Difference between revisions of "How do I Assign a Logistics Contract?"

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{{Review}}
 
 
 
== Summary ==
 
== Summary ==
This article explains how to assign a contract to a Logistics Job.  
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This article explains how to assign a contract to a Logistics Job.
  
== More Information ==  
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== More Information ==
A contract can be assigned to a single job or multiple jobs.  
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A contract can be assigned to a single job or multiple jobs.
  
 
=== Assign a Contract ===
 
=== Assign a Contract ===
Create or edit a job following [[Entering Logistics Management Jobs|this]] article.  
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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.
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* 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}}.
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* If you need to enter any more information, use the 5 lines of {{DataPrompt|Description}}.
* Press {{KeyPress|Esc}} and {{Button|Accept}}.
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* 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|Esc}}.
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* Press {{KeyPress|ESC}}.
* Complete the job then press {{KeyPress|Esc}} and {{Button|Accept}} the job.
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* 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 [[Entering Logistics Management Jobs|this]] article.  
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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|Esc}}.
+
* Press {{KeyPress|ESC}}.
* Complete the job then press {{KeyPress|Esc}} and {{Button|Accept}} the job.
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* 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.
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If you make an error or circumstances change, you may wish to remove a job from a contract.
  
* Edit the job following [[Entering Logistics Management Jobs#Saving the Ticket|this]] article.  
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* 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 to will be highlighted.
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* 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|Esc}} to exit the job.
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* 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.  
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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 planning screen.
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* 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}}.  
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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 ==
* [[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
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* [[Customising the Planning View in Logistics Management]]
  
 
{{KB_Tags|contract, allocate contract, remove contract}}
 
{{KB_Tags|contract, allocate contract, remove contract}}
{{Guide}} {{KB_TI}}
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{{How}}{{Guide}}{{KB_TI}}

Latest revision as of 05:30, 19 June 2019

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


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Keywords AND Misspellings
contract, allocate contract, remove contract