How do I Add Post Delivery Notes?

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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 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 on <Done> and <Accept> to save the changes.

See also


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Keywords AND Misspellings
delivery, notes, outcome, happy, unhappy, complaint, complaining, job, ticket, POD