Difference between revisions of "How do I Assign a Logistics Contract?"
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=== Assign a Contract === | === Assign a Contract === | ||
| − | Create or edit a job following [[ | + | Create or edit a job following [[How do I create a logistics job?|this]] article. |
* After entering the {{DataPrompt|Quantity}} for the job, press {{KeyPress|F4}} to Assign a Contract. | * After entering the {{DataPrompt|Quantity}} for the job, press {{KeyPress|F4}} to Assign a Contract. | ||
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=== Allocate to an Existing Contract === | === Allocate to an Existing Contract === | ||
| − | To allocate a job to an existing contract, create or edit a job following [[ | + | To allocate a job to an existing contract, create or edit a job following [[How do I create a logistics job?|this]] article. |
* After entering the {{DataPrompt|Quantity}} for the job, press {{KeyPress|F4}} to Assign a Contract. | * After entering the {{DataPrompt|Quantity}} for the job, press {{KeyPress|F4}} to Assign a Contract. | ||
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If you make an error or circumstances change, you may wish to remove a job from a contract. | If you make an error or circumstances change, you may wish to remove a job from a contract. | ||
| − | * Edit the job following [[ | + | * Edit the job following [[How do I create a logistics job?#Saving the Ticket|this]] article. |
* Press {{KeyPress|F4}}. Available contracts will be listed. The contract to which this job is allocated will be highlighted. | * Press {{KeyPress|F4}}. Available contracts will be listed. The contract to which this job is allocated will be highlighted. | ||
* Press {{KeyPress|S-F2}}. | * Press {{KeyPress|S-F2}}. | ||
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== See also == | == See also == | ||
| − | * [[ | + | * [[How do I create a logistics job?]] |
* [[Customising the Planning View in Logistics Management]] | * [[Customising the Planning View in Logistics Management]] | ||
{{KB_Tags|contract, allocate contract, remove contract}} | {{KB_Tags|contract, allocate contract, remove contract}} | ||
{{Guide}}{{KB_TI}} | {{Guide}}{{KB_TI}} | ||
Revision as of 06:28, 15 January 2019
Contents
Summary
This article explains how to assign a contract to a Logistics Job.
More Information
A contract can be assigned to a single job or multiple jobs.
Assign a Contract
Create or edit a job following this article.
- After entering the "Quantity" for the job, press <F4> to Assign a Contract.
- Enter a "Contract" number or reference.
- Enter the total "Quantity" for which this contract is being created.
- If applicable, enter the date by which the contract should be completed.
- If you need to enter any more information, use the 5 lines of "Description".
- Press <Esc> and [Accept].
- Press <F2> to assign the current job to the contract.
- Press <Esc>.
- Complete the job then press <Esc> and [Accept] the job.
Allocate to an Existing Contract
To allocate a job to an existing contract, create or edit a job following this article.
- After entering the "Quantity" for the job, press <F4> to Assign a Contract.
- Available contracts will be listed. Highlight the relevant contract and press <F2>.
- The job quantity will be deducted from the "Unallocated" balance.
- Press <Esc>.
- Complete the job then press <Esc> and [Accept] the job.
Remove an Allocation
If you make an error or circumstances change, you may wish to remove a job from a contract.
- Edit the job following this article.
- Press <F4>. Available contracts will be listed. The contract to which this job is allocated will be highlighted.
- Press <Shift+F2>.
- Press <Esc> to exit the job.
Amend Planning Screen
If you wish to see which jobs are assigned to a contract, you may add the 'Contract' column to your planning view.
- Follow this article to add field '22 - Contract' to the Planning screen.
This column will display the 'Contract Reference' against the job. Jobs not assigned to a contract will display the letter 'N'.
See also
