Task closures that create shipment records
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.
| 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. Remarque : 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 |
|
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. Remarque : 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) |
|
|
| 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. |