Create a Bill of Lading

Use the Bill of Lading Maintenance (BLM) program to create or change and confirm a sales or transfer bill of lading. See Background and Road Map for more information.

The program displays these fields

Field Name	Displays
Type	The order type: S/O: Sales order TRN: Transfer
BOL number	The bill of lading number
Cntry	The destination country
Cust no	The customer or requesting branch for this bill of lading
Ship-to	The ship-to number for this bill of lading
From br	The shipping branch
BOL date	The date the bill of lading was entered
Pickup	The date the carrier will pick up the shipment
HM	Whether any item shipped contains hazardous material
PRO number	The carrier's PRO number
BOL status	The status of the bill of lading
Order status	The order/shipment status if the bill of lading is open: No orders assigned Orders not confirmed Orders confirmed
Billing weight	The weight of the shipments for this bill of lading that you want to report to the shipping company
Freight amount	The freight amount

Choose the appropriate options:

To	Do This
Display or change a bill of lading	Highlight the line and click Select or double click the line. Look ahead to step 6.
Add a bill of lading	Click Add.
Copy the selected bill of lading	Click Copy. See Copy.
Print the list of bills of lading	Click Print. See Print.
Switch between displaying open bills of lading and all (invoiced)	Click Open/All.
Exit the program	Click Exit.

After you click Add, select S/O to create a sales bill of lading or select TRN for a branch transfer.

Enter NEW or # in the BOL number field if you want the program to assign the next available bill of lading number. Use the Numbering System Setup (XOC) program to set up a bill of lading numbering scheme.

Enter a unique identifier (12 alphanumeric characters maximum) for the bill of lading you want to create. You can do this only if the Allow override? option is selected for Bill of Lading in Numbering System Setup.

For a sales bill of lading:

For a sales bill of lading, enter the customer's number or click the first Lookup icon and use the standard lookup options to select the customer from a list.

To transfer the freight information to the bill of lading:
Click the second Lookup icon to select a shipment and use the ship-to or third-party billing address entered on the order for this bill of lading.

For a transfer bill of lading:

For a transfer bill of lading, select the branch that will be receiving the bill of lading.

Click Other info.
Enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
For a sales bill of lading:
Ship from branch	Required 4 alphanumeric	Accept the displayed branch or select another branch that you are shipping from.
Ship-to	Optional 10 alphanumeric	Select the customer's ship-to number or leave blank to use the customer's primary address. You cannot change this field after the program assigns a bill of lading number. The Ship to and Ship via selections must match when adding confirmed shipments to the bill of lading. If either field does not match, use Sales Shipment Confirmation (OC) to reverse the shipment confirmation.
For a transfer bill of lading:
Shipping branch	Required 4 alphanumeric	Select the branch that you are shipping from.
Ship-to	Required 4 alphanumeric	Select the customer's ship-to number or leave blank to use the customer's primary address. You cannot change this field after the program assigns a bill of lading number. The Ship to and Ship via selections must match when adding confirmed shipments to the bill of lading. If either field does not match, use Sales Shipment Confirmation (OC) to reverse the shipment confirmation.
BOL date	Optional 10 date	Accept the displayed date, select another bill of lading creation date, or clear the field and enter a date shortcut.
Pickup date	Required 10 date	Accept the displayed date, select another carrier pick up date, or clear the field and enter a date shortcut.
HazMat?	Display only	Selected: An item contains hazardous material Blank: No item contains hazardous material
Incoterms code	Conditional 3 alphanumeric	Select an Incoterms (International Commercial Terms) code. An entry is required for international shipments.
FOB	Optional 3 alphanumeric	Accept the displayed Freight On Board code, which identifies when ownership of an order transfers, or select a different code.
Freight terms	Optional 3 alphanumeric	Accept this customer's standard method of payment for freight or select a different code. If the selected code in the Freight Codes Maintenance (TFP) program has Bill for freight? selected and a flat freight rate has been established, the amount is added as estimated freight when the order number is created.
Ship via	Required 3 alphanumeric	Accept the displayed code for the preferred carrier for this customer or select another carrier. The default comes from the Customer Maintenance (CM), Customer Ship-to Maintenance (CSM), or Branch Transfer Maintenance (ITM) program. The Ship via and Ship to selections must match when adding confirmed shipments to the bill of lading. If either field does not match, use Sales Shipment Confirmation (OC) to reverse the shipment confirmation.
SCAC code	Display	The Standard Carrier Alpha Code associated with Ship via field will be displayed.
Carrier	Required 30 alphanumeric	Leave blank to accept the description for the code selected in the Ship via field.
Carrier cnvn	Optional 20 alphanumeric	Enter the telephone number to use at this shipment's destination.
PRO number	Optional 30 alphanumeric	Enter the unique number assigned by the carrier to identify this specific shipment.
Special instr	Optional 100 alphanumeric	Enter the special instructions for this bill of lading.
LTL BOL	Optional	Select if this bill of lading is for LTL (Less than a Truck Load) ground transport within the country of the shipping branch.
Trkload BOL	Optional	Select if this bill of lading is for a truck load ground transport within the country of the shipping branch.
Misc BOL	Optional	For future use Note The default selection is based on the Carrier type selection in the Ship Via Codes Maintenance (TSV) program.
Prepaid	Optional	Select if the company sending (shipper) the freight pays the freight charges.
Collect	Optional	Select if the company receiving the freight (consignee) pays the freight charges.
3rd Party	Optional	Select if a third party pays the freight charges. If you select and a billing address does not exist, when you complete data entry the program prompts you to enter one.
Weight UOM	Display only	The Unit of Measure selected for the Base Wt UOM field in the Branch Maintenance (TBM) program.
Estimated freight weight	Display only	The total weight of the shipments you selected for this bill of lading. See Background for more information.
Billing weight	Optional 9 numeric in the format 99999.9999	Enter the weight of the shipments for this bill of lading that you want to report to the shipping company or leave blank to use the total calculated by the program.
Freight amount	Required 14 numeric in the format 999999999999.99	Enter the total freight charges for this bill of lading.
No of boxes	Optional 5 numeric	Enter the number of loose boxes for this bill of lading.
No of pal/skids	Optional 5 numeric	Enter the number of pallets or skids for this bill of lading.
SED number	Optional 20 alphanumeric	Enter the Shipper's Export Declaration number.
Arrive by	Optional 10 date	Select the date on which the truck should arrive or enter a date shortcut.
No later than	Optional 10 date	Select the latest date that the truck can arrive or enter a date shortcut.
Window date	Optional 10 date	Select the carrier's pickup window date or enter a date shortcut.
Ship point	Optional 8 alphanumeric	For future use
Manifest no	Optional 12 alphanumeric	Enter the manifest number.
Appt number	Optional 10 alphanumeric	Enter the appointment number.
Load number	Optional 10 alphanumeric	Enter the shipment load number.
Trailer number	Optional 10 alphanumeric	Enter the truck or trailer number.
Truck seal no	Optional 10 alphanumeric	Enter the truck's seal number.

(Conditional) Click OK if you selected 3rd party and the program displays the message 3rd party billing was selected. Enter freight bill address.
1. Enter the address to use for billing freight. See Enter or Change an Address.

Choose the appropriate options:

Do This

Change a field

Move to the field and enter correct information. Click Apply to save changes.

Delete this bill of lading

Click Delete. See Delete.

This button displays only if you have not selected a shipment for this bill of lading.

Exit without creating this bill of lading

Click Cancel.

Enter or change notes for this bill of lading

Click Notes. See Enter or Change Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

Note
This button displays only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.

Display a history of changes to this bill of lading

Click Audit.

This button displays only if you activated the logging of bill of lading additions, changes, and deletions with the Audit Trail Maintenance (XAT) program.

Change the customer, ship-to, or third-party billing address

Click Address and then:

Click	To
Ship-from	Change the ship-from address
Ship-to	Change the ship-to address
Freight	Change the third-party billing address for freight
Back	Exit without changing an address

See Enter or Change an Address.

Select the shipments for this bill of lading

Click Lines. See Select Shipments for a Bill of Lading.

Confirm this bill of lading

Click Confirm and then:

Click	To
Shipments	Confirm shipments not already confirmed
BOL	Confirm this bill of lading and shipments not already confirmed
Back	Exit without changing

See Background for rules on confirming and reversing confirmation.

Reverse confirmation of this bill of lading

Click Reverse to reverse a confirmed bill of lading but not shipment confirmations.

See Background for rules on confirming and reversing confirmation.

Print one packing slip for shipments with the same destination

Click Cons pack. See Print a Consolidated Packing Slip.

This button displays only if the bill of lading is confirmed.

Print a pro forma invoice

Click Pro forma inv.

Initiate shipment tracking based on the pro number and the URL associated with the ship via

Click Track.

This button displays only if there is a PRO number for the bill of lading.

Close the bill of lading

Click Close BOL.

Select a reason (maintained in Reason Codes Maintenance). Click OK to close the bill of lading or click Cancel to leave the bill open.

View or import documents associated with the bill of lading

Click Documents.

Click View to view archived and imported documents, See Display Document Archive. The View button is active only if archived documents are available.
Click Import to import a document.

See Document Archiving and Document Import for more information.

Exit this bill of lading

Click OK.

Exit the program.

Click Exit.