Bill of lading
About Bill of Lading
The Bill of Lading process is created and utilized to assist and support a company's shipment of goods. The Bill of Lading (BOL) is a detailed receipt of shipped goods, that is given by the carrier to the person consigning the goods.
Advanced Inventory provides a mobile app solution to facilitate the BOL process through a hand held mobile device. The Advanced Inventory app is integrated to work with the NetSuite Item Fulfillment, Shipping, and BOL creation functions.
Environment recommendations
The following list provides recommendations that should be addressed when implementing the Bill of Lading feature.
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Data set up items should have NMFC codes and HTS commodity numbers attached.
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Sales orders should be filled out accurately. This includes agreed upon freight terms and preferred carrier.
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Recording packing details into the system will help with staging shipments for pickup.
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Use a standard BOL form for all carriers.
Process a Bill of Lading record
To process a Bill of Lading record, complete the following steps in the interface.
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Create the Bill of Lading (BOL) record.
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Create BOL Orders for all the orders to be included using the BOL's internalid to set the parent field.
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Create BOL Products for all the product types from all the orders using the BOL's internalid to set the parent field.
Note:Make note of the new BOL's internalid.
Cloud Inventory® Bill of Lading record definitions
The following tables and lists, provide custom record definitions for Advanced Inventory Bill of Lading.
Bill of Lading
ID
customrecord_dsi_bol
Parent record
none
Child record
Advanced Inventory BOL Order, Advanced Inventory BOL Product, Advanced Inventory Bill of Lading
| Name | ID | Type | List / Record | Notes |
|---|---|---|---|---|
| Name (BOL number) | Name | Text | Required when Auto-numbering is disabled | |
| Date Created | Created | Date/Time | Auto | |
| Last Modified | Lastmodified | Date/Time | Auto | |
| BOL Bar Code | custrecord_dsi_bol_barcode | Image | Internalid | |
| Ship From | custrecord_dsi_bol_shipfrom | Long Text | ||
| Ship To Address | custrecord_dsi_bol_shipto | Long Text | ||
| Third Party Bill To | custrecord_dsi_bol_billto | Text Area | ||
| Ship Carrier | custrecord_dsi_bol_carrier | Text | ||
| Trailer Number | custrecord_dsi_bol_trailer | Text | ||
| Seal Number | custrecord_dsi_bol_seal | Text | ||
| Special Instructions | custrecord_dsi_bol_instructions | Long Text | ||
| SCAC | custrecord_dsi_bol_scac | Text | ||
| Pro Number | custrecord_dsi_bol_pro_num | Text | ||
| Pro Number Bar Code | custrecord_dsi_bol_pro_barcode | Image | Internalid | |
| Fee Terms | custrecord_dsi_bol_terms_fee | List/Record | Advanced Inventory BOL Fee Terms | Custom List |
| Freight Charge Terms | custrecord_dsi_bol_freight_terms | List/Record | Advanced Inventory BOL Freight Terms | Custom List |
| COD Amount | custrecord_dsi_bol_codamount | Currency | ||
| Trailer Loaded | custrecord_dsi_bol_loadedby | List/Record | Advanced Inventory BOL Loaded By | Custom List |
| Freight Counted | custrecord_dsi_bol_countedby | List/Record | Advanced Inventory BOL Counted By | Custom List |
| Underlying Bills of Lading | custrecord_dsi_bol_childbol | Multi Select | Advanced Inventory Bill of Lading | |
| Shipper Signature | custrecord_dsi_bol_shipsignature | Image | Internalid | |
| Shipper Signature Date | custrecord_dsi_bol_shipsignature_date | Date | ||
| Carrier Signature | custrecord_dsi_bol_carriersignature | Image | Internalid | |
| Pickup Date | custrecord_dsi_bol_pickupdate | Date | ||
| Custom Txt 1 | custrecord_dsi_bol_txt1 | Text | Extra fields for custom requirements | |
| Custom Txt 2 | custrecord_dsi_bol_txt2 | Text | Extra fields for custom requirements | |
| Custom Check 1 | custrecord_dsi_bol_check1 | Check Box | Extra fields for custom requirements | |
| Custom Check 2 | custrecord_dsi_bol_check2 | Check Box | Extra fields for custom requirements |
Cloud Inventory® BOL Order record definitions
The following tables and lists, provide custom record definitions for Advanced Inventory BOL Order.
BOL Order
ID
customrecord_dsi_bol_order
Parent record
Advanced Inventory Bill of Lading
Child record
none
| Name | ID | Type | List / Record | Notes |
|---|---|---|---|---|
| Bill of Lading | custrecord_dsi_bol_order_parent; recmachcustrecord_dsi_bol_order_parent | List/Record | Advanced Inventory Bill of Lading | Parent Count Record |
| Sales Order | custrecord_dsi_bol_order_so | List/Record | Transaction | Internalid Sales Order only |
| Order Number | custrecord_dsi_bol_order_number | Text | ||
| Number of Packages | custrecord_dsi_bol_order_numpackage | Integer Number | ||
| Weight | custrecord_dsi_bol_order_weight | Decimal Number | ||
| Pallet/Slip | custrecord_dsi_bol_order_ispallet | Check Box | ||
| Additional Shipper Info | custrecord_dsi_bol_order_info | Text Area | ||
| Custom Txt 1 | custrecord_dsi_bol_order_txt1 | Text | Extra fields for custom requirements | |
| Custom Txt 2 | custrecord_dsi_bol_order_txt2 | Text | Extra fields for custom requirements | |
| Custom Check 1 | custrecord_dsi_bol_order_check1 | Check Box | Extra fields for custom requirements | |
| Custom Check 2 | custrecord_dsi_bol_order_check2 | Check Box | Extra fields for custom requirements |
Cloud Inventory® BOL Product record definitions
The following tables and lists, provide custom record definitions for Advanced Inventory BOL Product.
BOL Product
ID
customrecord_dsi_bol_product
Parent record
Advanced Inventory Bill of Lading
Child record
none
| Name | ID | Type | List / Record | Notes |
|---|---|---|---|---|
| Bill of Lading | custrecord_dsi_bol_product_parent | List/Record | custrecord_dsi_bol | parent |
| Handling Unit Qty | custrecord_dsi_bol_product_unitqty | Decimal Number | ||
| Handling Unit Type | custrecord_dsi_bol_product_unittype | Text | ||
| Package Qty | custrecord_dsi_bol_product_packageqty | Decimal Number | ||
| Package Type | custrecord_dsi_bol_product_packagetype | Text | ||
| Weight | custrecord_dsi_bol_product_weight | Decimal Number | ||
| Hazardous Material | custrecord_dsi_bol_product_hm | Check Box | ||
| Commodity Description | custrecord_dsi_bol_product_commodity | Text Area | ||
| NMFC | custrecord_dsi_bol_product_nmfc | Text | ||
| Class | custrecord_dsi_bol_product_class | Text | ||
| Custom Txt 1 | custrecord_dsi_waveitem_txt1 | Text | Extra fields for custom requirements | |
| Custom Txt 2 | custrecord_dsi_waveitem_txt2 | Text | Extra fields for custom requirements | |
| Custom Check 1 | custrecord_dsi_waveitem_check1 | Check Box | Extra fields for custom requirements | |
| Custom Check 2 | custrecord_dsi_waveitem_check2 | Check Box | Extra fields for custom requirements |
Custom Lists
The following tables provide information for creating custom lists for the Bill of Lading feature.
DSI BOL Counted By
ID
customlist_dsi_bol_countedby
| Value | Internal ID |
|---|---|
| Shipper | 1 |
| Driver by Pallets | 2 |
| Driver by Pieces | 3 |
DSI BOL Fee Terms
ID
customlist_dsi_bol_feeterms
| Value | Internal ID |
|---|---|
| Collect | 1 |
| Prepaid | 2 |
| Customer Check | 3 |
DSI BOL Freight Terms
ID
customlist_dsi_bol_freight_terms
| Value | Internal ID |
|---|---|
| Prepaid | 1 |
| Collect | 2 |
| Third Party | 3 |
DSI BOL Loaded By
ID
customlist_dsi_bol_loadedby
| Value | Internal ID |
|---|---|
| Driver | 1 |
| Shipper | 2 |
Create a record
The Bill of Lading (BOL) record is used to contain data about a shipment and is the parent record of two custom records which form the Products list and Orders list needed for the BOL. After all desired fields have been set, submit the request and make a note of the internal id of the new record.
The following examples provide information for creating specific types of records.
Create Bill of Lading Record
Example Using DSI_RecordCreate
{
"recordcategory": "custom",
"create": [{
"mc_user": "Hamfast.Gamgee@HobbitonGardeners.com",
"recordtype": "customrecord_dsi_bol",
"targetfields": [{
"fieldid": "name",
"value": "7/29/1954JRRT",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_shipfrom",
"value": "No. 3 Bagshot Row, The Hill, Hobbition",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_shipto",
"value": "The Inn of the Prancing Pony, Bree",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_trailer",
"value": "Bill The Pony",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_carrier",
"value": "Rohirrim Riders",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_billto",
"value": "Gandalf The Gray",
"text": ""
}, {
"fieldid": "custrecord_dsi_bol_freight_terms",
"value": "2",
"text": ""
}]
}]
}
Create a Bill of Lading Order Record
Example Using DSI_RecordCreate
{
"recordcategory": "custom",
"create": [{
"mc_user": "Saruman.Of.Many.Colors@Isengard.com",
"recordtype": "customrecord_dsi_bol_order",
"tranid": "",
"itemid": "",
"entityid": "",
"location": "",
"transferlocation": "",
"account": "",
"subsidiary": "",
"targetfields": [{
"fieldid": "custrecord_dsi_bol_order_parent",
"value": "102"
}, {
"fieldid": "custrecord_dsi_bol_order_so",
"value": "4071"
}, {
"fieldid": "custrecord_dsi_bol_order_numpackage",
"value": "7"
}, {
"fieldid": "custrecord_dsi_bol_order_weight",
"value": "622"
}]
}]
}
Create a Bill of Lading Product Record
Example Using DSI_RecordCreate
{
"recordcategory": "custom",
"create": [{
"mc_user": "Saruman.Of.Many.Colors@Isengard.com",
"recordtype": "customrecord_dsi_bol_product",
"tranid": "",
"itemid": "",
"entityid": "",
"location": "",
"transferlocation": "",
"account": "",
"subsidiary": "",
"targetfields": [{
"fieldid": "custrecord_dsi_bol_product_parent",
"value": "102"
}, {
"fieldid": "custrecord_dsi_bol_product_unitqty",
"value": "4"
}, {
"fieldid": "custrecord_dsi_bol_product_unittype",
"value": "pallet"
}, {
"fieldid": "custrecord_dsi_bol_product_packageqty",
"value": "7"
}, {
"fieldid": "custrecord_dsi_bol_product_packagetype",
"value": "crate"
}, {
"fieldid": "custrecord_dsi_bol_product_weight",
"value": "622"
}, {
"fieldid": "custrecord_dsi_bol_product_commodity",
"value": "Furniture"
}]
}]
}
Lookup a Bill of Lading Record
Example Using DSI_RecordLookup
{
"internalid": "",
"recordtype": "customrecord_dsi_bol",
"filterexpression":"",
"searchfields": [{
"fieldid": "name",
"operator": "is",
"searchvalue": "123456789"
}]
}
Search for BOL with Joined Results
Example Using DSI_RunSearch
{
"searchtype": "customrecord_dsi_bol",
"loadrecords":"",
"filterexpression":"",
"searchfilters": [{
"fieldid": "name",
"operator": "is",
"searchvalue": "123456789",
"searchvalue2": "",
"join": ""
}],
"searchcolumns": [{
"fieldid": "name"
},{
"fieldid": "custrecord_dsi_bol_order_number",
"join": "custrecord_dsi_bol_order_parent"
},{
"fieldid": "custrecord_dsi_bol_order_so",
"join": "custrecord_dsi_bol_order_parent"
},{
"fieldid": "custrecord_dsi_bol_product_weight",
"join": "custrecord_dsi_bol_product_parent"
}]
}
Search for BOL Product from Specific BOL
Example Using DSI_RunSearch
{
"searchtype": "customrecord_dsi_bol_product",
"loadrecords":"",
"filterexpression":"",
"searchfilters": [{
"fieldid": "custrecord_dsi_bol_product_parent",
"operator": "anyof",
"searchvalue": "1",
"searchvalue2": "",
"join": ""
}],
"searchcolumns": [{
"fieldid": "custrecord_dsi_bol_product_parent"
},{
"fieldid": "custrecord_dsi_bol_product_packageqty"
},{
"fieldid": "custrecord_dsi_bol_product_packagetype"
},{
"fieldid": "custrecord_dsi_bol_product_weight"
}]
}
Search for a BOL Order from Specific Bill of Lading
Example Using DSI_RunSearch
{
"searchtype": "customrecord_dsi_bol_order",
"loadrecords":"",
"filterexpression":"",
"searchfilters": [{
"fieldid": "custrecord_dsi_bol_order_parent",
"operator": "anyof",
"searchvalue": "1",
"join": ""
}],
"searchcolumns": [{
"fieldid": "custrecord_dsi_bol_order_number"
},{
"fieldid": "custrecord_dsi_bol_order_weight"
}]
}
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