How do I Add Post Delivery Notes?
From Catalyst
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Summary
The following article shows how you can add post delivery notes to a completed logistics job to show whether the load was delivered satisfactorily or not, or just to leave any applicable comments.
More Information
In Logistics Management, you have the option, once a job has been completed, to record against that job, 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 you wish to search on.
If the job has already been invoiced, ensure you set the "Invoice:" drop to not filter on invoice. |
- Press <F5> to edit the job.
- Select the [Post Delivery] tab.
- In the "Job Satisfactory?" drop-down, select where appropriate if the outcome of the delivery was satisfactory or not.
- In the "Problems:" field(s), enter in an appropriate problem code if know, 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