Transmittal Shippers Configuration .NET

Create pre-established Transmittal Shippers as options for Letter of Transmittal Projects Documents. Those active Transmittal Shippers will be shown within the menu “Jobs > Project Documents” Transmittals tab  when editing a Job’s Letter of Transmittal. Once editing from the “Letter of Transmittal – Edit” screen you will find the “Sent Via” section of the “General” tab. The Transmittal Shippers drop list options are labeled as “Shipping Company”.
Refer to: https://support.concretevision.com/documentation/edit-project-documents-transmittal/

You access Transmittal Shippers configuration from the Configuration > Projects Setup > Transmittal Shippers, shown below.

Figure 1

The Project Types screen (see Figure 1) is where you can view and edit an items.

Figure 2

Add Transmittal Shippers

1. Click on the [Add new Record] The Add field (shown above in Figure 2) will open.
2. Enter a Description.
3. Enter an Order By if needed.
4. Click the [Save] to save this information.

Figure 3

Edit Transmittal Shippers

1. Click on the item you need to edit. (Green Box see Figure 3).
2. You can modify the Description.
3. You can modify the Order By.

**If you don’t click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

Delete Transmittal Shippers

To delete a Transmittal Shippers, just click on the delete button of the Transmittal Shippers (Red Box) in Figure 3) you wish to delete. You can only delete a Transmittal Shippers that does not currently have any details assigned to it. If the Transmittal Shippers has details assigned to it, the delete button will be disabled.