Edit a Shipment

Coisas a considerar

Permissões de usuário necessárias
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.

Navigate to the project's Materials tool.
Click the Shipments tab.
Edit Shipment Information.
1. Clique em Editar.
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.
    
    Click Create Custom Field.
    
    Enter the Field Name.
    
    Select the Field Type.
    
    Click Create.
    
    Enter the information into the field.
3. Clique em Salvar.
Edit Attachments.
- Adicionar anexos
  1. Click Attach File.
  2. Select the file and click Open to attach it.
  3. Click Upload.
- Excluir anexos
  1. Click the Attachments tab.
  2. Click the vertical ellipsis for the attachment and select Delete.
  3. Clique em Excluir para confirmar.
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.
Save or submit the shipment.
- Return to the Materials menu to save as a draft.
- Click Submit to finalize the shipment.