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 rather than invoice all jobs of a particular status.
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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 in {{TI}}, but sometimes you need to be more specific and only invoice particular jobs.
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Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
  
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Go to {{Menu|{{TI}}|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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* 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 for whom you wish to produce an invoice.
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* If there are any jobs that you do not want included then for each job:
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* On the {{DataPrompt|Invoice Date :}} enter the {{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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** Click on the list line to highlight the job.
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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.
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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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{{Information|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 pulls up a list of the jobs that fall into the criteria you selected above. It will show the {{DataValue|Date}}, {{DataValue|Job No.}}, {{DataValue|Deliver}} address and {{DataValue|Nett}} price of the jobs.
 
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**To select the jobs to invoice, move the cursor to point at the relevant jobs and press {{KeyPress|F5}} to tag the job or click {{Button|Tag}} at the bottom of the screen. Repeat for all the jobs that you want to invoice.
 
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*Press {{KeyPress|F2}} to produce the invoice when you have tagged all the jobs.
 
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{{Warning|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.}}
 
  
 
== See also ==
 
== See also ==
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* [[How do I Find a Customer?]]
 
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* [[How do I Add/Edit a Job Status?]]
 
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
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* [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]]
 
  
 
{{KB_Tags|Select, Selective, Individual, Particular, Jobs, Produce, Invoice, Logistics}}
 
{{KB_Tags|Select, Selective, Individual, Particular, Jobs, Produce, Invoice, Logistics}}
 
{{Guide}} {{KB_TI}}
 
{{Guide}} {{KB_TI}}
 
{{KB_Ref|TI02}}
 
{{KB_Ref|TI02}}

Revision as of 16:47, 30 October 2017

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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