Job Aid: Creating a Manual Release Document

The purpose of this job aid is to walk through the steps to create a manual release document to transfer materials from one subinventory to another. This is necessary when materials are entered in bulk to a subinventory and will be assigned to a site by the individual creating the document.

Receiving Materials

Before releasing materials to a site, it’s important that the materials are first received into a subinventory. Materials cannot be added to a release document until it is first received into the inventory that will be releasing it.


Follow the process for receiving materials as laid out in the Job Aid: Receiving Materials Using the DISH NexsysOne App.


Creating a Release Document

In order to transfer materials from a subinventory to a site, you will need to first release materials. To create a manual release follow these steps:

  1. Access the Documents section within the AssetOne module within NexsysOne

  1. Click Create New Document at the top right of this screen

  1. Fill out the Document Form with the following information

    1. Type = Release

    2. Ship From = current subinventory that houses the materials

      1. Note: If the incorrect Ship From is selected, the materials will not be available to release properly

    3. Ship To = Site ID that materials are being transferred to

  1. Click Save

Manually Adding Materials to a Release Document

Once the document has been created, materials need to be added to that document before it can be approved and the materials made available to receive to the site. Find the document created in the previous step and double click it.

  1. This will be a Release Document in Draft mode

  1. At the top right, click the Add From Location button

  1. This shows the materials currently in the inventory of what was selected in the Ship From field



  1. Find the correct Part Number or Serial Number using the filter boxes for each

  2. In the Quantity to Add column for that specific part, enter the number of parts that are being added to the Release document

  1. Select Save after adding quantities to each item being added to the release document

  1. Select Approve at the bottom of the document

    1. This will release the materials from the inventory and automatically create a Receive Document to receive the materials to the Ship To location

  1. After successfully releasing materials, it is imperative that materials are received to the Ship To location

    1. Use the Job Aid: Receiving Materials Using the DISH NexsysOne App to finalize the receipt of materials