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

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{{Review}}
 
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== Summary ==
 
== Summary ==
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This article will guide you through crediting a Logistics Job.
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This article will explain how to credit a Logistics Job.
  
 
== More Information ==
 
== More Information ==
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You will need to set-up the job in the same fashion as you would a job to be [[Invoicing Logistics Jobs|invoiced]].
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=== Creating Logistics Jobs to be Credited ===
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* See [[Entering Logistics Management Jobs]] for details on creating a job.
 
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=== Create a Logistics Job to be Credited ===
 
 
Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
 
Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
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* 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.
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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 on their own document.  
 
* Once all the information is entered, have a final check to make sure this is correct.
 
* Once all the information is entered, have a final check to make sure this is correct.
 
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
 
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
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=== Completing the Credit ===
 
=== Completing the Credit ===
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To credit your job, go to {{Menu|{{TI}}|Invoice Production}}.
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To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}.
 
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer.
 
* At {{DataPrompt|Customer:}} type in the customer's {{DataValue|account code}} if known, or [[How do I Find a Customer?|search]] for the customer.
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* Press {{KeyPress|F5}} to ''"Select Invoice Items"'' {{KeyPress|Down}} to Logistics Job that you have just created.
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* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the  {{KeyPress|Down}} arrow key 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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{{Note|iconsize=small|text=The Logistic job should be the only one there with a negative {{DataPrompt|Nett}} amount.}}
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{{Note|iconsize=small|text=The Logistics jobs should be the only ones shown with a negative {{DataPrompt|Nett}} amount.}}
  
 
*Press {{KeyPress|F5}} or click {{Button|Tag}} to select the job.
 
*Press {{KeyPress|F5}} or click {{Button|Tag}} to select the job.
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*Press {{KeyPress|F2}} for a question asking ''"Do you want to print Tagged or Un-tagged jobs?"'' click {{Button|Tagged}}.
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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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* This will print the credit, check the printout and once you are happy with the document.  
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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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* A question will appear asking ''"Do you want to accept, ignore or reprint the document?"'' click the {{Button|Accept}} button to complete the credit.
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* Click the {{Button|Accept}} button to complete the credit.
  
 
== See also ==
 
== See also ==
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*[[How do I Find a Driver, Vehicle or Trailer?]]
 
*[[How do I Find a Driver, Vehicle or Trailer?]]
  
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{{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit}}{{KB_TI}}
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{{FAQ}}{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}}

Revision as of 16:28, 9 August 2011

Summary

This article will explain how to credit a Logistics Job.

More Information

Creating Logistics Jobs to be Credited

Go to " Logistics Management Job Planning" and click [Add].

  • Create the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
  • You may want to set a specific status for these jobs to be credited so that you can print them on their own document.
  • Once all the information is entered, have a final check to make sure this is correct.
  • Press <Esc> and click [Accept] to save the Job.
  • Exit out back to the Logistics Management Main Menu.

Completing the Credit

To print the credit note for your job, go to " Logistics Management Invoice Production".

  • At "Customer:" type in the customer's 'account code' if known, or search for the customer.
  • Press <F5> - Select Invoice Items and then use the <Down Arrow> arrow key to choose the credit job that you have just created. If you have used a specific "Status" for the jobs to be credited, enter it in the "Status" field, and then press <F5> and only these jobs will be shown.
The Logistics jobs should be the only ones shown with a negative "Nett" amount.
  • Press <F5> or click [Tag] to select the job.
  • Press <F2>. The system will ask "Do you want to print Tagged or Un-tagged jobs?". Click [Tagged].
  • This will print the credit, check the printout and make sure that you are happy with the document.
  • Click the [Accept] button to complete the credit.

See also


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Keywords AND Misspellings
Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs
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