Create Pickup Ticket


Counter Menu -> Delivery & Pickups -> Pickup Console -> CREATE button -> Create Pickup Ticket

Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> CREATE button -> Create Pickup Ticket


A Pickup ticket can be generated for products with a status of O for Out on a Contract.
This utility to create the Pickup Ticket can be accessed from the Pickup Console or from the Delivery/Pickup Dispatch by clicking on the CREATE button.

Exception: Pickup Tickets cannot be created for Seasonally Billed Contracts as "Off Rent" time conflicts with the seasonal billing process.

When the Pickup ticket is created, the selected products are put Off Rent with a status of F on the contract, as of the date and time entered, and an optional Pickup Slip# can be assigned that prints on the ticket. The Off Rental can be accessed in Off Rentals by Contract.
In a product availability inquiry, the status code for a non-bulk rental item on a Pickup ticket displays as P.
Products are unavailable during the duration of the ticket but when the ticket is closed the Show Off Rentals as Available flag in the Company Security Parameters is respected.

Sales parts are not normally included on a Pickup ticket as they are usually sold and not returned.
However if a sales product is listed on a Pickup ticket, it will be given a status of 'F' for Off Rent until it is either invoiced or returned to stock through the Rental Return.

Any Pickup comments will be added to the Contract comments and can be printed on both the ticket and the contract.
Multiple lines of standard comments can be setup for tickets in the default Pickup Ticket Comments window of the Divisional Delivery/Pickup Parameters. These comments are added automatically to pickup tickets created for that division.
Comments can be reviewed and modified before the ticket is printed as outlined in Print Pickup Ticket.

When the items are listed on the printed Pickup ticket, space is provided for the driver to record the actual quantities picked up, and for the new meter/blade readings, and for the customer's signature.
The clerk code also prints on the Pickup ticket.

Products included on a Pickup ticket show a status of Submitted on the SRM Portal Pickup Request inquiries.

Services can also be added to the Contract through the Pickup ticket, and the contract totals are then re-calculated.

Refer to Delivery/Pickup Ticket Overview for details on the feature.

The prompts to generate a Pickup ticket are:

CONTRACT#
Enter the contract # or to look it up in the Contract Search window.

Note: The Delivery/Pickup Off Rent Subsystem must be activated for the division of the selected contract in the Divisional Delivery/Pickup Parameters.


CUSTOMER#
The customer number and name from the contract display.

DATE/TIME OUT
This information displays per the source contract.

PICKUP ORDERED BY
Enter the name of the person ordering the pickup.
This name prints on the O/S Pickups Report.

PICKUP SLIP#
An optional Pickup Slip number can be entered that will print on the Pickup ticket.
The slip number becomes the default when the pickup ticket is closed in Close Pickups Ticket.

Portal Pickup Request:
If the Pickup Request transaction number from a Portal pickup as listed in the Process Pending Pickup Requests utility, is entered in the Pickup Slip # field when the Pickup Ticket is created, the details from the Pickup Request will automatically populate the new Pickup Ticket.

Note: There is no validation of prior use of this slip number.


ADD PICKUP SERVICE
This field is only enabled if the flag to Add Service on Ticket when the Pickup ticket is created, is set in the Divisional Delivery/Pickup Parameters.
This field is checked and disabled if the same flag to Add Service on Ticket when the Pickup ticket is closed, is set.
This field is unchecked and disabled if the flag to Add Service on Ticket for Pickup tickets is NO.

Check this box to bill for the Pickup according to the Pickup Service defined on the source contract.
If Print Pickup and Delivery Comments is activated in the Company Contract Parameters, then a 'Charge by Pickup: Yes/No' comment is also printed on the Pickup ticket header.
The text for this comment can be modified for standard documents and Crystal Forms in Document Field Labels.
For Jasper documents refer to Jasper Appearance and Formatting window of Customer Forms for the language and label controls.

Uncheck this box to prevent the Pickup Service on the contract from being billed automatically.
Pickup charges can still be assigned manually in the Services window.


RETURN LOCATION
The return location defaults to N/A for 'not applicable' which respects the Contract Location, or the Return Location on the ticket can be over-typed with a different inventory Location as follows:
  • Accept the N/A default if the return location is already correct on the Contract, or if a product on this Pickup Ticket is to be exchanged, or if the location will be updated on the Close Pickup Ticket.
  • Enter the correct Return Location if it is different from the Contract Out Location, so that when the ticket is completed in Close Pickup Ticket it is automatically transferred to the updated 'Return Location' by the One-Step Transfer method.

    Note: If a Return Location is selected for the Pickup Ticket, the "Exchange Pickup" fields on the ticket are disabled to prevent processing issues for the exchange in the Rental Return.
    The Pickup Ticket still reflects the Contract Location not the ticket Return Location.

    Pickup Ticket Location Impact at Return:
    If the return location is updated on the Create Pickup Ticket or on the Close Pickup Ticket, a One-Step Transfer is generated when the ticket is closed in Close Pickup Ticket to move the inventory to the new location.
    The ticket defined Return Location then defaults to the Rental Return and cannot be changed.

    If there is only a single Pickup Ticket for the contract, the ticket Return Location is respected in Rental Return and cannot be changed as the inventory transfer was already processed when the ticket was closed.
    If there are multiple Pickup Tickets for the Contract, the ticket can be selected in Rental Return and the associated Return Location applies and cannot be changed.

    If the return location is updated on the Create Pickup Ticket but the Contract is returned in Rental Return before the ticket is closed in Close Pickup Ticket and before the One-Step Transfer can be executed, the Rental Return returns the inventory to the ticket's updated Return Location and prompts for and creates the One-Step Transfer.


COMMENTS
Standard default comments can be setup in the window on the Default Comments field in the Divisional Delivery/Pickup Parameters as outlined in Pickup Ticket Comments. These comments are added automatically to pickup tickets created for that division. Comment lines can be deleted or edited.

Window to view and enter comments on the Pickup ticket.
These can be deleted or modified and additional notes can be added as outlined in Document Comments.
These comments can be printed on the Pickup Ticket after the products are listed and above the Customer signature space.

Note: These comments do not print on the re-printed contract.


DRIVER
Enter the driver code or select a code from the drop-down list as setup in Drivers.

REQUESTED DATE
Accept today's date or enter the correct date for the Pickup schedule.
This also becomes the Off Rent date, and no further rental charge will be billed on the related products.
Date Range Control:
If the operator does not have date range override permission, the 'Requested Date/Time' for pickup will be checked to make sure the date is valid for tickets against the date ranges set as acceptable in Date Range Control for CRPU.
The date control feature helps prevent data entry date errors.

TIME
Accept the time displayed or enter the correct time for the Pickup ticket.
This also becomes the Off Rent time.

A preferred Create Pickup Time Default can be set by division in the Divisional Delivery/Pickup Parameters for creating the Pickup Tickets.
If this default field is blank, the current time is displayed as the pickup time.
The time can be over-typed if required.


Off Rental Conflicts Found
This window opens only if the Pickup ticket generates an off rental transaction that overlaps the time period of an existing off rental record on the contract. It is an information window only. Conflicting records will add to the accumulated off rent time in spite of any overlap and will be reflected in the rental charge.
The display includes the conflicting detail number, product number and description, and a window to the specific off/on rent date and time details.
The overlapping transaction is identified with the word *Error*.

SERVICES
Window to select and add any Service Charges for additional pickup costs, as outlined in Select Contract Services.

FILE ATTACHMENTS
Multiple external documents or images can be associated with this document as outlined in the File Attachments window.
When an attachment is added to a Pickup Ticket, the attachment name is prefaced with the ticket number when the ticket is created.

This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.


EXTERNAL TRANSPORT
Check this box if this pickup ticket is to be handled by an 'External Transport' service.
Tickets flagged to be serviced by an external transport are not reflected in the Texada Web "Delivery/Pickup Dispatch" queue, but they can still be returned through the Texada Web "In-Yard Return" process.

Uncheck this box if an 'External Transport' service is not being used for this ticket.

Note: This checkbox defaults to being checked if the document division is setup to use an 'External Transport' in the Transport Supplier Information window, and defaults to blank if the division does not use an 'External Transport'. The checkbox can be changed as required.


ALL ITEMS
Check this box to default the pickup quantities from the quantities still out on the contract. Individual product quantities not to be picked up can then be over-typed as required.
Uncheck this box to leave the Pickup quantities all at zero, and then over-type any product quantities to be picked up.

CLERK CONFIRMATION
This window only appears if Company Security Parameters is set to require operator confirmation as outlined in Clerk Confirmation.

DELIVERY CHARGES FOR OUTSTANDING ITEMS
The Delivery Charged for Outstanding Items window is only triggered if the Show Delivery History option has been checked in the Pickup Parameters of the Divisional Delivery/Pickup Parameters.
It's purpose is to provide details on the original services that were required to deliver the products still on this contract, to help determine the services that will be required for pickup of outstanding products.

Product Details
All the out standing products on this contract that still have an Out status O, display on the screen with the quantity still out and a pickup quantity according to the All Items default.
Partial pickups can be generated by updating the Pickup Qty.
Any products selected will also be flagged as Off Rent and no further rental time will be charged.
The prompts are:
SEQ
Each product transaction detail in the list is assigned a sequence number.

PRODUCT#
The product number displays.

DESCRIPTION
The product description displays.

CONTRACT QTY
The quantity out on the contract displays.

PICKUP QTY
Enter the quantity to be picked up, and to be put Off Rent.
TOTAL WEIGHT
When the Transport Supplier feature is activated in the Division Delivery/Pickup Parameters, the weight of the products on the ticket is tracked from the product file, and is included in the shipment information sent to the Transport Supplier.
The weight total can be adjusted in the Print and/or Email Delivery Ticket window before the email notice is sent to the Transport Supplier.

EXCHANGE
The Exchange Pickup fields on the ticket are disabled if a Return Location has been selected for the Pickup Ticket, in order to prevent processing issues for the exchange in the Rental Return.

Uncheck this box if there is no product exchange in process on this ticket.

Check this box if this product is being picked up for exchange and complete the Pickup Ticket Exchange information as follows:

EXCHANGE PRODUCT#
Enter the new product or Group to be exchanged, or search for a it in the Inventory Search window.
When a Group is entered, it must be preceded by + to indicate that it is a Group, rather than a regular product number. The specific exchange product number from the Group will have to be entered in Close Pickup Ticket to complete and close the ticket.

The rules controlling product exchanges are:

  • The contract quantity must equal the pickup quantity.
  • The item must be a rental item.
  • The new exchange product must have a "rentable" product status code.
  • The new exchange product must be a rental item with available quantity.
  • A setting in the "Document Settings" of the Company Contract Parameters, controls whether the exchange product must be in the same Product Class.
  • Billing types and Meter types must be the same for both items.
  • The original Rate code must be valid for the new item

Note: To avoid billing services on exchanges, the services window is not triggered in Close Pickup Ticket if all the products are being exchanged on the Create Pickup Ticket, and if the Ignore Add Service for Exchanges flag is set for Pickups in the Divisional Delivery/Pickup Parameters.
If at least one product on the Pickup Ticket being closed, is NOT being exchanged then the Add Services On Pickup Ticket flag in Divisional Delivery/Pickup Parameters will be respected.


Exchange Finished?
Click ACCEPT to accept the product exchange or CANCEL to abort.
A product exchange transaction will be generated when the pickup is completed in Close Pickup Ticket.
The exchange transactions can be viewed in Contract Exchange Inquiry/Report.

If the exchanged product is from a different Product Class, the Split Cross-Class Exchanges flag in the Divisional Delivery/Pickup Parameters controls whether the new product is added to the contract as a separate detail line.

In the Dispatch screen the exchange status codes for the ticket will display as:

'P-TEX' - Exchange requests on a Pickup Ticket
'P-CEX' - Completed Pickup Ticket Exchanges
'P-DEX' - Overdue Pickup Ticket Exchanges

In the Delivery/Pickup Consoles by ticket the specific product status code will display as:

'EX OPN P/U' - Open Exchange requests on a Pickup Ticket
'EX CLS P/U' - Completed closed Exchange requests on a Pickup Ticket

Finished?
Click ACCEPT to accept the product selection on the ticket or CANCEL to abort.
Confirmation is required as outlined in Confirmation Screen.

The newly create Pickup Ticket number is displayed.
Click OK.


Transport Supplier - CONTRACT DELIVERY & PICKUP INFORMATION
This Contract Delivery & Pickup Information window is triggered on creation of a Pickup Ticket when the Transport Supplier feature is activated in the Division Delivery/Pickup Parameters, to send a notice to an external transport contractor that transport is required.
This window can be used to confirm and update yard and customer addresses for shipping.
PRINT AND/OR EMAIL PICKUP TICKET
This Print and/or Email Pickup Ticket window is then triggered to confirm the weight and to trigger the email to the Transport Supplier.

Descartes - SET PICKUP TIME WINDOW
If On Demand or WinRoute is utilized by this division as setup in the Logistics configuration, the Delivery and Pickup Time window opens to set the expected pickup time frame.

EDIT PICKUP TICKET COMMENTS
The option is provided to view and modify the comments and print flags for this pickup ticket.
Window to access the comments as outlined in Document Comments.

PRINT PICKUP TICKET
The option is provided to print the new Pickup Ticket.
A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the YES to begin printing the new ticket, or NO to skip printing the new ticket at this time.
It can be printed later from Print Pickup Ticket.

The number of copies of the ticket to be printed, is controlled by a setting in the Company Contract Parameters.


EMAIL PICKUP TICKET
This field is only enabled when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Uncheck this box if this document should not be emailed at this time.
Check this box to email this document in a single email as outlined in the Compose Email.


RANKED PICKUP SERVICES at Create Ticket
This Delivery And Pickup Service Codes on Document window only opens if Pickup services are charged when the Pickup Ticket is created for this division as defined in the Delivery/Pickup Off Rent Ticket Subsystem settings of the Divisional Delivery/Pickup Parameters, and at least one rental product on the Pickup Ticket belongs to a Group setup for Delivery and Pickup Type D Services Codes in the Group Service Codes window.

The purpose of the window is to determine the correct pickup method using the ranked value for the pickup service.
Refer to Group Delivery/Pickup Type-D Service Overview for information on this feature.


CUSTOM PICKUP CHARGE Window
If the Service Code selected on the document header for Pickup is designated as 'Type $', this code over-rides any "auto" assigned pickup including the 'Type D' ranked charges, to allow a customized service charge amount to be manually entered for special pickup situations, such as distance to the customer site, as outlined in the Custom Delivery or Pickup Charge pop-up window.

PICKUP SERVICES
The services window opens for the Pickup Ticket to display any additional charges for the equipment pickup, as outlined in Select Contract Services.

CLOSE PICKUP Confirmation Screen options:
This Close Pickup pop-up only appears after a Pickup Ticket has been generated and if the Auto Close Pickup processing has been activated in the Divisional Delivery/Pickup Parameters.
The options to Close the ticket, leave it open, print or email the ticket are provide with the accompanying actions depending on the Divisional Delivery/Pickup Parameters configuration.

ACTIONS:
Additional actions provided by buttons on the Create Pickup Ticket screen include:


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