Creating a Contract - No Req. - Transaction: "Rental - Hawaii", Type: "Order"

Rental Contract Creation - No Portal Requisition – Transaction: "Rental - Hawaii" - Type: "Order"

NOTE: This special transaction was set up for Hawaii only, as Hawaii has been configured to request approval at every step. Only Hawaii should be using this
transaction type.

NOTE: Please use this type if project has requested rental items to be delivered. This means that the yard/branch will be arranging delivery to project site.
NOTE: Rental Order is another way of saying Rental Contract. You may see these terms used interchangeably.

Creating a Rental Contract

STEP 1: Click Rental & Sales

STEP 2: Choose Rental Order

STEP 3: Click New Document

STEP 4: Type in the job #

STEP 5: Choose Transaction: Rental - Hawaii

STEP 6: Leave Default Type of Order

STEP 7: Click OK

STEP 8: Type in a reference

STEP 9: Choose the person that is picking the item(s) up

STEP 10: Choose the person entering the contract

STEP 11: Click the Order tab

STEP 12: Click on the Project tab

STEP 13: Enter the Phase code/Category

NOTE:You can also search for the phase code/category via the magnifying glass. However, DO NOT choose the "0" line

STEP 14: Click the Shipping Tab

STEP 15: Verify the project address is correct

STEP 16: Choose the person requesting the equipment

STEP 17: Click on the Product tab

STEP 18: Click Add

STEP 19: Click the Item Code Magnifying glass

NOTE: For Search Pattern: RFSER = (Kim Kirk to finish)

STEP 20: Enter the search pattern (see above for glossary)

STEP 21: Click Enter or Search

STEP 22: Choose the item

STEP 23: Click OK

STEP 24: Enter Category

STEP 25: Enter Quantity

STEP 26: Enter the date/time (military time) you need to deliver the item

STEP 27: Enter the Required on rent date/time (military time)

STEP 28: Enter the Required off rent date/time (military time)

STEP 29: Choose which Charge code you want to use

STEP 30: Validate the Rental Rates are correct

NOTE: If the Rental Rates come in as 0.00, see the guide for How To Enter Rental Rates

STEP 31: Click the Item text tab

STEP 32: Add any additional comments

STEP 33: Choose all the documents you want these comments to show on

STEP 34: If you are done, Click Close

NOTE: Once back on the main window, you can choose to "*Add" more lines, "Edit" existing lines or "Remove" any lines

STEP 35: Click the Dispatch icon

STEP 36: Click Yes

STEP 37: Choose the Output option you want

Output choices