Add a bill of lading

A bill of lading is a receipt for goods and a carrier’s contract. You can use the bill of lading to file claims in case of theft or damage to a shipment. The bill of lading also indicates whether the shipment contains hazardous material.

You can create a bill of lading for one or more customers, or from a shipper.

To add a bill of lading

1. Open the Bill of Lading (BOL) page.

   1. Select Production Management > Production Transactions > Shipping > Bill of Lading.

      Or

   2. Search for BOL or Bill of Lading in the Navigation box and then select Bill of Lading .

      Bill of Lading (BOL) page appears.

2. Click Copy > Shipper.

   Copy - Bill of Lading window appears.

3. Select date range and click Accept.

   The Copying Shipper window appears.

   You can filter the shippers by a date range.

4. Select a record and click Select.

   Click Cancel to exit from Copying Shipper window.

   User can select single or multiple shippers.

5. In the Header tab, set the shipment and payment information:

   1. In the Freight Charges area, click Prepaid if the shipment is paid in advance Or click Collect if payment is due.

   2. In the Shipment area, click Complete if you are sending the entire shipment Or click Partial if you are sending only part of the shipment.

   3. If the item appears in the item master, in the Calculate Weight from area, click the Item Master to calculate the weight from the item master Or click the Shipper to calculate weight from the shipper.

   : The unit of measure (U/M) and weight correspond to the information provided in the shipping document. Additionally, the weight is calculated based on the data in the Item Master, specifically from the weight field.

   4. Click Save on the Toolbar tab before switching to the Detail tab to view the data.

6. Add comments to the bill of lading:

   1. Click the Remark tab.

   2. Type comments or messages in the Bill of Lading Comments or Received boxes.

   3. Click Save to keep the bill of lading.

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