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Edit a Shipment

  1. Dernière mise à jour
  2. Enregistrer en tant que PDF

Éléments à considérer

  • Permissions d'utilisateur requises

  • You can only edit the Estimated Delivery Date, attach files, add notes, or add custom fields to submitted, 'Final' shipments.

  • To change the Associated Purchase Order or Vendor, all line items from the purchase order must be removed.

Étapes

  1. Navigate to the project's Materials tool.

  2. Click the Shipments tab.

  3. Edit Shipment Information.

    1. Cliquez sur Modifier.

    2.  

      Enter the shipment information. Show/Hide Fields

      • Shipment Name. The name of the shipment.

      • Associated Purchase Order. The associated purchase order that was created in the Commitments tool.

      • Vendor. The vendor supplying the materials.

      • Estimated Delivery Date. The date you expect the items to be delivered.

      • Delivery Location. The location where you expect the delivery.

      • Notes. Any notes related to the shipment.

      • Custom Field. A custom field specific to the shipment.

        1. Click Create Custom Field.

        2. Enter the Field Name.

        3. Select the Field Type.

        4. Cliquez sur Créer.

        5. Enter the information into the field.

    3. Cliquez sur Enregistrer.

  4. Edit Attachments.

    • Ajouter des pièces jointes

      1. Click Attach File.

      2. Select the file and click Open to attach it.

      3. Click Upload.

    • Delete Attachments

      1. Click the Attachments tab.

      2. Click the vertical ellipsis Icon Vertical Ellipsis for the attachment and select Delete.

      3. Cliquez sur Supprimer pour confirmer.

  5. Edit Shipment Line Items.

    1. Click Edit in the 'Items' header.

    2. Click the fields for Quantity Shipped and edit the information.

    3. Click Close.

  6. Save or submit the shipment.

    • Return to the Materials menu to save as a draft.

    • Click Submit to finalize the shipment.

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