Selecting a Project's Delivery Method

Delivery methods can include any way in which a deliverable can be presented to a client, for example, you may want to specify an express carrier as a delivery method for business returns or electronic filing as a method for individual returns.

Use the Project window to select the preferred delivery method Different projects or clients may require different methods of delivering the final products. Some example delivery methods are mail, email, client will pick up, fax, electronic filing. for a project, as well as include instructions for usage.

Note: Each delivery method can only be assigned once to a project.

To manage delivery methods, do the following:

1. Open the project profile.
2. Click Delivery Methods on the navigation panel.

3. Do one of the following:

   • Assign a delivery method. Click Firm Delivery Methods on the button bar, or right-click and select Firm Delivery Methods from the menu, to open a list of delivery methods previously created in Lists. See Selecting Delivery Methods for a Project for more information.

     Note: If you have appropriate rights, the Add Delivery Methods and Edit Delivery Methods buttons display at the bottom of the window. You can use these buttons to add or edit delivery methods for your firm.

   • Remove a record on the grid. Select a record and click Remove on the button bar, or right-click the delivery method and select Remove from the menu. Click Remove when you are prompted to confirm the deletion.
   • Reorganize the grid. Right-click the grid to display a list of options for managing the grid.

   Explain the button bar, grid, and right-click menu options.

   Component	Description
   Firm Delivery Methods	Displays a list of delivery methods that have been entered in Lists and can be selected for the project. Select from this list to add and edit delivery methods for this project. See Selecting Delivery Methods for a Project for more information.
   Remove	Removes the selected row from the grid.
   Name List	Select the delivery method to use for this project.
   Instructions	Enter any additional instructions for the selected delivery method.

4. Do one of the following:

   • Update one project. Click one of the Save options or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
   Save & New	Saves the changes and opens a new window. An error message displays if you click this button before entering all required information.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.

   • Update multiple projects individually. Click one of the Save options or Cancel.

   Button	Description
   Save & Previous	Saves your changes and moves to the previous record.
   Save & Next	Saves your changes and moves to the next record.
   Save & Close	Saves your changes and closes the window.
   Cancel	Closes the window without saving any unsaved changes.

   • Update all selected projects. Click Reset, Continue, or Cancel.

   Button	Description
   Reset	Discards your changes in the current window and resets all sections back to their previous state.
   Continue	Compiles your changes, closes the window, and displays the All Selected Confirmation window, allowing you to review the detail of your changes. When you click Continue, the All Selected Confirmation window displays, allowing you to review the detail of your changes. Select or clear boxes to apply or remove your changes, and then click Apply.
   Cancel	Closes the window without saving your changes.