Close Delivery Ticket


Counter Menu -> Delivery & Pickups -> Delivery Console -> CLOSE button -> Close Delivery Ticket

Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> CLOSE button -> Close Delivery Ticket


After equipment has been delivered and the driver returns with the signed tickets, use this option to enter the ticket information with the product quantities actually delivered. This utility can be accessed from the Delivery Console or from the Delivery/Pickup Dispatch by clicking on the CLOSE button to complete and close the Delivery.

The Off Rent records that were created when the Delivery Ticket was generated from the Contract, can be viewed in Off Rentals by Contract, and on the Contract these products show a status F for Off Rent.
By closing the Delivery Ticket the equipment is put On-Rent, as the equipment is now on site and in use. The status on the contract is now changed to O for Out and the Off Rent hours are save in the contract details to be used in the rental billing calculation.
Products are not available during the duration of the ticket, but when the ticket is closed the availability status for Off Rent equipment respects the flag whether to Show Off Rentals as Available as set in the Company Security Parameters.

If the Cycle Bill Items from Contract feature has been activated in the Divisional Contract Parameters any eligible sales parts on the Delivery Ticket are automatically sold when the delivery ticket is confirmed, and the invoice number is displayed.
Sales parts belonging to a Sales Product Class that is flagged to Prevent Auto Sell are not automatically sold.

A flag in the Company Billing Parameters controls updating the Cycle Billing Day Code of contracts that are going out on a Delivery Ticket, to automatically match the Delivery Ticket close date entered in Close Pickup Ticket.
The default is recommended by Texada Support as the products are actually Off Rent until the ticket is closed.
The Cycle Billing Day Code on the contract will only be updated if the following 3 conditions are met:

  1. The original Cycle Billing Day Code must match the contract header date. If the Cycle Billing Day Code on the contract has been over-ridden or changed, then the Cycle Billing Day Code will NOT be updated to match the close deliver date.
  2. All items on that contract must be delivered on that single Delivery Ticket.
  3. The contract can not have any billings yet.

The Add Service on Ticket setting in the Divisional Delivery/Pickup Parameters controls whether delivery is charged on the contract or on the Delivery Ticket.
An advantage charging on the ticket, is that the customer is charged for each delivery that is made, rather than a single charge for delivery per contract.

The prompts are:

CONTRACT#
Enter the contract number from which the Delivery ticket was generated, or look it up in the Contract Search window.
The customer name from the source contract displays.

DATE/TIME OUT
The original date and time out on the contract header displays. This is information only.

DELIVERY #
This is the Delivery Ticket number to be closed.

If the ticket is being closed from the Delivery Console a window is provided to select the delivery ticket for this contract.
The Delivery Ticket selection window displays the dates, and highest cost products with quantity for each ticket.
Click the DETAILS button to view all the products on a specific ticket.

The Delivery ticket number prints in the Delivery Service Charge notes field on the contract.


DATE/TIME ON
Accept today's date and time or enter the correct delivery date and time for when the ticket was closed.
This becomes the On-Rent date/time and determines when the equipment is eligible for rental billing.

Date Range Control:

If the operator does not have date range override permission, the 'Date On' will be checked to make sure the date is valid against the date ranges set as acceptable in Date Range Control for RSFR as this date becomes the date "on-rent".
If the contract Date/Time is before the RSFR date range control, the date will be set to the earliest date within the date range.
The date control feature helps prevent data entry errors.

DROP OFF DATE/TIME
For non-Texada Web, accept the date and time or over-type it with the actual information.
For Texada Web tickets this is information only and has been set to the actual date and time that the driver logged when the equipment was delivered to the work site.

The Drop Off Date and Time print on the Dispatch Report when closed tickets are included, that is generated from Delivery/Pickup Dispatch screen.


COMMENTS
Window to view any existing notes for this ticket.
These can be deleted or modified and additional notes can be added as outlined in Document Comments.

DELIVER (ADD DELIVERY SERVICE)
This field is only enabled if the Add Service on Ticket flag for Delivery is set in the Divisional Delivery/Pickup Parameters.

Check this box to bill for the Delivery according to the Delivery Service defined on the source contract.
Uncheck this box to prevent the Delivery Service on the contract from being billed automatically. Delivery charges can still be assigned manually in the Services window.


DRIVER
Accept the driver code that defaults from the driver entered on Create Delivery Tickets or select the correct driver code from the drop-down list as setup in Drivers.

SIGNER
The name of the signer can be entered.

ALL ITEMS
Check this box if all or most products on this ticket, were delivered.
This Close flag can still be over-typed for specific products in the selection list.

Uncheck this box if most products were not delivered.
This Close flag can still be over-typed for specific products in the selection list.

Note: If Texada Web in Logistics is used and there are any products on this Contract that are flagged for return by the Texada Web mobile unit, the Items 'In-Yard' on Return Worksheet screen is triggered warning that these items must be returned through the Rental Return Worksheet before the ticket can be closed.


Product Selection List
All the products on this Delivery ticket, that still have a Off Rent status F, display on the screen.
SEQ
Each product transaction detail in the list is assigned a sequence number.

PRODUCT #
The equipment product number displays.
Only products on the ticket that have an outstanding delivery quantity display.

DESCRIPTION
The product description from the contract displays.

CLOSE
The default Close flag displays, as selected above.
This may be over-typed for specific equipment, according to the Delivery Ticket information from the driver.

Note: When Texada Web is enabled in the Software Integration parameters to track driver tickets, then a delivery or pickup ticket cannot be closed in SRM until the driver has completed the ticket on the mobile app, and any items on an open delivery or pickup ticket cannot be returned until the ticket is closed or cancelled.


QUANTITY
The quantity not yet recorded as delivered displays.
This may be over-typed for specific equipment, according to the Delivery Ticket information from the driver.

With a Texada Web or Descartes delivery the Quantity displays the actual quantity delivered and cannot be changed if the driver has marked the ticket as delivered or cancelled.
This enforces the quantities reported from On Demand.
Refer to Logistics for more information on these features.


DELIVER BY
This is the Contract date and the Date Off rent for Delivery and is display only.

DROP OFF DATE/TIME
The Drop Off Date/Time also defaults to the Contract Date/Time Out for non-Texada Web tickets, or earliest date within Date range control if it is before the date range.
This can be overridden for non-Texada Web tickets.

For Texada Web tickets driver sets the date/time which displays here with a red background if the date is greater than the Contract line date/time out for the tickets.
This date/time can only be changed on a Texada Web ticket if the user has Role Permission Security to Modify FL Delivery Ticket Drop Off Date in the Texada Web/Rental Logic settings and the date cannot be before the source Contract line date/time out.

This date does not impact billing.


Expanded Record
The expanded record displays the Total Hours off rent, Date/Time On delivery information and Comment.
DATE/TIME ON
This date is used for billing.
It defaults from the header Date/Time on rent.
This date is used to calculate the Total Hours off rent and cannot be set before the Contract line date/time out.

Changing the date/time recalculates the off-rental hours which are not chargeable.


Finished?
Click ACCEPT to continue or CANCEL to abort.

Confirmation is required as outlined in Confirmation Screen.
Any products flagged as delivered become On-Rent and when all products are delivered the Delivery ticket is Closed.


RANKED DELIVERY SERVICES
This Delivery And Pickup Service Codes on Document window only opens if Delivery services are charged by the ticket for this division as defined in the Delivery/Pickup Off Rent Ticket Subsystem settings of the Divisional Delivery/Pickup Parameters, and at least one rental product on the Delivery Ticket belongs to a Group setup for Delivery and Pickup Type D Services Codes in the Group Service Codes window.
The purpose of the window is to determine the correct deliver method using the ranked value for the delivery service.
Refer to Group Delivery/Pickup Type-D Service Overview for information on this feature.

CUSTOM DELIVERY CHARGE Window
If the Service Code selected for Delivery is designated as 'Type $', this code over-rides any "auto" assigned delivery/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, as outlined in the Custom Delivery or Pickup Charge pop-up window.

DELIVERY SERVICES
If the Service Code selected on the document header for Delivery is designated as 'Type $', this code over-rides any "auto" assigned delivery 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, as outlined in the Custom Delivery or Pickup Charge pop-up window.

Note: The Delivery ticket can still be closed and the delivery service charged, even if a Customer has been flagged as a bad risk in Bad Risk Customers.

ACTIONS:
Additional actions provided by buttons on the Close Delivery Ticket screen include:


Topic Keyword: RSCH27
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)