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Invoice Bill of Lading Template

Distributor steps for creating an Invoice Bill of Lading (BOL) template in Template Designer and setting it on the Document Templates table in Encompass so the BOL prints. Requires v22.09+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.09

Pre-Conditions

  • The Bill of Lading Template is set on the Document Templates table in order to print.
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  • Navaigate to the Document Templates table, search for the Invoice Template and enter the edited Bill of Lading Template in the Invoice BOL Template field.

Steps

How to Create and Set the Bill of Lading Invoice Template

  1. Using Universal Search, Navigate to the "Template Designer dashboard"
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  2. Click the Dropdown List to select an invoice template edit
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  3. Click 'Save As'
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  4. In the Template Name field, enter a new name for the Bill of Lading Invoice Template
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  5. From the Template Type options, select Invoice Bill of Lading
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  6. Click 'Save as'
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  7. Edit the Bill of Lading template, if needed
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    ​Note: For information on how to edit a template in Template Designer, click to view the Template Designer article in Help Resources
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  8. Using Universal Search, Navigate to the Document Templates table
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  9. Click the arrow icon to select a document template to associate the Invoice Bill of Lading template with
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  10. Click to edit the Invoice BOL Template field
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  11. Select the Bill of Lading Template and click ' Save'
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    ​Note: See Document Templates Help Resource for detailed instructions.
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