Resolve a UOSD Defect
Objective
To resolve a defect for received materials that were incorrect, damaged, over, or short materials.
Background
When you receive a shipment that has unacceptable, damaged, over, or short materials (UOSD), you can create a UOSD defect and manage the resolution in Procore.
Things to Consider
- Required User Permissions
- 'Unresolved' statuses do not impact inventory.
Prerequisites
- Create a Defect
- If you received replacement materials from the vendor, you must first have a receipt associated with the line item. See Associate Line Items with a Defect.
- If you are returning materials to the vendor or working with a third party, you must first Issue Materials for Handover.
Steps
- Navigate to the project's Materials tool.
- Click the Control tab.
- Click the UOSDs sub tab.
- Click the UOSD ticket number.
- Optional: Upload Attachments to Materials
- If receiving or returning materials to the vendor, take the following steps:
- Update the 'Resolution Status'.
- If managing the UOSD/defect through a third party, take the following steps:
- Click the 'Resolution Status' field for the line item to Transfer and Custody.
Note: This adds the material to inventory so that it can be issued to a third-party for further resolution. - Follow steps to Issue Materials for Handover.
- Click the 'Resolution Status' field for the line item to Transfer and Custody.
- For all other use cases, click the 'Resolution Status' field and update the status for each line item:
- Resolved > Add to Stock. This automatically adds the stock to your inventory and resolves the defect.
- Resolved > Repaired on Site. This automatically adds the stock to your inventory and resolves the defect.
- Resolved > Vendor Provided Credit. This removes the short quantity from your inventory count, and resolves the defect.
- Transfer and Custody. This adds the material to inventory so that it can be issued to a third-party for further resolution.
- If managing the UOSD/defect through a third party, take the following steps:
Receive from Vendor
- Follow steps to associate line items in a receipt with a UOSD/defect.
- Follow steps to Create a Materials Adjustment to remove the damaged/unacceptable materials from inventory.
Note: If you received materials to resolve a short USOD/Defect, do not create an adjustment. The resolution status appropriately adjusts your inventory. - Update the 'Resolution Status' to Resolved > Received from Vendor.
Return to Vendor
- Mark the checkbox for the line item.
- In the 'Documents Line Items' header, click the hamburger
icon and select Issue Selected Items to Vendor. - Enter the information in the form and click Create Issue Ticket.
- Follow steps to Issue Materials for Handover.
- Update the 'Resolution Status' to Resolved > Return to Vendor.
Note: You can only set this status after the materials are returned to the vendor, and the issue ticket is marked 'Complete'.