3rd Party Rental - Req to Order Status (Part 1)

Taking the Requisition to Order

Note:Please use this type if your superintendent or a representative from the project site submits a requisition for an item that we don't own so are going to rent it through the yard (3rd Party Rental)

STEP 1: Click on Logistics

STEP 2: Click on Control Center

STEP 3: Select line - Right click

STEP 4: Hover over Actions

STEP 5: Create rental order or Take requisition line to existing contract

STEP 6: Choose Transaction "Rental - 3rd Party"

STEP 7: Leave Type as Order

STEP 8: Click Ok

STEP 9: Enter the Job # in the Reference field so that it will print onto the documents

STEP 10: Click on the Shipping Tab

STEP 11: Double check the project shipping address

STEP 12: Click Save

STEP 13: Click Yes

Note: Manually reach out to your vendor rep or gather bids, and coordinate the prices and delivery. Once you have the prices you need, then go to the next step of Create the PO and finalize the contract