Difference between revisions of "How do I copy a Logistics job"
From Catalyst
(Created page with "=== Repeated jobs === You may repeat a job after you have created it. For example; when creating a job you may wish to repeat the job for the selected period to save you havin...") |
(→Summary) |
||
| (4 intermediate revisions by one other user not shown) | |||
| Line 1: | Line 1: | ||
| + | == Summary == | ||
| + | The following article explains how to copy or schedule jobs in {{TI}}. | ||
| + | |||
| + | === Copying jobs === | ||
| + | You can copy a job within Logistics and specify how many copies you wish to make. | ||
| + | This will copy the job and place them all on the same date. If you wish to schedule jobs to different dates then please read the "Repeated jobs" section. | ||
| + | |||
| + | * Select the job you wish to copy in the list. | ||
| + | * Press {{Button|Shift-F2}} to bring up the Copy or Repeat Job function. | ||
| + | * Select {{DataValue|Copy}} from the {{DataPrompt|Copy or repeat?}} dropdown. | ||
| + | * Specify how many copies you wish to make and {{DataPrompt|Copy}} | ||
| + | |||
| + | {{Tip|text=Check your settings before clicking {{Button|Done}}. Once the jobs are generated you will have to manually amend or delete each one if you create jobs in error!}} | ||
| + | |||
=== Repeated jobs === | === Repeated jobs === | ||
You may repeat a job after you have created it. For example; when creating a job you may wish to repeat the job for the selected period to save you having to create each day as a separate entry. | You may repeat a job after you have created it. For example; when creating a job you may wish to repeat the job for the selected period to save you having to create each day as a separate entry. | ||
| − | * | + | * Select the job you wish to repeat in the list. |
| − | * | + | * Press {{Button|Shift-F2}} to bring up the Copy or Repeat Job function. |
| − | * Specify how often this | + | * Select {{DataValue|Repeat}} from the {{DataPrompt|Copy or repeat?}} dropdown. |
| − | * Specify the date range for the | + | * Specify how often this job repeats, and the days to apply it to. |
| + | * Specify the date range for the repeated jobs e.g. a single week for a job or a 12 month period if you are creating an entry to appear on the first Monday of every month. | ||
{{Tip|text=Check your settings before clicking {{Button|Done}}. Once the jobs are generated you will have to manually amend or delete each one if you create jobs in error!}} | {{Tip|text=Check your settings before clicking {{Button|Done}}. Once the jobs are generated you will have to manually amend or delete each one if you create jobs in error!}} | ||
* Once the entry is ready to save click {{Button|Done}} and {{Button|Accept}} | * Once the entry is ready to save click {{Button|Done}} and {{Button|Accept}} | ||
| + | |||
| + | == See also == | ||
| + | * [[How do I Setup Multiple Legs?]] | ||
| + | * [[How do I Change the Details on a Load?]] | ||
| + | * [[How do I add multiple drivers to a job?]] | ||
| + | * [[How do I Add a Sub Contractor to a Logistics Job?]] | ||
| + | * [[Scanning and Importing PODs into Platinum]] | ||
| + | * [[How do I Add Post Delivery Notes?]] | ||
| + | * [[Invoicing Logistics Jobs]] | ||
| + | * [[How do I Delete a Logistics Job?]] | ||
| + | |||
| + | {{KB_Tags|ticket, tickets, job, jobs, creation, create, creating, copy, schedule, repeat}} | ||
| + | {{How}}{{Guide}}{{KB_TI}} | ||
| + | |||
| + | {{KB_Ref|TI87. TI12}} | ||
Latest revision as of 13:52, 23 February 2024
Summary
The following article explains how to copy or schedule jobs in Logistics Management.
Copying jobs
You can copy a job within Logistics and specify how many copies you wish to make. This will copy the job and place them all on the same date. If you wish to schedule jobs to different dates then please read the "Repeated jobs" section.
- Select the job you wish to copy in the list.
- Press [Shift-F2] to bring up the Copy or Repeat Job function.
- Select 'Copy' from the "Copy or repeat?" dropdown.
- Specify how many copies you wish to make and "Copy"
 | Check your settings before clicking [Done]. Once the jobs are generated you will have to manually amend or delete each one if you create jobs in error! |
Repeated jobs
You may repeat a job after you have created it. For example; when creating a job you may wish to repeat the job for the selected period to save you having to create each day as a separate entry.
- Select the job you wish to repeat in the list.
- Press [Shift-F2] to bring up the Copy or Repeat Job function.
- Select 'Repeat' from the "Copy or repeat?" dropdown.
- Specify how often this job repeats, and the days to apply it to.
- Specify the date range for the repeated jobs e.g. a single week for a job or a 12 month period if you are creating an entry to appear on the first Monday of every month.
| Check your settings before clicking [Done]. Once the jobs are generated you will have to manually amend or delete each one if you create jobs in error! |
- Once the entry is ready to save click [Done] and [Accept]
See also
- How do I Setup Multiple Legs?
- How do I Change the Details on a Load?
- How do I add multiple drivers to a job?
- How do I Add a Sub Contractor to a Logistics Job?
- Scanning and Importing PODs into Platinum
- How do I Add Post Delivery Notes?
- Invoicing Logistics Jobs
- How do I Delete a Logistics Job?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
TI87. TI12
