Edit a Materials Direct Issue Document

 In Beta

This feature is currently in beta.

Things to Consider

  • Required User Permissions

  • Users must be added to your project's Directory to appear in the 'Issued to' field.

  • After you submit a direct issue document and the status is 'Final', you can only edit the following fields:

    • Attach files

    • Custom Fields

    • Notes

  • 'Available' and 'Issued' quantities are updated when you submit the direct issue document.

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Direct Issuing tab.

  3. Click the direct issue document number.

  4. Edit the general issue document information.

    1. Click Edit in the 'Direct Issue Information' section.

    2. Update the issuing information.

      Show/Hide Fields

      • Direct Issue Name. The name of the direct issue document.

      • Issued to. Select the user in your project's Directory to issue the materials to.

      • Notes. Notes about the direct issue document.

      • Attachments. Upload any attachments related to the direct issue document.

        1. Click Attach File.

        2. Select the file and click Open to attach it.

    3. Click Save.

  5. For each line item, enter the issuing information.

    1. Click Edit in the 'Items' section.

    2. Click the 'Add Items' search bar to add items from your inventory.

    3. For each item, update the issuing information.

      Show/Hide Fields

      1. Enter the Quantity of items to issue from each location, or click Add All to issue all quantities from that location.

      2. Enter any Notes.

    4. Click Close.

  6. Save or submit the direct issue document.

    1. Click Save as Draft to save the it as a draft.

    2. Click Submit to submit it as final.

See Also

Loading related articles...