Status codes can be maintained in the Product Status Codes
window in the "Inventory" parameters on the Operations tab
of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Product
Status Codes in order to access this table.
Use this option to setup the permission status codes to allow or
not to allow rental equipment to be rented, depreciated,
transferred, or to be included in product searches by Group using
an availability filter.
A message can be associated with each code that is displayed on the
screen if the operator attempts to execute one of the actions that
is not allowed for products having this code.
Relevant products and groups can then be listed in Auto Status Code Update By Product or in Auto Status Code Update By Group to trigger the
update in Status Code at return or exchange.
Then when a non-bulk rental product is returned or exchanged and
the Status Code is changed to a specific code, a Work Order can automatically generated to service
the equipment. This action is setup in the Status Code Actions By Group by specific
Status Code for the appropriate Groups.
The Current Product Status Report can
be used to list non-bulk products by Status including Reserved
Status codes.
Changes to the product Status Code can be viewed in Status Code Change History.
Refer to Product Status Code Overview for
detailed information on this feature.
The system provides three default codes that can be modified as
well as their associated warning message.
Additional codes can be created in ADD mode.
Codes can then be assigned to the relevant rental equipment in
Rental Inventory or in Update Product Status Code.
Existing Codes include:
CODE DESCRIPTION ALLOW RENT ALLOW DEPRECIATION ALLOW TRANSFER AVAILABLE NOT TW ---- ----------- ---------- ------------------ -------------- --------- ------ UNASSIGNED Y Y Y Y N RENT/DEPRECIATION NOT ALLOWED N N N Y Y RENT/DEPRECIATION ALLOWED Y Y Y Y
Note: Because the Blank Product Status Code becomes the default for all rental inventory not assigned a status, the system forces all check-boxes to be checked for the blank code and does not save any changes that uncheck the boxes for the blank code.
The prompts to setup the additional codes and messages are:
Note: Certain letters are Reserved as system assigned
product status codes.
e.g. C means ON CONTRACT or W means on WORK ORDER.
To prevent conflicts, these letters can not be re-used here. For a
list of these codes, view the screen display in Product Inquiry Sort Order.
CODE DESCRIPTION RENT DEPRECIATE TRANSFER AVAILABLE NOT TW ERROR MESSAGE ---- ----------- ------ ---------- -------- --------- ------ ------------- WB Washing Bay N Y N Y In Wash bay for service. AC Auction N N N N Y No longer in use - going to auction.
Uncheck this box to prevent rental equipment identified with
this status code from being rented or from being included in the
product list of available products to rent.
The associated warning is displayed on the screen if an operator
does attempt to rent them, as outlined in Product Availability pop-up.
Note: The quantity availability checking in Group searches and Group reporting calculations still includes these products in the active for rent count unless the Avail flag is also unchecked.
Credit Invoices do not prevent invoicing of a rental product with a Status code prohibiting rentals, even if quantity on credit invoice is a positive value.
Note: If the Contract has been created for the "External Repair Customer" as defined in the Company Estimate & W.O. Parameters then this 'not available' for Rent flag is ignored.
Uncheck this box to prevent rental equipment identified with
this code from being depreciated.
This Allow Depreciation flag for a product is verified
whenever depreciation is generated from Depreciation.
Note: When the Status Code assigned to a product is flagged not
to allow Depreciation, the "change Status Code" utilities can only
change the Status Code to another code that does not allow
Depreciation.
This restriction helps maintain a consistent depreciation flag
status for each product.
Uncheck this box to prevent rental equipment identified with
this status code, from being transferred in Inventory Branch Transfer.
The associated warning is displayed on the screen if an operator
does attempt to transfer an item assigned this code, as outlined in
Product Availability pop-up.
Note: The flag to prohibit transfers only applies to transfer
initiated in Internal Transfer Console,
Internal Transfer Worksheet, and in Inventory Transfers.
It does not prevent transfers at Rental
Return when a customer returns a product to a different
location from the Out location.
Check this box if equipment with this code should be included in
the Group product available count.
This is the default for all status codes and must be manually
changed if required.
Uncheck this box if this status code is flagged not to allow
rent and the rental equipment should not be included in the
availability calculations by Group when using the 'available only'
filter in the Product Search window.
This condition should only apply to products that are not part of
active inventory.
The associated warning is displayed on the screen if an operator
does attempt to rent the product, as outlined in Product Availability pop-up.
Check this checkbox if this Status Code should be removed from
the Status Code selection list in Texada Web when setting new
Status Code values.
Uncheck this box if the Status Code is used by and can be assigned
in Texada Web.
The product status code can be updated in Rental Return, Close Pickup
Ticket, Exchange by Contract, Exchanges By Customer, Confirm Exchange Pickup, Work
Orders, or Close Internal Work Orders,
and can only be updated to codes with the same Depreciation
flag.
This restriction helps maintain a consistent depreciation flag
status for each product.
Use Rental Inventory or in Update Product Status Code to manually set the status code on the relevant rental equipment.
ACTIONS:
Additional actions provided by buttons on
the Product Status Codes screen include:
Actions and Updates by Status Code:
Click the UPDATE button to access the Automatic
Update options including:
By Group window provides the ability to cause a Status Code update for all non-bulk rental products in a Group when the equipment is returned or exchanged, as outlined in Auto Status Code Update By Group.
Actions window provides the ability to setup actions when the Status Code is changed at return or exchange, such as creating a W.O., printing a Service Check List, or setting a Time Delay on availability to allow for service, as outlined in Status Code Actions By Group.
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