How do I Credit a Logistics Job?

Summary

This article will guide you through crediting a Logistics Job.

More Information

You will need to set-up the job in the same fashion as you would a job to be invoiced. See Entering Logistics Management Jobs for details on creating a job.

Create a Logistics Job to be Credited

• Go to " Logistics Management Job Planning" and click [Add].
• Ideally create the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
• Once all the information is entered, have a final check to make sure this is correct.
• Press <Esc> and click [Accept] to save the Job.
• Exit out back to the Logistics Management Main Menu.

Completing the Credit

• To credit your job, go to " Logistics Management Invoice Production".
• At "Customer:" type in the customer's 'account code' if known, or search for the customer.
• Press <F5> to "Select Invoice Items" <Arrow Key down (↓)> to Logistics Job that you have just created.

The Logistic job should be the only one there with a negative "Nett" amount.

• Press <F5> or click {{Button|Tag]] to select the job.
• Press <F2> and a pop up will appear asking "Do you want to print Tagged or Un-tagged jobs?" click [Tagged].
• This prints the credit. Once this has been checked and you are happy with the result, click [Accept] to complete.

See also

• Invoicing Logistics Jobs
• [[How do I Find a Customer?
• Entering Logistics Management Jobs
• How do I Create a New Driver?
• How do I Create a New Status?
• How do I Create a New Trailer?
• How do I Create a New Vehicle?
• How do I Find a Driver, Vehicle or Trailer?

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Keywords AND Misspellings

Transport, Haulage, logistics, delivery, heavy goods, goods, credit