Process and ship the order

At this stage, the customer has submitted their order to receive the requested spare parts. You must now process the order and ship the items.

Capture this information in the Order Processing and Shipment/Delivery sections.

While the parts are being prepared for shipment, capture and update availability information of the given parts in the Parts List tab. Then, use the additional action Update Parts List Details to ensure the Parts List Summary section in the main details tab is kept updated. This section also shows the field Last Updated so that you can keep track of when availability information was last updated. These fields are useful to have in workspaces views and reports.

From here, there are two workflow options:

• Click the Cancel Request transition to cancel the request if it is determined the request will no longer proceed.
• Click the Confirm Shipment transition when the parts have been shipped. The workflow moves to the Shipment state.

Once the shipment has been confirmed to be received by the customer, fill out any final information in the Closure & Completion Details section, and any other sections that have not been fully filled out. You must do this before completing the workflow because once complete, the request is locked from any further editing.

• Click the Shipment Received transition. This moves the request to the Completed state and the request is now complete.