BOL template field descriptions
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General Information
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Name
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The name of the BOL template. This is required and must be unique in the warehouse.
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Description
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The description of the BOL template.
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Warehouse
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The warehouse in which this BOL template can be used.
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Due Date
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The date the packing is due to be completed. This field provides the default value for the Due Date of any bills of lading created using this template.
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Priority
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The priority of the packing. This field provides the default value for the Priority of any bills of lading created using this template.
This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.
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Transacted by
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The person that should perform the packing. Can be a username or a string. This field provides the default value for the Transacted by of any bills of lading created using this template.
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BOLs tab: Items Sort-and-Break
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Field
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Sorting based on the selected fields. A new bill of lading is created each time the value of the field changes.
The fields available are the sales order item properties.
Known Limitation: Sales orders that are required to ship completely (the  sales order header field Partial Shipment Allowed is unchecked) are subject to special handling:
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General Sales Order Information (In the top section of the screen)
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SO Date
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The date of record for the sales order. Requires proper formatting (mm/dd/yyyy).
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Ordered by
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The person who placed the order.
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Due date
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The date the sales order is due.
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Partial Shipment Allowed
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Whether you allow part of the sales order to be shipped. If this box is not checked, the sales order must be shipped in its entirety or not at all.
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Priority
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The priority for the sales order.
Shipments you create from this sales order inherit the priority, although you can change it on the shipment.
This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, enter "01" in this field.
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Status
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The state of the sales order. Values include:
- Saved - This state indicates the sales order has been created. From this status, you can edit, copy, dispatch, ship, or cancel a sales order.
- Approved - This state indicates the sales order is dispatched for fulfillment. From this status, it is no longer editable. (You can undispatch the order if you need to edit it again.) You can ship or cancel it from here.
- In Progress - This state indicates that the sales order is ready to be shipped. From this status, you can ship additional items, close the sales order, or cancel the remaining sales order. You can also void already shipped items from the shipments against this sales order.
- Closed - The state indicates that all the sales order items have been shipped, or the sales order has been manually closed before all items were shipped. When the last item on the sales order is shipped, the sales order is automatically closed. From this status, you can reopen a sales order.
- Cancelled - The order has been cancelled. No more actions can be taken on the sales order.
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Wave #
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Alphanumeric ID for this set of work, generated by the system when this set of work is initiated. A sales order becomes part of a set of work when it is: batch shipped; included in a ; or included in a .
Unique in the tenant. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments. For a , this includes: the sales orders, the pick plan, and the pick tickets. For a , this includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.
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Owner
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Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the SO. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's Business Affiliates. More info...
If you enter an Owner on the SO, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the SO, and all of the sales order items must have an item master Owner that is either not set or is set to the Owner on the SO.
The Code of the business affiliate is listed when viewing the sales order.
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Broker
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If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this SO. More info...
The Code of the business affiliate is listed when viewing the sales order.
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Carrier
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The carrier providing outbound transportation logistics services for this SO. More info...
The Code of the business affiliate is listed when viewing the sales order.
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SO #
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Alphanumeric ID generated by the system when the SO is saved, unique in the system. Before the SO is saved, this field displays "Appears when saved."
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External #
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Alphanumeric ID from an external system, if this order was created by a 3rd party system and imported into SmartTurn. Must be unique in SmartTurn.
This field is only displayed if an External # is present.
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Complete date
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The date the SO was either cancelled, or fully shipped. A Sales Order that is in the Saved, Approved, or In Progress state does not have a Complete date because it is not yet fully shipped, and it hasn't been cancelled. If you partially ship an SO over several days, the SO will have a Complete date when you ship the last item.
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Warehouse
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The warehouse the sales order is being fulfilled from. Setting the Warehouse field to None selected means any warehouse can ship against it.
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Current Pick Policy
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The pick policy recommended for shipping this sales order. It is based on your preferred pick policies and the Owner, Customer, and Warehouse for this order. This field only appears when viewing sales orders. More info... in the Help module for Working with Preferred pick policies.
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Override Current Policy
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Whether or not to override the Current Pick Policy (above). If checked, an alternate pick policy must be selected from the drop-down menu. More info...
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Date created
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Date the system created the sales order.
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Created by
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User who created the sales order.
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Source
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Internal - If the sales order was created within SmartTurn
External - If the sales order was created by a 3rd party system and imported into SmartTurn.
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Ship To Tab
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Ship to customer
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The name of the company/location where the sales order is being sent. Type in a full or partial name to lookup a customer from your company's Business Affiliates. More info...
The Code of the business affiliate is listed when viewing the sales order.
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Override ship to customer
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Whether or not to override the Ship to customer (above). If checked, enter a name for the customer.
For example, if the Ship to customer Business Affiliate is Target, you might check the Override ship to customer and enter "Target - Store 824".
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Ship to contact
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The contact at the warehouse.
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Ship to phone
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The phone number for the contact at the warehouse where the sales order is being sent.
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Ship to address fields
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Address information for the warehouse the sales order is being sent to. Select the Map It link to view the address graphically.
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Bill To Tab
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Bill to information may differ from Ship To information if the customer has several locations/warehouses.
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Bill to customer
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The name of the customer/company that the order is for.
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Bill to contact
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The contact person for the billing information.
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Bill to phone
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Phone number for the location to bill the sales order.
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Bill to address fields
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The address for the location to bill the sales order. Select the Map It link to view the address graphically.
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Comments Tab
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Comments
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Optional comments regarding the sales order. Limit 200 characters.
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Billing Tab
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General Billing Information
The Billing Tab is only present if this document has an Owner specified in the header.
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Billing Status
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The status of the billing section: Saved, Closed, or Cancelled.
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Total Billable Amount
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The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
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Billing Lines table
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Line #
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The system generated line number for the billing line.
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Charge Type
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The name of the charge type.
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General Ledger Code
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The general ledger account number associated with the charge type.
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Billing Basis
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The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
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Computed Qty
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The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
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Qty
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The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
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Description
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A description of what is being billed, such as you might place on an invoice. Optional.
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Rate
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The unit amount to charge.
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Total
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The total for the line, calculated as Qty multiplied by Rate.
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History Tab
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Date
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Date the sales order was modified.
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User
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User who made the change
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Event
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The type of activity: Create, Edit, Cancelled, etc.
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Items
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Line #
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The system generated line number for the sales order.
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Item #
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The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
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Description
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The description of the item # from the item master.
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Requested ship date
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The date the item must be shipped. For reference only; setting this date does not automate any function.
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Ordered qty
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The amount being ordered.
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Pending qty
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The amount that has not been shipped, that is, the amount that must be shipped in order for the sales order to be closed. Calculated as Expected qty minus Previously shipped qty.
This amount is 0 before the order is Approved and after the order is Closed.
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Previously shipped qty
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The amount that already shipped against the sales order (only displayed for an existing sales order).
Note that the Previously shipped qty is the amount that has physically left the warehouse. For example, if the Previously shipped qty is equal to the Ordered qty, but the Pending qty is not zero yet, it means that the entire sales order was shipped but the shipment was voided, and there is still Pending qty that must be shipped before the sales order can close.
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Expected qty
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The total amount that can possibly be shipped against the sales order. Usually, this amount is equal to the Ordered qty. However, if you overship or undership against this order, this amount is updated to reflect that change. The Ordered qty is not.
For example, if you have a sales order for 10 boxes of light bulbs and you ship out 12 boxes, the Ordered qty is 10 boxes and the Expected qty is 12 boxes.
This field is only available if you customize the page.
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Unplanned qty
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The amount that has not yet been shipped or scheduled to be shipped. This amount starts out as equal to the Ordered qty, but decreases when you save or ship shipments.
For example, if you have a sales order for 10 boxes of light bulbs and you ship 4 boxes and create a saved shipment for 4 more boxes, the Unplanned qty is now 2 boxes. (If you cancel the saved shipment, the Unplanned qty goes up to 6 boxes, because you have shipped 4 boxes and do not have any other shipments scheduled against this sales order.)
This field is only available if you customize the page.
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Item Status
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Saved, Approved, In Progress, Closed, or Cancelled.
The item status follows the sales order status, above.
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Current Unit Price (Unit price)
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The price of the item (read-only).
When you create a sales order, the Current Unit Price defaults to the sales price specified in the item master. When you edit the Ordered qty unit of measure or key in an Override Unit Price for the item, this field is automatically updated when you save the sales order.
This field is listed as Unit Price when you are viewing the sales order.
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Override Unit Price
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The price of the item in the Ordered qty units of measure, if different from the displayed Current Unit Price.
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Total Item Price
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The line total (quantity x unit price).
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Lot #
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The lot number.
If the item master is marked Pick on item attributes, enter the Lot #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Lot #.
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License #
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The license number.
If the item master is marked Pick on item attributes, enter the License #. All inventory items used to fulfill this sales order item must have a matching License #.
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Serial #
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The serial number.
If the item master is marked Pick on item attributes, enter the Serial #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Serial #.
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Expire Date
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The expiration date.
If the item master is marked Pick on item attributes, enter the Expire Date. All inventory items used to fulfill this sales order item must have a matching Expire Date.
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Product ID
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The Item number that the Vendor for this product uses.
If the item master is marked Pick on item attributes, enter the Product ID, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Product ID.
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Dim Wt
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The total dimensional weight of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.
This field is only available if you customize the page.
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Cube
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The total cube or volume of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.
This field is only available if you customize the page.
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Pallets
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the total number of pallets of this line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.
This field is only available if you customize the page.
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Pallets Filled
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The total number of pallets filled by this line item, calculated from the item master and the Ordered qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets.
This field is only available if you customize the page.
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Pallet Packing Ratio
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The Ordered qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75.
This field is only available if you customize the page.
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Totals
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Total amount
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The sum of the line items on the SO.
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Total weight
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The total weight of the items on the order. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.
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Total qty
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The total quantity of the items on the order. The quantity is listed separately for each unit of measure on the order.
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- There is an implied Sort-and-Break on SO # only for those sales orders that are required to ship complete. In other words, each sales order that is required to ship completely always automatically becomes exactly one bill of lading. (Other sales orders in this wave that allow partial shipment may be combined based on the other Sort-and-Break fields listed here.)
- If other Sort-and-Break fields listed here require a sales order to be split onto multiple bills of lading, and that sales order is required to ship completely, that sales order is removed from the wave. For example, if there is a Sort-and-Break on Group, and one sales order that is required to ship completely has ordered items from multiple Groups, that sales order is removed from the wave.
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Order
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The order in which to sort: Ascending or Descending. Selecting Ascending means that the items whose Field value is smallest or alphabetically first will be on the first bill of lading, the next items will be on the second bill of lading, etc.
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Carrier Override
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Automatically set the Carrier field on the created bills of lading to this Carrier Override, if and only if the Carrier field on the created bills of lading would otherwise be null. (Carrier is the business affiliate that provides transportation logistics services. More info.)
This field is used in two circumstances:
- Carrier is listed in the Items Sort-and-Break Field and there are some sales orders that do not have a Carrier. Those sales orders are combined onto one bill of lading. The Carrier on that bill of lading is set to the Carrier Override, if specified, or else left null.
- Carrier is not listed in the Items Sort-and-Break Field. Sales orders with different Carriers on to one bill of lading. The Carrier on that bill of lading is set to the Carrier Override, if specified, or else left null.
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BOLs tab: BOL Capacity
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Capacity Sort
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Sorting based on the physical property of the item. The sorting specified here is the order in which the system attempts to put the items onto individual bills of lading. (If a given item is too big, it goes onto the next bill of lading.) In general, the sorting here should match one of the Capacity Constraints.
The fields available are:
- Dim. Weight
- Cube
- Eaches
- Pallets
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Capacity Constraints
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The limits on how much can be put onto one bill of lading. If multiple constraints are specified, the most limiting one is enforced.
The fields available are:
- Dim. Weight
- Cube
- Eaches
- Pallets
- # of Packages
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BOLs tab: Items Sorting
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Field
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Sorting based on the selected fields. This sorting is applied to the items (in Pack View) when the bill of lading is first displayed.
The fields available are the sales order item properties.
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Order
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The order in which to sort: Ascending or Descending.
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Packages tab: Items Sort-and-Break
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Field
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Sorting based on the selected fields. A new package on the bill of lading is created each time the value of the field changes.
The fields available are the sales order item properties.
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Order
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The order in which to sort: Ascending or Descending. Selecting Ascending means that the items whose Field value is smallest or alphabetically first will be in the first package, the next items will be in the second package, etc.
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Packages tab: Items Sorting for Packages
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Field
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Sorting based on the selected fields. The sorting is applied after the items have been logically classified into different packages (the Items Sort-and-Break for Packages) and before they have been physically classified into different packages (the Package Capacity).
Note: You can have either an Items Sorting for Packages or a Capacity Sort in the Package Capacity, but not both.
The fields available are the sales order item properties.
The system implicitly considers Item # and Unit of Measure here. In other words, unless the user specifies otherwise, package #1 has the alphabetically first Item #, etc.
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Order
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The order in which to sort: Ascending or Descending.
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Packages tab: Package Capacity
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Capacity Sort
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Sorting based on the physsical property of the item. The sorting specified here is the order in which the system attempts to put the items into individual packages. (If a given item is too big, it goes into the next package.) In general, the sorting here should match one of the Capacity Constraints.
Note: You can have either an Items Sorting for Packages or a Capacity Sort in the Package Capacity, but not both.
The fields available are:
- Dim. Weight
- Cube
- Eaches
- Pallets
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Capacity Constraints
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The limits on how much can be put into one package. If multiple constraints are specified, the most limiting one is enforced.
The fields available are:
- Dim. Weight
- Cube
- Eaches
- Pallets
- # of Pack Lines
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Allow Line Splitting
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Whether or not a single line item can be split into two lines, with each line placed into a separate package, in the situation where the single line violates the capacity constraints of packages.
For example, if a line has a Dim. Weight of 40 lbs and there are only 30 lbs left in the package due to the Capacity Constraints, then the line will be split, with 30 lbs going into the first package and 10 lbs going into the next package.
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