Difference between revisions of "How do I Assign a Logistics Contract?"
From Catalyst
Katy Kitchen (talk | contribs) |
(Bulk update) |
||
| (5 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
| − | This article explains how to assign a contract to a Logistics Job. | + | This article explains how to assign a contract to a Logistics Job. |
| − | == More Information == | + | == More Information == |
| − | A contract can be assigned to a single job or multiple jobs. | + | A contract can be assigned to a single job or multiple jobs. |
=== 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. |
* Enter a {{DataPrompt|Contract}} number or reference. | * Enter a {{DataPrompt|Contract}} number or reference. | ||
* Enter the total {{DataPrompt|Quantity}} for which this contract is being created. | * Enter the total {{DataPrompt|Quantity}} for which this contract is being created. | ||
* If applicable, enter the date by which the contract should be completed. | * 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 {{DataPrompt|Description}}. | + | * If you need to enter any more information, use the 5 lines of {{DataPrompt|Description}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}}. |
* Press {{KeyPress|F2}} to assign the current job to the contract. | * Press {{KeyPress|F2}} to assign the current job to the contract. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. |
| − | * Complete the job then press {{KeyPress| | + | * Complete the job then press {{KeyPress|ESC}} and {{Button|Accept}} the job. |
| − | |||
=== 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. |
* Available contracts will be listed. Highlight the relevant contract and press {{KeyPress|F2}}. | * Available contracts will be listed. Highlight the relevant contract and press {{KeyPress|F2}}. | ||
* The job quantity will be deducted from the {{DataPrompt|Unallocated}} balance. | * The job quantity will be deducted from the {{DataPrompt|Unallocated}} balance. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. |
| − | * Complete the job then press {{KeyPress| | + | * Complete the job then press {{KeyPress|ESC}} and {{Button|Accept}} the job. |
=== Remove an Allocation === | === Remove an Allocation === | ||
| − | 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 this job is allocated | + | * 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}}. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} to exit the job. |
== Amend Planning Screen == | == Amend Planning Screen == | ||
| − | If you wish to see which jobs are assigned to a contract you may add the {{DataValue|Contract}} column to your planning view. | + | If you wish to see which jobs are assigned to a contract, you may add the {{DataValue|Contract}} column to your planning view. |
| − | * Follow [[Customising the Planning View in Logistics Management|this]] article to add field {{DataValue|22 - Contract}} to the | + | * Follow [[Customising the Planning View in Logistics Management|this]] article to add field {{DataValue|22 - Contract}} to the Planning screen. |
| − | This column will display the {{DataValue|Contract Reference}} against the job. Jobs not assigned to a contract will display the letter {{DataValue|N}}. | + | This column will display the {{DataValue|Contract Reference}} against the job. Jobs not assigned to a contract will display the letter {{DataValue|N}}. |
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I create a logistics job?]] |
| + | * [[Customising the Planning View in Logistics Management]] | ||
{{KB_Tags|contract, allocate contract, remove contract}} | {{KB_Tags|contract, allocate contract, remove contract}} | ||
| − | {{Guide}} {{KB_TI}} | + | {{How}}{{Guide}}{{KB_TI}} |
Latest revision as of 05:30, 19 June 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
