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

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(34 intermediate revisions by 7 users not shown)
Line 1: Line 1:
−
{{Review}}
 
−
 
 
== Summary ==
 
== Summary ==
−
This article will guide you through crediting a Logistics Job.
+
This article will explain how to credit a {{TI}} Job.
  
 
== More Information ==
 
== More Information ==
−
You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]]. ''See [[Entering Logistics Management Jobs]] for details on creating a job.''
+
Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
  
−
=== Create a Logistics Job to be Credited ===
+
* At {{DataPrompt|Document type:}}, choose {{DataValue|Credit}}.
−
* Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
+
* To help find the invoice document that you want to credit:
−
* Ideally [[Entering Logistics Management Jobs|create]] the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
+
** If you know the date that the invoice was produced, enter that date into {{DataPrompt|From date:}} and {{DataPrompt|To:}}.
−
* Once all the information is entered, have a final check to make sure this is correct.
+
** If you know the invoice number, enter it into {{DataPrompt|From invoice:}} and {{DataPrompt|To:}}.
−
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
+
** If you know the ticket number, enter it into {{DataPrompt|From ticket:}} and {{DataPrompt|To:}}.
−
* Exit out back to the {{TI}} Main Menu.
+
* Press {{Button|Search}} to find invoice documents that fit the range. The results will be shown in the {{DataPrompt|Customer documents}} list.
 +
* Highlight the invoice document you would like to credit and press {{Button|Select}}.
 +
* Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab.
 +
* If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs from the invoice document you want to credit]].
 +
* You can also check and amend the {{DataPrompt|Document date}} here.
 +
* Once you are ready, press {{Button|Produce}} to print the credit.
 +
* If you are happy with the result, click {{Button|Accept}} to confirm and file the credit.
 +
* Once a job has been credited this way, you are able to amend it and invoice it again.
  
−
=== Completing the Credit ===
+
== See also ==
−
* To credit your job, go to {{Menu|{{TI}}|Invoice Production}}.
+
* [[How do I create a logistics job?]]
−
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer.
+
* [[How can I Select which Logistics Jobs to Invoice?]]
−
* Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Arrow Key down (↓)}} to Logistics Job that you have just created.
+
* [[Invoicing Logistics Jobs]]
  
−
{{Note|iconsize=small|text=The Logistic job should be the only one there with a negative {{DataPrompt|Nett}} amount.}}
+
{{KB_Tags|transport, haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs, crediting jobs}}
−
 
+
{{FAQ}}{{How}}{{KB_TI}}
−
*Press {{KeyPress|F5}} or click {{Button|Tag]] to select the job.
 
−
*Press {{KeyPress|F2}} and a pop up will appear asking ''"Do you want to print Tagged or Un-tagged jobs?"'' click {{Button|Tagged}}.
 
−
* This prints the credit. Once this has been checked and you are happy with the result, click {{Button|Accept}} to complete.
 
−
 
 
−
== See also ==
 
−
*[[Invoicing Logistics Jobs]]
 
−
*[[[[How do I Find a Customer?]]
 
−
*[[Entering Logistics Management Jobs]]
 
−
*[[How do I Create a New Driver?]]
 
−
*[[How do I Create a New Status?]]
 
−
*[[How do I Create a New Trailer?]]
 
−
*[[How do I Create a New Vehicle?]]
 
−
*[[How do I Find a Driver, Vehicle or Trailer?]]
 
  
−
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}} 
+
{{KB_Ref|TI02}}
−
{{KB_TI}} {{FAQ}}
 

Latest revision as of 05:30, 15 October 2024

Summary

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

More Information

Go to " Logistics Management Invoice & Credit Production".

  • At "Document type:", choose 'Credit'.
  • To help find the invoice document that you want to credit:
    • If you know the date that the invoice was produced, enter that date into "From date:" and "To:".
    • If you know the invoice number, enter it into "From invoice:" and "To:".
    • If you know the ticket number, enter it into "From ticket:" and "To:".
  • Press [Search] to find invoice documents that fit the range. The results will be shown in the "Customer documents" list.
  • Highlight the invoice document you would like to credit and press [Select].
  • Press [Next >] to move to the "Document Review" tab.
  • If required, you can select which jobs from the invoice document you want to credit.
  • You can also check and amend the "Document date" here.
  • Once you are ready, press [Produce] to print the credit.
  • If you are happy with the result, click [Accept] to confirm and file the credit.
  • Once a job has been credited this way, you are able to amend it and invoice it again.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
transport, haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs, crediting jobs
Tags

TI02

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Credit_a_Logistics_Job%3F&oldid=44512"