Close Delivery Confirmation
Counter Menu -> Contract Details -> Contract Summary and Totals -> when Delivery Ticket created -> Close Delivery Confirmation
This Close Delivery Ticket option window only appears if a Delivery Ticket has been generated and if the Auto Close Delivery processing has been activated in the Divisional Delivery/Pickup Parameters.
By closing the Delivery Ticket immediately after creating it, a ticket can be printed but because it is closed, no Off Rental hours are issued.
The billing is then calculated as of the Contract Out Date.
A default value for this prompt can also be setup in the Divisional Delivery/Pickup Parameters.
This default can always be over-typed as required.
CLOSE DELIVERY
Select one of the following options:
•Select Yes to close the Delivery Ticket immediately and to bill the contract as of the Contract Out Date.
This option is disabled if the delivery has already been closed for any of the products on the ticket.
If the Cycle Bill Items from Contract feature has been activated in the Divisional Contract Parameters any eligible sales parts on the Delivery Ticket are now sold with this close delivery confirmation, and the new invoice number is displayed.
•Select No to leave the Delivery Ticket open, and to put the products Off Rent until it is closed later in Close Delivery Ticket.
•Select Print to print the new Delivery Ticket.
The operator will then be prompted again after printing whether to "Close Delivery Ticket".
•Select Email to email the new Delivery Ticket in a single email as outlined in the Compose Email.
This option is only enabled when the Use Contact Document Emailing feature is activated in the Company Email Configuration.
The operator will then be prompted again after printing whether to "Close Delivery Ticket".
RANKED DELIVERY SERVICES
This Delivery And Pickup Service Codes on Document window only opens if the Delivery Ticket is being closed and services are charged by the ticket for this division instead of by the contract, 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 Delivery 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 deliver/pickup method using the ranked value for the delivery service.
Refer to Group Delivery/Pickup Type-D Service Overview for information on this feature.
CUSTOM DELIVERY CHARGE Window
If the Service Code selected on the document header for Delivery is designated as 'Type $', this code over-rides any "auto" assigned delivery including the 'Type D' ranked charges, to allow a customized service charge amount to be manually entered for special delivery situations, such as distance to the customer site, as outlined in the Custom Delivery or Pickup Charge pop-up window.
Topic Keyword: RSCH27B (3708)