Difference between revisions of "How do I create a logistics job?"
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== Summary == | == Summary == | ||
| Line 6: | Line 6: | ||
== Additional Information == | == Additional Information == | ||
Go into "Logistics Management" -> "Job Data Entry" -> "Add Job Records". | Go into "Logistics Management" -> "Job Data Entry" -> "Add Job Records". | ||
| − | * Enter the required {{DataPrompt|Account | + | *Enter the required Account code in the {{DataPrompt|Account}} Field. |
| − | {{Note| | + | *Check the Ticket number that appears is valid. |
| − | * Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket. | + | {{Note|title=PLEASE NOTE|text=A ticket number will be created automatically.}} |
| + | *In the {{DataPrompt|Remarks}} field, Enter any description required related to the job the the Field e.g. What is being delivered (Fruit & Veg). | ||
| + | *In the {{DataPrompt|To}} field, Enter where the delivery is going. | ||
| + | *In the {{DataPrompt|To}} field, Enter where the delivery is coming from. | ||
| + | *The {{DataPrompt|Centre}} field will automatically be filled by the default sales centre, this is the accounts centre that the work with be charged to. This can be changed if required. | ||
| + | *In the {{DataPrompt|Quantity}} Field enter the amount of multiples of the rate you wish to charge for the job e.g. if you wish to charge £100, a rate of 25 multiplied by 4 you would enter 4.00 here and have 25.00 in the rate. | ||
| + | *In the {{DataPrompt|Rate}} field enter the rate charged for this job | ||
| + | *The {{DataPrompt|Nett}} field shows the nett (before tax) total for the which. This is worked out by multiplying the rate by the quantity | ||
| + | *In the {{DataPrompt|Driver}} field, Enter the code related to the driver. | ||
| + | *In the {{DataPrompt|Vehicle}} field, Enter the code related to the vehicle. | ||
| + | *In the {{DataPrompt|Trailer}} field, Enter the code related to the trailer. | ||
| + | *The {{DataPrompt|Status}} field is used to denote the progress of the job e.g.RTI Ready to Invoice. A colour can be connected to the ticket status to allow for easier viewing of progress of jobs on the Planning screen. | ||
| + | *The {{DataPrompt|Analysis}} allows you to enter one of three 1 character codes to allow for more reporting breakdown on tickets if required. | ||
| + | |||
| + | {{Tip|title=Tip|text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}} | ||
== See also == | == See also == | ||
Revision as of 14:50, 9 April 2009
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article helps you create a ticket in the Logistics Management.
Additional Information
Go into "Logistics Management" -> "Job Data Entry" -> "Add Job Records".
- Enter the required Account code in the "Account" Field.
- Check the Ticket number that appears is valid.
 | PLEASE NOTE: A ticket number will be created automatically. |
- In the "Remarks" field, Enter any description required related to the job the the Field e.g. What is being delivered (Fruit & Veg).
- In the "To" field, Enter where the delivery is going.
- In the "To" field, Enter where the delivery is coming from.
- The "Centre" field will automatically be filled by the default sales centre, this is the accounts centre that the work with be charged to. This can be changed if required.
- In the "Quantity" Field enter the amount of multiples of the rate you wish to charge for the job e.g. if you wish to charge £100, a rate of 25 multiplied by 4 you would enter 4.00 here and have 25.00 in the rate.
- In the "Rate" field enter the rate charged for this job
- The "Nett" field shows the nett (before tax) total for the which. This is worked out by multiplying the rate by the quantity
- In the "Driver" field, Enter the code related to the driver.
- In the "Vehicle" field, Enter the code related to the vehicle.
- In the "Trailer" field, Enter the code related to the trailer.
- The "Status" field is used to denote the progress of the job e.g.RTI Ready to Invoice. A colour can be connected to the ticket status to allow for easier viewing of progress of jobs on the Planning screen.
- The "Analysis" allows you to enter one of three 1 character codes to allow for more reporting breakdown on tickets if required.
 | Tip: Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket. |
See also
