Creating a "Store Materials/Equipment at my Yard" Contract

Note: When a project reaches out and requests that they store materials/tools etc at your yard and you want to charge them "rent"

STEP 1: Click Rental & Sales

STEP 2: Click Rental Order

STEP 3: Click Create New Icon

STEP 4: Enter the project #

STEP 5: Choose Transaction: Rental - Immediate Dispatch

STEP 6: Leave Type at Will Call

STEP 7: Click Ok

STEP 8: Enter Job# in Reference field so that it prints onto the invoice

STEP 9: Click Order Tab

STEP 10: Click Project Tab

STEP 11: Enter Project #

STEP 12: Enter Phase Code

STEP 13: Click Date Tab

STEP 14: Enter Off rent date

STEP 15: Click Product Tab

STEP 16: Click Add

STEP 17: Enter Item Code 4005

STEP 18: Enter Category 71170 (Since you are "Renting" the space)

STEP 19: Enter Quantity

STEP 20: Choose your Charge Code

Note: To set up the rate you will go to the regular Rental Rates Maint Screen

Note: If you want to enter a note that will show on the Rental Contract or Billing, you can do that on the Item Text Tab (See Screenshot at bottom of solution)

STEP 21: Click Close

STEP 22: Click Dispatch Current Document

STEP 23: Click Yes

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