Transfer Rental Contract - All Lines

 

Note: You would use this method if you want to transfer ALL ITEMS from one contract/job to another

 

STEP 1: Click Logistics

STEP 2: Click Control Center

Note: You can only transfer if the Status of the current contract is "Del" and highlighted in green

 

STEP 3: Right Click on one of the rows

STEP 4: Click Actions

STEP 5: Click Rental transfer contract

STEP 6: Enter the new project #

Note: This field will default to the current project so just override it with the new project #

 

STEP 7: Double check Off Rent date

STEP 8: Double check new On rent Date

STEP 9: Double check the address of the NEW project

STEP 10: Enter the new project #

STEP 11: Choose the Phase code/category

STEP 12: Click Yes

STEP 13: Click Ok

Note: It will take just a moment,but it will open up your new contract

 

STEP 14: Enter the new project in the Reference field

STEP 15: Enter your employee # as the "Entered By:"

STEP 16: Click Order Tab

STEP 17: Click Project Tab

STEP 18: Double check the job # and new phase code

STEP 19: Double check the information in the Relationship box

STEP 20: Click Shipping Tab

STEP 21: Double check the shipping address

STEP 22: Enter the Contact information

STEP 23: Click Product tab

STEP 24: Double click first line

STEP 25: Verify/Change the Phase/Categroy

STEP 26: Enter the category

STEP 27: Choose the New Required Off Rent date

STEP 28: Double check your rates

STEP 29: Click Item Text Tab

STEP 30: Enter any Addiitional Text

STEP 31: Choose what will be printed

STEP 32: Click Close

Note: If you need to add items to this contract that were not part of the initial transfer, you can click the New Button

 

STEP 33: Repeat Steps 24-32 for each line on that contract

STEP 34: Click Complete the Rental Transfer Process button

STEP 35: Click Yes

STEP 36: Choose your print option to alert the new project