Flex4: Creating a Pull Sheet

• Overview
• Creating a New Pull Sheet from a Quote
• Creating a New Pull Sheet from Scratch
• Editing Pull Sheet Details
• Deleting a Pull Sheet
• Undeleting a Pull Sheet

Overview

The Pull Sheet is an equipment list, which lists all the inventory that needs to be pulled for a job. A Pull Sheet can either be created from scratch, or it can be generated from a Quote.

Creating a New Pull Sheet from a Quote

Typically, you will create a Pull Sheet from a Quote. By default, when a Quote is in the Confirmed status, you will have the option to create a Pull Sheet. This option is found in the Workflow section of the Workbench Menu on a Quote, and is called "Create / Update Pull Sheet" by default. If modifications have been made to your Quote workflow, then the name or visibility of this option might be different.

Creating a New Pull Sheet from Scratch

You can create a Pull Sheet without having previously created a Quote. This is useful when you want to book inventory but don't need any financial information for the job. For example, if you do quoting in another program, or if you letting somebody borrow gear for free but still want to track it.

1. Click the New drop-down menu (top right-hand side of the screen).
2. On the New menu, click New Pull Sheet.
3. Enter new Pull Sheet information.
4. Click ACCEPT.

Editing Pull Sheet Details

1. Open the Pull Sheet that you want to edit.
2. In the Workbench Menu, click Edit Header.
3. Edit Pull Sheet information.
4. Click ACCEPT.

Deleting a Pull Sheet

1. Open the Pull Sheet that you want to delete.
2. In the Workbench Menu, click Delete This Pull Sheet.
3. Click the I Agree box to verify that you want to delete the Pull Sheet.
4. Click DELETE.

Alternatively, you can delete a Pull Sheet (or multiple Pull Sheets) from the Pull Sheets list page on the Projects menu.

1. On the Projects menu, click Pull Sheets.
2. Check the box next to the Pull Sheet(s) that you want to delete.
3. Click the cog-wheel in the upper-right corner.
4. Click Delete Selected. A confirmation window will appear.
5. Click Yes in the confirmation window.

Undeleting a Pull Sheet

When you delete a Pull Sheet, it will "soft delete" it from your system. This means that you won't be able to see the Pull Sheet on your calendar, Pull Sheet list pages, or when searching for Pull Sheets. The Pull Sheet will remain in your Flex database, and can be undeleted at any time.

1. On the Projects menu, click Pull Sheets.
2. Click the cog-wheel in the upper-right corner.
3. Click Show Deleted Only.
4. Find the Pull Sheet(s) that you want to undelete. You might have to search or filter the results.
5. Click the box next to the Pull Sheet(s) that you want to undelete.
6. Click the cog-wheel in the upper-right corner.
7. Click Undelete Selected.