I can track trucks or containers to be reported
JB

Jean-Philippe Boul

Created Jan 25, 2023

I can track trucks or containers to be reported

2
    s

Haroldwaste

11 Steps
1

Go to Jules AI

2

In the "Invoices & Payables" menu, access the "Supplier payables" or "Vendor payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering

In the "Invoices & Payables" menu, access the "Supplier payables" or "Vendor payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering
3

You can group by

You can group by
4

After grouping, you can expand or collapse a grouping (or Expand all/Collapse all)

After grouping, you can expand or collapse a grouping (or Expand all/Collapse all)
5

When you click on the "Elements" column you can see the different elements to be reported and the progress

When you click on the "Elements" column you can see the different elements to be reported and the progress
6

Another example here

Another example here
7

You can select multiple lines and click on "Generate"

You can select multiple lines and click on "Generate"
8

Once the reporting on some trucks or containers is done, you can select them and click on "Close"

We mark trucks or containers as closed, when we consider that there is nothing more to report. It's a way to keep the list up to date

Once the reporting on some trucks or containers is done, you can select them and click on "Close"
9

Confirming the closing action by clicking on "Yes, close"

Confirming the closing action by clicking on "Yes, close"
10

You can edit the status filtering to show only the closed elements or the opposite

You can edit the status filtering to show only the closed elements or the opposite
11

You can make to opposite action by clicking on "Open" to re-open trucks or containers

You can make to opposite action by clicking on "Open" to re-open trucks or containers
Well done!
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