Complete the shipment for a moving enterprise asset
Perform all tasks that are required to ship an enterprise asset. You must perform these tasks if you set the Move type field to Ship in an enterprise move line.
Before you begin
Before you can proceed with the shipment, you must complete the Prepare task for the enterprise asset. See Complete the Prepare task for a moving enterprise asset for detailed instructions.
Role required: sn_eam.enterprise_asset_manager, sn_eam.enterprise_admin, or enterprise_asset_technician
Procedure
From the Enterprise Asset Workspace, navigate to Asset operations > Moves > Move orders.
From the list of available move orders, select the move order that you want to complete.
The move order record opens.
On the move order record, select the Enterprise move lines tab.
From the list of available enterprise move lines, select the enterprise move line for the enterprise asset that you want to move.
The enterprise move line record opens.
Complete and close the Ship task for the enterprise move line.
To successfully complete and close this task, the enterprise asset must be shipped to the target location.
On the Enterprise move tasks tab, select the task number for the Ship task.
Alternatively, select the task number that is displayed in the Current task field of the enterprise move line record header.
The Ship task opens.
On the Details tab of the Ship task, fill in the fields.
Field Description Enterprise move task Assignment group Group that the task is assigned to. This field populates automatically based on the group that the entire move order is assigned to. Assigned to User who the task is assigned to. This field populates automatically based on the user who the entire move order is assigned to. Scheduled date Date and time at which the task is scheduled to be completed. Priority Priority of the task. Shipment details Shipping carrier Shipping carrier through which the enterprise asset was shipped. Ship date Date on which the enterprise asset was shipped. Tracking number Tracking number that enables you to track the status and location of the shipment. Notes Short description Brief description of the task. Description Detailed description of the task. Work notes Notes about the task that are visible to all users within your organization. Select Close Task.
The Ship task is automatically updated with a state of Closed Complete. The Enterprise Asset Management application then automatically generates a corresponding Receive task for the enterprise move line.
Complete and close the Receive task for the enterprise move line.
To successfully complete and close this task, the enterprise asset must be received at the target location.
On the Enterprise move tasks tab, select the task number for the Receive task.
Alternatively, select the task number that is displayed in the Current task field of the enterprise move line record header.
The Receive task opens.
On the Details tab of the Receive task, fill in the fields.
Field Description Enterprise move task Assignment group Group that the task is assigned to. This field populates automatically based on the group that the entire move order is assigned to. Assigned to User who the task is assigned to. This field populates automatically based on the user who the entire move order is assigned to. Scheduled date Date and time at which the task is scheduled to be completed. Priority Priority of the task. Notes Short description Brief description of the task. Description Detailed description of the task. Work notes Notes about the task that are visible to all users within your organization. Select Close Task.
The Receive task is automatically updated with a state of Closed Complete.
Result
The enterprise move line is automatically updated with a status of Completed.
What to do next
Move all remaining enterprise assets that are included in the move order. After all corresponding enterprise move lines reach a status of Completed, the move order is complete.
Parent Topic:Completing an enterprise asset move order