Road Map: Bill of Lading Maintenance

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

Before you run this program each time

You should run these programs in this sequence:

Sales Orders

  1. Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

  1. (Optional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance (OE).

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

OR

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and optionally confirm the shipment.

Transfers

  1. Branch Transfer Maintenance (ITM) to enter a branch transfer and create a shipment.

OR

Requisition Maintenance (IRM) to enter a transfer requisition and release a branch transfer.

OR

Sales Order Maintenance (OE) to enter a sales order and generate a branch transfer if inventory is insufficient and your firewall is disabled or a transfer requisition if your firewall is enabled in System Options Maintenance (XM) (Inventory Control Options.

  1. (Optional) Branch Transfer Confirmation (ITS) or Secured Transfer Confirmation (SITS) to create and confirm the shipment.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Numbering System Setup (XOC) to set up a bill of lading numbering scheme and set the Allow override? option.

  • User Fields Maintenance (XMO) to set up user-defined fields for this program.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

  • Document Output Parameters Maintenance (TDOC) to set whether to output a packing slip, bill of lading document, and commercial invoice immediately or queue them, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boiler plate text.

  • Customer Maintenance (CM) to set up customer records.

  • Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.

  • Branch Maintenance (TBM) to set up branches.

  • Ship Via Codes Maintenance (TSV) to set up ship via codes and set whether a bill of lading is required for a carrier.

  • Reason Codes Maintenance (TRCM) to set up BOL close reason types to use when a bill of lading is manually closed.

  • Branch Item Maintenance (IMB) to set up items for your branch and enter the Shipping category and Weight per UOM fields.

  • Incoterms Codes Maintenance (TINC) to set up the Incoterms associated with the bill of lading.

After you run this program

You will most likely run these programs in this sequence:

  1. Packing Slip Print Queue (OPAKPM) to process the queue or Packing Slip Print (OPAK) to print or reprint a packing slip for a specific confirmed shipment.

OR

Packing List Print Queue (OPLPM) to process the print queue or Packing List Print (OPL) to print or reprint a packing list for a specific shipment; the list includes all items ordered whether or not these items are in this shipment.

  1. Bill of Lading Print Queue (BLPPM) to process the bill of lading queue.

OR

Bill of Lading Print (BLP) to print or reprint a specific bill of lading document, and optionally, a commercial invoice if the shipment is to another country.

  1. (Conditional) Commercial Invoice Print Queue (BCIPM) to process the queue if you selected the Print commercial invoice with BOL? Program option and the shipment is to another country.

    OR

    Commercial Invoice Print (BCI) to print or report a specific commercial invoice.

Sales Orders

  • AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing, and print the AR Invoice Register, which updates the AR invoices and the general ledger.

  • Sales Shipment Confirmation Inquiry (OCQ) to display a new, confirmed, or invoiced shipment and the surcharges applied to a line.

  • Shipment by Order Inquiry (OSSQ) to display the status of a shipment.

  • On-Time Shipment Report (OAL) to print a list of on-time shipments.

Transfers

  • Branch Transfer Inquiry (ITSQ) to display a branch transfer.

  • Branch Transfer Listing (ITL) to print a listing of transfers between branches.

  • Receiver Maintenance (IRC) to receive the Transfer or bill of lading at the requesting branch.

You may also run these programs:

  • Audit Trails (ATR) to print an audit trail report.