Difference between revisions of "How do I Credit a Logistics Job?"
From Catalyst
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* [[Invoicing Logistics Jobs]] | * [[Invoicing Logistics Jobs]] | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
| + | * [[How do I Credit a Logistics Job?]] | ||
* [[Entering Logistics Management Jobs]] | * [[Entering Logistics Management Jobs]] | ||
* [[How do I Create a New Driver?]] | * [[How do I Create a New Driver?]] | ||
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* [[How do I Create a New Vehicle?]] | * [[How do I Create a New Vehicle?]] | ||
* [[How do I Find a Driver, Vehicle or Trailer?]] | * [[How do I Find a Driver, Vehicle or Trailer?]] | ||
| + | * [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]] | ||
| + | * [[How do I Include Specific Tickets on an Invoice?]] | ||
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}} {{FAQ}} | {{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, credit, invoice, jobs}}{{KB_TI}} {{FAQ}} | ||
{{KB_Ref|SXPTI02}} | {{KB_Ref|SXPTI02}} | ||
Revision as of 12:31, 8 August 2013
Contents
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"
- 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 easily 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> 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
- Getting Started
- Getting Started - Logistics Management
- Invoicing Logistics Jobs
- How do I Find a Customer?
- How do I Credit a Logistics Job?
- Entering Logistics Management Jobs
- How do I Create a New Driver?
- How do I Create a New Status?
- How do I Create a New Trailer?
- How do I Create a New Vehicle?
- How do I Find a Driver, Vehicle or Trailer?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How do I Include Specific Tickets on an Invoice?
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Tags
SXPTI02
