Difference between revisions of "How do I Add Notes to a Logistics Job?"

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== More Information ==
 
== More Information ==
You can add notes to a job either when [[Entering Logistics Management Jobs|creating]] a new job or when editing an existing job.
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You can add notes to a job either when [[How do I create a logistics job?|creating]] a new job or when editing an existing job.
  
 
*Go to {{Menu|{{TI}}|Job Planning}}.
 
*Go to {{Menu|{{TI}}|Job Planning}}.
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* Click on {{Button|Search}}. This will list jobs that match the search criteria.
 
* Click on {{Button|Search}}. This will list jobs that match the search criteria.
 
* Click on {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to the {{DataPrompt|Job Properties}} screen.
 
* Click on {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to the {{DataPrompt|Job Properties}} screen.
* Press {{KeyPress|Page Down}} until you get to the {{Tab|Notes}} tab or click the {{Tab|Notes}} tab or press {{KeyPress|C-F8}}.
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* Press {{KeyPress|PG-DOWN}} until you get to the {{Tab|Notes}} tab or click the {{Tab|Notes}} tab or press {{KeyPress|C-F8}}.
 
* Simply type in the notes that you wish to be stored against the job.
 
* Simply type in the notes that you wish to be stored against the job.
 
* Click {{Button|Done}} and click {{Button|Accept}} to save the changes.
 
* Click {{Button|Done}} and click {{Button|Accept}} to save the changes.
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=== New Job ===
 
=== New Job ===
 
* Press {{KeyPress|F6}}. This will take you to the {{DataPrompt|Job Properties}} screen.
 
* Press {{KeyPress|F6}}. This will take you to the {{DataPrompt|Job Properties}} screen.
* Add the relevant information to the logistics job, i.e. [[Do I have to remember all these Account Codes?|Customer]], Job No., Order No., Rate, Quantity, Collection and Delivery details.
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* Add the relevant information to the logistics job, i.e. [[Do I have to remember all these customer and supplier codes?|Customer]], Job No., Order No., Rate, Quantity, Collection and Delivery details.
* Press {{KeyPress|Page Down}} until you get to the {{Tab|Notes}} tab or click the {{Tab|Notes}} tab or press {{KeyPress|C-F8}}.
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* Press {{KeyPress|PF-DOWN}} until you get to the {{Tab|Notes}} tab or click the {{Tab|Notes}} tab or press {{KeyPress|C-F8}}.
 
* Simply type in the notes that you wish to be stored against the job.
 
* Simply type in the notes that you wish to be stored against the job.
 
* Click {{Button|Done}} and click {{Button|Accept}} to save the changes.
 
* Click {{Button|Done}} and click {{Button|Accept}} to save the changes.
 
 
  
 
{{Tip|On the {{Tab|Notes}} tab the following functions are available:
 
{{Tip|On the {{Tab|Notes}} tab the following functions are available:
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== See also ==
 
== See also ==
* [[Recommended Logistics Planning Routines]]
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* [[Recommended logistics management planning routines]]
* [[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
* [[Viewing Current Haulage Jobs]]
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* [[Viewing current logistics jobs]]
* [[Do I have to remember all these Account Codes?]]
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* [[Do I have to remember all these customer and supplier codes?]]
  
{{KB_Tags|Add, Adding, Added, Assign, General, Notes, Logistics, Transport, Haulage, Job, Jobs, Enter, Type, Extra, Details, Information, Comments}}
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{{KB_Tags|add, adding, added, assign, general, notes, logistics, transport, haulage, job, jobs, enter, type, extra, details, information, comments}}
{{KB_TI}}
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{{How}}{{KB_TI}}

Latest revision as of 05:30, 19 June 2019

Summary

This article explains how to add notes to a logistics job.

More Information

You can add notes to a job either when creating a new job or when editing an existing job.

Existing Job

  • Press <F9> and fill in the search criteria.
  • Click on [Search]. This will list jobs that match the search criteria.
  • Click on [Edit] or press <F5> against the relevant job. This will take you to the "Job Properties" screen.
  • Press <Page-Down> until you get to the [Notes] tab or click the [Notes] tab or press <Ctrl+F8>.
  • Simply type in the notes that you wish to be stored against the job.
  • Click [Done] and click [Accept] to save the changes.

New Job

  • Press <F6>. This will take you to the "Job Properties" screen.
  • Add the relevant information to the logistics job, i.e. Customer, Job No., Order No., Rate, Quantity, Collection and Delivery details.
  • Press <PF-DOWN> until you get to the [Notes] tab or click the [Notes] tab or press <Ctrl+F8>.
  • Simply type in the notes that you wish to be stored against the job.
  • Click [Done] and click [Accept] to save the changes.
On the [Notes] tab the following functions are available:
  • Pressing <F5> will stamp the current 'date', 'time' and 'user' in brackets. (i.e. <<23/09/2013 13:54 John Smith>>.)
  • Pressing <Shift+F10> will insert a line.
  • Pressing <F10> will delete a line.
  • Pressing <F7> will print out the notes entered.

See also


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Keywords AND Misspellings
add, adding, added, assign, general, notes, logistics, transport, haulage, job, jobs, enter, type, extra, details, information, comments