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