How do I Credit a Logistics Job?
From Catalyst
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 create a job manually 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 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 in which the original job was created.
- 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 <Shift+F2>.
- Click [Copy].
- Change the "Quantity" to be a negative figure.
- 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 relevant 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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