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

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m (→‎Creating a Logistics Job to be Credited)
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== More Information ==
 
== More Information ==
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There are two methods to credit a job.  You may either create a job manually or copy the already invoiced job to save you time.
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Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
  
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=== Creating a Logistics Job to be Credited ===
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* At {{DataPrompt|Document type:}}, choose {{DataValue|Credit}}.
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Go to {{Menu|{{TI}}|Job Planning}}.
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* To help find the invoice document that you want to credit:
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** If you know the date that the invoice was produced, enter that date into {{DataPrompt|From date:}} and {{DataPrompt|To:}}.
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* Click {{Button|Add}}.
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** If you know the invoice number, enter it into {{DataPrompt|From invoice:}} and {{DataPrompt|To:}}.
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* [[Entering Logistics Management Jobs|Create]] the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
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** If you know the ticket number, enter it into {{DataPrompt|From ticket:}} and {{DataPrompt|To:}}.
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* You may want to set a specific status for these jobs to be credited so that you can print them easily on their own document.
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* Press {{Button|Search}} to find invoice documents that fit the range. The results will be shown in the {{DataPrompt|Customer documents}} list.
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* Once all the information is entered, have a final check to make sure this is correct.
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* Highlight the invoice document you would like to credit and press {{Button|Select}}.
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* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
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* Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab.
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* Exit back to the {{TI}} Main Menu.
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* If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs from the invoice document you want to credit]].
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* You can also check and amend the {{DataPrompt|Document date}} here.
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=== Copying an existing Invoiced Job to be Credited ===
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* Once you are ready, press {{Button|Produce}} to print the credit.
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Go to {{Menu|{{TI}}|Job Planning}}.
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* If you are happy with the result, click {{Button|Accept}} to confirm and file the credit.
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* Once a job has been credited this way, you are able to amend it and invoice it again.
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* Click {{Button|Advanced}}.
 
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* Enter the date range to cover the period in which the original job was created.
 
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* In the first box alongside {{DataPrompt|Customers}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
 
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* Select {{DataValue|Don't filter on invoice}} from the {{DataPrompt|Invoice}} drop down menu.
 
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* Click {{Button|Search}}.
 
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* Find the job to copy and click on that line to make sure you copy the correct job.
 
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* Press {{KeyPress|S-F2}}.
 
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* Click {{Button|Copy}}.
 
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* Change the {{DataPrompt|Quantity}} to be a negative figure.  
 
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* Select the {{Tab|Post Delivery}} tab.
 
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* Click into the {{DataPrompt|Notes}} box and click {{Button|Stamp}} to mark the job as {{DataValue|Ready to be Invoiced}}.
 
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* Click {{Button|Done}} and {{Button|Accept}}.
 
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== Completing the Credit ==
 
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To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}.
 
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* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
 
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* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the {{KeyPress|Down}} to choose the credit job that you have just created. If you have used a specific {{DataPrompt|Status}} for the jobs to be credited, enter it in the {{DataPrompt|Status}} field, and then press {{KeyPress|F5}} and only these jobs will be shown.
 
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{{Note|text=The relevant jobs should be the only ones shown with a negative {{DataPrompt|Nett}} amount.}}
 
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*Press {{KeyPress|F5}} or click {{Button|Tag}} to select the job.
 
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*Press {{KeyPress|F2}}. The system will ask ''"Do you want to print Tagged or Un-tagged jobs?"''. Click {{Button|Tagged}}.
 
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* This will print the credit, check the printout and make sure that you are happy with the document.
 
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* Click the {{Button|Accept}} button to complete the credit.
 
  
 
== See also ==
 
== See also ==
 
* [[Entering Logistics Management Jobs]]
 
* [[Entering Logistics Management Jobs]]
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* [[How can I Select which Logistics Jobs to Invoice?]]
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
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* [[How do I Find a Customer?]]
 
  
 
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}
 
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}
 
{{KB_TI}} {{FAQ}}
 
{{KB_TI}} {{FAQ}}
 
{{KB_Ref|TI02}}
 
{{KB_Ref|TI02}}

Revision as of 16:26, 30 October 2017

Summary

This article will explain how to credit a Logistics Management Job.

More Information

Go to " Logistics Management Invoice & Credit Production".

  • At "Document type:", choose 'Credit'.
  • To help find the invoice document that you want to credit:
    • If you know the date that the invoice was produced, enter that date into "From date:" and "To:".
    • If you know the invoice number, enter it into "From invoice:" and "To:".
    • If you know the ticket number, enter it into "From ticket:" and "To:".
  • Press [Search] to find invoice documents that fit the range. The results will be shown in the "Customer documents" list.
  • Highlight the invoice document you would like to credit and press [Select].
  • Press [Next >] to move to the "Document Review" tab.
  • If required, you can select which jobs from the invoice document you want to credit.
  • You can also check and amend the "Document date" here.
  • Once you are ready, press [Produce] to print the credit.
  • If you are happy with the result, click [Accept] to confirm and file the credit.
  • Once a job has been credited this way, you are able to amend it and invoice it again.

See also


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Keywords AND Misspellings
Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs
Tags

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