Creating Bills of Lading and Shipping Manifests

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.

Note: You can never generate BOLs for demand lines in the fulfillment states of Pending or Cancelled.

Pages Used to Create Bills of Lading and Shipping Manifests

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.

Build Bill of Lading Requests Page

Use the Build Bill of Lading Requests page (RUN_IN_FULFILL_BOL) to enter search criteria and launch the IN_FUL_BOL Application Engine process to automatically create bill of lading reports for the selected demand lines.

Navigation

select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading Requests

Image: Build Bill of Lading Requests process page (1 of 2)

This example illustrates the fields and controls on the Build Bill of Lading Requests process page (1 of 2). You can find definitions for the fields and controls later on this page.

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. 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 theCommon Elements Used in Understanding Shipping Rules.

Overrides

Use the Carrier ID and Ship Via Code fields to override these values on all the demand lines selected by this process.

Bill of Lading Page

Use the Bill of Lading page (BOL_HDR_INV) to 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.

Navigation

select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading

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

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.

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.

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.

Bill of Lading Order Selection Page

Use the Bill of Lading Order Selection page (BOL_SEL_INV_SP) to select orders to add to the bill of lading.

Navigation

Click the Search button on the Bill of Lading page.

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.

See Understanding PeopleSoft Delivery Management and Freight Calculations.

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.

Domestic Details Page

Use the Domestic Details page (BOL_DETAIL_INV) to calculate or enter the shipping weight and volume, by commodity code, for domestic shipments.

Navigation

select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Bill of Lading, then select Domestic Details

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).

Build Shipping Manifest Page

Use the Build Shipping Manifest page (BOL_MANIFEST_INV) to consolidate bills of lading onto a shipping manifest.

Navigation

select Inventory, then select Fulfill Stock Orders, then select Shipping, then select Build Shipping Manifest

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.

Note: A shipping manifest only includes BOLs which have all demand lines in the fulfillment state of Shipped or Depleted.