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.

始める前に

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

手順

1. From the Enterprise Asset Workspace, navigate to Asset operations > Moves > Move orders.
2. From the list of available move orders, select the move order that you want to complete.
   The move order record opens.
3. On the move order record, select the Enterprise move lines tab.
4. 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.
5. 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.
   1. 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.
   2. On the Details tab of the Ship task, fill in the fields.

      表 : 1. Details tab

      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.

   3. 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.
6. 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.
   1. 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.
   2. On the Details tab of the Receive task, fill in the fields.

      表 : 2. Details tab

      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.

   3. Select Close Task.
   The Receive task is automatically updated with a state of Closed Complete.

タスクの結果

The enterprise move line is automatically updated with a status of Completed.

次のタスク

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.