Difference between revisions of "How do I Credit a Logistics Job?"
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== More Information == | == More Information == | ||
| − | You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]]. | + | You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]]. |
| + | |||
| + | * See [[Entering Logistics Management Jobs]] for details on creating a job. | ||
=== Create a Logistics Job to be Credited === | === Create a Logistics Job to be Credited === | ||
| − | + | Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}. | |
* Ideally [[Entering Logistics Management Jobs|create]] the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount. | * Ideally [[Entering Logistics Management Jobs|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. | * Once all the information is entered, have a final check to make sure this is correct. | ||
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=== Completing the Credit === | === Completing the Credit === | ||
| − | + | To credit your job, go to {{Menu|{{TI}}|Invoice Production}}. | |
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer. | * At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer. | ||
* Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Arrow Key down (↓)}} to Logistics Job that you have just created. | * Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Arrow Key down (↓)}} to Logistics Job that you have just created. | ||
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*[[How do I Find a Driver, Vehicle or Trailer?]] | *[[How do I Find a Driver, Vehicle or Trailer?]] | ||
| − | {{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}} | + | {{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}}{{KB_TI}} |
| − | {{KB_TI | ||
Revision as of 11:02, 25 July 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
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 will print the credit, check the printout and once you are happy with the document.
- A pop-up will appearing asking "Do you want to accept, ignore or reprint the document?" click the [Accept] button to complete the credit.
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?
