Difference between revisions of "How can I Select which Logistics Jobs to Invoice?"
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== Summary == | == Summary == | ||
| − | This article will guide you through selecting logistics jobs to invoice | + | This article will guide you through selecting logistics jobs to invoice rather than invoice all jobs of a particular status. |
== More Information == | == More Information == | ||
| − | As we all know it is possible to select an account and a status for jobs that we wish to invoice | + | As we all know it is possible to select an account and a status for jobs that we wish to invoice in {{TI}}, but sometimes you need to be more specific and only invoice particular jobs. |
| − | + | Go to {{Menu|{{TI}}|Invoice Production}}. | |
| − | * On the {{DataPrompt|Account :}} enter the {{DataValue|[[How do I Find a Customer?|customer]]}} account code if known or [[How do I Find a Customer?| search]] for the customer | + | * On the {{DataPrompt|Account :}} enter the {{DataValue|[[How do I Find a Customer?|customer]]}} account code if known or [[How do I Find a Customer?| search]] for the customer for whom you wish to produce an invoice. |
| − | * On the {{DataPrompt|Invoice Date :}} enter | + | * On the {{DataPrompt|Invoice Date :}} enter the {{DataValue|date}} to be printed on the invoice produced. This date will also be stored on accounting records as the date of the transaction. |
| − | * On the {{DataPrompt|Job Status :}} enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for the Jobs you want to be able to select | + | * On the {{DataPrompt|Job Status :}} enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for the Jobs you want to be able to select. |
{{Information|iconsize=small|title=Remember|text=To enter any discount if being given, or enter in a '''negative discount''' if you are wanting to add a [[How do I Add a Fuel Surcharge To Logistics Invoices?|Fuel Surcharge]].}} | {{Information|iconsize=small|title=Remember|text=To enter any discount if being given, or enter in a '''negative discount''' if you are wanting to add a [[How do I Add a Fuel Surcharge To Logistics Invoices?|Fuel Surcharge]].}} | ||
| − | * Press {{KeyPress|F5}} which | + | * Press {{KeyPress|F5}} which pulls up a list of the jobs that fall into the criteria you selected above. It will show the {{DataValue|Date}} of the Jobs, {{DataValue|Job No.}}, {{DataValue|Deliver}} address and {{DataValue|Nett}} price of the job. |
| − | * *To select the jobs to invoice, | + | **To select the jobs to invoice, move the cursor to point at the relevant jobs and press {{KeyPress|F5}} to tag the job or click {{Button|Tag}} at the bottom of the screen. Repeat for all the jobs that you want to invoice. |
| − | + | *Press {{KeyPress|F2}} to produce the invoice when you have tagged all the jobs. | |
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{{Warning|Title=Remember|text=To check the invoice thoroughly and make sure you are happy with the results, before clicking {{Button|Accept}} to complete the process and file the invoice on the system.}} | {{Warning|Title=Remember|text=To check the invoice thoroughly and make sure you are happy with the results, before clicking {{Button|Accept}} to complete the process and file the invoice on the system.}} | ||
Revision as of 08:53, 28 October 2011
Summary
This article will guide you through selecting logistics jobs to invoice rather than invoice all jobs of a particular status.
More Information
As we all know it is possible to select an account and a status for jobs that we wish to invoice in Logistics Management, but sometimes you need to be more specific and only invoice particular jobs.
Go to " Logistics Management Invoice Production".
- On the "Account :" enter the 'customer' account code if known or search for the customer for whom you wish to produce an invoice.
- On the "Invoice Date :" enter the 'date' to be printed on the invoice produced. This date will also be stored on accounting records as the date of the transaction.
- On the "Job Status :" enter the 'status' for the Jobs you want to be able to select.
 | Remember: To enter any discount if being given, or enter in a negative discount if you are wanting to add a Fuel Surcharge. |
- Press <F5> which pulls up a list of the jobs that fall into the criteria you selected above. It will show the 'Date' of the Jobs, 'Job No.', 'Deliver' address and 'Nett' price of the job.
- To select the jobs to invoice, move the cursor to point at the relevant jobs and press <F5> to tag the job or click [Tag] at the bottom of the screen. Repeat for all the jobs that you want to invoice.
- Press <F2> to produce the invoice when you have tagged all the jobs.
 | To check the invoice thoroughly and make sure you are happy with the results, before clicking [Accept] to complete the process and file the invoice on the system. |
See also
- How do I Find a Customer?
- How do I Add/Edit a Job Status?
- How do I Add a Fuel Surcharge To Logistics Invoices?
- Entering Logistics Management Jobs
- Invoicing Logistics Jobs
