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Procore

Associate Line Items with a UOSD Defect

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 In Beta

This feature is currently in beta for Procore customers.

New content will be available on this page soon.

Objective

To associate line items on a purchase order, shipment and receipt with a defect.

Background

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.

Things to Consider

  • 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.

Prerequisites

Steps

You can associate documents from the following places:

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 tickbox(es) for the replacement line items on the receipt.
  5. Click the caret icon for the line item and select Associate to UOSD.
    materials-item-dropdown.png
  6. Mark the tickbox 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 sheet number.
  4. Click the caret icon for the line item and select Associate to Document.
    materials-item-dropdown.png
  5. Mark the tickbox for the document you want to associate.
  6. Click Confirm.