One Shot Swap Out - Will Call/Immediate Dispatch

Notes: Consistent with the three (3) different Rental Order types Swap Outs (on rent) for the original Rental Contract Type “RC” (either Manual Dispatch or Will Call) you will use a 3 part process that enters a pickup slip, manually dispatches the replacement and returns the problem equipment. For the original Rental Contract type “RL” (Logistics) the system will use the same process however, will be dispatched via Transport Planning.   One Shot Swap Outs are used if the swap out is being done as a Will Call or Immediate Dispatch bypassing the 3 part process and can be done on both RC and RL original Rental Contract types.  Using this process you will both dispatching and returning without going through the dispatch and pickup processes.

STEP 1: Click Logistics

STEP 2: Click Control Center

STEP 3: Enter the project # the equipment is on and click Search

STEP 4: Right click on the Contract with the faulty equipment

STEP 5: Hover over Actions

STEP 6: Click One shot swap out

STEP 7: Enter a brief description for the equipment exchange

STEP 8: Enter the date of the exchange

STEP 9: Enter the time of the exchange

Notes: Billing will remain continuous at same rate

STEP 10: Enter original item code or click on the search icon to select from the list

STEP 11: Defaults in Qty selected of original item, but you can change if need be

STEP 12: Choose Return Status

Notes: Available if it is still ready to rent, Inspection or Repair

STEP 13: New Item will default to same item, but you can choose another item code if need be

STEP 14: Choose the e-code for the new item

Notes: If e-code was selected, the serial number will populate automatically.  If there was no e-code on the equipment but you selected one with serial number e-code will remain blank while serial number will populate

STEP 15: Click X to close

STEP 16: Click X to close Control Center