CORE - Creating a Contract from Portal Requisition - Logistics / Will Call

NOTE: Logistics means: Project team ordered something and the yard is delivering it

NOTE: Category Rules - Make sure you have the correct phase code/category combination on your job before ordering the items
71170 = Items owned by Swinerton that you are renting
71120 = Items NOT owned by Swinerton that you are renting through the yard. (Example: Forklift that the yard is renting through United Rentals and billing the project for)
71130 = Consumable items that will get used up during the duration of the project. (Example: Gloves, Shovels) *Although if still usable at the end of the project please return to the yard.

STEP 1: Click Logistics

STEP 2: Click Control Center

STEP 3: Change the To: date out so as to see requisitions needed throughout the month.

STEP 4: Change Types: to Requisitions only

STEP 5: Click Search

STEP 6: Click Select box for the Requisition you want to change to a contract

STEP 7: Once checked Right click the box 

STEP 8: Hover over Actions

STEP 9: Choose Create rental order

STEP 10: Choose Transaction -  Rental Logistics

STEP 11: Change type to  - Will Call

STEP 12: Click OK

STEP 13: Click Product tab

NOTE: You can Add/Edit/Remove items here if needed.

STEP 14: Double click on the item to "Pick" the inventory item

STEP 15: Click the "Pick Item" icon

STEP 16: Pick the item (This allows you to just pick the next item or pick a specific inventory item #)

STEP 17: Click Close

STEP 18: Double check the project phase/category

STEP 19: Double check the On/Off Rental Dates

STEP 20: Double check the Rates

STEP 21: Click Close

STEP 22: Click the Dispatch Icon

STEP 23: Click Yes

STEP 24: Click Email document (This will email the original requester to let them know it is officially "On Rent") However, you can also just look at the document, print it or fax it.

STEP 25: Click Close

Item is now On Rent