Creating a Waybill (Fixed Load)
- DATASCOPE WMS
Reference - Shipping / Waybill/BOL Maintenance - Waybill/BOL Maintenance [SHP010]
The Waybill/BOL Maintenance screen is used to build up a Waybill before dispatching.
A Waybill is essentially a shipment. Therefore, Waybills can be created at any point in time after your pick slips have been printed. Waybill creation, therefore, doesn’t need to wait until the end of the picking and checkout process. However, finalizing the Waybill depends on the stock being picked.
With a Fixed Load, it is understood that the pick slip on the shipment will definitely be shipped, and all Shipping TrackIDs associated with the Sales Order linked to the Waybill must be loaded before the shipment can be dispatched. The Shipment’s detail can be prepared and printed before the truck arrives.
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Let us generate a new Fixed Load waybill:
From the Main Menu, you can browse to Shipping / Waybill/BOL Maintenance
Click on the New icon in the header.
You can also type in or use the browse button next to the Waybill/BOL Number field to maintain an existing Waybill/BOL Number
DATASCOPE WMS is configured to automatically generate a Waybill or BOL (Bill of Lading) number, but if you selected the Manual Waybill/BOL Allowed checkbox when creating the Shipper, the WMS will enforce that a Shipper Waybill/BOL number must be entered. Otherwise, the auto-generated number will be used.
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Capture the required detail under the Waybill/BOL Header tab. Start by capturing or updating the fields on the left-hand side, i.e., Ship Date and Time, Delivery Date and Time
The type will always default to Fixed Load, but you can change that to Flexible Load if needed. For more information, refer to Type of Waybills
The free text Comments box can be used to add additional comments on the Waybill header
Once completed, you can select the appropriate Shipper from the drop-down menu in the middle column of the Waybill/BOL Header TAB. This is a list of available Shippers configured. For more information on viewing or editing available Shippers, refer to View and Edit existing Shippers
The Destination fields must also be updated by selecting an appropriate Route and Vehicle from the drop-down.
To populate the Customer, select the browse button next to the Customer field. This is a list of all your SYSPRO Customers.
Tab off the Customer field to populate the Ship To address
The Ship To address will load automatically according to the Customer configuration within SYSPRO.
Select Save
This will save the blank Waybill. You can continue to add stock to the Waybill or close it and continue adding stock later.
Add stock to the Waybill
Next, add Sales Orders or Pick slips to the Waybill/BOL.
Click on the filter icon (Pick Slip Selection) in the header and use the filters to select what items to add to the current Waybill/BOL.
Once the Pick Slip Filter screen is open, you can start making your selections
For example, start by selecting all pick slips for the customer you are shipping to. Select Customer, Filter = List, List = Customer Name as selected on the Waybill/BOL Maintenance Screen/Customer field.
Select the Filter button once you’re done making your selection.
The data grid on the right-hand side will populate with all active pick slips for the selected customer.
Select which pick slips must be added to the current Waybill/BOL.
Select OK to add the selected pick slips to the current Waybill/BOL
A Sales Order screen will appear, indicating that the Sales Orders are successfully added to the Waybill.
Select OK
The Waybill/BOL Number is automatically created at the top of the screen
To see the detail of the Pick slips that have been added to the Waybill, click on the Pick Slips, Picking TrackIDs, or Shipping TrackIDs Tabs
You can now monitor the progress of a pick slip as they move through the checkout process. Refer to the Picking Slip Status column under the Pick Slip Tab. The Pick slips must be in the PICKED status before they can be packed/linked to the Shipping TrackID
To unlink or remove a pick slip or Shipping TrackID from the Waybill/BOL, select the Link to Waybill/BOL checkbox on either the Pick Slip or Shipping TrackID Tab. The Pick slip will be delinked from the Waybill and is no more required to be truck loaded for that Waybill/BOL.
If items under the Picking TrackIDs Tab are highlighted in red, then those items are not yet associated with a Shipping TrackID. You cannot complete the Waybill/BOL and ship the order until every item is linked to a Shipping TrackID.
To add the red items to a Shipping TrackID, you must either check out the stock through the MSN Grocery Pack module or rearrange stock from one Shipping TrackID to another. For more information, refer to Checking out stock to be loaded on a Waybill or Shipping Palletization