Receive Shipment
The purpose of this document is to walk through the process of using the Initiate Shipment workflow in eQuip.
- To access the workflow go to the eQuip dashboard and from the menu choose ASSETS > Transfer Assets > Receive Shipment
On the next screen you have two options:
- Search Transaction – is used to search for existing initiate shipment transactions
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- You can enter values for any of the search fields on the screen to narrow down your search if you wish
- Clear Filter For Transaction – clears any search field values that you entered so that you can start a new search with new values
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- Not entering any search field values and then choosing this option will result in a list of all existing transactions
- Not entering any search field values and then choosing this option will result in a list of all existing transactions
- Choose Search Transaction
- In the list of search results there are three different scenarios:
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- Completed transactions will have a Display button
- Transactions that were started but no values entered or assets chosen will have an Edit button only
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- Incomplete transactions will have an Edit button and a Delete button
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- Choose Edit to open that transaction
- Choose Delete to eliminate that transaction from the list
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- For this demonstration we will choose the Edit button for the second transaction in the list
- Choose the up arrow on the lower right part of the screen to expand the Asset section
- Here you can view the details of the associated assets
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- If you had additional assets that you wanted to remove before approving the movement you could check the appropriate check box for the assets an choose Remove Items Not Included In Movement
- If you had additional assets that you wanted to remove before approving the movement you could check the appropriate check box for the assets an choose Remove Items Not Included In Movement
- Check the box for the asset (or the assets that you want to confirm if you chose more than one asset) and then choose the Confirm Receipt button
- You will receive a success message
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- Choose OK
- Choose OK
- If you want to reject assets you would check the box or boxes for the assets and then choose the Reject Shipment button
- You will receive a success message
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- Choose OK
- Choose OK