Rental Return Worksheet
Counter Menu -> Rental Return -
Type W -> Rental Return Worksheet
This screen can be used to build a list of products from this
Contract that are to be returned, and to enter the quantities to be
billed.
Enter each product or select it from the window provided on the
Product# field.
The worksheet lists the product#, description, quantity on the
contract detail line, quantity to return, quantity to bill, yard
date and time.
This Rental Return Worksheet can also be used to process
an 'In Yard Returns' product list that was generated from
Texada Web, when activated from the Logistics configuration.
When the "In-Yard" return is performed on the Texada Web
mobile device, the inventory records are assigned to the operator's
location, as configured on the Operator
file.
If a Worksheet has been created from an 'In Yard Returns'
but there appear to be no products on it, this may be because the
products were returned to a different location from the location
entered on the Rental Return header.
- 'Product Selection' window:
- The products in the selection window on the Product#
field of the worksheet, are listed by product# from the contract
with description, price per unit from the contract, contract status
and serial number for serialized sales parts.
Only products on this contract that have not yet been selected for
the worksheet for all or partial quantity, are listed in the
selection window.
The product record list can be resorted by any column in
ascending or descending order, by clicking on the column
heading.
Columns can also be dragged and dropped to temporarily reposition
them as required.
To select a product from the list, double-click on the
appropriate record, or highlight the record and click the
SELECT button.
Return Worksheet screen:
- The quantity to be Returned can be over-typed for a
detail line, only if the product was not returned from the In
Yard Return API from Texada Web and if it is not on an
open delivery or pickup ticket as in these cases the quantity
defaults from the quantity the driver has completed.
If a product number is added directly on the worksheet and there
are multiple line items for the product, the operator is prompted
to select the correct line item from outstanding items.
For Rental items, the quantity returned becomes the quantity
billed and cannot exceed quantity on the contract detail line. Any
remaining quantity that is not returned and billed, stays out on
rent.
For Sales items both quantity returned and billed can be over-typed
but if the quantity returned plus the quantity billed for a Sale
does not equal the quantity Out on the Contract, the operator is
prompted to confirm the remaining quantity is still Out.
Note: Once a detail line has been picked and partially return,
more quantity cannot be added to it.
If a quantity correction is required, delete the detail line and
then re-add it with a larger quantity.
The 'Yard Date/Time' are only populated by the Texada Web
entry.
- Primary/Secondary Sales Product conversion:
- If the sales item is a Primary sales part and a partial
quantity of the primary part is to be returned to stock, the
following "Secondary Product Returned/Billed" window opens for the
operator to enter the Secondary product quantities sold and
returned to stock.
The prompts are:
- PRIMARY PRODUCT #
- The original Primary product number and description from the
contract display.
- SECONDARY PRODUCT #
- The Secondary sales part number and description display.
- SECONDARY PRODUCT TRANSFER QTY
- The number of units of the secondary product that convert
to/from a single primary product, display.
- SECONDARY QUANTITY RETURNED
- The converted remaining quantity that could be returned to
stock as the secondary sales part is displayed.
This is calculate from (the original primary sales quantity out on
the contract, less the primary sales quantity returned) times the
transfer to unit conversion quantity.
This can be over-typed with the actual number of units being
returned to stock as the secondary product #.
- SECONDARY QUANTITY BILLED
- The remaining quantity of the secondary product displays as
sold, to be billed. This can also be over-typed with the actual
quantity sold to the customer.
Note: The sum of the "Secondary Qty Returned" and the "Secondary
Qty Billed" must equal or be divisible by the "Secondary Product
Transfer Qty" (i.e. equal to complete packages of the Primary
part).
Summary:
- The following fields display the resulting Primary Product
summary for the contract:
- PRIMARY QUANTITY ON CONTRACT
- The quantity of the primary sales part that was originally out
on the contract displays.
- PRIMARY QUANTITY RETURNED
- The number of unopened packages of the Primary product that was
already entered on the previous screen, as the primary quantity to
be returned to stock, displays.
- PRIMARY QUANTITY TRANSFERRED
- The quantity of the primary sales part to be converted to the
secondary sales part displays.
This is the sum of the "Secondary Qty Returned" and the "Secondary
Qty Billed" divided by the "Secondary Product Transfer Qty".
- PRIMARY QUANTITY REMAINING
- The remaining unopened quantity of the primary product
displays. This is the quantity that can be left out on the
contract, or sold and billed now as complete packages of the
Primary sales part #.
- Finished?
- Click ACCEPTto accept and exit, or click CANCEL to abort.
Finished?
- Click on ACCEPT when the worksheet list is completed
- CONFIRMATION SCREEN to process Worksheet:
- If products have been listed, select one of the following
options:
- Select Process Rental Return to return to the Rental Return and to either convert the items on
the worksheet to an invoice or return them to stock using the
rental return process, or to abort the rental return.
Note: If the Rental Return detail
screen is aborted, the product list is only saved as a worksheet if
the list was built by the Texada Web - In Yard Return
API.
Any products that were manually added to a worksheet remain as out
on the contract and are not re-saved on the worksheet.
-
Select Save Worksheet And Exit Return to exit the Rental
Return and to save the worksheet for this Contract, to be
re-accessed later.
-
Select Edit Worksheet to return to the existing worksheet
in progress.
Topic Keyword: RSCH30