Job Credit Process

  Processing Guidelines

Job Search

The Job Credit process can only be carried out on Invoiced Jobs. The starting point for the process is therefore on the Job Administration desktop with the selection of the Invoiced Jobs tab.

Credit1

This screen enables you to select the job you wish to credit. Click on the Edit/View button to drill into the job and you will notice two additional buttons at the bottom of the screen.

Credit2

These two buttons may be used together or separately. The functions they perform are;

Credit Invoiced Job Reverses the selected job to create an exact replica which has negative values of what was originally charged placed in the Manual Price Lines. The status of the job is In Progress.

Debit Invoiced Job This creates a copy of the job with the Invoiced flag set to false. This can then be altered as required for re-charge purposes.

The user can click either or both of these buttons on any particular job.

Job Debit

The Job Debit button will create a job that is a mirror image of the source job but with the status set to In Progress.

The number of the new job is displayed in a window on the right. Record this as you will need it to recall the debit for alteration. This will be done in the Job Entry – Standard tab.

The user can now change any aspect of the job they wish to change. A decision must be made as to whether or not actions will be required. There are two basic processes;

If no allocations are to be carried out delete the actions on the job. Once done manually add an action with a status of “Completed”. No other data is required to be entered. When saving the job it will be set to Completed and then become useable for invoicing.

If you wish to allocate this job to manifests the standard process for allocations should be carried out.

Job Credit

The Job Credit button will create a job that is a mirror image of the source job but with the status set to In Progress and the pricing lines reversed and placed in the manual price lines section.

The number of the new job is displayed in a window on the right. Record this as you will need it to recall the credit for alteration. This will be done in the Transport Credits tab.

The user can now change any aspect of the job they wish to change. A decision must be made as to whether or not actions will be required. There are two basic processes;

If no allocations are to be carried out delete the actions on the job. Once done manually add an action with a status of “Completed”. No other data is required to be entered. When saving the job it will be set to Completed and then become useable for invoicing.

If you wish to allocate this job to manifests the standard process for allocations should be carried out.