Difference between revisions of "How do I Credit a Logistics Job?"
From Catalyst
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=== Completing the Credit === | === Completing the Credit === | ||
To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}. | To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}. | ||
| − | * At {{DataPrompt|Customer:}} type in the customer's | + | * At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. |
* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the {{KeyPress|Down}} arrow key 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. | * Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the {{KeyPress|Down}} arrow key 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. | ||
Revision as of 16:32, 9 August 2011
Contents
Summary
This article will explain how to credit a Logistics Job.
More Information
Creating Logistics Jobs to be Credited
Go to " Logistics Management Job Planning" and click [Add].
- Create the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
- 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.
- 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 print the credit note for 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> - Select Invoice Items and then use the <Down Arrow> arrow key to choose the credit job that you have just created. If you have used a specific "Status" for the jobs to be credited, enter it in the "Status" field, and then press <F5> and only these jobs will be shown.
 | The Logistics jobs should be the only ones shown with a negative "Nett" amount. |
- Press <F5> or click [Tag] to select the job.
- Press <F2>. The system will ask "Do you want to print Tagged or Un-tagged jobs?". Click [Tagged].
- This will print the credit, check the printout and make sure that you are happy with 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?
