Automatic Status Code Update By Product
System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Product Status Codes -> UPDATE button -> By Product option -> Automatic Status Code Update By Product
This option can be used to list the non-bulk rental products for which the product status code should be changed when the equipment is returned on Rental Return or when the pickup ticket is closed in Close Pickup Ticket or exchanged on Exchange by Contract, Exchanges By Customer, or Confirm Exchange Pickup.
The Status Code update action can be set by individual product, to either occur automatically or to force the operator to Verify the update.
Settings in the Divisional Return Parameters control and activate the processing for the Rental Return and Exchanges, including the Stop Auto Status Change For No Rent flag that can be set to prevent the product Status Code from being updated in Rental Return, and Exchange by Contract when the non-bulk rental product has a current status that does 'not allow rental'.
A setting in the Divisional Delivery/Pickup Parameters controls and activates the processing for the Pickup Tickets.
If the product status code is updated when the Pickup ticket is closed, the clerk will NOT be prompted again for the product status code at the Rental Return.
Product groups can also be designated using Auto Status Code Update By Group.
The prompts are:
STARTING PRODUCT #
Leave this field blank to view all non-bulk rental products that have been setup for an Auto Status Code Change, or enter the starting product number for the screen display, or select it from the Inventory Search window.
Non-Bulk Product List
A list of non-bulk rental products that require a product Status Code change on rental return or exchange are displayed in product number order.
Additional equipment can be added to the list as follows:
SEQ#
The sequence number tracks the records in the file.
PRODUCT #
Enter the product number or select one from the Inventory Search window.
Products must be non-bulk rental items.
DESCRIPTION
The product description displays.
PROMPT
Uncheck this box if the product Status Code should be updated automatically without prompting the operator to confirm or verify the change in code.
This applies to status code changes in Rental Return, Exchange by Contract, Exchanges By Customer, and Confirm Exchange Pickup.
Check this box if the change to the product Status Code must be verified by the operator in Rental Return, Exchange by Contract, Exchanges By Customer, or Confirm Exchange Pickup.
A screen will display the Old Code and the New Code. The operator can accept the new code, select another code, or reject the code change, as outlined in Updating Product Status Codes.
Note: When the product Status Code is updated in Rental Returns, Exchange by Contract, Exchanges By Customer, Confirm Exchange Pickup, Close Pickup Ticket, Work Orders, or Close Internal Work Orders, only codes with the same "Allow Depreciation" flag can be substituted for the current product status code. This restriction helps maintain a consistent depreciation flag status for each product.
CODE
Enter the new code to be assigned to this product when it is returned or exchanged, or select one from the Product Status Codes Search window.
Note: This is not necessarily the current status of the product.
DESCRIPTION
The description of the new code displays.
Finished ?
Click ACCEPT when the product list is complete.
Check List Feature:
•When the product Status Code is changed, depending on the new code a maintenance Check List can be printed out with service instructions for the equipment.
This is also activated in the Divisional Return Parameters.
The Check List can be setup in Product Check Lists with the appropriate service instructions.
Product Groups must be flagged by Status Code to print the Product Check List in the Status Code Actions By Group.
Check List Printers can be used to specify to which printer the Check List should print. (e.g. Shop Printer, Wash Bay Printer)
Maintenance & Service:
•A Work Order can be automatically generated when the Status Code is changed for non-bulk rental equipment at return or exchange if the new Status Code is flagged to Create W.O. in Status Code Actions By Group.
A setting in the Divisional Work Order Parameters can be set to generate a prompt to update the product status code when the service of the equipment is completed and the W.O. is closed in Work Orders or Close Internal Work Orders.
This allows the equipment to be flagged as ready to rent again.
If this option is NOT used, the product status code on the equipment must be updated manually when the service work is completed. This can be done in Rental Inventory or Update Product Status Code.
•If the product was not put on a Work Order when the status code was updated at return or exchange, a Time Delay field in the Group window of Status Code Actions By Group can cause the system to record when the product was updated to this status code and will automatically set the item back to the original status code after this time allowance has passed.
ACTIONS:
Additional actions provided by buttons on the Automatic Status Code Update By Product screen include:
•Delete a Product Status Code Record:
Click the DELETE button to remove a product record from this table, and select or enter the product to be removed in the 'Delete Product' pop-up window.
Click DELETE button to complete.
Topic Keyword: RSAR04