Overview:
This sub-system operates by division and controls outstanding
deliveries and pickups of specific rental equipment using
delivery/pickup tickets.
Multiple tickets can be generated for the various products on a
contract and can be printed for the drivers to take for the
customer to sign.
Pickup tickets can then be generated later when the customer is finished with the with the equipment from the Pickup Console by clicking on the CREATE button as outlined in Create Pickup Ticket.
Before the delivery time and again after the pickup time, a product can be set to an Off Rent status to prevent extra rental charges to the customer prior to the delivery and after the pickup point. This means the customer would only be billed for actual on-site use of the equipment. He is not billed for the time on the contract before the equipment is delivered, nor for the time after he is finished and the equipment is waiting for pickup. These Off Rental records can be viewed in Off Rentals by Contract but can not be changed there. On the Contract the products would show a status F for Off Rent.
When the customer calls for pickup, the Pickup ticket is
generated and the equipment is put Off Rent. Additional pickup
comments and services can be added to the original contract. Rental
Returns can even be completed using the closed Pickup ticket number
after the equipment is returned.
Outstanding reports can also be produced to track these deliveries
and pickups.
When a contract is deleted in Delete a Single Contract any related Off Rental transactions are also deleted.
This Delivery/Pickup Off Rent/Ticket Sub-system
processing can be activated for relevant divisions from the
Divisional Delivery/Pickup Parameters.
Other settings controlling the Delivery/Pickup process include:
The number of copies of delivery and pickup tickets to be printed, is controlled by a setting in the Company Contract Parameters.
The option to print delivery and pickup comments on the tickets
is controlled by a setting in the Company
Contract Parameters.
This includes the 'Charges on Deliveries:' and 'Charges on
Pickups:' comment on the ticket header, as activated by the two
Add Service on Ticket flags in the Divisional Delivery/Pickup Parameters.
The default settings whether to print Comment/Notes from the Contract on the Delivery ticket can be controlled in the Divisional Delivery/Pickup Parameters including:
Contract Comments can be automatically printed on the associated Delivery and/or Pickup Ticket according to the Print Contract Comments flag in the Divisional Delivery/Pickup Parameters.
Drivers can be maintained in the Drivers window in the "General Settings" on the Operations tab of the Configure System Settings.
The Enable Will Call Delivery feature can be activated in
the Divisional Delivery/Pickup Parameters so
that when Delivery is set to No on a Contract or Reservation
header, the operator is prompted whether to "Add this Will Call to
Dispatch?"
With this processing an alert that the customer will be picking up
the equipment is emailed to the staff address designated for this
division in the Divisional Delivery/Pickup
Parameters, and a delivery record for the document is included
in the Delivery/Pickup Dispatch with a
‘WCALL’ status.
A setting in the Company Billing
Parameters controls the updating of the Cycle Billing Day Code
on contracts that are going out by Delivery Ticket, to match the
Delivery Ticket close date as entered in Close
Delivery Ticket.
The default recommended by SCS is Y (YES) when the products are
actually Off Rent until the ticket is closed.
The Show Off Rentals as Available flag in the Company Security Parameters can be set to control whether off-rented equipment can still be rented. This parameter relates to delivery and pickup tickets as follows:
The Create Pickup Time Default field in the Divisional Delivery/Pickup Parameters can be set to
a preferred default time for creating Pickup Tickets in Create Pickup Tickets. This also becomes the Off
Rent time for billing.
If this default field is blank, the current time is displayed as
the create Pickup Ticket time.
The time can always be over-typed as required.
Note: Pickup Ticket processing may make contracts eligible for Smart Billing, as no further revenue would be expected on the products once they are off rent.
Auto Close Delivery and Pickup settings can be set in the Delivery/Pickup Parameters to close the Delivery and/or Pickup Tickets directly at the time the tickets are created.
If the Auto Close option is activated as described above, at the
time a ticket is generated the Operator is given the option to
close the ticket, leave it open, or to print the new ticket.
Auto Close Default responses for this prompt, can also be
setup in the Divisional Delivery/Pickup
Parameters.
The Allow Multiple Pickups to be Closed at One Time flag
in the Divisional Return Parameters, can be
set to feed Rental Returns with products
being returned on multiple Pickup tickets from a single
Contract.
When activated, the default response to the "Return All Items"
prompt in Rental Returns is always 'P' for
Pickup tickets. A window will then open listing all Closed pickup
tickets for that contract. Multiple tickets can be flagged to be
billed in that Rental Return on a single invoice.
Note: This feature is triggered by the division of the Invoice
being created, which is the operator's default division. This is
not necessarily the contract division.
If this option is not activated for a division then the default
response to the "Return All Items" prompt in Rental Returns is then determined by the setting
in Default Options For Screen. It can
always be over-typed in the Rental Return as required.
If a 'P' is manually entered, a single Pickup ticket can still be
used to feed the return.
The divisional Transport Supplier feature can be activated in the Divisional Delivery/Pickup Parameters, to email a notice to an external transport contractor when a ticket is created from the Contract Summary and Totals screen, Create Delivery Ticket utility, or Create Pickup Ticket utility.
When Texada Web is enabled in the Software Integration parameters to track driver
tickets, then any operator who does not have Security Role Permissions to the Cancel Open
Texada Web Del/Pick Tickets option, will not be allowed to
cancel delivery or pickup tickets in SRM.
Delivery and Pickup Tickets cannot be closed until the driver has
completed the ticket on the mobile app.
Any items on an open delivery or pickup ticket cannot be returned
until the ticket is closed or cancelled.
The actions included in the Delivery and Pickup menu options include:
Ranked Service for Delivery/Ticket on a Document:
Separate from this Delivery/Pickup Ticket sub-system, is the
option to use a ranking system to help the operator to select the
correct method for delivery and pickup according to the equipment
on that document.
This ranked charge is calculated for the equipment on the Contract,
or on the equipment on each Delivery/Pickup Ticket when the
services are charged by each ticket instead of on the entire
contract.
This ranked process is control by a special "Type-D" Service Code assigned to the Group.
For details on this module refer to Group
Delivery/Pickup Type-D Service Overview.
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