Delivery and Pickup Tickets


Counter Menu -> Deliveries & Pickups
Delivery Console
Pickup Console
Delivery/Pickup Dispatch
Delivery / Pickup Report

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.

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 actions included in the Delivery and Pickup menu options include:

Delivery Console
Delivery tickets can be viewed and additional actions to manage Delivery tickets include:
Create Delivery Ticket
Print Delivery Ticket
Close Delivery Ticket
Cancel Delivery Ticket
O/S Deliveries Report

Pickup Console
Pickup tickets can be viewed and additional actions to manage Pickup tickets include:
Create Pickup Ticket
Print Pickup Ticket
Close Pickup Ticket
Cancel Pickup Ticket
O/S Pickups Report

Delivery/Pickup Dispatch
Features include:
  • The dispatch schedule provides the ability to review the status of any product requiring delivery or pickup per the Delivery/Pickup flags on the document header.
  • Documents for customers picking up their own equipment can be tracked on the schedule for staging purposes and are identified by the status of WCALL.
  • Double clicking on a product line in the Dispatch paging screen, displays the document header, product details and delivery information as outlined in Delivery/Pickup/Document Details.
  • Associated Delivery and Pickup Tickets can be created, printed, cancelled and closed.
  • A Dispatch Report can also be generated in document format or to a spreadsheet.
  • A Reservation pending Delivery with status RD_REQ or pending Pickup with status RP_REQ can be converted to a Contract and a ticket can then be created.

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.


Topic Keyword: CO35
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