Task closures that create shipment records
A shipment record is created automatically when any shipment task is closed. You can track a shipment easily by specifying a tracking number and shipping carrier on the shipment task.
| Source flow | Task source for shipment record creation | Source for updating the shipment record to Closed or Delivered |
|---|---|---|
| Asset Donation | The Select the assets departing for donation task is closed. | The Confirmation from charity organization task is closed. |
| Asset disposal | The Asset departure task is closed. | The Vendor confirmation task is closed.Note: You can change the tracking number until this task is closed. If you don't specify any tracking number, a shipment record is created with the Vendor order ID as the tracking number. |
| Purchase order |
Note: If the shipping carrier specified for a row in the import file isn't available in the Shipping carrier [sn_itam_shipping_carrier] table, then that row isn’t imported. Also, no shipment record is created. You must do one of the following and reimport the file:
Note: The shipment record is created in the Delivered stage. | The purchase order is received. |
| Transfer order | The Ship task of the Transfer order line item is closed. | The transfer order line item is delivered.Note: You can change the tracking number until the Transfer order line item is in the In Transit stage. |
| Lease expiration | The Ship task of the Return lease action is closed. | Return confirmation task is closed. |
| Return Merchandise Authorization \(RMA\) | 1. The Shipment task of the Off-site return action is closed. 2. The Vendor RMA decision task is closed. | 1. Vendor RMA decision task is closed. 2. The Receive task is closed. |
| Asset reclamation | The Schedule shipment task for the Ship reclaim method is closed. | The Receive asset task is closed. |
| Zero Touch Refresh | The Request shipment task is closed. | The User asset receive task is closed. |
Parent Topic:Hardware Asset Management reference