Group Delivery/Pickup Type-D Service Overview

The main purpose of this Group Ranked Delivery/Pickup feature is to ensure the counter operators pick the correct delivery and pickup method for the equipment that is on the contract.
 This prevents companies from losing revenue if the operator selects a delivery or pickup method that is unsuitable (e.g. a truck that is too small) for the equipment, and then charges the customer less than is required to cover the cost of the delivery and/or pickup.

Process Flow:
 

•The relevant Delivery/Pickup services must be designated Type D in Service Codes.

•The rank of the Type D services must be defined in the Delivery / Pickup Service Ranking table of the Service Codes, where more than one service can carry the same rank but have different pricing.
 These services would be used for the same type of equipment but for different quantities of that equipment.

•The Delivery/Pickup Type D Service Codes must be assigned to the relevant rental equipment by Group in the Group Service Codes.

•The Type D Service Codes that are reserved for ranked delivery and pickup charges, are charged on the Contract, and also on Delivery/Pickup Tickets when the service is calculated by the Create or Close ticket instead of the Contract, as activated in the Delivery/Pickup Off Rent Ticket Subsystem settings of the Divisional Delivery/Pickup Parameters.

•If more than one service has the same rank, the default for the Group is selected and a warning is displayed in the Delivery / Pickup Service Ranking pop-up window on the document, and it is up to the operator to select the correct service based on the quantity of equipment.
 

•The larger ranking services would be able to handle the job of the smaller ranking services in the event there is equipment on the contract that require services that have different ranks.

For example:

Delivery Services rank 001
 HEAT1 - 1 TO 10 heaters - needs a pickup truck, delivery cost $50
 HEAT2 - 11 TO 100 heaters - needs a cube van, delivery cost $100
 HEAT3 - 100 TO 500 heaters - needs a 18 wheeler, delivery cost $500

The smallest one (HEAT1) should be assigned to the group.
When the delivery/pickup services selection window opens, HEAT1 will default, but if the contract has 50 heaters, they should select HEAT2.

The ability to modify the amount calculated for a Delivery or Pickup service on a document for a 'Type D' service charge is controlled by the two Allow Edit of Dlv/PU Services flags set in the Security Role Permissions for the operator, and by the Allow Edit of Automatic Services flag set in the specific Service Code.

If an operator declines delivery and pickup on the header of a document, but then tries to add a delivery or pickup service in the summary, the Delivery And Pickup Service Codes on Document selection window opens just as a reminder that some equipment on the contract has a specific service that they should be selecting.

Service pricing can be customized to a customer by using the PRICE CODE button on the Service Code screen to access the Delivery and Pickup Pricing Codes maintenance details, along with the price code on the customer.
 This functionality ties into how much a customer will be charged for a particular delivery or pickup service.

Note: This "Ranked Delivery/Pickup" method of selecting the delivery/pickup method is disabled and does not apply if a "Type $" Delivery or Pickup Service Code is entered on the header of the document indicating that the document requires special pricing, perhaps because of the delivery distance.

Topic Keyword: GRP_DLV_PU