Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> CREATE button -> Create Delivery Ticket
Counter Menu -> Contract Details -> Contract Summary and Totals -> Create Delivery Ticket
Delivery tickets are usually generated when the contract is
completed in Counter Worksheet or in
Contracts.
Delivery tickets can also be created for a contract, using this
utility that can be accessed from the Delivery
Console or from the Delivery/Pickup
Dispatch by clicking on the CREATE button.
No date is attached to the Delivery Ticket, but when the ticket is
closed in Close Delivery Ticket a date for
the confirmed delivery can be entered, to determine the date to
start billing the customer.
If the Delivery Ticket is created and closed immediately using the
Auto-close option, the billing start dates will be as of the
dates on the contract.
Products are Off Rent and 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.
Note: Delivery tickets cannot be generated from the Worksheet or
from the Reservation until the document is converted to a
Contract.
Delivery tickets also cannot be generated for Seasonally Billed
Contracts, as "Off Rentals" conflict with the seasonal billing
process.
Refer to Delivery/Pickup Ticket Overview for configurable print parameters and details on the feature.
The prompts to generate a Delivery ticket are:
A Charge by Delivery: Yes/No comment can be printed on
the ticket indicating whether there is a charge for each delivery,
or a single delivery charge per contract.
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.
Window to view and enter comments on the Delivery ticket.
These can be deleted or modified and additional comments can be
added as outlined in Document
Comments.
This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.
Uncheck this box if an 'External Transport' service is not being used for this ticket.
Note: This checkbox defaults to being checked if the document division is setup to use an 'External Transport' in the Transport Supplier Information window, and defaults to blank if the division does not use an 'External Transport'. The checkbox can be changed as required.
This default can be over-typed for specific products in the resulting Product Details list.
This is an optional field if On Demand or WinRoute services are activated for the division.
The deliver flag can be checked or unchecked as required to select products to be included on this Delivery Ticket.
When the Transport Supplier feature is activated in the
Division Delivery/Pickup Parameters, the
weight of the products on the ticket is tracked and is included in
the shipment information sent to the Transport Supplier.
The weight total can be adjusted in the Print
and/or Email Delivery Ticket window before the email notice is
sent to the Transport Supplier.
When complete, click ACCEPT to accept the selection and exit the
details window.
Confirmation is required as outlined in Confirmation Screen.
The Selection Required window is triggered to provide print and email options, if the Use Contact Document Emailing feature is activated in the Company Email Configuration.
The ticket can also be printed or emailed later from Print Delivery Ticket.
ACTIONS:
Additional actions provided by buttons on
the Create Delivery Ticket screen include:
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.
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