Rental Contract Creation - Transaction: Logistics Type: Order
Modified on: Mon, Feb 22 2021 8:12 AMRental 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