FIFO Rental Return
Counter Menu -> Rental Return
-> FIFO RETURN button -> FIFO Rental
Return
The purpose of the FIFO return is to identify all the contracts
for a customer for selected products, and to list the contracts by
the oldest date out.
This allows a customer with multiple quantities of bulk items, to
always return the earliest products first.
If multiple contracts are selected, each is returned individually
as in the standard rental return, but all products returned will be
included on one invoice.
This is useful when a customer is returning a number of pieces
of bulk equipment such as scaffolding and he did not have all the
related contract numbers.
Using FIFO Return, the oldest units out can be identified and
returned first.
Items will not be picked up if the contract out date is after
the return date/time.
When multiple contracts are selected the contract number to print
the invoice will be FIFO RTN. This contract number will also show
as the invoice source in the inquiries.
When multiple contracts are returned, contract deposits can NOT be
used.
Products currently out on an open Delivery Ticket will not be
found for FIFO return from that Contract.
Logistics Interaction:
A mobile handheld device such as Texada Web can also be used
to capture products to be returned and the file can be pulled into
the FIFO return by clicking the LOAD button.
Note: Texada Web can be activated from the Logistics tab of Software
Integration.
Customizable Return Parameter Settings:
Because most rental firms have varying preferred business
practices, Texada SRM provides a series of parameters to
define and control the functionality of the software.
Refer to Rental Return Tunable Parameters
for a comprehensive list of these tunable settings, both company
wide in Company Parameters and by division
or store in the Division Parameters.
Activating the Contract Return or FIFO Return option:
The prompts for FIFO return are:
-
- CUSTOMER NUMBER
- Enter the customer number or select one from the look-up
window.
Note: FIFO rental returns cannot be processed for a customer who
has been charged varying Waiver rates, as the percent of rental to
charge may not be consistent across the contracts.
DATE IN
- Accept today's date or type in the actual return date. This
date is used to determine the rental charges. It is ok to back
date.
Date Range Control:
If the operator does not have
date
range override permission, the Date In in the return will be
checked to make sure the date is valid against the date ranges set
as acceptable in
Date Range Control for
RSCD.
The date control feature helps prevent billing errors because of a
data entry error.
If the date is over-typed, an override record is generated,
tracking the date, contract #, clerk, Customer # and the change in
date.
No override reason is required and this audit information can be
printed from Print Override
Report.
TIME IN
- Accept the time displayed or type in the actual return time.
If the time is over-typed, an override record is generated,
tracking the date, contract #, clerk, Customer # and the change in
date.
No override reason is required and this audit information can be
printed from Print Override Report.
If your firm does NOT prorate partial days (i.e. charge for
parts of days used), anytime after the time out becomes eligible
for an EXTRA Day's charge.
Check the setup in the Rental Product
Class for "Prorate Partial Days" to confirm how the overtime
based on parts of days (hours) has been defined.
ALL SITES
- Check this box to include contracts for this customer, from All
sites.
On the product selection screen, the third line of the Expanded
product detail will display the original site number, for the
product.
The site of the first product returned will be assigned to the
invoice. The site # and name for any products being returned from a
different site, can be viewed and is also printed in the product
detail notes on the invoice.
Uncheck this box to only select products from contracts coming
from one site.
- SITE#
- Specify the site number, or select a global or a customer site
from the window.
Products will only be returned from contracts having this
site.
ALL PO#'S
- Check this box to include contracts with any Purchase Order
number for this customer.
On the product selection screen, the third line of the Expanded
product detail will display the original P.O.# of the contract on
which the product went out. Each P.O.# can also be viewed and is
printed in the product detail notes on the invoice.
Uncheck this box to only select products from contracts having a
specific P.O.#
- PURCHASE ORDER#
- Enter the specific P.O.#.
RETURN LOCATION
- The location defaults according to the location defined in
Operators for the operator currently
signed into this workstation session.
Accept this location, or type in the new location to which the
equipment is being returned, or select it from the window.
Finished?
- Click ACCEPT to accept and continue to select the product
details, or click CANCEL to abort.
CLERK
- This window appears if the option to prompt for the clerk code
is set in the Company Security
Parameters.
A valid clerk code must be entered in this field. Enter the
operator ID that is used to sign into this software.
A further security flag can be set requiring the clerk's password
to be entered to confirm identity. Three attempts to enter the
correct password are allowed before the operator is refused access.
If the flag to prompt for the clerk code is not set in the
Company Security Parameters, then the
current operator signed in will be assumed and the prompt will be
skipped.
Product Details:
- Click the LOAD button to populate the list from a
pre-selected queue or enter the products and quantities being
returned as follows:
- PRODUCT NUMBER
- Enter the product number to be returned, or use the Inventory Search window to select it.
The search window can be opened by typing in the first few
characters of the product description, or by clicking on the
button, or by pressing <F4>.
Barcode scanners can also be used to read in the product number.
A warning is generated if the customer does not have this item
out.
DESCRIPTION
- The product description displays.
QUANTITY
- Enter the quantity of each product that is to be returned. This
will default to one for Non-bulk rental items.
The program will search for and list contracts with this product to
meet this quantity.
Finished?
- Click ACCEPT to accept the product selection and quantities
entered, or click CANCEL to abort.
The products will re-sort into product number sequence.
Finished?
- Click ACCEPT to accept again to proceed, or click CANCEL to
abort.
The FIFO return can still be aborted, or confirmation is
required to proceed as outlined in Confirmation Screen.
FIFO RETURN - CONTRACT SELECTION FOR WAIVER PERCENT AND CODE
- This paging screen only displays if there are product
quantities to be returned from different contracts that are
charging different Damage Waiver codes or amounts.
Because an invoice can only bill based on one Damage Waiver code
and rate, the operator must select a record to apply to the invoice
resulting from this FIFO return.
All rental equipment returned on this FIFO return will be
charged Damage Waiver on the final rental charge, according to the
selected waiver rate percent.
This includes equipment even if Damage Waiver was declined on the
original contract.
Only equipment from a Rental Product Class
flagged not to charge D.W. will not be charged.
Note: Any equipment that should NOT be charged this waiver rate
on this final invoice, should be deleted from the product selection
list and returned individually using Rental
Return.
FIFO RETURN - MISSING DETAILS
- This paging screen only displays if there are product
quantities that cannot be found out on any contracts for this
customer/site/P.O.
The products, description, and quantities that could not be found
on the contracts are displayed.
This quantity will not be processed on this FIFO return.
- Finished?
- Click ACCEPT to accept and proceed, or click CANCEL to
abort.
Verify Product Selection:
- Confirm the products being returned from the specified
contracts.
Records that should not be returned can be deleted from this list.
Example:
The field information includes:
- CUSTOMER NUMBER
- The Customer number and Name display at the top of the screen.
- CONTRACT#
- The contract #'s having the requested products display, listing
the oldest contracts according to date out, as displayed in the
expanded product detail.
PRODUCT NUMBER
- The product number displays.
A separate record will be displayed for each time the product is
listed on the contract.
Note: If the product is on an open delivery ticket, it will not
be eligble and will not be found by the FIFO return.
DESCRIPTION
- The product description displays.
QUANTITY
- The quantity available to be returned on this contract detail
line displays.
SHORT
- The quantity that is unable to be filled, from the requested
return quantity, displays as quantity short.
The Quantity Short detail numbers can be viewed in the
window as follows:
-
- PRODUCT #
- The product number displays.
- QTY AVAILABLE
- The total quantity identified as still out displays.
- QTY WANTED
- The quantity requested to be returned displays.
- QTY SHORT
- The quantity difference that is not found Out on contract
displays.
- Finished?
- Click OK to close the quantity short information window.
STATUS
- The status of the product detail on the contract displays.
e.g. O = Out, F = Off Rent
Expanded Record
- Click on the EXP/CON button or press <F9>
to view the expanded detail line, showing the product Date and Time
Out on the contract on the second line.
The third line displays the site number and name, and the P.O.#
from the contract. The original contract#, site, and P.O. will also
print as part of the invoice detail notes, if they differ from the
site and P.O. printed in the invoice header.
Finished?
- When the list is correct, click ACCEPT to accept and exit, or
click CANCEL to abort.
The return can still be aborted, or confirmation is required to
proceed as outlined in Confirmation
Screen.
Regular Rental Return detail screen:
- Each contract that was included in the list on FIFO product
selection screen, now comes up individually to allow the products
to be returned or sold as outlined in the standard Rental Return process.
Each product that is returned, is added to the new invoice that is
generated.
Note: When multiple contracts are returned, contract deposits
can NOT be applied against the invoice.
ACTIONS:
Additional actions provided by buttons on the FIFO Return
screen include:
Topic Keyword: RSCD02