Difference between revisions of "How do I Credit a Logistics Job?"

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== More Information ==
 
== More Information ==
You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]]. ''See [[Entering Logistics Management Jobs]] for details on creating a job.''
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You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]].
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* See [[Entering Logistics Management Jobs]] for details on creating a job.
  
 
=== Create a Logistics Job to be Credited ===
 
=== Create a Logistics Job to be Credited ===
* Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
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Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
 
* Ideally [[Entering Logistics Management Jobs|create]] the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
 
* Ideally [[Entering Logistics Management Jobs|create]] the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
 
* Once all the information is entered, have a final check to make sure this is correct.
 
* Once all the information is entered, have a final check to make sure this is correct.
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=== Completing the Credit ===
 
=== Completing the Credit ===
* To credit your job, go to {{Menu|{{TI}}|Invoice Production}}.
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To credit your job, go to {{Menu|{{TI}}|Invoice Production}}.
 
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer.
 
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer.
 
* Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Arrow Key down (↓)}} to Logistics Job that you have just created.
 
* Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Arrow Key down (↓)}} to Logistics Job that you have just created.
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*[[How do I Find a Driver, Vehicle or Trailer?]]
 
*[[How do I Find a Driver, Vehicle or Trailer?]]
  
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}}
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{{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}}{{KB_TI}}
{{KB_TI}} {{FAQ}}
 

Revision as of 11:02, 25 July 2011

Summary

This article will guide you through crediting a Logistics Job.

More Information

You will need to set-up the job in the same fashion as you would a job to be invoiced.

Create a Logistics Job to be Credited

Go to " Logistics Management Job Planning" and click [Add].

  • Ideally create the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
  • Once all the information is entered, have a final check to make sure this is correct.
  • Press <Esc> and click [Accept] to save the Job.
  • Exit out back to the Logistics Management Main Menu.

Completing the Credit

To credit your job, go to " Logistics Management Invoice Production".

  • At "Customer:" type in the customer's 'account code' if known, or search for the customer.
  • Press <F5> to "Select Invoice Items" <Arrow Key down (↓)> to Logistics Job that you have just created.
The Logistic job should be the only one there with a negative "Nett" amount.
  • Press <F5> or click {{Button|Tag]] to select the job.
  • Press <F2> and a pop up will appear asking "Do you want to print Tagged or Un-tagged jobs?" click [Tagged].
  • This will print the credit, check the printout and once you are happy with the document.
  • A pop-up will appearing asking "Do you want to accept, ignore or reprint the document?" click the [Accept] button to complete the credit.

See also


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Keywords AND Misspellings
Transport, Haulage, logistics, delivery, heavy goods, goods, credit