How to Display a Specific User Defined Field on a Waybill or Bill of Lading

Reports
User defined fields created in OnTime Management Suite can be added to your Waybill or Bill of Lading. This can be helpful when you need to display custom fields that are not included on orders within OnTime by default. Follow these steps:
  1. Open the Tracking view within OnTime Management Suite.
  2. Right-click on any of the available orders and select Reports.
  3. Choose Waybill or Bill of Lading.
  4. In the window that opens, select the Modify button to launch the report designer.
  5. From within the Field List located on the right side, right-click on the top node (Order) and choose Edit Calculated Fields.
  6. In the Calculated Field Collection Editor window, click the Add button to create a new calculated field.
  7. Enter a name in the (Name) field as illustrated here:

    Example: Naming the calculated field to UDF_MyFieldName
  8. Click the ellipsis located within the Expression field.
  9. Enter the following text into the top box of the Expression Editor, replacing "My User Defined Field Label" with the name of the user defined field you wish to display. This user defined field name should come from the master list located on the Home tab of OnTime Management Suite.
    [User Defined Fields][[Label] == 'My User Defined Field Label'].Single([Value])
    For example, if the name of the desired user defined field is "Insurance routing number", the Expression Editor would be set to the following:
  10. Click OK to save the expression assigned to the calculated field and OK again to save the calculated field(s).
  11. Drag and drop the calculated field you created from the Field List onto the detail band of the report template.
Article ID: 218, , Modified: 6/28/2024 at 4:16 PM

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