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Receiving Shipments

A shipment that has been sent to a location can be marked as received by going to the Shipments page under Inventory -> Shipments in the top left navigation panel.

There are different ways to view shipments that are coming to a specific location, so once the arriving shipment has been located in the system, view its details.

To view an existing shipment, simply click the shipment number in the shipment list.

Basic Shipment Information

This section contains the identifying information about a shipment, including its current status. The different shipping status listed below are automatically assigned based off shipments current state.

  • Preparing to Ship
  • Shipped
  • Received
  • Canceled

Basic Shipment Information

The Shipment Header

The shippment heading contains the different actions that can be done on it depending on the shipment’s status.

The left side of the header will always show the following information about the shipment, regardless of the shipment’s status.

  • Shipment Number
  • Shipment Status

When the shipment has arrived, the receiving party can accept the shipment and apply the selected Status and Condition options for each shipment item.

To apply the selected Status and Condition options for each shipment item, click the Mark as Received button.

Shipment Header New

Uncompleting or Canceling Shipments

Shipments that have been uncompleted or canceled can have the action reversed and be completed again or un-canceled. You must have the Service Admin role for this feature to work.

Changing the Shipped By, Created By and Received By dates

Sometimes scenarios occur where a shipment cannot get completed when the physical items were actually shipped, therefore causing an asset’s history to be incorrect. To resolve these issues, shipments can have their Received By, Shipped By and Created By dates backdated.

To change a shipments Received By, Shipped By and Created By dates, click Edit next to the one you want to change.

Uncompleting Shipments With Spawns

When a shipment is completed, it can be configured to automatically generate a work order that should happen after a shipment is received. An example of this is normally a motor strapping work order is spawned after the motor is received on a job because it needs to be strapped before it can be put on a BHA and go downhole.

If a shipment that has a spawned work order is uncompleted and then completed again, a new version of that spawned work order will be created even if one already exist.

Working with Shipment Items

Each shipment is made up of one or more assets and/or parts called shipment items and for each, you have different options when receiving these items from a shipment.

Receiving Assets

An asset that has been added to a shipment will show the serial number and high-level properties about the asset. The high-level attributes that are displayed for each asset type on a shipment are Drakewell Configurable Items help .

To receive an asset, select the appropriate receiving Status and Condition (if applicable) radio buttons.

Shipment Item Asset

Assets marked as Missing, will have their status set to Missing and it will be shown on the missing assets page.

If an asset is marked as Return, the following things happen in the background.

  1. A new shipment is automatically created with its From and To locations set to the reverse of the current shipment’s From and To locations.
  2. The asset is then automatically added to this shipment.

Supplemental Shipment

Receiving Parts

A part that has been added to a shipment will show the part number and the part type. For each part, you will see how many are on the shipment (Qty) and need to specify what portion of this arrived in good condition (Rcvd Ok), didn’t show up (Missing), needs to be returned (Return) or is damaged (Scrap) on the current shipment.

To receive a part, enter values for Rcvd Ok, Missing, Return and Scrap.

To receive the total Qty in good condition, click the arrow icon button.

Shipment Part

If a part is marked as Return, the following things happen in the background.

  1. A new shipment is automatically created with its From and To locations set to the reverse of the current shipment’s From and To locations.
  2. The part’s Return quantity is then automatically added to this shipment.

Shipment Attachments

Files can be attached help to a bid by clicking on the paperclick button in the top right of the page to add any additional pictures or documents. Any attachements that have been added will not be included when printing out the bid and will have to be manually printed and added.

When creating a new shipment, you will not be able to add an attachment until you have saved the shipment for the first time and the shipment has a shipment number.