Difference between revisions of "How do I Add Post Delivery Notes?"
From Catalyst
| Line 1: | Line 1: | ||
| − | |||
== Summary == | == Summary == | ||
| − | The following article | + | The following article explains how to enter post-delivery notes against a completed logistics job to show whether the load was delivered satisfactorily or just to leave any applicable comments. |
== More Information == | == More Information == | ||
| − | In {{TI}}, you have the option | + | In {{TI}}, you have the option once a job has been completed to record any applicable post-delivery information. |
* Go to {{Menu|{{TI}} Management|Job Planning}}. | * Go to {{Menu|{{TI}} Management|Job Planning}}. | ||
| − | * Press {{KeyPress|F9}} to bring up the | + | * Press {{KeyPress|F9}} to bring up the Advanced Search box. |
| − | * In the {{DataPrompt|Job}} field, enter in the job number you wish to search | + | * In the {{DataPrompt|Job}} field, enter in the job number on which you wish to search. |
| − | {{Tip|If the job has already been invoiced, ensure you set the {{DataPrompt|Invoice:}} drop to | + | {{Tip|If the job has already been invoiced, ensure you set the {{DataPrompt|Invoice:}} drop-down not to filter on invoice.}} |
* Press {{KeyPress|F5}} to edit the job. | * Press {{KeyPress|F5}} to edit the job. | ||
* Select the {{Tab|Post Delivery}} tab. | * Select the {{Tab|Post Delivery}} tab. | ||
| − | * In the {{DataPrompt|Job Satisfactory?}} drop-down, select | + | * In the {{DataPrompt|Job Satisfactory?}} drop-down, select the outcome of the delivery. |
| − | * In the {{DataPrompt|Problems:}} field(s), enter | + | * In the {{DataPrompt|Problems:}} field(s), enter an appropriate problem code if known, or press {{KeyPress|Ctrl-F1}} to search for one. |
| − | * In the {{DataPrompt|Notes:}} field, enter in any applicable post delivery notes. | + | * In the {{DataPrompt|Notes:}} field, enter in any applicable post-delivery notes. |
* Click on {{KeyPress|Done}} and {{KeyPress|Accept}} to save the changes. | * Click on {{KeyPress|Done}} and {{KeyPress|Accept}} to save the changes. | ||
| Line 24: | Line 23: | ||
* [[How do I Add Post Delivery Problem Codes?]] | * [[How do I Add Post Delivery Problem Codes?]] | ||
| − | {{KB_Tags|happy, | + | {{KB_Tags|delivery, notes, outcome, happy, unhappy, complaint, complaining, job, ticket, POD}} |
{{KB_TI}} | {{KB_TI}} | ||
Revision as of 14:29, 24 February 2014
Summary
The following article explains how to enter post-delivery notes against a completed logistics job to show whether the load was delivered satisfactorily or just to leave any applicable comments.
More Information
In Logistics Management, you have the option once a job has been completed to record any applicable post-delivery information.
- Go to " Logistics Management Management Job Planning".
- Press <F9> to bring up the Advanced Search box.
- In the "Job" field, enter in the job number on which you wish to search.
 | If the job has already been invoiced, ensure you set the "Invoice:" drop-down not to filter on invoice. |
- Press <F5> to edit the job.
- Select the [Post Delivery] tab.
- In the "Job Satisfactory?" drop-down, select the outcome of the delivery.
- In the "Problems:" field(s), enter an appropriate problem code if known, or press <Ctrl-F1> to search for one.
- In the "Notes:" field, enter in any applicable post-delivery notes.
- Click on <Done> and <Accept> to save the changes.
See also
- Entering Logistics Management Jobs
- Viewing Current Haulage Jobs
- Scanning and Importing PODs into Platinum
- How do I Add Post Delivery Problem Codes?
