Edit a Shipment

需要考虑的事项

所需用户权限
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. 点击编辑。
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.
    
    点击创建。
    
    Enter the information into the field.
3. 点击保存。
Edit Attachments.
- 添加附件
  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 for the attachment and select Delete.
  3. 点击删除以确认。
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.