Difference between revisions of "How do I Set a Delivery Schedule for Logistics Jobs?"

From Catalyst
Jump to: navigation, search
m
Line 1: Line 1:
−
{{Review}}
 
 
== Summary ==
 
== Summary ==
 
This article will explain how to set a Delivery Schedule in {{TI}} jobs.
 
This article will explain how to set a Delivery Schedule in {{TI}} jobs.
  
 
== More Information ==
 
== More Information ==
−
In order to add a delivery schedule to a logistics job you will need to:
 
 
* Go to {{Menu|{{TI}}|Job Planning}}.
 
* Go to {{Menu|{{TI}}|Job Planning}}.
  
 
=== Existing Job ===
 
=== Existing Job ===
−
* Press {{KeyPress|F9}} and fill in the search criteria.
+
For an existing job, you will need to find it first.
 +
* Click {{Button|Advanced}} or press {{KeyPress|F9}} and fill in the search criteria.
 
* Click on {{Button|Search}}. This will list jobs that match the search criteria.
 
* Click on {{Button|Search}}. This will list jobs that match the search criteria.
−
* Click {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to the '''"Job Properties"'''.
+
* Click {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to {{Menu|Job Properties}}.
−
* Under the ''"Job information"'' click on the {{DataPrompt|Deliver:}} field.
+
* Click on the {{DataPrompt|Deliver:}} field.
 
* Click {{Button|Con}} or press {{KeyPress|F5}}.
 
* Click {{Button|Con}} or press {{KeyPress|F5}}.
−
* A pop up screen with ''"Contact properties: Deliver"'' will appear, it will be here where you schedule the job.
+
* A pop up screen with ''"Contact properties: Deliver"'' will appear, and from here you can schedule the job.
−
** Against {{DataPrompt|Arranged date:}} enter the {{DataValue|date}} for the delivery. ''(i.e. DD/MM/CCYY)''.
+
** Against {{DataPrompt|Arranged date:}}, enter the {{DataValue|date}} for the delivery. ''(i.e. DD/MM/CCYY)''.
−
** Against {{DataPrompt|Arranged time:}} enter the {{DataValue|time}} for the delivery. ''(i.e. hh:mm)''.
+
** Against {{DataPrompt|Arranged time:}}, enter the {{DataValue|time}} for the delivery. ''(i.e. hh:mm)''.
 
* Click {{Button|Close}}.
 
* Click {{Button|Close}}.
 
* Press {{KeyPress|Esc}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
 
* Press {{KeyPress|Esc}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
Line 22: Line 21:
  
 
=== New Job ===
 
=== New Job ===
−
* Press {{KeyPress|F6}}. This will take you to the ''"Job Properties"'' screen.
+
To set the Delivery Schedule for a new job, obviously you will need to create it first in the usual way:
 +
 
 +
* Press {{KeyPress|F6}}. This will take you to the {{Menu|Job Properties}} screen.
 
* Add the relevant information to the logistics job, i.e. [[Do I have to remember all these Account Codes?|Customer]], Job No., Order No., Rate, Quantity, Collection and Delivery details.
 
* Add the relevant information to the logistics job, i.e. [[Do I have to remember all these Account Codes?|Customer]], Job No., Order No., Rate, Quantity, Collection and Delivery details.
−
* Under the ''"Job information"'' click on the {{DataPrompt|Deliver:}} field.
+
* As you create the new job, you can follow the same procedure as for an existing job from the {{DataPrompt|Deliver:}} field option above onwards.
−
* Click {{Button|Con}} or press {{KeyPress|F5}}.
 
−
* A pop up screen with ''"Contact properties: Deliver"'' will appear, it will be here where you schedule the job.
 
−
** Against {{DataPrompt|Arranged date:}} enter the {{DataValue|date}} for the delivery. ''(i.e. DD/MM/CCYY)''.
 
−
** Against {{DataPrompt|Arranged time:}} enter the {{DataValue|time}} for the delivery. ''(i.e. hh:mm)''.
 
−
* Click {{Button|Close}}.
 
−
* Press {{KeyPress|Esc}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
 
−
 
 
−
{{Tip|text=Also in the ''"Contact Properties"'' you can enter a {{DataPrompt|Contact:}}, {{DataPrompt|Phone:}}, {{DataPrompt|Opening time:}} and {{DataPrompt|Closing time:}}. It is also possible to enter all the same details for a Collection Contact.}}
 
  
 
== See also ==
 
== See also ==

Revision as of 11:14, 3 September 2014

Summary

This article will explain how to set a Delivery Schedule in Logistics Management jobs.

More Information

Existing Job

For an existing job, you will need to find it first.

  • Click [Advanced] or press <F9> and fill in the search criteria.
  • Click on [Search]. This will list jobs that match the search criteria.
  • Click [Edit] or press <F5> against the relevant job. This will take you to " Job Properties".
  • Click on the "Deliver:" field.
  • Click [Con] or press <F5>.
  • A pop up screen with "Contact properties: Deliver" will appear, and from here you can schedule the job.
    • Against "Arranged date:", enter the 'date' for the delivery. (i.e. DD/MM/CCYY).
    • Against "Arranged time:", enter the 'time' for the delivery. (i.e. hh:mm).
  • Click [Close].
  • Press <Esc> or click [Done], then click [Accept] to save the changes.
Also in the "Contact Properties" you can enter a "Contact:", "Phone:", "Opening time:" and "Closing time:". It is also possible to enter all the same details for a Collection Contact.

New Job

To set the Delivery Schedule for a new job, obviously you will need to create it first in the usual way:

  • Press <F6>. This will take you to the " Job Properties" screen.
  • Add the relevant information to the logistics job, i.e. Customer, Job No., Order No., Rate, Quantity, Collection and Delivery details.
  • As you create the new job, you can follow the same procedure as for an existing job from the "Deliver:" field option above onwards.

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
Add, Assign, Set, Collection, Delivery, Schedule, Scheduling, Date, Time, Logistic, logistics, Job, Jobs, Contact, Phone, Opening, Closing, Times
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Set_a_Delivery_Schedule_for_Logistics_Jobs%3F&oldid=21723"