Job Deliveries

This is a new process, NOT exclusive to Container tracking. Ie: You can use this process even if you are not using Container Tracking.

This process has been developed for dealing with Job Deliveries. eg: where goods on existing Job lines are to be delivered. This enables the issuing of those job lines along with allowing Delivery Documentation to be raised. We make use of the existing Sales Deliveries process and screens by linking to a Job and Job Task instead of a Sales Order. 

The Job Transactions screen can also be used to process Job Deliveries, however this involves a number of additional steps (This screen and process can be used instead of Job Deliveries for those wishing to continue with this existing process.

A Job Delivery can be initiated from a “Deliveries” button on the Job Screen. This will shortcut you through to the Sales Deliveries screen. In essence, this allows you to manually create a ‘Delivery’, however in this case the Delivery itself is to be linked to the Job and Job Task (NB: The Task must be set to “Multiple Job Lines can be linked to this Task”). 

Once the Delivery has been created, you are able to pick the lines against this delivery and optionally record each item picked into a Container. ie Goods for the delivery maybe physically put on a container to be delivered to the customer. This means the Delivery Pick and or Drop Off processes can be handled through Freeway in the same manner as current Sales Deliveries are handled.

Job Orders Screen (New Button – “Deliveries”)

This takes you to the Create Deliveries screen where you can create the Delivery and optionally select a Job Task if there are multiple tasks on the job.

Job Deliveries Screen (Detail Screen – Close Delivery Button)

This screen behaves similarly to the current Sales Deliveries screen however after you have picked the lines, and returned to the Detail Tab and pressed the ‘Update Delivery Status to Shipped’ you can then press the ‘Change to Closed’ Button to close-out the Job Delivery.

Alternatively you may optionally choose to leave this delivery as ‘Shipped’, then when either the Job Task or the Job itself is ‘Closed’, any ‘Shipped’ deliveries will be automatically closed at that point.

NB: Once a Job Line has been picked (Issued) from the Deliveries screen, the Job Line remains issued. Unlike Deliveries relating to Sales Orders, deleting a Picked Delivery Line does NOT reverse issue of the Job Line. Therefore any reversal of a pick (issue) must be performed directly from the Job Line itself.