Using the Projectsform, you can enter transport information to be printed on an invoice.

  1. Click Project> Common Forms> Project Detailsto open the Projectsform.

    Note Note

    For more information, see "Projects (form)" in the Applications and Business Processes Help.

  2. Click Invoice> Invoice Proposal.

  3. Click Create Invoice, and enter the required information.

  4. Click OKto close the form.

  5. Click the Transportation invoicestab in the Invoice Proposalform.

  6. Select the Transportation propertiescheck box to print the transportation information on the invoice report.

  7. In the Createdfield, enter the place where the project invoice was created.

  8. In the Modelfield, select the model of the transportation vehicle.

  9. In the Reg. No.and Trailer Reg. No.fields, enter the registration number of the vehicle and of the trailer.

  10. In the Carrier typefield, select Customer, Vendor, or Invoice accountas the carrier.

  11. In the Carrierfield, select the account number of the carrier.

    Note Note

    NoteThis field is active only if Customeror Vendoris selected in the Carrier typefield.

  12. In the Driverfield, select the driver of the vehicle.

    Note Note

    The name of the selected driver is displayed in the Driver's namefield.

  13. In the Issued byfield, select the name of the person who is responsible for issuing the load for transport.

  14. In the Packagefield, enter a short description of the item.

  15. In the Danger degree of the loadfield, enter the danger level in degrees for the packaged item.

  16. Click the Loadedtab.

  17. Click Loading addressto open the Alt addressform. Select an alternative delivery address for the recipient.

    Note Note

    For more information, see "Alternative addresses (form)" in the Applications and Business Processes Help.

  18. Click Transferto transfer the address details to the fields under the Loading addressfield group.

  19. Click Posting> Invoiceand select the Print invoicecheck box to print the invoice while posting the invoice.

  20. Click OKto post the invoice. The transport details will be printed in the invoice report.

See Also