Multiple Bill of Lading Print

Menu Path: Warehouse Management $Images\bluerarw.gif$ Bill of Lading $Images\bluerarw.gif$ Processing $Images\bluerarw.gif$ Multiple Bill of Lading Print

Purpose

Process, print, and/or complete multiple bills of lading.

Overview

Use Multiple Bill of Lading Print to quickly enter bill of lading processing information in a grid for multiple bills of lading, and then process the bills of lading at one time. You can optionally print all the bills of lading, or mark multiple bills of lading as completed. Multiple Bill of Lading Print is useful if you need to process, print, or complete large numbers of bills of lading instead of processing each individually in Bill of Lading Print.

You can filter the displayed bills of lading if you want to only process, print, or complete bills of lading for a specific master bill of lading, bill of lading date range, customer, billing customer, trade ID/distribution center, transfer order, required date range, customer purchase order number range, shipper, and/or route.

For information on creating bills of lading, see Planned Bill of Lading Management.

Processing Bills of Lading

Note You can only process bills of lading if pick demands for the bills of lading are confirmed.

To process bills of lading:

On the Select tab, select filter criteria for the bills of lading you want to process.
If you want to print the bills of lading after processing, select the Print Bill(s) of Lading When Finished check box.
Click the Show Data button in the ribbon. The Results tab displays the bills of lading that meet the criteria you selected in step 1.
Enter processing data in the grid for the shipper ID, PRO number, etc.
For all bills of lading you want to process, select the check box in the Select grid column. If you want to select the check box for all displayed bills of lading, click the Select All button in the ribbon.
Click the Save and Process button in the ribbon. The Question dialog box appears and asks you to confirm you want to process the bills of lading.
Click the Yes button.

Marking Bills of Lading as Completed

To mark bills of lading as completed:

On the Select tab, select filter criteria for the bills of lading you want to mark completed.
Click the Show Data button in the ribbon. The Results tab displays the bills of lading that meet the criteria you selected in step 1.
For all bills of lading you want to mark as completed, select the check box in the Select grid column. If you want to select the check box for all displayed bills of lading, click the Select All button in the ribbon.
Click the Save and Complete button in the ribbon.

Note An EDI 856 (ASN) form is automatically exported after a bill of lading is completed (for customers associated with EDI trading partners who are set up to export ASN's)

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Multiple Bill of Lading Print window.
Show Data	Click this button to display bills of lading on the Results tab based on the criteria selected on the Select tab.
Deselect All	Click this button to clear the check box in the Select grid column on the Results tab for all displayed bills of lading. This button is only available if the Results or Print Options tab is displayed.
Select All	Click this button to select the check box in the Select grid column on the Results tab for all displayed bills of lading. This button is only available if the Results or Print Options tab is displayed.
Save	Click this button to save bill of lading information you entered on the Results tab. This button is only available if the Results or Print Options tab is displayed.
Save and Process	Click this button to save bill of lading information you entered on the Results tab, and process bills of lading for which you selected the check box in the Select grid column. This button is only available if the Results or Print Options tab is displayed, and is only enabled if you select the check box in the Select grid column for at least one bill of lading. Note If you want to print the bills of lading, select the Print Bill(s) of Lading When Finished check box on the Select tab before clicking this button.
Save and Complete	Click this button to save bill of lading information you entered on the Results tab, and mark bills of lading for which you selected the check box in the Select grid column as complete. This button is only available if the Results or Print Options tab is displayed, and is only enabled if you select the check box in the Select grid column for at least one bill of lading that has been processed and printed.
Attachments	Click this button to display Attachment Entry, which allows you to view and add attachments to a selected bill of lading, such as a scanned image of the signed bill of lading.

Select Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to display bills of lading for all locations. This check box is selected by default.
Location	Enter a location prefix for which to display bills of lading, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box to the left of it.
Name	Enter a location name for which to display bills of lading, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box to the left of it.
All Master Bills of Lading	Select this button to display bills of lading for all master bills of lading. This check box is selected by default.
Master Bill of Lading Number	Enter a master bill of lading number for which to display bills of lading, or click the Lookup button to select a master bill of lading number. This field is only enabled if you clear the All Master Bills of Lading check box.
All Bill of Lading Dates	Select this check box to display bills of lading for all bill of lading dates. This check box is selected by default.
Bill of Lading Date from	Enter the first date in a range of bill of lading dates for which to display bills of lading, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Bill of Lading Dates check box.
Bill of Lading Date to	Enter the last date in a range of bill of lading dates for which to display bills of lading, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Bill of Lading Dates check box.
Customer Code/Billing Customer Code/Trade ID/Distribution Center/Transfer Orders	Select whether to filter bills of lading by customer, billing customer, trade ID/distribution center, or location.
All Customers/All Billing Customers	Select this check box to display bills of lading for all customers or billing customers. This check box is selected by default, and is only available if you select the Customer Code or Billing Customer Code radio button.
All Locations	Select this check box to displays bills of lading for all locations. This check box is selected by default, and is only available if you select the Transfer Orders radio button.
Customer Code	Enter a customer code of a customer or billing customer for which to display bills of lading, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers or All Billing Customers check box.
Trade ID	Enter a trade ID of an EDI trading partner for which to display bills of lading, or click the Lookup button to select a trade ID. This field is only available if you select the Trade ID/Distribution Center radio button.
Customer Name/Name	Enter a customer name of a customer or billing customer for which to display bills of lading, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers or All Billing Customers check box.
Trade ID Name	Enter a trade ID name of an EDI trading partner for which to display bills of lading, or click the Lookup button to select a trade ID. This field is only available if you select the Trade ID/Distribution Center radio button.
Shipping Location	Enter a location prefix of a shipping location for which to display bills of lading, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box to the left of it.
Name (Shipping Location)	Enter a location name of a shipping location for which to display bills of lading, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box to the left of it.
All Distribution Centers	Select this check box to display bills of lading for all distribution centers. This check box is selected by default and only available if you select the Trade ID/Distribution Center radio button.
Distribution Center ID	Enter a distribution center ID for which to display bills of lading, or click the Lookup button to select a distribution center ID. This field is only enabled if you clear the All Distribution Centers check box.
Name (Distribution Center)	Enter a distribution center name for which to display bills of lading, or click the Lookup button to select a distribution center name. This field is only enabled if you clear the All Distribution Centers check box.
All Required Dates	Select this check box to display bills of lading for all required dates. This check box is selected by default.
Required Date from	Enter the first date in a range of required dates for which to display bills of lading, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box.
Required Date to	Enter the last date in a range of required dates for which to display bills of lading, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box.
All Customer Purchase Orders	Select this check box to display bills of lading for all customer purchase orders. This check box is selected by default.
Purchase Order from	Enter the first purchase order number in a range of purchase order numbers for which to display bills of lading, or click the Lookup button to select a purchase order number. This field is only enabled if you clear the All Customer Purchase Orders check box.
Purchase Order to	Enter the last purchase order number in a range of purchase order numbers for which to display bills of lading, or click the Lookup button to select a purchase order number. This field is only enabled if you clear the All Customer Purchase Orders check box.
All Shippers	Select this check box to display bills of lading for all shippers. This check box is selected by default.
Shipper	Enter a shipper ID of a shipper for which to display bills of lading. This field is only enabled if you clear the All Shippers check box.
All Routes	Select this check box to display bills of lading for all routes. This check box is selected by default.
Route	Enter a route for which to display bills of lading, or click the Lookup button to select a route. This field is only enabled if you clear the All Routes check box.
Print Bill(s) of Lading When Finished	Select this check box to output selected bills of lading after processing. You can select output options on the Print Options tab.

Results Tab Fields and Buttons

Field or Button

Description

Bills of Lading

This grid displays open bills of lading after you click the Show Data button in the ribbon. These are bills of lading for which pick demands were confirmed, and that are now ready to be processed. This grid includes the following columns:

Select - Select the check box in this column for bills of lading you want to process or complete. You can use the Select All or Deselect All buttons in the ribbon to select or clear the check box in this column for all displayed bills of lading.
Bill of Lading Number - This column displays the bill of lading number for each bill of lading.
Bill of Lading Description - This column displays the description for each bill of lading.
Customer Name - This column displays the customer name for each bill of lading.
Store ID - This column displays the store ID for each bill of lading.
Ship To State - This column displays the state for the ship-to address of each bill of lading.
Ship To City - This column displays the city of the ship-to address of each bill of lading.
Ship to Postal Code - This column displays the postal code of the ship-to address of each bill of lading.
Bill of Lading Processed - The check box is selected in this column for bills of lading that were processed.
Bill of Lading Printed - The check box is selected in this column for bills of lading that were printed.
Shipper ID - Enter the shipper ID for each bill of lading, or double-click to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance.
PRO Number - Enter the PRO number for each bill of lading.
SID Number - Enter the SID number for each bill of lading.
Trailer Number - Enter the trailer number for each bill of lading.
Seal Number - Enter the seal number for each bill of lading.
Appointment Number - Enter the appointment number for each bill of lading.
Freight Charge Terms - Enter the freight charge terms for each bill of lading.
Cash on Delivery Amount - Enter the COD amount for each bill of lading.
Bill of Lading Date - Enter the bill of lading date for each bill of lading.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.