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

From Catalyst
Jump to: navigation, search
Line 28: Line 28:
 
== See also ==
 
== See also ==
 
*[[Invoicing Logistics Jobs]]
 
*[[Invoicing Logistics Jobs]]
*[[[[How do I Find a Customer?]]
+
*[[How do I Find a Customer?]]
 
*[[Entering Logistics Management Jobs]]
 
*[[Entering Logistics Management Jobs]]
 
*[[How do I Create a New Driver?]]
 
*[[How do I Create a New Driver?]]

Revision as of 15:56, 22 July 2011

Summary

This article will guide you through crediting a Logistics Job.

More Information

You will need to set-up the job in the same fashion as you would a job to be invoiced. See Entering Logistics Management Jobs for details on creating a job.

Create a Logistics Job to be Credited

  • Go to " Logistics Management Job Planning" and click [Add].
  • Ideally create the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
  • 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 credit 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> to "Select Invoice Items" <Arrow Key down (↓)> to Logistics Job that you have just created.
The Logistic job should be the only one there with a negative "Nett" amount.
  • Press <F5> or click {{Button|Tag]] to select the job.
  • Press <F2> and a pop up will appear asking "Do you want to print Tagged or Un-tagged jobs?" click [Tagged].
  • This will print the credit, check the printout and once you are happy with the document.
  • A pop-up will appearing asking "Do you want to accept, ignore or reprint the document?" click the [Accept] button to complete the credit.

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