Tcampbell at 17:31, 9 December 2022

2022-12-09T17:31:08Z

Tcampbell: Tcampbell moved page Bol to Bill of Lading

2022-12-09T17:28:31Z

Tcampbell moved page Bol to Bill of Lading

Tcampbell: Created blank page

2022-12-09T17:28:17Z

Created blank page

New page

← Older revision	Revision as of 17:31, 9 December 2022
Line 1:	Line 1:
	+	__NOTOC__

	+	===General Description===
	+
	+	'''Default Menu Location''' Reports >> Bill of Lading >> Bill of Lading
	+
	+	'''URL''' BOL_S.htm
	+
	+	[[image:billoflading.png]]
	+
	+	'''Function''' The Bill of Lading screen is used to create and print bills of lading
	+
	+	To create a new bill of lading, click '''New''' and enter the '''Sales Order #'''; if there are multiple orders on the bill of lading, check the '''Multiple''' box and enter the order numbers.
	+
	+	Fill out the other fields accordingly and click '''Save'''.
	+
	+	To enter lines on the Bill of Lading, click the '''New''' button on the lower-right hand part of the screen. You may enter your description, weight, and class/rate into the grid. Click '''Save''' when finished.
	+
	+	If the Bill of Lading is for an internal warehouse transfer, select a warehouse in the '''Ship To Whse''' field.
	+
	+	Click '''Print''' to display the [http://www.abiscorp.com/AdjWiki/PRINTNEW.ashx\|Message Control] screen.
	+
	+	===Fields===
	+
	+	''BOL Number:'' The bill of lading number. Enter a number here to view or print an existing bill of lading.
	+
	+	''Order#:'' The main Sales Order number linked to the BOL. You may also search this field to see all BOLs a SO is linked to.
	+
	+	''Date:'' The bill of lading date.
	+
	+	''From:'' The warehouse the SO is shipping from.
	+
	+	''At:'' The City/State of the warehouse.
	+
	+	''Consigned To:'' The customer on the SO.
	+
	+	''Ship To Whse:'' Enter a warehouse name here if the BOL is being used to transfer material from one warehouse to another.
	+
	+	''Destination:'' The Ship To information from the SO. You can modify this as needed.
	+
	+	''County Of:'' The County listed on the Ship To.
	+
	+	''Terms:'' Payment Terms from the SO. You can modify this as needed.
	+
	+	''Phase:'' Free text field.
	+
	+	''Carrier:'' The freight carrier. Entries here must be an organization with the Carrier attribute.
	+
	+	''Trailer#:'' Free text field.
	+
	+	''Tracking#:'' Free text field.
	+
	+	''Freight PO#:'' The Purchase Order number that has been issued to the freight carrier. After saving the BOL, you can double-click this link to automatically create a new PO to the Carrier. You will have to fill in the item and amount on the PO.
	+
	+	''Route:'' Direct or Other.
	+
	+	''Freight:'' The Freight Payment terms. These options can be changed in the FREIGHT rule.
	+
	+	''COD Amount:'' The COD Amount from the SO. This can be changed.
	+
	+	''Contact:'' The contact person. This info is pulled from the default contact of the customer; or the default contact listed on the Project the SO is linked to.
	+
	+	''Ship Status:'' The shipment status of the SO. These options can be changed in the BOLSHIPSTATUS rule.
	+
	+	''On Site Date:'' The date and time the shipment is expected to arrive.
	+
	+	''Cashiers/Company Check:'' Check one of these boxes to designate how the COD amount should be paid.
	+
	+	===Setup Options===
	+
	+	''BOLCONTPROJ'' - If enabled, the default contact as listed on the Project will be used as the BOL contact.
	+
	+	''BOLFROMSO'' - If enabled, all SO lines will automatically be pulled into the BOL details.
	+
	+	''BOLLOCKDATE'' - If enabled, the BOL date can not be changed after it has been saved.
	+
	+	''BOLSTKFROMSO'' - If enabled, only Stock items will be automatically pulled into the BOL details.
	+
	+	''BOLTPONLY'' - If enabled, the Bill To information on the BOL will change if the Freight Terms are "Third Party"
	+
	+	''SHIPSOBOL'' - If enabled, the user will be asked if they want to create a BOL after shipping a Sales Order. If yes, then the BOL screen is opened and the Ship Date and Order# are automatically inserted.
	+
	+	===Tips===
	+
	+	'''CS''' - The Capture Signature button. Hook up a signature capture device to the workstation to digitally capture a signature and date/time stamp. The digital signature will be displayed on the printed BOL.
	+
	+	To properly use this feature, pull up the BOL that is to be signed, click the CS button, click Start, sign the device, and click Save.
	+
	+	[http://www.topazsystems.com/products/siglite.asp\|This Signature Capture device] is popular among Adjutant users and is proven to work well with Adjutant.
	+
	+	Bill To - Click this button to modify the Bill To information on the printed BOL.
	+
	+	Fast Print - Click this button to automatically print all BOLs associated with the Sales Order. The BOLs will be printed on your default printer.
	+
	+
	+	[[category:Purchasing]][[category:Shipping]]

← Older revision	Revision as of 17:28, 9 December 2022
(No difference)

Bill of Lading - Revision history

Tcampbell at 17:31, 9 December 2022

Tcampbell: Tcampbell moved page Bol to Bill of Lading

Tcampbell: Created blank page