Difference between revisions of "How can I Select which Logistics Jobs to Invoice?"

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== Summary ==
 
== Summary ==
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This article will guide you through selecting logistics jobs to invoice out rather than invoice all jobs within a search Category.
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This article will guide you through selecting logistics jobs to invoice rather than invoicing all the customer's jobs that are ready to be invoiced.
  
 
== More Information ==
 
== More Information ==
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As we all know it is possible to select an account and a status for jobs that we wish to invoice off in ''"Logistics Management"'', but sometimes you need to be more specific and only invoice out particular jobs.
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Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
  
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In order to be more selective when invoicing out your logistics Jobs you will need to go to {{Menu|Logistics Management|Invoice Production}}.
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* Follow the usual [[Invoicing Logistics Jobs|invoicing steps]] up to and including moving to the {{DataPrompt|Document Review}} tab.
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* On the {{DataPrompt|Jobs}} list, there will be a list of all the jobs that can be included in the invoice. By default, all the jobs are selected to be included.
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* If there are any jobs that you do not want included then for each job:
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** Click on the list line to highlight the job.
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** Press the {{DataPrompt|Unselect}} button.
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* Continue to follow the [[Invoicing Logistics Jobs|steps]] to complete the invoice.
  
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* 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,that you wish to produce an invoice for.
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== See also ==
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* On the {{DataPrompt|Invoice Date :}} enter in a {{DataValue|date}} to be printed on the invoice produced. This date will also be stored on accounting records as the date of the transaction.
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* [[Invoicing Logistics Jobs]]
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* 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 from.
 
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{{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]].}}
 
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* Press {{KeyPress|F5}} which will now pull 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.
 
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* *To select the jobs to invoice, {{KeyPress|arrow Key down(↓)}} the list of jobs.
 
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* *Press {{KeyPress|F5}} to tag the Job or click {{Button|Tag}} at the bottom of the screen.
 
  
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* Once you have selected '''All'' the jobs you wish to include on the invoice press {{KeyPress|F2}} to produce the invoice.
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{{KB_Tags|select, selective, individual, particular, jobs, produce, invoice, logistics}}
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{{How}}{{Guide}}{{KB_TI}}
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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.}}
 
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== See Also ==
 
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* [[How do I Find a Customer?]]
 
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* [[How do I Add/Edit a Job Status?]]
 
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* [[How do I Add a Fuel Surcharge To Logistics Invoices?]]
 
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* [[Entering Logistics Management Jobs]]
 
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* [[Invoicing Logistics Jobs]]
 
  
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{{Guide}}{{KB_Tags|Select, Selective, Individual, Particular, Jobs, Produce, Invoice, Logistics}}{{KB_TI}}
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{{KB_Ref|TI02}}

Latest revision as of 05:30, 19 June 2019

Summary

This article will guide you through selecting logistics jobs to invoice rather than invoicing all the customer's jobs that are ready to be invoiced.

More Information

Go to " Logistics Management Invoice & Credit Production".

  • Follow the usual invoicing steps up to and including moving to the "Document Review" tab.
  • On the "Jobs" list, there will be a list of all the jobs that can be included in the invoice. By default, all the jobs are selected to be included.
  • If there are any jobs that you do not want included then for each job:
    • Click on the list line to highlight the job.
    • Press the "Unselect" button.
  • Continue to follow the steps to complete the invoice.

See also


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Keywords AND Misspellings
select, selective, individual, particular, jobs, produce, invoice, logistics
Tags

TI02

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