up a window asking for you to select an account to assign to the BOL (Setting 1) or Automatically generate a BOL number (Setting 2) located at the top right of the screen.
  • What comes up depends on what was set on the System settings screen.
    • Setting 1: If in the System setting screen, BOL: Assign BOL Number based on Accout is set to Yes, then it will have you select an account to assign to the BOL. This screen uses the “BOL Number Prefix” under the Set-up - Account Preference - BOL screen.
    • Setting 2: If in the System setting screen, BOL: Assign BOL Number based on Account is set to No.
      • Creates a New BOL on the screen with the next BOL number in the sequence defined in the System Settings.
      • BOL Ship Date is set to the Current Date. The Ship Date may be changed on the Edit Screen.
      • The Edit, Save, Delete, Add Order, Remove Order, and Ship Button will be enabled after this Button is Clicked and the New BOL is displayed.
      • This New Button and the Open Button are disabled when a BOL is displayed on the Screen.
• Open
  • This button opens up the Open BOL screen.
  • Gives you a chance to search for existing BOL and open it.
• Edit
  • This button opens up the Edit BOL Header Screen.
  • Gives you a chance to Edit and update BOL information; such as the Ship to and Ship from addresses, and other BOL fields.
  • If no screen opens when the Edit Button is clicked, make sure that a BOL Type is selected in the center drop down at the top of this screen.
• Save
  • This button saves the BOL into the system, and can be used in another time.
• Delete
  • This button deletes the BOL on the list, and also deletes it from the system and once deleted, it can't be opened anymore.
• Details
  • Displays the BOL Details Dialog.
• Add Order -->
  • This button adds an order to the list of BOL that is ready to be shipped.
• <-- Remove Order
  • Removes the order from a BOL.
  • When editting a Shipped BOL, this will open the Un-Ship Order Screen.
    
• Ship Order
  • Marks the BOL as shipped.
  • Updates the Order to a shipped status and updates the order header date shipped to the BOL date shipped.
  • Inserts automatic shipping charges.
  • Queues the order for Order export.
  • For Master Bill of Ladings, the ship button sets the number of pallets in the lead order’s order header to the total number of pallets on the BOL (Set on in the Edit screen.) The remaining orders on the BOL have their number of pallets in their order header set to zero (0).
  • A confirmation Email can be sent. Click here for more information.