Difference between revisions of "How do I Credit a Logistics Job?"
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== More Information == | == More Information == | ||
| − | === Creating Logistics | + | There are two methods to credit a job. You may either manually create a job or copy the already invoiced job to save you time. |
| + | |||
| + | === Creating a Logistics Job to be Credited === | ||
Go to {{Menu|{{TI}}|Job Planning}} | Go to {{Menu|{{TI}}|Job Planning}} | ||
| + | |||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* [[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. | * [[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. | ||
| Line 12: | Line 15: | ||
* Exit out back to the {{TI}} Main Menu. | * Exit out back to the {{TI}} Main Menu. | ||
| − | === Completing the Credit | + | === Copying an existing Invoiced Job to be Credited === |
| + | Go to {{Menu|{{TI}}|Job Planning}} | ||
| + | |||
| + | * Click {{Button|Advanced}} | ||
| + | * Enter the date range to cover the period the original job was created in. | ||
| + | * In the first box alongside {{DataPrompt|Customers}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | ||
| + | * Select {{DataValue|Don't filter on invoice}} from the {{DataPrompt|Invoice}} drop down menu. | ||
| + | * Click {{Button|Search}}. | ||
| + | * Find the job to copy and click on that line to make sure you copy the correct job. | ||
| + | * Press {{KeyPress|S+F2}}. | ||
| + | * Click {{Button|Copy}}. | ||
| + | * Change the {{DataPrompt|Quantity}} to be a negative. | ||
| + | * Select the {{Tab|Post Delivery}} tab. | ||
| + | * Click into the {{DataPrompt|Notes}} box and click {{Button|Stamp}} to mark the job as ''Ready to be Invoiced''. | ||
| + | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| + | |||
| + | == Completing the Credit == | ||
To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}. | To print the credit note for your job, go to {{Menu|{{TI}}|Invoice Production}}. | ||
* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | * At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | ||
Revision as of 09:53, 23 June 2016
Contents
Summary
This article will explain how to credit a Logistics Management Job.
More Information
There are two methods to credit a job. You may either manually create a job or copy the already invoiced job to save you time.
Creating a Logistics Job 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.
Copying an existing Invoiced Job to be Credited
Go to " Logistics Management Job Planning"
- Click [Advanced]
- Enter the date range to cover the period the original job was created in.
- In the first box alongside "Customers" type in the customer's account code if known, or search for the customer.
- Select 'Don't filter on invoice' from the "Invoice" drop down menu.
- Click [Search].
- Find the job to copy and click on that line to make sure you copy the correct job.
- Press <S+F2>.
- Click [Copy].
- Change the "Quantity" to be a negative.
- Select the [Post Delivery] tab.
- Click into the "Notes" box and click [Stamp] to mark the job as Ready to be Invoiced.
- Click [Done] and [Accept].
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
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