How do I Credit a Logistics Job?
From Catalyst
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Contents
Summary
This article will guide you through crediting a Logistics Job.
More Information
You will need to set-up the job in the same fashion as you would a job to be invoiced.
- See Entering Logistics Management Jobs for details on creating a job.
Create a Logistics Job to be Credited
Go to " Logistics Management Job Planning" and click [Add].
- Ideally create the Logistic Job identical to the job that you want to credit, with the exception that the quantity is a negative amount.
- 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 credit 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> to "Select Invoice Items" <Down Arrow> to Logistics Job that you have just created.
 | The Logistic job should be the only one there with a negative "Nett" amount. |
- Press <F5> or click [Tag] to select the job.
- Press <F2> and a pop up will appear asking "Do you want to print Tagged or Un-tagged jobs?" click [Tagged].
- This will print the credit, check the printout and once you are happy with the document.
- A pop-up will appearing asking "Do you want to accept, ignore or reprint the document?" click the [Accept] button to complete the credit.
See also
- Invoicing Logistics Jobs
- How do I Find a Customer?
- 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?
