Difference between revisions of "How do I Add Post Delivery Notes?"
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Tim Laundon (talk | contribs) (Created page with "{{Incomplete}} == Summary == The following article shows how you can add post delivery notes to a completed logistics job to show whether it was delivered satisfactorily or not, ...") |
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== Summary == | == Summary == | ||
| − | The following article shows how you can add post delivery notes to a completed logistics job to show whether | + | The following article shows how you can add post delivery notes to a completed logistics job to show whether the load was delivered satisfactorily or not, or just to leave any applicable comments. |
== More Information == | == More Information == | ||
In {{TI}}, you have the option, once a job has been completed, to record against that job, any applicable post delivery information. | In {{TI}}, you have the option, once a job has been completed, to record against that job, any applicable post delivery information. | ||
Go to {{Menu|{{TI}} Management|Job Planning}}. | Go to {{Menu|{{TI}} Management|Job Planning}}. | ||
| + | * Press {{KeyPress|F9}} to bring up the advanced search box. | ||
| + | * In the {{DataPrompt|Job}} field, enter in the job number you wish to search on. | ||
| + | {{Tip|If the job has already been invoiced, ensure you set the {{DataPrompt|Invoice:}} drop to not filter on invoice.}} | ||
| + | * Press {{KeyPress|F5}} to edit the job. | ||
| + | * Select the {{Tab|Post Delivery}} tab. | ||
| + | * In the {{DataPrompt|Job Satisfactory?}} drop-down, select where appropriate if the outcome of the delivery was satisfactory or not. | ||
| + | * In the {{DataPrompt|Problems:}} field(s), enter in an appropriate problem code if know, or press {{KeyPress|Ctrl-F1}} to search for one. | ||
| + | * In the {{DataPrompt|Notes:}} field, enter in any applicable post delivery notes. | ||
| + | * Click on {{KeyPress|Done}} and {{KeyPress|Accept}} to save the changes. | ||
| + | |||
| + | == See also == | ||
| + | * [[Entering Logistics Management Jobs]] | ||
| + | * [[Viewing Current Haulage Jobs]] | ||
| + | * [[Scanning and Importing PODs into Platinum]] | ||
| + | |||
| + | {{KB_Tags|happy, un-happy, complaint, complaining, job, ticket, POD}} | ||
| + | {{KB_TI}} | ||
Revision as of 13:51, 23 October 2013
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article shows how you can add post delivery notes to a completed logistics job to show whether the load was delivered satisfactorily or not, or just to leave any applicable comments.
More Information
In Logistics Management, you have the option, once a job has been completed, to record against that job, any applicable post delivery information. Go to " Logistics Management Management Job Planning".
- Press <F9> to bring up the advanced search box.
- In the "Job" field, enter in the job number you wish to search on.
 | If the job has already been invoiced, ensure you set the "Invoice:" drop to not filter on invoice. |
- Press <F5> to edit the job.
- Select the [Post Delivery] tab.
- In the "Job Satisfactory?" drop-down, select where appropriate if the outcome of the delivery was satisfactory or not.
- In the "Problems:" field(s), enter in an appropriate problem code if know, or press <Ctrl-F1> to search for one.
- In the "Notes:" field, enter in any applicable post delivery notes.
- Click on <Done> and <Accept> to save the changes.
See also
- Entering Logistics Management Jobs
- Viewing Current Haulage Jobs
- Scanning and Importing PODs into Platinum
