Owner Reports tab
- Click the Owner Reports tab.
- Select a report to view or click New to create a new owner/ship to report association.
-
Specify this information to configure specific report formats by
ship to customer:
- Report Type
- The purpose of using this configuration is to print a version of
these reports different from the standard report. The Ship To
specific report configuration can also be defined on the Owner
screen with the owner reports tab.
Reports types available are:
- Pick List
- Packing List
- Custom Shipment
- Bill of Lading
- Master Bill of Lading
- Report ID
- Select a valid report ID from the drop-down list. This list will only display reports that have been configured for the report type selected above. These are defined on the Reports Configuration screen.
- Owner
- Specify a valid owner the current report type applies to for this ship to. This is required.
- Email Recipient
-
Select an option from the drop-down list to determine who should receive an email when the order or load reaches the specified status. The possible choices are:
- None. An email will not be sent.
- Email addresses listed. Specify the specific email addresses on the Email Address field.
- Ship To email on Shipment Order. An email will be sent to the email address listed on the shipment order for the ship to (customer). This selection only applies to outbound type reports.
- Contact 1 Email from Trading Partner Master. Send the email to the contact 1 email for the Ship To.
- Contact 2 Email from Trading Partner Master. Send the email to the contact 2 email for the Ship To
- Email Addresses
- List the specific email address you want to send the notification to if needed. Use a comma between addresses when sending to multiple people.
- Number of Copies to Print
- Enter the number of copies of the report to print.
Note: The email subject line and message body for a report or email specified on this screen will come from the inbound or outbound activity setting
- Click Save.