Carriers

Carriers

Purpose and when to use this record

BriskMaintain storesthe trucking or freight carriers asused partfor ofcommodity and manufacturing movements.

At a glance

• Identify it by: Name.

• Why care: Confirm item, formula, unit, warehouse, quantity, and production state together; mistakes can distort both material consumption and finished-goods cost.

Before you begin

You need the manufacturingBrisk module.permission Thisfor generatedthe referenceaction you are taking on carriers. If a Create, Edit, or Delete control is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Create a recordcarrier

TheCreate evidencea packetcarrier identifiesafter searching for the viewperson, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

1. Select the business context first.

2. Enter the required identifying and operational values: Name.

3. Review the identifying information shown on the screen against the source locationdocument or approved setup decision.

4. Save the carrier, then confirm Name on its detail page before continuing.

After saving: Verify this carrier in Manufacturing Orders before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete a carrier

Delete this carrier only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for thisrelated action.Manufacturing ConfirmOrders. user-facingBrisk stepsmay beforerefuse approvingdeletion when another record depends on this page.one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name. After confirmation, return to the Carriers list and make sure only the intended carrier was removed.

ViewReview recordcarrier details

The evidence packet identifiesUse the viewdetail page as the shared record of what this carrier currently means. Verify Name before relying on it for a decision.

Compare the carrier with its source document or approved setup request before deciding that it needs correction.

Next check: Verify this carrier in Manufacturing Orders before staff build new activity on it; correct ownership, classification, and sourceactive locationstate now rather than after transactions accumulate.

Edit an existing carrier

Edit this carrier to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare Name with the supporting document or approved request.

2. Recheck the identifying information shown on the screen. These values are most likely to change material demand, production status, output quantity, and cost.

3. Save the change, return to the list, and confirm that the carrier now appears under the expected Name.

After the change: Verify this action.carrier Confirmin user-facingManufacturing stepsOrders before approvingstaff thisbuild page.new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review recordscarriers

The evidence packet identifiesUse the viewCarriers list to find the correct record before opening or changing it. Compare Name. Compare the full identifier rather than relying on a similar name.

Open the carrier whose Name match the task. If it is missing, clear the list filters and sourcerecheck locationthe identifying information shown on the screen rather than creating a replacement immediately.

Fields and business rules

Brisk stores 1 user-relevant fields for this action.carrier, Confirmincluding user-facing0 stepslinked-record beforeselections approvingand 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

The

evidencetheviewandsourcelocation Confirmuser-facingsteps

Field	Required	What packetit identifiescontrols
Name	Yes	Human-readable name for this action.carrier.

What happens next

Verify this carrier in Manufacturing Orders before approvingstaff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

• The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The values look right but the result is wrong: Compare this page.

  carrier

  Delete a record

  The evidence packet identifieswith the view and source locationdocument foror thisapproved action.setup Confirmdecision, user-facingthen stepscheck beforethe approvingdownstream thisscreen page.where it is used.