Menu Path: Warehouse Management Bill of Lading Planning Planned Bill of Lading Simulate
Add bills of lading.
Planned Bill of Lading Simulate is a limited version of Planned Bill of Lading Management. You can add new bills of lading and view existing ones, but cannot update or delete bills of lading.
Button |
Description |
Exit |
Click this button to close the Planned Bill of Lading Simulate window. |
New |
Click this button to create a new master bill of lading. |
Update |
This button is disabled in this window. |
Delete |
This button is disabled in this window. |
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 save a new master bill of lading. This button is only available after you click the New button in the ribbon. |
Cancel |
Click this button to cancel creation of a new master bill of lading. This button is only available after you click the New 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. |
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. |
Stop Selection Map |
Click this button to display Stop Selection Map, which allows you to set up stops and calculate a route for a 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. |
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, and is only available if the EDI tab is displayed. |
Process 754 |
This button cannot be used in this window, and is only available if the EDI tab is displayed. |
Field or Button |
Description |
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. |
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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. |
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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. |
Field or Button |
Description |
Select one of the following filter options:
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Select whether to sort by customer code, billing customer code, trade ID/distribution center ID, or transfer orders. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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Select this check box to display orders for all required dates. This check box is selected by default. |
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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. |
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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. |
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Select this check box to display orders for all orders dates. This check box is selected by default. |
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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. |
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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. |
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Select this check box to display orders for all customer purchase orders. This check box is selected by default. |
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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. |
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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. |
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Select this check box to display orders for all order classes. This check box is selected by default. |
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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. |
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Select this check box to display orders for all shippers. This check box is selected by default. |
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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. |
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Select this check box to display orders for all routes. This check box is selected by default. |
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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. |
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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. |
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Enter a weight if you want to only display bill of lading stops that exceed the entered weight. |
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Enter a volume if you want to only display bill of lading stops that exceed the entered volume. |
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Enter an amount if you want to only display bill of lading stops that exceed the entered amount. |
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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. |
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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. |
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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. |
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Select this check box to only display fully allocated orders. |
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This grid contains the following columns:
Note This is only relevant if delivery is being made by in-house trucks.
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. |
Field or Button |
Description |
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. |
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This field displays the PRO number for the bill of lading. |
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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. |
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Enter a description that you want to print on the bill of lading. |
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Enter the shipper ID, or click the Lookup button to select the shipper ID. |
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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. |
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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. |
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Click the Lookup button to select the weight unit of measure for the bill of lading. This defaults from the shipping location. |
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Click the Lookup button to select the volume unit of measure for the bill of lading. This defaults from the shipping location. |
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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. |
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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. |
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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. |
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Select one of the following display levels:
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.
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. |
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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. |
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Click this button to clear the check box in the Create BOL column for all rows in the Update BOL grid. |
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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. |
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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. |
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This field displays the total weight for the selected bill of lading. |
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This field displays the total volume for the selected bill of lading. |
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This field displays the total amount for the selected bill of lading. |
Note This tab is enabled only if the Allow EDI 753 check box is selected on the Update BOL tab, and only after a master bill of lading has been created. For more information, see Dynamic Routing Overview.
Field or Button |
Description |
This field displays the trade ID associated with the EDI form 753. |
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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. |
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This field displays the trade ID name associated with the EDI form 753. |
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This field displays the count number of lines on the EDI form 753. |
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This field displays the user ID of the person who sent the first EDI form 753. |
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This field displays the date the first EDI form 753 was sent. |
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This field displays the time the first EDI form 753 was sent. |
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This field displays the user ID of the person who sent the last EDI form 753. |
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This field displays the date the last EDI form 753 was sent. |
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This field displays the time the last EDI form 753 was sent. |
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This field displays the user ID of the person who imported the EDI form 754. |
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This field displays the date the EDI form 754 was imported. |
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This field displays the time the EDI form 754 was imported. |
Field or Button |
Description |
Select one of the following output options:
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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 |
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Specify File Name |
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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 |
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Excel Format Name |
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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 |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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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 |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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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 |
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Number of Copies |
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These radio buttons are disabled in this window. |
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These radio buttons are disabled in this window. |
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These fields and radio buttons are disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This check box is disabled in this window. |
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This check box is disabled in this window. |
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This check box is disabled in this window. |
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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:
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