Difference between revisions of "How do I Credit a Logistics Job?"
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== More Information == | == More Information == | ||
=== Creating Logistics Jobs to be Credited === | === Creating Logistics Jobs to be Credited === | ||
| − | Go to {{Menu|{{TI}}|Job Planning}} | + | Go to {{Menu|{{TI}}|Job Planning}} |
| + | * 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 easily 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. | ||
| Line 24: | Line 25: | ||
== See also == | == See also == | ||
| − | *[[Invoicing Logistics Jobs]] | + | * [[:Category:Getting Started|Getting Started]] |
| − | *[[How do I Find a Customer?]] | + | * [[Getting Started - Logistics Management]] |
| − | *[[Entering Logistics Management Jobs]] | + | * [[Invoicing Logistics Jobs]] |
| − | *[[How do I Create a New Driver?]] | + | * [[How do I Find a Customer?]] |
| − | *[[How do I Create a New Status?]] | + | * [[Entering Logistics Management Jobs]] |
| − | *[[How do I Create a New Trailer?]] | + | * [[How do I Create a New Driver?]] |
| − | *[[How do I Create a New Vehicle?]] | + | * [[How do I Create a New Status?]] |
| − | *[[How do I Find a Driver, Vehicle or Trailer?]] | + | * [[How do I Create a New Trailer?]] |
| + | * [[How do I Create a New Vehicle?]] | ||
| + | * [[How do I Find a Driver, Vehicle or Trailer?]] | ||
{{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}} | {{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}} | ||
Revision as of 12:15, 8 August 2013
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"
- 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> 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
- Getting Started
- Getting Started - Logistics Management
- 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?
