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

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== Summary ==
 
== Summary ==
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This article will explain how to credit a Logistics Job.
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This article will explain how to credit a {{TI}} Job.
  
 
== More Information ==
 
== More Information ==
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=== Creating Logistics Jobs to be Credited ===
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Go to {{Menu|{{TI}}|Invoice & Credit Production}}.
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Go to {{Menu|{{TI}}|Job Planning}}
 
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* Click {{Button|Add}}.
 
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* [[Entering Logistics Management Jobs|Create]] the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
 
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* You may want to set a specific status for these jobs to be credited so that you can print them easily on their own document.
 
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* Once all the information is entered, have a final check to make sure this is correct.
 
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* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
 
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* Exit out back to the {{TI}} Main Menu.
 
  
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=== Completing the Credit ===
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* At {{DataPrompt|Document type:}}, choose {{DataValue|Credit}}.
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To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}.
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* To help find the invoice document that you want to credit:
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* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
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** If you know the date that the invoice was produced, enter that date into {{DataPrompt|From date:}} and {{DataPrompt|To:}}.
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* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the  {{KeyPress|Down}} to choose the credit job that you have just created. If you have used a specific {{DataPrompt|Status}} for the jobs to be credited, enter it in the {{DataPrompt|Status}} field, and then press {{KeyPress|F5}} and only these jobs will be shown.
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** If you know the invoice number, enter it into {{DataPrompt|From invoice:}} and {{DataPrompt|To:}}.
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** If you know the ticket number, enter it into {{DataPrompt|From ticket:}} and {{DataPrompt|To:}}.
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{{Note|iconsize=small|text=The Logistics jobs should be the only ones shown with a negative {{DataPrompt|Nett}} amount.}}
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* Press {{Button|Search}} to find invoice documents that fit the range. The results will be shown in the {{DataPrompt|Customer documents}} list.
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* Highlight the invoice document you would like to credit and press {{Button|Select}}.
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*Press {{KeyPress|F5}} or click {{Button|Tag}} to select the job.
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* Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab.
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*Press {{KeyPress|F2}}. The system will ask ''"Do you want to print Tagged or Un-tagged jobs?"''. Click {{Button|Tagged}}.
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* If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs from the invoice document you want to credit]].
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* This will print the credit, check the printout and make sure that you are happy with the document.
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* You can also check and amend the {{DataPrompt|Document date}} here.
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* Click the {{Button|Accept}} button to complete the credit.
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* Once you are ready, press {{Button|Produce}} to print the credit.
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* If you are happy with the result, click {{Button|Accept}} to confirm and file the credit.
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* Once a job has been credited this way, you are able to amend it and invoice it again.
  
 
== See also ==
 
== See also ==
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* [[:Category:Getting Started|Getting Started]]
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* [[How do I create a logistics job?]]
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* [[Getting Started - Logistics Management]]
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* [[How can I Select which Logistics Jobs to Invoice?]]
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
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* [[How do I Find a Customer?]]
 
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* [[Entering Logistics Management Jobs]]
 
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* [[How do I Create a New Driver?]]
 
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* [[How do I Create a New Status?]]
 
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* [[How do I Create a New Trailer?]]
 
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* [[How do I Create a New Vehicle?]]
 
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* [[How do I Find a Driver, Vehicle or Trailer?]]
 
  
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{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}} {{FAQ}}
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{{KB_Tags|transport, haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs, crediting jobs}}
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{{KB_Ref|SXPTI02}}
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{{FAQ}}{{How}}{{KB_TI}}
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{{KB_Ref|TI02}}

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


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Keywords AND Misspellings
transport, haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs, crediting jobs
Tags

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