Confirm Exchange Pickup
Counter Menu -> Exchanges -> Exchange by Contract -> CONFIRM
PICKUP button -> Confirm Exchange Pickup
When a product exchange is done in Exchange
by Contract or in Exchanges By
Customer but the original exchanged product was not returned to
the shop at that time as indicated by the Product Returned
flag, this program can be used to complete the pickup information
when the exchanged equipment is returned.
After the pickup is confirmed the operator will be prompted for any
service W.O. that may be required and to update the product
Status Code for relevant products.
The prompts are:
-
- CONTRACT #
- Enter the contract number or up in the Contract Search window.
EXCHANGE TRX#
- Enter the exchange transaction number for the product or look
it up in the Exchange Transaction Search
window.
OLD PROD#
- This is a display only field of information from the selected
exchange transaction.
- NEW PROD#
- This is a display only field of information from the selected
exchange transaction.
- EXCHANGE DATE/TIME
- This is a display only field of information from the selected
exchange transaction.
DRIVER
- Enter the driver code or select one from the drop-down
list.
SIGNER
- Enter the name of the person signing for this exchange.
VIEW CONTRACT SERVICES
- Uncheck this box if access to view or change the services on
the contract is not required at this time.
Check this box to access the contract services. After this
product pickup record is accepted the contract totals window
appears, where services, additional deposits, etc. can be added or
changed as outlined in Document Summary and
Totals.
Finished?
- Click ACCEPT to accept and to update the product availability.
- METER IN WINDOW
- If the old product being exchanged is tracking meter or blade
usage a window opens displaying the product number, description and
the out meter reading.
Enter the current meter reading and press <ENTER> again to
accept and close the window.
CREATE WORK ORDERS FOR RETURNED EQUIPMENT
- This window is triggered if any non-bulk rental products were
returned, that belong to a Group that is
flagged to generate a Work Order at return
or exchange, and the equipment as been flagged as available, as
outlined in Create Work Orders For Returned
Equipment.
Any resulting Work Orders can be printed after the exchange is
completed.
UPDATE PRODUCT STATUS CODE
- If the Update Product Status Code in the "Product
Exchange Settings" is activated in the Divisional Return Parameters, the Product Status
Code window displays showing the old Status Code and the new Status
Code.
The operator can accept the new code, select another code, or
reject the code change.
The Product Check List for service maintenance prints if the
processing in the "Product Exchange Settings" is activated in the
Divisional Return Parameters, and the
product's group is flagged to print a Product Check List for this
new Status Code in Status Code Actions By
Group.
A Work Order is generated for service on the product if the new
product Status Code is flagged in Status Code
Actions By Group.
BULK TIME DELAY
- This window is triggered if a bulk rental product was returned,
that belongs to a Group that is flagged to
set an availability time delay to allow for service after return or
exchange, as outlined in Bulk Item Time
Delay.
Topic Keyword: RSEX10