Difference between revisions of "How do I Credit a Logistics Job?"

From Catalyst
Jump to: navigation, search
(→‎See also)
(Bulk update)
 
(20 intermediate revisions by 6 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
This article will explain how to credit a Logistics Job.
+
This article will explain how to credit a {{TI}} Job.
  
 
== More Information ==
 
== More Information ==
−
=== Creating Logistics Jobs to be Credited ===
+
Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
−
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.
 
−
* 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 {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
 
−
* Exit out back to the {{TI}} Main Menu.
 
  
−
=== Completing the Credit ===
+
* At {{DataPrompt|Document type:}}, choose {{DataValue|Credit}}.
−
To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}.
+
* To help find the invoice document that you want to credit:
−
* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
+
** If you know the date that the invoice was produced, enter that date into {{DataPrompt|From date:}} and {{DataPrompt|To:}}.
−
* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the  {{KeyPress|Down}} to choose the credit job that you have just created. If you have used a specific {{DataPrompt|Status}} for the jobs to be credited, enter it in the {{DataPrompt|Status}} field, and then press {{KeyPress|F5}} and only these jobs will be shown.
+
** If you know the invoice number, enter it into {{DataPrompt|From invoice:}} and {{DataPrompt|To:}}.
−
 
+
** If you know the ticket number, enter it into {{DataPrompt|From ticket:}} and {{DataPrompt|To:}}.
−
{{Note|iconsize=small|text=The Logistics jobs should be the only ones shown with a negative {{DataPrompt|Nett}} amount.}}
+
* Press {{Button|Search}} to find invoice documents that fit the range. The results will be shown in the {{DataPrompt|Customer documents}} list.
−
 
+
* Highlight the invoice document you would like to credit and press {{Button|Select}}.
−
*Press {{KeyPress|F5}} or click {{Button|Tag}} to select the job.
+
* Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab.
−
*Press {{KeyPress|F2}}. The system will ask ''"Do you want to print Tagged or Un-tagged jobs?"''. Click {{Button|Tagged}}.
+
* If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs from the invoice document you want to credit]].
−
* This will print the credit, check the printout and make sure that you are happy with the document.
+
* You can also check and amend the {{DataPrompt|Document date}} here.
−
* Click the {{Button|Accept}} button to complete the credit.
+
* Once you are ready, press {{Button|Produce}} to print the credit.
 +
* If you are happy with the result, click {{Button|Accept}} to confirm and file the credit.
 +
* Once a job has been credited this way, you are able to amend it and invoice it again.
  
 
== See also ==
 
== See also ==
−
* [[:Category:Getting Started|Getting Started]]
+
* [[How do I create a logistics job?]]
−
* [[Getting Started - Logistics Management]]
+
* [[How can I Select which Logistics Jobs to Invoice?]]
 
* [[Invoicing Logistics Jobs]]
 
* [[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?]]
 
  
−
{{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_Ref|SXPTI02}}
+
{{FAQ}}{{How}}{{KB_TI}}
 +
 
 +
{{KB_Ref|TI02}}

Latest revision as of 05:31, 19 June 2019

Summary

This article will explain how to credit a Logistics Management Job.

More Information

Go to " Logistics Management Invoice & Credit Production".

  • At "Document type:", choose 'Credit'.
  • To help find the invoice document that you want to credit:
    • If you know the date that the invoice was produced, enter that date into "From date:" and "To:".
    • If you know the invoice number, enter it into "From invoice:" and "To:".
    • If you know the ticket number, enter it into "From ticket:" and "To:".
  • Press [Search] to find invoice documents that fit the range. The results will be shown in the "Customer documents" list.
  • Highlight the invoice document you would like to credit and press [Select].
  • Press [Next >] to move to the "Document Review" tab.
  • If required, you can select which jobs from the invoice document you want to credit.
  • You can also check and amend the "Document date" here.
  • Once you are ready, press [Produce] to print the credit.
  • If you are happy with the result, click [Accept] to confirm and file the credit.
  • Once a job has been credited this way, you are able to amend it and invoice it again.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
transport, haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs
Tags

TI02

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Credit_a_Logistics_Job%3F&oldid=39458"