Counter Menu -> Contract Summary / Reservation Summary / Quote Summary-> Services Window manual add 'Type D' Service -> Delivery And Pickup Service Codes on Document
Counter Menu -> Deliveries & Pickups / Delivery Console -> CLOSE button -> Close Delivery Ticket -> Delivery And Pickup Service Codes on Document
Counter Menu -> Contract Summary -> Create Delivery Ticket -> Close Delivery Confirmation -> Delivery And Pickup Service Codes on Document
This Delivery/Pickup window is only triggered if the document
has been flagged for Delivery and/or Pickup on the document header,
and there is at least one rental product on the document that
belongs to a Group setup for Delivery and Pickup charges in the
Group Service Codes window for a 'Type D'
service.
The purpose of the window is to determine the correct
deliver/pickup method using the ranked value for the service.
Refer to Group Delivery/Pickup Type-D
Service Overview for information on this feature.
Note: If a 'Type $' Delivery or Pickup Service Code is assigned on the header of a document, it over-rides any "auto" assigned delivery or pickup 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.
If there are no other 'Type D' services with same rank, this
Default Delivery/Pickup will be displayed but the field will
be disabled.
If there are other 'Type D' services of the same rank, as defined
in the Delivery / Pickup Service Ranking
table, the default field is active and a drop-down box is provided
with the option to change the selection.
This provides the ability to setup multiple delivery or pickup
services with the same rank but with different pricing and shipping
requirements, that can be manually selected if there are multiple
product quantities.
The dollar amounts billed on the document for Delivery and Pickup are determined by the values set in the relevant 'Type D' Service Codes and can only be modified if the operator has role Security Role Permissions according to the two Allow Edit of Dlv/PU Services flags and by the Allow Edit of Automatic Services flag set in the specific Service Code.
Note: The Delivery and Pickup codes selected according to the Group ranked 'Type D' service associated with products on this document replace the Delivery/Pickup service codes selected in the header of the document.
ACTIONS:
These additional two actions provided by
buttons on the Delivery and Pickup Service Codes screen are
only provided if Delivery and/or Pickup was not selected on the
document header, and a product on the document belongs to a Group
with 'Type D' associated Delivery/Pickup services, and the operator
manually enters a 'Type D' ranked Service
Code in the document Summary screen Services window.
Add a Standard Service Code :
Click the DECLINE DEFAULTS button to add the Service
code without employing the 'Type D' Delivery/Pickup processing.
An Over-Ride Reason can be required when Adding Delivery/Pickup Service Manually as controlled by Override Type Permissions.
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