How do I Add Post Delivery Notes?

Summary

The following article explains how to enter post-delivery notes against a completed logistics job to show whether the load was delivered satisfactorily or just to leave any applicable comments.

More Information

In Logistics Management, you have the option once a job has been completed to record any applicable post-delivery information.

• Go to " Logistics Management Job Planning".
• Press <F9> to bring up the Advanced Search box.
• In the "Job" field, enter in the job number on which you wish to search.

If the job has already been invoiced, ensure you set the "Invoice:" drop-down not to filter on invoice.

• Press <F5> to edit the job.
• Select the [Post Delivery] tab.
• In the "Job Satisfactory?" drop-down, select the outcome of the delivery.
• In the "Problems:" field(s), enter an appropriate problem code if known, or press <Ctrl+F1> to search for one.
• In the "Notes:" field, enter in any applicable post-delivery notes.
• Click <Done> and <Accept> to save the changes.

See also

• Entering Logistics Management Jobs
• Viewing Current Haulage Jobs
• Scanning and Importing PODs into Platinum
• How do I Add Post Delivery Problem Codes?

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Keywords AND Misspellings

delivery, notes, outcome, happy, unhappy, complaint, complaining, job, ticket, pod