EPC - Creating Rental Contract - No Portal Requisition

STEP 1: Click Rental & Sales

STEP 2: Click Rental Order

STEP 3: Click New

STEP 4: Enter Project #

STEP 5: Choose Rental - Renewable for Transaction

STEP 6: Choose Type

Order: If you will be using logistics

Will Call: If doing an immediate dispatch

STEP 7: Click OK

STEP 8: Enter Reference (Some are using the job #)

STEP 9: Choose person getting the equipment (OPTIONAL)

STEP 10: Choose the person entering the rental contract (OPTIONAL)

STEP 11: Click Order Tab

STEP 12: Click Project Tab

STEP 13: Enter Phase*Category code

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

STEP 14: Click Shipping Tab

STEP 15: Verify the project address is correct

STEP 16: Choose the Contact ID (this is the main contact for that project)

Side Note: You can also search for the person by clicking the magnifying glass and if you don't see who you need, you can click the Add button at the bottom and add them in.  However, you will need to know their employee number

STEP 17: Click Product Tab

STEP 18: Click Add

STEP 19: Enter/Search Your Item Code

STEP 20: Enter Category Code

STEP 21: Click Tab (If it is an item with an E-code the picking screen will appear)

STEP 22: Click the box in the Pick column for the one you want to rent

STEP 23: Click Close

NOTE: Click the "Thumbs Up" if you need to "Pick" more items

STEP 24: Choose the date/time for the item to be delivered

STEP 25: Choose the date/time for the item to start the billing cycle

STEP 26: Choose the date that project team expects that it will need to be picked up

STEP 27: Choose your Charge Code if different than default

STEP 28: Double check your rates

STEP 29: Click Item Text Tab

STEP 30: Add any additional comments

STEP 31: Choose all the documents you want these comments to show on

STEP 32: 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 33: Click the Dispatch icon

STEP 34: Click Yes

STEP 35: Choose the Output option you want

Output choices