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:
Topic Keyword: RSCH28