After equipment has been picked up, use this option to close the
Pickup ticket.
It can be accessed from the Pickup Console
or from the Delivery/Pickup Dispatch by
clicking on the CLOSE button.
When the driver returns with the signed tickets, enter the
actual return location, returned product quantity information and
any meter/blade readings, from the ticket. Any outstanding items
will be moved to a new Pickup ticket, that can be printed if
required.
If the Return Location was updated on either the Create Pickup
Ticket or the Close Pickup Ticket, the One-Step Transfer to move the inventory is created
at the close of the ticket.
If the inventory is returned before the ticket is closed the
One-Step Transfer is generated in the
Rental Return.
The ability to complete the Rental Return by Pickup Ticket can also be done for equipment that has been reported as picked up in this program.
Products are not available for rent 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.
In the product availability inquiry in Counter
Worksheet, the status code for a non-bulk rental item on a
Closed Pickup Ticket, displays as CP.
The Add Service on Pickup setting in the Divisional Delivery/Pickup Parameters controls
whether pickup is charged once on the contract or charged on each
Pickup Ticket.
A Charge by Pickup comment will print on the ticket if the
flag to Print Pickup and Delivery Comments is checked in the
Company Contract Parameters.
For standard documents and Crystal Forms the wording of the text
can be customized for two languages in the Document Field Labels table.
For Jasper documents refer to Jasper Appearance and
Formatting window of Customer Forms
for the language and label controls.
A second setting in the Divisional
Delivery/Pickup Parameters activates the processing that
updates the product status code at the time the equipment is picked
up in Close Pickup Ticket.
Such equipment to be flagged must be identified in either Auto Status Code Update By Product or in Auto Status Code Update By Group. Products can be
flagged to update the code automatically or to prompt the operator
to Verify the updated code when the ticket is closed.
Example: This feature is useful if a piece of equipment always
requires cleaning after each rental.
A product status code can be setup with a warning message (e.g. WB
= In Wash Bay) in Product Status
Codes.
The product can then be flagged in Products To
Update In Rental Return with the code WB.
When the equipment the ticket is closed in Close Pickup
Ticket, though it is back it is not yet ready to rent.
When the product status code is updated in the return, the warning
will then be triggered if any operator attempts to re-rent the
equipment before it is ready again and the status is re-set.
Another setting in the Divisional
Delivery/Pickup Parameters causes a Check List to automatically
be printed for equipment, when the product status code is changed
in Close Pickup Ticket.
The Check List can be setup in Product Check
Lists, with the appropriate service instructions.
Check List Printers can be used to specify
which printer the Check List should be printed on by division.
(e.g. Shop Printer, Wash Bay Printer)
The prompts to close a Pickup Ticket are:
Note: The Delivery/Pickup Off Rent Subsystem must be activated in the Divisional Delivery/Pickup Parameters for the division of the selected contract.
The Pickup ticket number prints in the Pickup Service Charge notes field on the contract.
If the Return Location was updated on either the Create Pickup Ticket or the Close Pickup Ticket, the One-Step Transfer to move the inventory is created at the close of the ticket and the updated location cannot be changed in the Rental Return.
After the ticket is closed this date and time print on the Delivery/Pickup Dispatch spreadsheet in columns AR & AS.
Accept this Slip number to retained the original number or enter
a new number if applicable.
There is no validation of any prior use of this slip
number.
This Date/Time is used in exchanges.
When closed tickets are included this date and time print on the Dispatch Report in columns AT & AU, as generated from Delivery/Pickup Dispatch screen.
Uncheck this box if most products were not picked up.
The Actual Qty defaults to zero and the Balance
status remains O (Out).
These values 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.
If the default flag to pickup All Items was checked then
for Rental equipment the Actual Qty displays the same value
as the Proposed Qty.
Sales parts will display either the Proposed Qty or all Sold
so that zero quantity displays for pick up, according to the
Company Contract Parameters flag as
explained above.
If the default flag to pickup All Items was not checked, then the Actual Qty displays as zero for all products.
These may be over-typed according to the Pickup Ticket information reported from the driver for the individual equipment.
Note: With a Texada Web or Descartes pickup the
Quantity displays the actual quantity picked up and cannot
be changed if the driver has marked the ticket as picked up or
cancelled.
This enforces the quantities reported from On Demand.
Refer to Logistics for more information on
these features.
For Texada Web tickets this date displays with a red background
if the date is before the Pickup Date off as displayed in the
header.
This date/time cannot be before the source Contract line date/time
out.
For Texada Web tickets this time displays with a red background
if the time is before the Pickup Time off as displayed in the
header.
This date/time cannot be before the source Contract line date/time
out.
Select Initiate a Rental Return to complete the contract return as explained in Rental Returns, after the Pickup Ticket has been completed if there are any rental products to return and invoice.
Select Return to Details to re-access to the product details and make further changes.
Select Abort Changes to exit the screen without updating any products.
Prompts include:
Uncheck this box to suppress the exchange email alert.
The purpose of the window is to determine the correct pickup
method using the ranked value for the pickup service.
Refer to Group Delivery/Pickup Type-D
Service Overview for information on this feature.
Note: To avoid billing services on exchanges, this services
window is not triggered in Close Pickup Tickets if all the
products were exchanged when the Create Pickup
Ticket was entered and if the Ignore Add Service for
Exchanges flag is set for Pickups in the Divisional Delivery/Pickup Parameters.
If at least one product on the Pickup Ticket is NOT being exchanged
then the Add Services On Pickup Ticket will be
respected.
Note: If a metered rental asset is being returned in Rental Return using the Pickup Ticket method to populate the return screen product list, then the meter-in count reported when the pickup ticket is closed, defaults to the rental return.
A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the new ticket, or
CANCEL to skip printing the new ticket at this time.
It can be printed later from Print Pickup
Ticket.
Cancel out of this window if labels are not required at this
time.
Labels can always be printed later from Product Barcode Labels.
The label printing method is controlled in the Barcode Parameters settings of the Company Inventory Parameters which then determines which of the following pop-ups is triggered:
Zebra Labels
Confirm or re-select the desired printer.
The printer for Barcode Labels defaults for the receiving division,
and is determined in the Zebra Barcode
Printers.
Note: Zebra printing is not supported in Open Client sessions or in the SaaS environment.
Note: If a non-bulk rental product was returned that belongs to a Group that is flagged to generate a Work Order at return or exchange, then the operator will be prompted to create the Work Order after the product is returned as outlined in Create Work Orders For Returned Equipment.
Lost Products
If a Partial pickup is made because items are lost or missing (e.g.
scaffolding), cancel the pickup ticket and leave this missing
quantity Out on the contract. When the rental return is done, the
rental of the missing items can be closed and the customer can be
billed for the lost inventory.
ACTIONS:
Additional actions provided by buttons on
the Close Pickup Ticket screen include: delivery or pickup
status of the document or ticket including:
Use a URL to View Directions to Site:
This button is only available if the URL direction and map
information has been entered in the Mapping Tools fields of
the Address Tools.
Click the SHOW MAP button to launch your firms preferred locator site in a standard Web browser such as Internet Explorer, as outlined in Map Location.
View Partial Product Pickup Status:
This button is only provided when this Close Pickup Ticket
action is triggered for an WinRoute or On Demand
pickup.
Click the STATUS button to view the pickup details in the Pickup Driver Status window.
View Comments:
Click the COMMENTS button to view the contract
comments that have been added to the pickup ticket.
View Attachments:
Click the ATTACHMENTS button to view the contract and
pickup ticket attachments n the File
Attachments window.
When an attachment is added to a Pickup Ticket, the attachment name
is prefaced with the ticket number when the ticket is created.
The option is provided to select and email the attachment.
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