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Procore

Edit or Delete Sub Line Details

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 In Beta
This feature is currently in beta for select Procore customers.

Objective

To edit details or delete sub line items on a receipt.

Background

When you receive a shipment, check the materials to ensure all items are acceptable. Occasionally, you may receive materials that are unacceptable, over, short, or damaged (UOSD). These materials are tracked as sub line items in the receipt, and create a defect to track the issue, and resolve it with your vendor. See Create a UOSD Defect. You can edit the line items as needed.

Things to Consider

Steps

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Receipts sub tab.
  4. Click the receipt number.
  5. Click the caret icon for the line item and select Sub Line Details.
    materials-sub-line-menu.png
  6. Update the information as needed. Then click Save.
    OR
    Click Delete Sub Line.