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

Revision as of 15:53, 11 October 2013

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

Go to " Logistics Management Job Planning"

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.

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> 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.

@@ Line 24: / Line 24: @@
 * Click the {{Button|Accept}} button to complete the credit.
-== See also ==
+== See Also ==
 * [[Entering Logistics Management Jobs]]
 * [[Invoicing Logistics Jobs]]
 * [[How do I Find a Customer?]]
 * [[How do I Find a Driver, Vehicle or Trailer?]]
-* [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]]
-* [[How do I Include Specific Tickets on an Invoice?]]
 * [[How do I Print a Ticket?]]