Associate Line Items with a UOSD Defect

Occasionally, you may receive materials that are unacceptable, over, short, or damaged (UOSD). A defect will be created during the receiving process to track the problem. If the vendor replaces materials that were short or unacceptable, you can associate the items in the new purchase order, shipment, or receipt, to continue to track the resolution in Procore.

• Required User Permissions

• If you associate the line items with a purchase order, they will automatically be associated in the shipment, and receipt.

• If you associate line items with a shipment, they will automatically be associated with the receipt.

• Create a UOSD Defect

You can associate documents from the following places:

• Purchase Order, Shipment, or Receipt

• UOSD Defect

Purchase Order, Shipment, or Receipt

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders sub tab and click the order number.
   OR
   Click the Shipments sub tab and click the shipment number.
   OR
   Click the Receipts sub tab and click the receipt number.

4. Mark the checkbox(es) for the replacement line items on the receipt.

5. Click the caret icon for the line item and select Associate to UOSD.
   

6. Mark the checkbox for the corresponding defect.

7. Click Confirm.

UOSD Defect Document

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the UOSDs/Defects sub tab and click the UOSD ticket number.

4. Click the caret icon for the line item and select Associate to Document.
   

5. Mark the checkbox for the document you want to associate.

6. Click Confirm.

Next Steps

• Resolve a UOSD Defect

See Also

• Create a UOSD Defect