Editing a Material Delivery Entry

1. From the Homescreen, tap the Material button.
   
   From any other screen in the app, tap the  icon in the lower menu.
2. The Material Delivery Log screen opens. Tap the Additional Options icon on the right side of the receipt you’d like to edit.
   
3. Depending on whether the material entry was made manually or using OCR, the editing process will vary slightly.
   
   For Manual Entries:
   

   a.  

   Choose Edit from the dropdown menu.
   

   b.

   The Edit Receipt screen opens.
   
   From this screen, the following can be modified:
   

   i.	Received Date: Tap to modify the receipt date for the materials. (Required)
   ii.	Vendor: Select a new vendor by tapping on the dropdown menu, if needed.
   iii.	Receipts: Previously added receipts may be tapped on to expand them. From this point they may be marked up, notes may be added, or they can be deleted. Tap the Add Receipt option to associate more receipts with this entry.
   iv.	Media: Previously added media may be tapped on to expand. From this point they may be marked up, notes may be added, or they can be deleted. Additional media can be added by using the +Add Media button. It is recommended that files larger than 100MB are uploaded using wifi.
   v.	Materials: Tap on any material listing and open to view and edit details for that entry. Materials can be added or deleted using the +Add Materials button or the Delete button on the right side of the entry.
   vi.	Ticket #: The ticket number entered can be modified.
   vii.	Task: Add or modify the task associated with these materials.
   viii.	Cost Code: Modify the cost code associated with the entry. (Required)
   ix.	Notes: Add or modify the notes about the material delivery.

   c. 

   Tap the Checkmark button at the base of the screen to save your changes, or tap the <></> in the upper left of the screen to discard changes.

   
   For OCR Entries:

   a.

   Choose Edit from the dropdown menu. Note that only approved OCR material delivery entries will be available for editing or copying.
   

   b.

   The Edit Receipt screen opens. 
   

   From this screen, the following can be modified:
   

   i.	Received Date: Tap to modify the receipt date for the materials.
   ii.	Vendor: Select a new vendor by tapping on the dropdown menu, if needed.
   iii.	Ticket #: The ticket number that OCR detected on the receipt can be modified.
   iv.	Task: Add or modify the task associated with these materials.
   v.	Cost Code: Modify the cost code associated with the entry. (Required)
   vi.	Notes: Add or modify the notes about the material delivery.
   iv.	Added Items: Items can be added or deleted using the +Add Items button or the Delete button.

   c.  

   Tap the Checkmark button at the base of the screen to save your changes, or tap the <></> in the upper left of the screen to discard changes.