CORE - Yard Managers
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Transport Picking Control Center - Used with the Logistic Transaction Rental Order
Transport Picking Control Center NOTE: As a yard manager or yard admin, you would utilize this screen to further process any logistic rental contract (Logistics Order). You would use the first tab to locate your contract and pick the assets/ rental equipment. Then you would use the second tab to put your rental equipment on a vehicle (i.e. delivery truck) to be delivered to the project site and confirm that delivery. NOTE: If it turns out that the project wants to come pick up the items, after completing the Rental - Logistics contract, you can go straight to Dispatch and "pick" from there. STEP 1: Click Logistics STEP 2: Click Transport Picking Control Center STEP 3: Click Search STEP 4: Select the line for the document you would like to use STEP 5: Right Mouse Click STEP 6: Choose Enter Picked Items STEP 7: Validate the project address STEP 8: Enter the picker of this item into the Assigned to: field NOTE: The assignee will determine which users and/or devices can access the document via the mobile Java application, but this will not affect who can access the document through the Core Transport Picking Control Center. STEP 9: Choose your Truck Type NOTE: The “Truck” information to the right of the “Truck type” field will only display once the logistics document has been added onto a truck on the “Transport planning” tab STEP 10: Validate the dates and make changes as need be STEP 11: Add any additional instructions STEP 12: Choose the documents you want the instructions to print on STEP 13: Click Details Tab STEP 14: Highlight the line you want to pick for STEP 15: Click Pick Goods NOTE: The “Notes” box will be checked to indicate that notes were added to the original order line with the “Picking” box checked. These notes will be output whenever the logistics document is printer NOTE: The “Select/Deselect all” button can be used to select multiple lines in order to unpick in bulk when used in conjunction with the “Unpick selected” button NOTE: The “Unpick selected” button will only activate when at least one “Select” box is checked for at least one line NOTE: Clicking on the “Audit history” button will launch a form displaying the history of changes to all the lines on the logistics STEP 16: Click the Pick box of the item you want STEP 17: Click Close STEP 18: Click Complete Picking STEP 19: Click Yes STEP 20: Choose your option and complete NOTE: It would make sense, process wise, to print the document and take it with you to the ware house to make sure you are putting the right item/e-code #'s on the truck STEP 21: Close NOTE: Your Tranport Picking Control Center will now show this item as a status of Await dispatch STEP 22: Click Transport planning tab STEP 23: Highlight the line you are working on STEP 24: Right Click STEP 25: Choose Internal Truck STEP 26: Choose the truck type STEP 27: Choose truck id STEP 28: Choose truck number STEP 29: Choose the driver STEP 30: Choose your load date & time STEP 31: Choose your truck available to STEP 32: Click OK STEP 33: Left click on the order and DRAG up to the truck STEP 34: Right Click the Truck STEP 35: Click Confirm Load NOTE: Your Tranport Picking Control Center will now show this item as a status of In Transit and is now available on the Signature app for the driver. NOTE: See "Signature App" Guide to complete getting the signature when delivered NOTE: Once Signsture is optained and load is confirmed via the app, your order will show in the Control Center as a status of Delivered
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Capitalized Asset Setup - RentalResult
https://swinerton.sharepoint.com/:v:/s/RentalResult-YardManagers/EWo05OtoQrlJnCtnb6eHQSUBXDJmu_T9VnxVtBjITvvkMw?e=dMttxC
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RR - Editing Selling Price Error
RR - Editing Selling Price Error When editing the Selling Price, the button you are clicking is to edit the price breaks. If you want to edit the price for the item code, you would double click in the price field. The system would then allow you to type in the price field to edit it. Once you hit enter it saves the price. In the video the error you are getting is because all of the information for a price quantity break has not been entered as would be need. Please see the screenshots below for how to edit the selling price. Thank you. Search Price list and click edit prices/rates Search for item code you want to change the price on Double click in the price field and it will allow you to type