How do I Assign a Logistics Contract?

From Catalyst
Revision as of 20:18, 13 November 2017 by Charles Allison (talk | contribs)
Jump to: navigation, search

Summary

This article explains how to assign a contract to a Logistics Job.

More Information

A contract can be assigned to a single job or multiple jobs.

Assign a Contract

Create or edit a job following this article.

  • After entering the "Quantity" for the job, press <F4> to Assign a Contract.
  • Enter a "Contract" number or reference.
  • Enter the total "Quantity" for which this contract is being created.
  • If applicable, enter the date by which the contract should be completed.
  • If you need to enter any more information, use the 5 lines of "Description".
  • Press <Esc> and [Accept].
  • Press <F2> to assign the current job to the contract.
  • Press <Esc>.
  • Complete the job then press <Esc> and [Accept] the job.


Allocate to an Existing Contract

To allocate a job to an existing contract, create or edit a job following this article.

  • After entering the "Quantity" for the job, press <F4> to Assign a Contract.
  • Available contracts will be listed. Highlight the relevant contract and press <F2>.
  • The job quantity will be deducted from the "Unallocated" balance.
  • Press <Esc>.
  • Complete the job then press <Esc> and [Accept] the job.

Remove an Allocation

If you make an error or circumstances change, you may wish to remove a job from a contract.

  • Edit the job following this article.
  • Press <F4>. Available contracts will be listed. The contract to which this job is allocated will be highlighted.
  • Press <Shift+F2>.
  • Press <Esc> to exit the job.

Amend Planning Screen

If you wish to see which jobs are assigned to a contract, you may add the 'Contract' column to your planning view.

  • Follow this article to add field '22 - Contract' to the Planning screen.

This column will display the 'Contract Reference' against the job. Jobs not assigned to a contract will display the letter 'N'.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
contract, allocate contract, remove contract