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Associating document(s) with a Provisional Entry

Tutorial for associating a document with a provisional entry, thus moving it to Final status.

Register a vehicle entry without an assigned sales/purchase order by creating a Provisional entry.• Open the Provisional Entries List to find vehicles in Provisional status. • Edit the entry to associate the required document(s), then save to change it to Definitive status.

  1. On the Homepage, click on "Provisional Entries". This option lists all the vehicles within the organization that are in Provisional status .

  2. In the row corresponding to the entry you want to update, click on the three dots and select "Edit".

  3. In the "Product Type" field, choose the appropriate type for the entry.

  4. Expand the Partner section to associate the corresponding document. The tab displayed depends on the type of operation:

    • In Unloading, only the Documents tab is visible

    • In Loading, only the Loads tab is visible

    • In other types of operation, both tabs (Documents and Loads) are available.

  5. Select the desired document(s) and click "Add" [Save] to associate the documents with the provisional entry.

  6. Click "Save" to confirm the changes. The provisional entry will be changed to Definitive status.

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