Download Shipment Maintenance

USER’S MANUAL
INACTIVE RECORDS STORAGE SHIPMENT MAINTENANCE
Table of Contents
1.
Overview..................................................................................................................................2
1.1. About the Records Retention Application .............................................................................2
2.
Starting the Records Retention Application .............................................................................3
2.1. Accessing the Records Retention Application ......................................................................3
3.
Inactive Records Storage – Shipment Maintenance ................................................................4
3.1. Starting Inactive Records Storage – Shipment Maintenance................................................4
4.
Viewing Information in Inactive Records Storage – Shipment Maintenance ............................7
4.1. Moving through the Shipments .............................................................................................7
4.2. Moving to a Specific Shipment..............................................................................................7
4.3. Limiting Which Shipments are displayed using the Select Tool ............................................8
4.4. Limiting Which Shipments are displayed using the Custom Selection tool ...........................9
4.5. Removing Limits on Which Shipments are Displayed.........................................................11
4.6. Changing the Order in Which Boxes are Displayed ............................................................11
5.
Adding New or Editing Existing Shipments ............................................................................12
5.1. Adding a New Shipment .....................................................................................................12
5.2. Editing an Existing Shipment ..............................................................................................14
5.2.1. Saving Changes to a Shipment.....................................................................................14
5.2.2. Canceling Changes to a Shipment................................................................................14
5.2.3. Error Messages in IRS Shipment Maintenance ............................................................15
5.2.4. Required Fields in IRS Shipment Maintenance.............................................................16
5.2.5. Testing the PTC Shipment Number Edit .......................................................................16
5.2.6. Shipment Status Edits...................................................................................................17
5.3. Managing Boxes for a Shipment .........................................................................................18
5.4. Deleting a Shipment from Inactive Records Storage ..........................................................19
6.
Working with IRS Shipment Maintenance Reports ................................................................20
6.1. Printing the Single Shipment Report ...................................................................................20
6.2. Printing the Shipment Report ..............................................................................................21
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