Difference between revisions of "How do I Credit a Logistics Job?"
From Catalyst
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Go to {{Menu|{{TI}}|Job Planning}} | Go to {{Menu|{{TI}}|Job Planning}} | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * [[Entering Logistics Management Jobs| | + | * [[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. |
* 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. | * 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. | * Once all the information is entered, have a final check to make sure this is correct. | ||
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* Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the {{KeyPress|Down}} 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. | * Press {{KeyPress|F5}} - ''Select Invoice Items'' and then use the {{KeyPress|Down}} 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. | ||
| − | {{Note | + | {{Note|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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== See also == | == See also == | ||
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| − | |||
* [[Entering Logistics Management Jobs]] | * [[Entering Logistics Management Jobs]] | ||
* [[Invoicing Logistics Jobs]] | * [[Invoicing Logistics Jobs]] | ||
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* [[How do I Print a Ticket?]] | * [[How do I Print a Ticket?]] | ||
| − | {{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|TI02}} | {{KB_Ref|TI02}} | ||
Revision as of 10:26, 20 September 2013
Contents
Summary
This article will explain how to credit a Logistics Management 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
- Entering Logistics Management Jobs
- Invoicing Logistics Jobs
- How do I Find a Customer?
- 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?
- How do I Print a Ticket?
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