Difference between revisions of "Viewing current logistics jobs"

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(New page: {{Review}} == Summary == The following article explains how to see an list of all current jobs within a date. == More Information == Go into {{Menu|Logistics Management|Job Planning}}. *...)
 
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{{Review}}
 
 
 
== Summary ==
 
== Summary ==
The following article explains how to see an list of all current jobs within a date.
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The following article explains how to see all current jobs in a date range.
  
 
== More Information ==
 
== More Information ==
Go into {{Menu|Logistics Management|Job Planning}}.
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Go into {{Menu|{{TI}}|Job Planning}}.
*The date at the top of the screen will default to today, this can be reset if required.
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*The dates at the top of the screen default to today.
*Press {{KeyPress|Enter}} the select the required dates.
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*Select the dates that you want to see.
{{Tip|iconsize=small|title=Tip|text=If you know the ticket number or account you require you can enter it in the {{DataPrompt|Filter on}} field.}}
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*You can also use the {{Button|>}} to advance a day, a week or a month retrospectively. You can also apply the {{Button|<}} to do the same but it goes backwards in dates.
*This will show a list of all current un-invoiced jobs for the range entered.
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{{Tip|iconsize=small|title=Tip|text=You can use the {{DataPrompt|Advanced}} Box to restrict the display for other fields. E.g. By driver, Invoiced jobs and if the jobs have no scanned images attached.}}
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{{Tip|text=If you know the ticket number or account you require, enter it in the {{DataPrompt|Filter on}} field.}}
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*This will show a list of all current '''''un-invoiced jobs''''' for the range entered.
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=== Advanced Search ===
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Click the {{Button|Advanced}} button to change the range of tickets to view, e.g. by driver, customer, job status etc.
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=== Invoiced Jobs ===
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To view previously invoiced jobs, click {{Button|Advanced}}.
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* At {{DataPrompt|Invoice}} click the drop down menu and select {{DataValue|Show all Invoiced Jobs}}. Alternatively select {{DataValue|Don't filter on Invoice}} to view both current and invoiced jobs.
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=== Image Search ===
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To filter by attached image, click {{Button|Advanced}}.
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* At {{DataPrompt|Image}} click the drop down menu and select  either {{DataValue|Show all jobs with an attached image}} or {{DataValue|Show all jobs with no attached image}}. Alternatively select {{DataValue|Don't filter on Image}} to view all jobs.
  
 
== See also ==
 
== See also ==
*[[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
*[[Invoicing Haulage Jobs]]
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* [[Invoicing Logistics Jobs]]
*[[Scanning and Importing PODs into Platinum]]
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* [[Scanning and Importing PODs into Platinum]]
  
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, jobs, Planning}}
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{{KB_Tags|transport, haulage, logistics, jobs, planning, job search, invoiced jobs, completed jobs, invoiced, current, ticket}}
{{KB_VS}} {{FAQ}} {{ZN_Admin}}
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{{Guide}}{{Hint}}{{KB_TI}}{{ZN_Admin}}

Latest revision as of 14:26, 21 February 2024

Summary

The following article explains how to see all current jobs in a date range.

More Information

Go into " Logistics Management Job Planning".

  • The dates at the top of the screen default to today.
  • Select the dates that you want to see.
  • You can also use the [>] to advance a day, a week or a month retrospectively. You can also apply the [<] to do the same but it goes backwards in dates.
If you know the ticket number or account you require, enter it in the "Filter on" field.
  • This will show a list of all current un-invoiced jobs for the range entered.

Advanced Search

Click the [Advanced] button to change the range of tickets to view, e.g. by driver, customer, job status etc.

Invoiced Jobs

To view previously invoiced jobs, click [Advanced].

  • At "Invoice" click the drop down menu and select 'Show all Invoiced Jobs'. Alternatively select 'Don't filter on Invoice' to view both current and invoiced jobs.

Image Search

To filter by attached image, click [Advanced].

  • At "Image" click the drop down menu and select either 'Show all jobs with an attached image' or 'Show all jobs with no attached image'. Alternatively select 'Don't filter on Image' to view all jobs.

See also


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Keywords AND Misspellings
transport, haulage, logistics, jobs, planning, job search, invoiced jobs, completed jobs, invoiced, current, ticket