Rental Contract Creation - Transaction:Logistics Type:Order

 

NOTE: Use this transaction/type if project has requested rental items to be delivered directly to the jobsite. This means that the yard/branch will be arranging to physically put the rental items on a truck/vehicle to have the rental items be delivered to the project site

 

STEP 1: Click Rental & Sales

STEP 2: Click Rental Order

STEP 3: Click Create New

STEP 4: Enter Project #

STEP 5: Choose Transaction: Rental - Logistics

STEP 6: Leave Type as Order

STEP 7: Click OK

STEP 8: Enter Reference (Most Yard Managers are putting in the job # so that it shows on the forms that will be printed)

STEP 9: Enter the person requesting the item (Optional)

STEP 10: Enter yourself as the person creating the rental (Optional)

STEP 11: Click Order Tab

STEP 12: Click Project Tab

STEP 13: Enter/Choose the phase code/category combination

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

 

STEP 14: Click Yes

NOTE: This will add the project address to the other parts of document. You can always edit the address later if needed. 

 

STEP 15: Click Shipping Tab

STEP 16: Verify the project address is correct

STEP 17: Choose the Contact ID (this is the main contact for that project)

Side Note:You can also search for the person by clicing 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 18: Click Product Tab

STEP 19: Click Add

STEP 20: Enter/Search Your Item Code

STEP 21: Enter Category Code

STEP 22: Enter Driver

STEP 23: Choose the date/time for the item to be delivered

STEP 24: Choose the date/time for the item to start the billing cycle

STEP 25: Choose the date that project team expects that it will need to be picked up

STEP 26: Choose your Charge Code if different than default

STEP 27: Double check your rates

STEP 28: Click Item Text Tab

STEP 29: Add any additional comments

STEP 30: Choose all the documents you want these comments to show on

STEP 31: 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 32: Click Save and close

STEP 33: Click Yes

STEP 34: Choose the Output option you want

Output choices

STEP 35: Complete the order using the Transport Picking Control Center