How do I Assign a Logistics Contract?

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Summary

This article explains how to assign a contract to a Logistics Job.

More Information

A contract can be assigned to a single job or multiple jobs.

Assign a Contract

Create or edit a job following this article.

  • After entering the "Quantity" for the job, press <F4> to Assign a Contract.
  • Enter a "Contract" number or reference.
  • Enter the total "Quantity" for which this contract is being created.
  • If applicable, enter the date by which the contract should be completed.
  • If you need to enter any more information, use the 5 lines of "Description".
  • Press <Esc> and [Accept].
  • Press <F2> to assign the current job to the contract.
  • Press <Esc>.
  • Complete the job then press <Esc> and [Accept] the job.

Allocate to an Existing Contract

To allocate a job to an existing contract, create or edit a job following this article.

  • After entering the "Quantity" for the job, press <F4> to Assign a Contract.
  • Available contracts will be listed. Highlight the relevant contract and press <F2>.
  • The job quantity will be deducted from the "Unallocated" balance.
  • Press <Esc>.
  • Complete the job then press <Esc> and [Accept] the job.

Remove an Allocation

If you make an error or circumstances change, you may wish to remove a job from a contract.

  • Edit the job following this article.
  • Press <F4>. Available contracts will be listed. The contract to which this job is allocated will be highlighted.
  • Press <Shift+F2>.
  • Press <Esc> to exit the job.

Amend Planning Screen

If you wish to see which jobs are assigned to a contract, you may add the 'Contract' column to your planning view.

  • Follow this article to add field '22 - Contract' to the Planning screen.

This column will display the 'Contract Reference' against the job. Jobs not assigned to a contract will display the letter 'N'.

See also


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Keywords AND Misspellings
contract, allocate contract, remove contract