Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"
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== More Information == | == More Information == | ||
Go to {{Menu|{{TI}}|Invoice Production}}. | Go to {{Menu|{{TI}}|Invoice Production}}. | ||
| − | * {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I | + | * {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I find a customer?|customer]]}} you want to invoice. |
* {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. | * {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. | ||
| − | * {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I | + | * {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I add or edit a logistics job status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.'' |
* Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}. | * Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}. | ||
* On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | * On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | ||
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== See also == | == See also == | ||
| − | *[[How do I | + | *[[How do I find a customer?]] |
*[[Platinum Dates]] | *[[Platinum Dates]] | ||
*[[Entering Logistics Management Jobs]] | *[[Entering Logistics Management Jobs]] | ||
Revision as of 06:29, 8 January 2019
Summary
This article will explain how to add a fuel surcharge to a Logistics Management Invoice.
More Information
Go to " Logistics Management Invoice Production".
- "Account :" Enter the 'customer' you want to invoice.
- "Invoice Date :" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
- "Job Status :" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
- Set the "Discount Type :" to 'B'.
- On "Discount %", enter the fuel surcharge 'percentage' that you want as a negative figure.
 | Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added. |
- Now invoice out the Jobs in the usual fashion.
See also
- How do I find a customer?
- Platinum Dates
- Entering Logistics Management Jobs
- Invoicing Logistics Jobs
