Select a Product For This Group
Counter Menu -> Reservations
-> CONVERT button -> Convert Reservation to a Contract -> Group
Bookings -> Select a Product For This Group
Counter Menu -> Quotations
-> CONVERT button -> Convert Quotation to a Contract -> Group
Bookings -> Select a Product For This Group
If a Group has been reserved, when the Reservation or Quotation
is converted to a contract in the Convert
Reservation to a Contract or Convert
Quotation to a Contract utility the specific product
represented by the Group must be reported on the resulting
contract.
The prompts in this window include
-
- GROUP #
- The Group number and description from the reservation are
displayed.
RESERVATION / QUOTATION QTY
- This is a display field only.
PRODUCT #
- Enter the product number from the Group, or look it up in the
Inventory Search window by Group.
Note: If a product is not selected to fill the Group
reservation, but the Group as been assigned a Bulk Rental
Product # in Groups, then the
substitute Bulk Rental Product window is
triggered.
CONTRACT QTY
- Enter the quantity to add to the contract, not exceeding the
quantity reserved for the Group.
If the full quantity reserved was not entered, or if a non-bulk
rental was selected for the Product # and only quantity of
one is added to the resulting contract, this window re-opens to
select another bulk or non-bulk product for the remaining quantity
reserved for the Group.
- Down-Rent Replacement Product:
Click the SUBSTITUTION button to log the details in
the Substitution Transaction window.
This is a "down rent" action and is useful when a rental product is
not available and so a rental product of greater value is put on
the document but with the rates of the lesser rental product that
was originally requested.
This button is not visible on the screen if the operator currently
signed into the session does not have the Security Role Permission flagged to 'Create
Substitution in "the source document"' per the associated Quote
or Reservation in the "Document Field Access" settings.
Division Discrepancy:
In Divisional Inventory Parameters a flag
can be set to generate a warning if the selected non-bulk rental
product belongs to a different division from the division on the
document, as outlined in Renting/Owning
Discrepancy.
Location Restrictions:
The Allow Overrides on Location Quantities (Excl.
Reservations) in the Company Security
Parameters, controls whether over-booked products can be added
to the new contract. Some of the checks and warnings include:
-
- If there is insufficient quantity at the location for bulk or
for non-bulk, the warning that the "This tool is not in your store"
is displayed and the product cannot be added.
- If the product is already over-booked on reservations, the
warning that the "This tool is not in your store" is displayed and
the product cannot be added.
- If the product is non-bulk and is already on a contract and the
"Non-Bulk Allowed On One Contract/Worksheet Only" flag is
set in the Company Security Parameters
warning is displayed with the associated contract number, and the
product cannot be added.
- Even if there is quantity at the location for a non-bulk
product but there is no Fixed Asset Tag quantity for the document
location, if the Allow Selection Of Products For Documents From
Other Locations is not checked in the Company Security Parameters, the warning that the
"This tool is not in your store" is displayed and the product
cannot be added.
Group Overbooking:
The Ignore Group Availability When Checking Products flag in
the Company Security Parameters controls
whether the product can be added to the document when the Group is
overbooked.
Cap on Rental:
Any Cap set for total product billing on the rental product
in the Rental Information is respected
in the resulting Contract detail.
If a product is not selected or is not accepted because of
availability, and the Group as been assigned a Bulk Rental
Product # in Groups, then the
substitute Bulk Rental Product window is
triggered so a temporary product can be entered.
If no product is selected and there is no Bulk Rental Product
# associated with the Group, then no product is added to the
new Contract to fill this Group reservation.
Topic Keyword: RSRH04C (3847)