Task closures that create shipment records

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • A shipment record is created automatically when any shipment task is closed. You can track a shipment easily by specifying a tracking number and shipping carrier on the shipment task.

    Table 1. Sources of shipments
    Source flow Task source for shipment record creation Source for updating the shipment record to Closed or Delivered
    Asset Donation The Select the assets departing for donation task is closed. The Confirmation from charity organization task is closed.
    Asset disposal The Asset departure task is closed. The Vendor confirmation task is closed.
    Note:
    You can change the tracking number until this task is closed. If you don't specify any tracking number, a shipment record is created with the Vendor order ID as the tracking number.
    Purchase order
    • Create hardware assets prior to delivery: When the hardware asset records are automatically created.
    • Advanced shipment notification: When the assets are imported for every unique tracking number specified in the import file.
      Note:

      If the shipping carrier specified for a row in the import file isn't available in the Shipping carrier [sn_itam_shipping_carrier] table, then that row isn’t imported. Also, no shipment record is created. You must do one of the following and reimport the file:

      • The shipping carrier must be included in the Shipping Carriers list. For more details, see Create a shipping carrier record.
      • The value of the sn_hamp.enable_shipping_carrier_validation_asn system property must be set to false.
    • Receive an asset: When the assets are received.
      Note:
      The shipment record is created in the Delivered stage.
    		 The purchase order is received.
    Transfer order The Ship task of the Transfer order line item is closed. The transfer order line item is delivered.
    Note:
    You can change the tracking number until the Transfer order line item is in the In Transit stage.
    Lease expiration The Ship task of the Return lease action is closed. Return confirmation task is closed.
    Return Merchandise Authorization (RMA)
    1. The Shipment task of the Off-site return action is closed.
    2. The Vendor RMA decision task is closed.
    1. Vendor RMA decision task is closed.
    2. The Receive task is closed.
    Asset reclamation The Schedule shipment task for the Ship reclaim method is closed. The Receive asset task is closed.
    Zero Touch Refresh The Request shipment task is closed. The User asset receive task is closed.