Planned Bill of Lading Management

Exit

Click this button to close the Planned Bill of Lading Management window.

New

Click this button to create a new master bill of lading.

Update

Click this button to update the selected master bill of lading.

Delete

Click this button to delete the selected master bill of lading.

Show Data

Click this button to display information on the Update BOL tab, based on the selected criteria on the Selection tab. This button is only available if the Selection tab is displayed.

Note If you previously selected the check box in the Create BOL column for any rows in the Update BOL grid, these rows still display after you click this button.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

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 enter freight overrides to all orders on the bill 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.

Product/Order

Click this button to display Product / Style Order Inquiry, which allows you to view orders for a product. This button is only available if the Update BOL tab is displayed and the Product radio button is selected.

Order

Click this button to display Customer Order Inquiry, which allows you to view orders for a customer. This button is only available if the Update BOL tab is displayed and the Order or Product radio button is selected.

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.

Customer

Click this button to display Customer Maintenance, which allows you to view and update information for a customer. This button is only available if the Update BOL tab is displayed.

Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.

Stop Selection Map

Click this button to display Stop Selection Map, which allows you to set up stops and calculate a route for the planned bill of lading. This button is only available if you are creating or updating a bill of lading, the Update BOL tab is displayed, the Stop radio button is selected, and at least one stop is displayed.

Note You can only use Stop Selection Map if Microsoft MapPoint is installed on the same computer as the Apprise Client.

Customer Backorder

Click this button to display Customer Backorder Allocate Inquiry, which allows you to view customer backorders. This button is only available if the Update BOL tab is displayed and the Order or Product radio button is selected.

Product Backorder

Click this button to display Product Backorder Allocate, which allows you to view and release backordered products. This button is only available if the Update BOL tab is displayed and the Product radio button is selected.

Future

Click this button to display Customer Future Order Inquiry, which allows you to view customers with future orders. This button is only available if the Update BOL tab is displayed and the Order or Product radio button is selected.

Reallocate

Click this button to display Order Allocation Update, which allows you to allocate quantities to sales orders.

Customer (Notes)

Click this button to display Notes Entry, which allows you to create, update, or delete notes for a customer. This button is only available if the Update BOL tab is displayed

Order (Notes)

Click this button to display Notes Entry, which allows you to create, update, or delete notes for an order. This button is only available if the Update BOL tab is displayed and the Order or Product radio button is selected.

Customer (Remarks)

Click this button to display Customer Standard Remark Maintenance, which allows you to view or enter remarks for a customer. This button is only available if the Update BOL tab is displayed

Order (Remarks)

Click this button to display Remark Entry, which allows you to view or enter remarks for an order. This button is only available if the Update BOL tab is displayed and the Order or Product radio button is selected.

Bill of Lading (Remarks)

Click this button to display Remark Entry, which allows you to view or enter remarks for a bill of lading. This button is only available if you click the Preview tab. After remarks are selected, the remarks can be placed on all children of the master bill of lading, on an individual child of the master bill of lading, or only on the master bill of lading. This button is only available if the Update BOL tab is displayed.

Process 753

Click this button to display Process Routing Request Export (753), which allows you to export an EDI 753 routing report. This button is only available if you click the EDI tab.

Process 754

Click this button to display EDI 754 Import, which allows you to import an EDI form 754 routing response. This button is only available if you click the EDI tab, and only enabled if the Bypass 754 Import check box is cleared.

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.

Note The GS1 standard is used to create a 17 digit number, by combining the UCC Manufacturing Number with a sequential number and then a calculated check digit.

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.

Order Status Filter Option

Select one of the following filter options:

• Open - Display only orders not yet associated with pick demands.

• In Pick / Partially Shipped - Display only orders associated with pick demands.

• Both - Display all orders that are not yet closed.

Sort by

Select whether to sort by customer code, billing customer code, trade ID/distribution center ID, or transfer orders.

All Customers

Select this check box to display orders for all customers. This check box is selected by default, and is only available if you select the Customer Code radio button.

All Billing Customers

Select this check box to display orders for all billing customers. This check box is selected by default, and is only available if you select the Billing Cust Code radio button.

All DCs

Select this check box to display orders for all distribution centers. This check box is selected by default, and is only available if you select the Trade ID/Distribution Center radio button.

All Locations

Select this check box to display orders 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 for which to display orders, 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.

Name (Customer)

Enter a customer name for which to display orders, 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

Enter a trade ID for which to display orders, 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.

Trade ID Name

Enter a trade ID name for which to display orders, or click the Lookup button to select a trade ID name. This field is only available if you select the Trade ID/Distribution Center radio button.

Distribution Center ID

Enter a distribution center ID for which to display orders, or click the Lookup button to select a distribution center ID. This field is only enabled if you clear the All DCs check box.

Name (Distribution Center)

Enter a distribution center name for which to display orders, or click the Lookup button to select a distribution center name. This field is only enabled if you clear the All DCs check box.

Shipping Location

Enter a shipping location prefix for which to display orders, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Locations check box.

Name (Shipping Location)

Enter a shipping location name for which to display orders, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Locations check box.

All Required Dates

Select this check box to display orders for all required dates. This check box is selected by default.

Required Date from

Enter the first required date in a range of required dates for which to display orders, or click the drop-down arrow to select a required date. This field is only enabled if you clear the All Required Dates check box.

Required Date to

Enter the last required date in a range of required dates for which to display orders, or click the drop-down arrow to select a required date. This field is only enabled if you clear the All Required Dates check box.

All Order Dates

Select this check box to display orders for all orders dates. This check box is selected by default.

From

Enter the first date in a range of order dates for which to display orders, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Order Dates check box.

To

Enter the last date in a range of order dates for which to display orders, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Order Dates check box.

All Customer POs

Select this check box to display orders for all customer purchase orders. This check box is selected by default.

Purchase Order from

Enter the first customer purchase order number in a range of customer purchase order numbers for which to display orders, or click the Lookup button to select a customer purchase order. This field is only enabled if you clear the All Customer POs check box.

Purchase Order to

Enter the last customer purchase order number in a range of customer purchase order numbers for which to display orders, or click the Lookup button to select a customer purchase order. This field is only enabled if you clear the All Customer POs check box.

All Order Classes

Select this check box to display orders for all order classes. This check box is selected by default.

Order Class

Enter an order class for which to display orders, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box.

All Shippers

Select this check box to display orders for all shippers. This check box is selected by default.

Shipper

Enter a shipper ID for which to display orders, or click the Lookup button to select a shipper. This field is only enabled if you clear the All Shippers check box.

All Routes

Select this check box to display orders for all routes. This check box is selected by default.

Route

Enter a route for which to display orders, or click the Lookup button to select a route. This field is only enabled if you clear the All Routes check box.

List

Click this button to display Route List, which allows you to select multiple routes for which to display orders. If you click this button and select routes, the check box to the right of this button is selected. This button is only enabled if you clear the All Routes check box.

Min Weight/Stop

Enter a weight if you want to only display bill of lading stops that exceed the entered weight.

Min Cube/Stop

Enter a volume if you want to only display bill of lading stops that exceed the entered volume.

Min Amount/Stop

Enter an amount if you want to only display bill of lading stops that exceed the entered amount.

Credit Hold

Select this check box to display orders on credit hold. This check box is cleared by default because you cannot ship an order on credit hold until the hold is released.

Margin Hold

Select this check box to display orders on margin hold. This check box is cleared by default because you cannot ship an order on margin hold until the hold is released.

Manual Hold

Select this check box to display orders on manual hold. This check box is cleared by default because you cannot ship an order on manual hold until the hold is released.

Fully Allocated Only

Select this check box to only display fully allocated orders.

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.

Note This grid is not populated until the check box is selected in the Create BOL column in the grid on the Create BOL tab.

BOL Truck Number

Enter a number to identify the physical truck used for the shipment.

Note If unknown initially, then enter TBD and fill this in later when the truck number is determined.

PRO Number

This field displays the PRO number for the bill of lading after it is saved. The PRO number defaults to the next PRO number for the selected shipper. You can view this number in the Next PRO Number field in Shipper Maintenance.

One Master Per Stop

Select this check box to create one master bill of lading for each stop.

Note If you create a planned bill of lading with three ship-to addresses (stops), you create three child bills of lading and one master bill of lading. If you select this check box, you create three child bills of lading and three master bills of lading.

BOL Description

Enter a description that you want to print on the bill of lading.

Shipper ID

Enter the shipper ID, or click the Lookup button to select the shipper ID.

BOL Release Date

Enter the bill of lading release date, or click the drop-down arrow to select a 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

Enter a default package laydown bin, or click the Lookup button to select a bin. This is used in connection with Wireless Warehouse functionality. For more information, see Wireless Warehouse Overview.

Ship Weight U/M

Click the Lookup button to select the weight unit of measure for the bill of lading. This defaults from the shipping location.

Ship Volume U/M

Click the Lookup button to select the volume unit of measure for the bill of lading. This defaults from the shipping location.

Allow EDI 753

Select this check box if you want to create an EDI form 753 for TMS (dynamic routing) purposes. If you select this check box, and the EDI tab is enabled after you create the master bill of lading.

Available to Ship Date

Enter the available-to-ship date. This field is only enabled if you select the Allow EDI 753 check box. For more information, see Dynamic Routing Overview.

Available to Ship Time

Enter the available-to-ship time, and click the Lookup button to select AM or PM. This field is only enabled if you select the Allow EDI 753 check box. For more information, see Dynamic Routing Overview.

Display Level

Select one of the following display levels:

• Stop - Aggregate by bill of lading stop.

• 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

Click this button to select the check box in the Create BOL column for all rows in the Update BOL grid.

Note If the Allow Unallocated Quantity on Planned BOL check box is cleared in Warehouse Management Control Maintenance, the check box in the Create BOL column is not selected for stops, orders, or order lines with unallocated quantities.

Deselect All

Click this button to clear the check box in the Create BOL column for all rows in the Update BOL grid.

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.

Note Rows in this grid remain in this grid if the check box in the Create BOL column is selected. Rows for which the check box is cleared are removed from the grid if you select additional search criteria on the Selection tab, and click the Show Data button in the ribbon.

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.

Trade ID

This field displays the trade ID associated with the EDI form 753.

Bypass 754 Import

Select this check box to bypass the import of an EDI 754 if you are sending the trading partner a 753, but do not expect to receive routing instructions in a 754 (TMS Lite). 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.

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

Save Access Database File

Output File Type

Specify File Name

Output Directory

Output File Name

Excel Format Name

Format Maintenance

Save As Type

Include header

Delimiter

Enclosing Character

Printer

Subject

Report File Prefix

Add Additional Comments

Print Full Heading on All Pages

Print Title Line on All Pages

Report Language 1

Report Language 2

Horizontal Shading

Collate

Horizontal Shading Color

Number of Copies

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