If you’re unfamiliar with the concept of Cards in DocBoss there are many resources we have online to help you learn more them. You can start by clicking here to learn about Cards and how they work.
In this article we’ll discuss Card to Unit Changes which is the process to manage cards that were in progress prior to equipment list changes.
DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards,
AND the cards
• have a file (active, or in their history)
• have a doc code with any doc code type except “SDI Report” or “Compilation”
For example:
If there is a doc code with EQ=Item/Model, Type = Generated (Sub-Supplier) and doc code’s card has a file, when a user adds a new tagged unit with a new Item/Model value for this card, the card will be moved to the Card to Unit Changes screen.
To resolve card to unit changes, see Process Card to Unit Changes.