Planned Bill of Lading Inquiry

Menu Path: Warehouse Management $Images\bluerarw.gif$ Bill of Lading $Images\bluerarw.gif$ Planning $Images\bluerarw.gif$ Planned Bill of Lading Inquiry

Purpose

View planned bills of lading.

Overview

Use Planned Bill of Lading Inquiry to display information for planned bills of lading. This is the inquiry-only version of Planned Bill of Lading Management.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Planned Bill of Lading Inquiry window.
New	This button is disabled in this window.
Update	This button is disabled in this window.
Delete	This button is disabled in this window.
Show Data	This button is disabled in this window.
First	Click this button to display the first master bill of lading.
Prev	Click this button to display the previous master bill of lading.
Next	Click this button to display the next master bill of lading.
Last	Click this button to display the last master bill of lading.
Shipping Options	Click this button to display Shipping Options, which allows you to select shipping additional services for the bill of lading.
Freight Charges	Click this button to display Bill of Lading No-Cost Freight Charges Overrides, which allows you to view freight overrides for all orders on the a of lading. This button is only available if the Update BOL tab is displayed and the Stop radio button is selected.
Route Summary	Click this button to print a stop summary for all selected information that can be used to give information to the trucker. The summary includes cubes, weight, and pieces. This button is only available if the Update BOL tab is displayed and the Stop radio button is selected. Note This report is in lieu of a master bill of lading on a GS1 standard form.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view detailed inventory information for the selected product in the grid. This button is only available if the Update BOL tab is displayed and the Product radio button is selected.
Process 753	This button cannot be used in this window.
Process 754	This button cannot be used in this window.

Fields and Buttons

Field or Button	Description
Master Bill of Lading Number	Enter a master bill of lading number, or click the Lookup button to select a master bill of lading number. This is a unique identifying number associated with a specific shipment on a delivery truck or common carrier. It is created automatically when creating a new master bill of lading. If you enter a child bill of lading number, it is replaced by the master bill of lading number associated with the child bill of lading.
Shipping Location	Enter the location prefix for the shipping warehouse, or click the Lookup button to select a location prefix. This defaults from the default shipping location entered for your user ID in User Extended Options. Note A master bill of lading number can only be used for one shipping location.
Name	Enter the location name for the shipping warehouse, or click the Lookup button to select a location name. This defaults from the default shipping location entered for your user ID in User Extended Options. Note A master bill of lading number can only be used for one shipping location.

Selection Tab Fields and Buttons

Field or Button	Description
Order Status Filter Option	These radio buttons are disabled in this window.
Sort by	These radio buttons are disabled in this window.
All Customers	This check box is disabled in this window.
Customer Code	This field is disabled in this window.
Name (Customer)	This field is disabled in this window.
All Required Dates	This check box is disabled in this window.
Required Date from	This field is disabled in this window.
Required Date to	This field is disabled in this window.
All Order Dates	This check box is disabled in this window.
From	This field is disabled in this window.
To	This field is disabled in this window.
All Customer POs	This check box is disabled in this window.
Purchase Order from	This field is disabled in this window.
Purchase Order to	This field is disabled in this window.
All Order Classes	This check box is disabled in this window.
Order Class	This field is disabled in this window.
All Shippers	This check box is disabled in this window.
Shipper	This field is disabled in this window.
All Routes	This check box is disabled in this window.
Route	This field is disabled in this window.
List	This button is disabled in this window.
Min Weight/Stop	This field is disabled in this window.
Min Cube/Stop	This field is disabled in this window.
Min Amount/Stop	This field is disabled in this window.
Credit Hold	This check box is disabled in this window.
Margin Hold	This check box is disabled in this window.
Manual Hold	This check box is disabled in this window.
Fully Allocated Only	This check box is disabled in this window.
Currently Selected Stops	This grid contains the following columns: Create BOL - The check box in this column is selected. Stop Order - This column displays the sequential order of the stops to be made by the truck for the bill of lading. Note This is only relevant if delivery is being made by in-house trucks. Ship Complete - The check box is selected in this column if the order must be shipped complete. Amount Selected - This column displays the amount of the order selected for this shipment. Weight Selected - This column displays the weight of the order selected for this shipment. Cube Selected - This column displays the cube of the order selected for this shipment. Customer Code - This column displays the customer code on the order. Customer Name - This column displays the customer name on the order. Store ID - This column displays the store ID associated with the customer ship-to address. Ship Address 1 - This column displays the first line of the customer ship-to address. Ship Address 2 - This column displays the second line of the customer ship-to address. Ship Address 3 - This column displays the third line of the customer ship-to address. City - This column displays the city of the customer ship-to address. State - This column displays the state of the customer ship-to address. Postal Code - This column displays the postal code of the customer ship-to address. EDI Trade ID - This column displays the EDI trade ID. EDI Distribution Center - This column displays the distribution center associated with the trade ID. Cancel after Date - This column displays the date after which the order should be cancelled.

Update BOL Tab Fields and Buttons

Field or Button	Description
BOL Truck Number	This field displays a number to identify the physical truck used for the shipment.
PRO Number	This field displays the PRO number for the bill of lading.
One Master Per Stop	This check box is selected if one master bill of lading is created for each stop.
BOL Description	This field displays a description that prints on the bill of lading.
Shipper ID	This field displays the shipper ID for the bill of lading.
BOL Release Date	This field displays the bill of lading release date. This date controls when pick demands print for this bill of lading. Pick demands will not print until this date is reached or passed. Note This effectively overrides the required date on any sales order line that has been associated with a bill of lading.
Default Package Laydown Bin	This field displays a default package laydown bin for the bill of lading. This is used in connection with Wireless Warehouse functionality. For more information, see Wireless Warehouse Overview.
Ship Weight U/M	This field displays the weight unit of measure for the bill of lading.
Ship Volume U/M	This field displays the volume unit of measure for the bill of lading.
Allow EDI 753	This check box is selected if an EDI form 753 for TMS (dynamic routing) can be created for the bill of lading. If this check box is selected, the EDI tab is enabled.
Available to Ship Date	This field displays the available-to-ship date for the bill of lading. For more information, see Dynamic Routing Overview.
Available to Ship Time	This field displays the available-to-ship time for the bill of lading. For more information, see Dynamic Routing Overview.
Display Level	Select one of the following display levels: Stop - Aggregate by bill of lading stop. If you select this option, the Freight Charges and Route Summary buttons are displayed in the ribbon. Order - Aggregate by sales order. Note If you select this option, select the All radio button to display all orders, or select an order in the Update BOL grid, and select the Related radio button to only display orders for a specific stop. Product - Aggregate by product/order line Note If you select this option, select the All radio button to display all order lines, or select an order line in the Update BOL grid, and select the Related radio button to only display lines for a specific order. The display levels are hierarchal and aggregate from the highest level (Stop), to the next highest level (Order) to the lowest level (Product). Use the up or down arrow buttons to move up or down one level at a time.
Select All	This button is disabled in this window.
Deselect All	This button is disabled in this window.
All/Related	These radio buttons are only available if you select the Order or Product radio button. If you select the Order radio button, select the All radio button to display all orders, or select an order in the Update BOL grid, and select the Related radio button to only display orders for a specific stop. If you select the Product radio button, select the All radio button to display all order lines, or select an order line in the Update BOL grid, and select the Related radio button to only display lines for a specific order.
Update BOL	This grid displays different information based on the selected display level. For information on the columns in this grid, see Update BOL Grid Columns.
Weight	This field displays the total weight for the selected bill of lading.
Cube	This field displays the total volume for the selected bill of lading.
Amount	This field displays the total amount for the selected bill of lading.

EDI Tab Fields and Buttons

Note This tab is enabled only if the Allow EDI 753 check box is selected on the Update BOL tab. For more information, see Dynamic Routing Overview.

Field or Button	Description
Trade ID	This field displays the trade ID associated with the EDI form 753.
Bypass 754 Import	This check box is selected if the import of an EDI 754 will be bypassed. This check box is only available if the Allow Bypassing of EDI 754 Import check box is selected for your user ID in User Profile Maintenance.
Trade ID Name	This field displays the trade ID name associated with the EDI form 753.
EDI Count	This field displays the count number of lines on the EDI form 753.
First 753 Sent by	This field displays the user ID of the person who sent the first EDI form 753.
First 753 Sent Date	This field displays the date the first EDI form 753 was sent.
First 753 Sent Time	This field displays the time the first EDI form 753 was sent.
Last 753 Sent by	This field displays the user ID of the person who sent the last EDI form 753.
Last 753 Sent Date	This field displays the date the last EDI form 753 was sent.
Last 753 Sent Time	This field displays the time the last EDI form 753 was sent.
754 Import by	This field displays the user ID of the person who imported the EDI form 754.
754 Import Date	This field displays the date the EDI form 754 was imported.
754 Import Time	This field displays the time the EDI form 754 was imported.

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. 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. 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.
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.