Bill Of Lading Module

Yahoo Archive
1
We're on 8.03.404, but not all departments have gone live yet. In fact, the BOL module isn't being used yet.

I'm relatively new to Vantage, but some users here have been using 6.1 for years.

Perhaps the users who requested the BOL customization in 8 didn't know that the manifest info could be pulled from other maintenance screens. They just knew that they needed the BOL hardcopy look like the one they previously used.

I appreciate the feedback. I'm not married to the customization. If this is a faster way to benefit the users, I'll check it out.

Lynn


--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...> wrote:
>
> Hi Lynn,
> >
> > We needed a place to put the name & address for 3rd party billing.
> >
>
> What version of you on? If you go to Customer Maintenance, do you see New
> Customer Manifest Billing option? If so, you can have name, address, phone,
> and account number for each billing type (UPS Collect, Third Party Freight,
> Fedex Prepaid, etc.)
>
> This does exist on Epicor 9 but I think is was also on 8.03.40X.
>
> Mark W.
>
2
Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that they would be willing to share with me...

Thanks in advance,
Brad
3
We use it but we created our own report and use that instead of the
canned one.

We also had to customize it to at least enter pertinent info needed on a
BOL.

At least it is in the database and use the search for anything we may
need.



M. Manasa Reddy
manasa@...
P: 630-806-2000
F: 630-806-2001


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of brad.ebright
Sent: Monday, March 23, 2009 12:58 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Bill Of Lading Module



Does anybody use the BOL in vantage 8? There are some people in my
company that want to get rid of the external BOL program we use and use
the one with vantage. To me, it looks pretty useless. You can link
packing slips, but it doesnt pull in any information. The report that
prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that
they would be willing to share with me...

Thanks in advance,
Brad






[Non-text portions of this message have been removed]
4
When we were looking at Vantage, we decided that the BOL would not work for us and went with Insite Manifest. Insite does a pretty good job, but we still had to have it modified to really work and integrate with Vantage the way we wanted it to. The few times I've had to use them, Insite's tech support has been very good. Insite has two different BOL report forms that are very good.


________________________________
From: brad.ebright <bebright@...>
To: vantage@yahoogroups.com
Sent: Monday, March 23, 2009 1:57:35 PM
Subject: [Vantage] Bill Of Lading Module


Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that they would be willing to share with me...

Thanks in advance,
Brad







[Non-text portions of this message have been removed]
5
we took our external document from the old system (it was a word template that had been downloaded) and simply copied the verbiage to the crystal report and basically modified it to where it looks the same. the original was not very good.


BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell



________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of brad.ebright
Sent: Monday, March 23, 2009 12:58 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Bill Of Lading Module


Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that they would be willing to share with me...

Thanks in advance,
Brad




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6
Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that they would be willing to share with me...

Thanks in advance,
Brad
7
We use it, and it rocks for our purposes. There are so many different
ways you could want your BOL to look Epicor doesn't even attempt to make
one. So customize it to fit your needs. The process is very automated,
when you're ready you just hit generate and it automatically generates
the BOL's (all of them) or you can filter down to a type of shipment
(customer vs subcontract) or shipping to a specific customer, shipvia
etc.. You can still manually link packs if you want to. Like most
things it needs to fit your business. Ours is custom fabrications, 95%
of what we make is to order, make direct to sales order. We do some
ship from stock... a mixed mode as it were. We used to use a 3rd party
BOL and everyone here was very happy to leave it in the dust.

Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of brad.ebright
Sent: Monday, March 23, 2009 12:53 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Bill Of Lading Module



Does anybody use the BOL in vantage 8? There are some people in my
company that want to get rid of the external BOL program we use and use
the one with vantage. To me, it looks pretty useless. You can link
packing slips, but it doesnt pull in any information. The report that
prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that
they would be willing to share with me...

Thanks in advance,
Brad





[Non-text portions of this message have been removed]
8
If you do international shipping, then implement InSite as someone else
mentioned.

The BOL form in Vantage is meant to be printed on Epicor's pre-printed
form stock.

Many people simply create a BOL form and make it another Report Style of
a Pack List. It has all the info you need.



Vic


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of brad.ebright
Sent: Monday, March 23, 2009 1:53 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Bill Of Lading Module

Does anybody use the BOL in vantage 8? There are some people in my
company that want to get rid of the external BOL program we use and use
the one with vantage. To me, it looks pretty useless. You can link
packing slips, but it doesnt pull in any information. The report that
prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
program", and made it in an hour and then released vantage.

Does anybody have some insight into this or a report that they made that
they would be willing to share with me...

Thanks in advance,
Brad




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9
I agree with you. It does appear that about 1 hour was spent writing the BOL module.

We also found it to be pretty useless. We very heavily customized the BOL maintenance screens. I added dozens of controls to the BOL screen using the UD fields.

Then I copied the Epicor-provided BOL CR form and added dozens of fields to it.

It took a lot of hours to turn the Vantage 8 BOL into something useful.

Lynn

--- In vantage@yahoogroups.com, "brad.ebright" <bebright@...> wrote:
>
> Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.
>
> Does anybody have some insight into this or a report that they made that they would be willing to share with me...
>
> Thanks in advance,
> Brad
>
10
I agree with you. It does appear that about 1 hour was spent writing the BOL module in 8.

We also found it pretty useless. So, we very heavily customized the maintenance screens. I added dozens of controls to the BOL maintenance using UD fields.

After adding those UD fields, then I copied the Epicor-provided BOL CR form. I added dozens of fields to the CR form in order to make it into something actually usable.

Lynn


--- In vantage@yahoogroups.com, "brad.ebright" <bebright@...> wrote:
>
> Does anybody use the BOL in vantage 8? There are some people in my company that want to get rid of the external BOL program we use and use the one with vantage. To me, it looks pretty useless. You can link packing slips, but it doesnt pull in any information. The report that prints out is lousy. It looks like epicor said "Oh crap, we need a BOL program", and made it in an hour and then released vantage.
>
> Does anybody have some insight into this or a report that they made that they would be willing to share with me...
>
> Thanks in advance,
> Brad
>
11
You've got my curiosity going about the controls you added to the form
itself...what was missing for your particular business needs? By the
BOL CR Form do you mean the crystal report? I do remember having to
modify the data definition so it would bring in information from the
shipdtl table but beyond modifying that (which was easy) the real time
was spent building the BOL itself in crystal (that did take hours).
Beyond that all the information we needed flowed very well.



Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lynn
Sent: Monday, March 23, 2009 2:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Bill Of Lading Module



I agree with you. It does appear that about 1 hour was spent writing the
BOL module in 8.

We also found it pretty useless. So, we very heavily customized the
maintenance screens. I added dozens of controls to the BOL maintenance
using UD fields.

After adding those UD fields, then I copied the Epicor-provided BOL CR
form. I added dozens of fields to the CR form in order to make it into
something actually usable.

Lynn

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"brad.ebright" <bebright@...> wrote:
>
> Does anybody use the BOL in vantage 8? There are some people in my
company that want to get rid of the external BOL program we use and use
the one with vantage. To me, it looks pretty useless. You can link
packing slips, but it doesnt pull in any information. The report that
prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
program", and made it in an hour and then released vantage.
>
> Does anybody have some insight into this or a report that they made
that they would be willing to share with me...
>
> Thanks in advance,
> Brad
>





[Non-text portions of this message have been removed]
12
We needed a place to put the name & address for 3rd party billing.

The Carrier field on the BOL screen was not linked to any other table. The user needed to type a carrier name even if it was the same as the Ship Via which already existed on the Sales Orders and the packing lists. We wanted to be able to use our Ship Via codes, so I hid the Carrier field & linked the Ship Via codes to the BOL.

I added a lookup box control for Frieght choices (PPD, COL, COD, 3rd party prepaid, & 3rd party collect).

And because some of our shipping is sometimes done from a centralized location, we also had a need for a different sender address to appear on the BOL than on the Packing List. I added a lookup box to populate the desired Company name & address that needed to appear on the BOL hardcopy form.

Finally, on the BOL Lines tab, I added fields for cubage and density and calculator buttons. Usage of these fields is not mandatory.

All of the fields that I added to the maintenance screen were requested by users to be on the Crystal Report BOL form.

Then I added all the Linked Packing Slip numbers to the CR BOL Form.

I may have been able to pull some of this stuff into the CR from the ShipDtl as you did. However, since different people in different locations may be preparing Packing Slips and then someone different may be pulling multiple packing slips on the same BOL, to put these fields on the BOL maintenance screens offered the shipper who is responsible for loading the truck more flexibility & control.

Lynn



--- In vantage@yahoogroups.com, "Rob Bucek" <rbucek@...> wrote:
>
> You've got my curiosity going about the controls you added to the form
> itself...what was missing for your particular business needs? By the
> BOL CR Form do you mean the crystal report? I do remember having to
> modify the data definition so it would bring in information from the
> shipdtl table but beyond modifying that (which was easy) the real time
> was spent building the BOL itself in crystal (that did take hours).
> Beyond that all the information we needed flowed very well.
>
>
>
> Rob Bucek
>
> Manufacturing Engineer
>
> PH: 715-284-5376 ext 311
>
> FAX: 715-284-4084
>
> <http://www.dsmfg.com/>
>
> (Click the logo to view our site)
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Lynn
> Sent: Monday, March 23, 2009 2:13 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Bill Of Lading Module
>
>
>
> I agree with you. It does appear that about 1 hour was spent writing the
> BOL module in 8.
>
> We also found it pretty useless. So, we very heavily customized the
> maintenance screens. I added dozens of controls to the BOL maintenance
> using UD fields.
>
> After adding those UD fields, then I copied the Epicor-provided BOL CR
> form. I added dozens of fields to the CR form in order to make it into
> something actually usable.
>
> Lynn
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "brad.ebright" <bebright@> wrote:
> >
> > Does anybody use the BOL in vantage 8? There are some people in my
> company that want to get rid of the external BOL program we use and use
> the one with vantage. To me, it looks pretty useless. You can link
> packing slips, but it doesnt pull in any information. The report that
> prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
> program", and made it in an hour and then released vantage.
> >
> > Does anybody have some insight into this or a report that they made
> that they would be willing to share with me...
> >
> > Thanks in advance,
> > Brad
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
13
Under manifest info is a place for third party billing. The way we set
up our shipto under the customer maintenance screen there is a place for
billing maintained by billing code. Depending on your billing choice in
the customer shipment entry form this will flow that data automatically
to fill out those fields in the shpdtl. Sounds like you have a pretty
interesting solution never the less.



Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lynn
Sent: Tuesday, March 24, 2009 10:14 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Bill Of Lading Module



We needed a place to put the name & address for 3rd party billing.

The Carrier field on the BOL screen was not linked to any other table.
The user needed to type a carrier name even if it was the same as the
Ship Via which already existed on the Sales Orders and the packing
lists. We wanted to be able to use our Ship Via codes, so I hid the
Carrier field & linked the Ship Via codes to the BOL.

I added a lookup box control for Frieght choices (PPD, COL, COD, 3rd
party prepaid, & 3rd party collect).

And because some of our shipping is sometimes done from a centralized
location, we also had a need for a different sender address to appear on
the BOL than on the Packing List. I added a lookup box to populate the
desired Company name & address that needed to appear on the BOL hardcopy
form.

Finally, on the BOL Lines tab, I added fields for cubage and density and
calculator buttons. Usage of these fields is not mandatory.

All of the fields that I added to the maintenance screen were requested
by users to be on the Crystal Report BOL form.

Then I added all the Linked Packing Slip numbers to the CR BOL Form.

I may have been able to pull some of this stuff into the CR from the
ShipDtl as you did. However, since different people in different
locations may be preparing Packing Slips and then someone different may
be pulling multiple packing slips on the same BOL, to put these fields
on the BOL maintenance screens offered the shipper who is responsible
for loading the truck more flexibility & control.

Lynn

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Rob
Bucek" <rbucek@...> wrote:
>
> You've got my curiosity going about the controls you added to the form
> itself...what was missing for your particular business needs? By the
> BOL CR Form do you mean the crystal report? I do remember having to
> modify the data definition so it would bring in information from the
> shipdtl table but beyond modifying that (which was easy) the real time
> was spent building the BOL itself in crystal (that did take hours).
> Beyond that all the information we needed flowed very well.
>
>
>
> Rob Bucek
>
> Manufacturing Engineer
>
> PH: 715-284-5376 ext 311
>
> FAX: 715-284-4084
>
> <http://www.dsmfg.com/ <http://www.dsmfg.com/> >
>
> (Click the logo to view our site)
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Lynn
> Sent: Monday, March 23, 2009 2:13 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Bill Of Lading Module
>
>
>
> I agree with you. It does appear that about 1 hour was spent writing
the
> BOL module in 8.
>
> We also found it pretty useless. So, we very heavily customized the
> maintenance screens. I added dozens of controls to the BOL maintenance
> using UD fields.
>
> After adding those UD fields, then I copied the Epicor-provided BOL CR
> form. I added dozens of fields to the CR form in order to make it into
> something actually usable.
>
> Lynn
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "brad.ebright" <bebright@> wrote:
> >
> > Does anybody use the BOL in vantage 8? There are some people in my
> company that want to get rid of the external BOL program we use and
use
> the one with vantage. To me, it looks pretty useless. You can link
> packing slips, but it doesnt pull in any information. The report that
> prints out is lousy. It looks like epicor said "Oh crap, we need a BOL
> program", and made it in an hour and then released vantage.
> >
> > Does anybody have some insight into this or a report that they made
> that they would be willing to share with me...
> >
> > Thanks in advance,
> > Brad
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
14
Hi Lynn,
>
> We needed a place to put the name & address for 3rd party billing.
>

What version of you on? If you go to Customer Maintenance, do you see New
Customer Manifest Billing option? If so, you can have name, address, phone,
and account number for each billing type (UPS Collect, Third Party Freight,
Fedex Prepaid, etc.)

This does exist on Epicor 9 but I think is was also on 8.03.40X.

Mark W.
15
We're on 8.03.404, but not all departments have gone live yet. In fact, the BOL module isn't being used yet.

I'm relatively new to Vantage, but some users here have been using 6.1 for years.

Perhaps the users who requested the BOL customization in 8 didn't know that the manifest info could be pulled from other maintenance screens. They just knew that they needed the BOL hardcopy look like the one they previously used.

I appreciate the feedback. I'm not married to the customization. If this is a faster way to benefit the users, I'll check it out.

Lynn


--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...> wrote:
>
> Hi Lynn,
> >
> > We needed a place to put the name & address for 3rd party billing.
> >
>
> What version of you on? If you go to Customer Maintenance, do you see New
> Customer Manifest Billing option? If so, you can have name, address, phone,
> and account number for each billing type (UPS Collect, Third Party Freight,
> Fedex Prepaid, etc.)
>
> This does exist on Epicor 9 but I think is was also on 8.03.40X.
>
> Mark W.
>
16
Its been there since 8.03.40X weve been using it out of the box like
that for some time. The only thing our shippers enter (and they scan on
the packout screen) are sales order, part number, quantity shipped.
Occasionally they will make a change to the default shipvia. They will
choose the billing type under manifest info. Beyond that everything
flows in from the sales order or customer maintenance screens. I did do
a small customization to auto default type and classification (since for
us it rarely changes). I did some work on the lines grid view screen
where they can type in quantities per container so when auto printing
fires off the get a barcode shipping label per container (or in our case
pallet) with the correct number for qty. So other than scan a few lines
and enter some quantities, clicking shipped is what its all about in
that module. Generating BOL's takes a blink of an eye. There are zero
mods goin on in that form. That was all crystal work there, but a one
time set up deal.



Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wonsil
Sent: Tuesday, March 24, 2009 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Bill Of Lading Module



Hi Lynn,
>
> We needed a place to put the name & address for 3rd party billing.
>

What version of you on? If you go to Customer Maintenance, do you see
New
Customer Manifest Billing option? If so, you can have name, address,
phone,
and account number for each billing type (UPS Collect, Third Party
Freight,
Fedex Prepaid, etc.)

This does exist on Epicor 9 but I think is was also on 8.03.40X.

Mark W.





[Non-text portions of this message have been removed]
17
Don't hesitate to call, be glad to help out. Once we had that module
humming we seen a 50% reduction in required FTE's in the shipping
department alone coming from our old system (not vantage). So the
process for us became very streamlined...esp with the auto printing and
minimal user input required.



Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lynn
Sent: Tuesday, March 24, 2009 4:24 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Bill Of Lading Module



We're on 8.03.404, but not all departments have gone live yet. In fact,
the BOL module isn't being used yet.

I'm relatively new to Vantage, but some users here have been using 6.1
for years.

Perhaps the users who requested the BOL customization in 8 didn't know
that the manifest info could be pulled from other maintenance screens.
They just knew that they needed the BOL hardcopy look like the one they
previously used.

I appreciate the feedback. I'm not married to the customization. If this
is a faster way to benefit the users, I'll check it out.

Lynn

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Mark Wonsil" <mark_wonsil@...> wrote:
>
> Hi Lynn,
> >
> > We needed a place to put the name & address for 3rd party billing.
> >
>
> What version of you on? If you go to Customer Maintenance, do you see
New
> Customer Manifest Billing option? If so, you can have name, address,
phone,
> and account number for each billing type (UPS Collect, Third Party
Freight,
> Fedex Prepaid, etc.)
>
> This does exist on Epicor 9 but I think is was also on 8.03.40X.
>
> Mark W.
>





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