Difference between revisions of "How do I Credit a Logistics Job?"
From Catalyst
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Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}. | Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}. | ||
* [[Entering Logistics Management Jobs|Create]] the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity. | * [[Entering Logistics Management Jobs|Create]] the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity. | ||
| − | * You may want to set a specific status for these jobs to be credited so that you can print them on their own document. | + | * You may want to set a specific status for these jobs to be credited so that you can print them easily on their own document. |
* 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. | ||
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job. | * Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job. | ||
Revision as of 16:30, 9 August 2011
Contents
Summary
This article will explain how to credit a Logistics Job.
More Information
Creating Logistics Jobs to be Credited
Go to " Logistics Management Job Planning" and click [Add].
- Create the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
- You may want to set a specific status for these jobs to be credited so that you can print them easily on their own document.
- 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 print the credit note for 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> - Select Invoice Items and then use the <Down Arrow> arrow key to choose the credit job that you have just created. If you have used a specific "Status" for the jobs to be credited, enter it in the "Status" field, and then press <F5> and only these jobs will be shown.
 | The Logistics jobs should be the only ones shown with a negative "Nett" amount. |
- Press <F5> or click [Tag] to select the job.
- Press <F2>. The system will ask "Do you want to print Tagged or Un-tagged jobs?". Click [Tagged].
- This will print the credit, check the printout and make sure that you are happy with the document.
- Click the [Accept] button to complete the credit.
See also
- Invoicing Logistics Jobs
- How do I Find a Customer?
- Entering Logistics Management Jobs
- How do I Create a New Driver?
- How do I Create a New Status?
- How do I Create a New Trailer?
- How do I Create a New Vehicle?
- How do I Find a Driver, Vehicle or Trailer?
