This section discusses how to: • Create a bill of lading report. • Create a shipping manifest report. A bill of lading lists all items in a shipment destined for a particular ship to location. A shipping manifest lists all items in a given shipment, regardless of ship to address. You can combine bills of lading into shipping manifests. When you create a new bill of lading or shipping manifest, you can enter a number or accept the default of NEXT. If you accept NEXT, PeopleSoft Inventory generates a number based upon the default setup in the Automatic Numbering page. If you select NEXT and no default sequence has been defined, the system displays an error. Bill of Lading Reports To generate the bill of lading (BOL) report, you can: • Use the Build Bill of Lading component to create BOLs online, one BOL at a time. You select each individual demand line to be included in the BOL and define the specific BOL information, such as; driver ID, vehicle ID, producer, or seal number. This method enables you to build or update individual BOLs to your exact requirements. • Use the Build Bill of Lading Request page to have an Application Engine process (IN_FUL_BOL ) build BOLs automatically by grouping the selected demand lines. This method enables you to create multiple BOLs at one time. The demand lines are grouped onto BOLs by load, route, carrier, ship via, ship to, address sequence number, and address fields (for overridden addresses). This process adds the commodity code, quantity shipped, shipping UOM, shipping weight, and shipping volume into the BOL definition. For export BOLs, the harmonized code is used instead of the commodity code. This process does not add driver ID, vehicle ID, producer, or seal number to the BOL; if needed, you can use the online Build Bill of Lading component to add this information. For both methods of creating bill of ladings, the demand lines that can be selected are limited based on your setup. To create BOLs for demand lines in the fulfillment states of Unfulfilled, Releasable, Released, and Confirmed, you must select the Allow Printing Before Shipping check box in the Setup Fulfillment – Shipping page. If this check box is clear, then you can only build BOLs for demand lines in the Shipped and Depleted fulfillment states. Page Name Definition Name Navigation Usage Build Bill of Lading Requests RUN_IN_FULFILL_BOL select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading Requests Enter search criteria and launch the IN_FUL_BOL Application Engine process to automatically create bill of lading reports for the selected demand lines. Report Options IN_BOL_PRNTOPT_SP Select the Report Options link on the Build Bill of Lading Requests page. Select options to print bill of ladings created by the Build Bill of Lading Requests process page. Use this page to identify the output type, format, and destination of the printed BOLs. In addition, you can select to print bar codes. Bill of Lading BOL_HDR_INV select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading Create foreign or domestic bill of lading reports. Using this component, you will build one BOL at a time by selecting the demand lines to be included. Bill of Lading Order Selection BOL_SEL_INV_SP Click the Search button on the Bill of Lading page. Select orders to add to the bill of lading. Order Address INV_ADDRESS Click the Address link on the Bill of Lading page. View address information. You cannot use this page to override the address. Domestic Details BOL_DETAIL_INV select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading, then select Domestic Details Calculate or enter the shipping weight and volume, by commodity code, for domestic shipments. Export Details BOL_DETAIL_EXP_INV select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading, then select Export Details Calculate or enter the shipping weight and volume, by harmonized code, for export sales orders or export intercompany transfers. Export Info BOL_EXPORT_INV select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading, then select Export Info Define consignee and transport information for export sales orders and export intercompany transfers. Bill of Lading Notes BOL_NOTE select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Create Bill of Lading Notes Define standard notes to print on a bill of lading. This page is only available if the installation includes PeopleSoft Order Management. Build Shipping Manifest BOL_MANIFEST_INV select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Shipping Manifest Consolidate bills of lading onto a shipping manifest. Image: Build Bill of Lading Requests process page (2 of 2) This example illustrates the fields and controls on the Build Bill of Lading Requests process page (2 of 2). You can find definitions for the fields and controls later on this page. This application engine process groups demand lines into BOLs by load, route, carrier, ship via, ship to, address sequence number, and address fields (for overridden addresses). This process adds the commodity code, quantity shipped, shipping UOM, shipping weight, and shipping volume into the BOL definition. Microsoft Access Invoice Template for Microsoft Invoice Templates Free image source by www. Hazardous Materials Bill Of Lading. ☐ x pixel| 5 views. This is the Bill of Lading Form Template download page. You can free download Bill of Lading Form Template to fill,edit, print and sign. You can generate the 1-T bill of lading report from a sales order along with a TORG-12 or M-15 report. The 1-T bill of lading report can also be generated from the. For export BOLs, the harmonized code is used instead of the commodity code. Clear Overrides After Each Run Select to remove all override entries from the run control process page after each run. Use this check box when the overrides, entered in the Overrides group box, should only apply to this process run. Do not select this check box if you want the same overrides used each time this run control is processed. Create Bill of Lading Types Select the type of BOL to be produced: • Domestic: Domestic sales orders and material stock requests that are not export orders. • Foreign: Export sales orders and export intercompany transfers. Export intercompany transfers are only available to include on the bill of lading if they have been marked for export on the order header. • Foreign and Domestic: All sales orders and material stock requests meeting the search criteria. The process produces either domestic BOLs or foreign BOLs; not BOLs with both domestic and foreign information. Note: PeopleSoft Inventory supports the creation of foreign bills of lading only for intercompany transfers. If the installation includes PeopleSoft Order Management, you can also create bills of lading for other foreign shipments. Export Order Option Select how to group demand lines onto an export bill of lading. The options are: • Multiple Orders on BOL: Select to enable the system to add demand lines from different orders onto the same bill of lading. • Single Order on Bill of Landing: Select to restrict the system to one bill of lading per order. Demand lines from different orders must be placed on separate bill of ladings. Print Bills of Lading Select this check box to print the BOLs produced by this process by launching the INS6100 SQR after this application engine process is complete. Report Options Click this link to access the Report Options page where you can identify the output type, format, and destination of the printed BOLs. In addition, you can select to print bar codes. Selection Criteria Enter selection criteria to identify the demand lines to be added to the new BOLs created by this process. The check boxes available to select demand line fulfillment states are based on the setup in the Allow Printing Before Shipping check box. Allow Printing Before Shipping Displays the value entered in the Allow Printing Before Shipping check box on the Setup Fulfillment-Shipping page. If this check box has been selected, then you can add demand lines that are in any fulfillment state except for Pending or Cancelled. If this check box is clear, then you can only add demand lines that are in the fulfillment states of Shipped and Depleted. Demand lines must have a Ship ID in order to be placed on a BOL. For the field descriptions on these selection criteria, see the. Image: Bill of Lading page This example illustrates the fields and controls on the Bill of Lading page. You can find definitions for the fields and controls later on this page. Use this component to create domestic or foreign bills of lading. You build one BOL at a time by selecting the demand lines to be included. To create a bill of lading: • Click the Search button to access the Bill of Lading Order Selection page, where you select lines to include on the bill of lading. Demand lines meeting the search criteria appear in the scroll area in the lower portion of the page. • Select the check boxes for the demand lines that you want to include and then save the page. To include all displayed lines, click the Select All button; to remove all lines, click the Deselect All button. Allow Printing Before Shipping Displays the value entered in the Allow Printing Before Shipping check box on the Setup Fulfillment-Shipping page. If this check box has been selected, then you can add demand lines that are in any fulfillment state except for Pending or Cancelled. If this check box is clear, then you can only add demand lines that are in the fulfillment states of Shipped and Depleted. Demand lines must have a Ship ID in order to be placed on a BOL. The fulfillment state of each demand line is displayed in the Order Details group box. Bill of Lading Types Select the type of BOL to be produced: • Domestic: Domestic sales orders and material stock requests that are not export orders. • Foreign: Export sales orders and export intercompany transfers. Export intercompany transfers are only available to include on the bill of lading if they have been marked for export on the order header. • Foreign and Domestic: All sales orders and material stock requests meeting the search criteria. The system produces a BOL that includes both foreign and domestic orders. Note: PeopleSoft Inventory supports the creation of foreign bills of lading only for intercompany transfers. If the installation includes PeopleSoft Order Management, you can also create bills of lading for other foreign shipments. Driver ID The identification of the driver. Seal Number The number of the seal. Vehicle ID The identification of the vehicle. Carrier ID The carrier transporting the shipment. Validate Click this button to verify that all the demand lines added to this BOL have the same ship to customer, location, carrier ID, and address. If these fields are not the same, an error is displayed. Validate and Calculate Click this button to: • Validate that all the demand lines added to this BOL have the same ship to customer, location, carrier ID, and address. If these fields are not the same, an error is displayed. • Calculate the shipping weight and shipping volume. These values are calculated using either the commodity code (for domestic shipments) or the harmonized code (for foreign shipments) assigned to the item, along with the shipping unit of measure (UOM), the shipping weight UOM, and the shipping volume UOM. You define this information on the Define Item - General: Dimensions page. Notes Click this link to access the Create Bill of Lading Notes page where you can define standard notes to print on this bill of lading. Print Click this link to print the Bill of Lading and Shipping Manifest reports from this page. You can only print the Shipping Manifest report from this page if the bill of lading has a shipping manifest number. Image: Bill of Lading Order Selection page This example illustrates the fields and controls on the Bill of Lading Order Selection page. You can find definitions for the fields and controls later on this page. For domestic bills of lading, you must enter either a ship to or a location and carrier ID. For foreign or foreign and domestic bills of lading, you must enter an order number. Ship To Select a ship to customer to narrow your search results. The list of available values is limited by your previous selections in the other fields on this page. Carrier ID Select a carrier ID to narrow your search results. Whether or not you enter a specific carrier ID, the system also returns demand lines with no defined carrier ID. If you add one of these lines to the bill of lading, then the system updates the carrier information for the line. Shipping ID Select a shipping ID to narrow your search results. The list of available shipping IDs is limited by your previous entries in the Ship To, Location, Load ID, and Carrier ID fields of this page. Delivery ID Enter a delivery ID to select order lines assigned to the delivery ID. A bill of lading can only contain lines from one delivery ID. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID. Order No Select and order number to narrow your search results. The list of available orders is limited by your previous entries in the Ship To, Location, Load ID, Carrier ID, and Shipping ID fields of this page. Demand lines with blank shipping IDs will also be included in the search results. Image: Domestic Details page This example illustrates the fields and controls on the Domestic Details page. You can find definitions for the fields and controls later on this page. Enter or calculate shipping information, using either the Domestic Details page or the Export Details page. All of the information on this page is optional, and much of it comes from customer information defaults, business unit defaults, and either the sales order or the intercompany transfer. Calculator Click to enable PeopleSoft Inventory to calculate the Shipping Weight and Shipping Volume. These values are calculated using either the commodity code (for domestic shipments) or the harmonized code (for foreign shipments) assigned to the item, along with the shipping unit of measure (UOM), the shipping weight UOM, and the shipping volume UOM. You define this information on the Define Item - General: Dimensions page. Qty Shipped Displays the quantity that is expected to ship. If the BOL is created for demand lines that are in an earlier fulfillment state than Shipped, then the system is calculating the expected shipping quantity. This field displays: • For unfulfilled demand lines, the quantity requested less the quantity backordered. • For releasable and released demand lines, the planned release quantity. This is the quantity reserved, promised, or allocated. For non-soft reserve, non ATP items, the override quantity is used if entered on the Shortage Workbench, a fulfillment engine EIP, or Fulfillment Workbench. • For confirmed demand lines, the quantity picked. • For shipped or depleted demand lines, the quantity shipped (QTY_SHIPPED). Image: Build Shipping Manifest page This example illustrates the fields and controls on the Build Shipping Manifest page. You can find definitions for the fields and controls later on this page. To create a shipping manifest: • Enter a business unit, shipping manifest number, carrier ID, or BOL Print Date (bill of lading print date), then click the Search button to find bills of lading that match these parameters. • Select the check box next to a Bill of Lading number to add it to the shipping manifest. To add all returned bills of lading, click Select All; to clear all check boxes, click Deselect All. • Click the Bill of Lading Print button to print the selected bills of lading or the shipping manifest from this page. Tips for Filling the Template Creating a Bill of Lading form is not as difficult as it seems. With a proper understanding of the format, you can easily create a basic one in a matter of minutes using your Microsoft word document by following the steps. Open a blank page in Microsoft word document and use it as your work area 2. Create the first part of the Bill of Lading form which is the “ ship from”. Create about seven different boxes which will accommodate the company name, email address, address, city, zip/postal code, country, state, province. Note that this is where the shipper information is captured. Create the same number of boxes for the “Ship to” part and label the boxes as the company name, email address, address, city, zip/postal code, country, state and province. This part is where the recipient information is expected to be captured. Create a column for the customer order information. The information should contain the order number, description of goods, weight, quantity and price of the goods. Also include the freight charge terms. It could be collect, prepaid or third party terms. Then create a apace for the sub total, taxes, delivery amount and the entire total. In some Bill of Lading forms, the special shipping instruction could come top, however, this is not actually an issue. It could be anywhere in the document. Create a box for the special shipping instruction. Ensure that the box is large enough to contain lengthy write ups in case the need arises. The steps listed are the standard way of creating a basic Bill of lading form. While this is a standard one, additional information might be required in some other Bill of Lading form and that will depend on the items, the shipping company and the nature of the entire transaction. In that case, you are at liberty to create the Bill of lading form to suit your requirements. What is Bill of Lading Form The Bill of Lading form which is often abbreviated as BoL is a legal document which is issued by a carrier contains the details of a merchandise of a shipment to a specified party. The Bill of Lading form must include details of the type of goods in the shipment, the destination address and the number of products. The bill of lading must be signed by the parties involved in the transaction. For example, it must be signed by the seller, the shipping company representatives and the recipient when the goods are received. Bill of lading is very useful because it protects the seller, shipping company and the recipient and problems can easily be tracked if it occurs. Bill of Lading Form Basic Format The Bill of Lading form comes in a simple format that is easy to understand and use. It consist of the detailed information where the goods are shipped from, the information regarding the destination of goods, the bill of lading number, the carriers name and other detailed information. It is important to understand that detailed information of the seller and buyer will include the full name, address, city, state and the zip code. Other information in the format includes the description of goods, quantity and special instructions if any. The standard format of a bill of Lading must include a space for the signatures for the shipper, carrier and the recipient. Additional Tips about the Bill of Lading Form 1. Creating the Bill of Lading form could be confusing for some people. However, you are at liberty to modify an existing template to suit your demands. But in doing so, it is important to ensure that the basic requirement of a Bill of lading is not missing else it will render the form incomplete and may no longer pass for a legal document. It is also important to note that there are many types of Bill of lading forms which are used for some specific purposes or some types of shipping. Ensure that you understand the type of transaction involved in order to create the right Bill of lading form. When filling out the Bill of lading form, effort should be made to ensure the right information is put on the form, remember it is a legal document.
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