This solution will review a few uses of Document Movements Inquiry including the following. I'm sure you'll additional uses for this module. Look up Sales and Rental Invoices by account, date, etc. Easily obtain documents for finished and on-going contracts Obtain documents for specific items on rent By Document Step 1: Enter the document number, select the Document Type and click Search. Step 2: Select Contract Movements, Line Items, or Preview Document.              Note: The red magnifying glass, Contract Movements makes it really easy to identify the document you're looking for. (shown below) Step 3: Select the document you wish to view Step 4: Click print preview. By Account Step 1: Enter the account/project number, select for the Contract Status and click Search. Step 2: Double-click the contract. Step 3: Select the document you wish to view. Step 4: Click print preview. By Account Step 1: Enter the Item Code and Branch OR the E-code, click tab and click Search.              Note: If you enter the E-code, the item number and branch will auto-populate. Step 2: Double-click the contract. Step 3: Select the document you wish to view. Step 4: Click print preview. By Account Step 1: Select the document type you're looking for. Step 2: Enter the account/project number in the Customer/vender From and To fields and click Search. Step 3: Select the document/contract. Step 4: Click View Document Details (red magnifying glass). Step 5: Select the document you wish to view Step 6: Click print preview.

CORE - Creating a Contract from Portal Requisition - Manual Dispatch / Will Call NOTE: Manual Dispatch means: Someone from the project will be coming to the yard to pick up the item or is currently there to pick it up. NOTE: Category Rules - Make sure you have the correct phase code/category combination on your job before ordering the items   71170 = Items owned by Swinerton that you are renting 71120 = Items NOT owned by Swinerton that you are renting through the yard. (Example: Forklift that the yard is renting through United Rentals and billing the project for) 71130 = Consumable items that will get used up during the duration of the project. (Example: Gloves, Shovels) *Although if still usable at the end of the project please return to the yard. STEP 1: Click Logistics STEP 2: Click Control Center STEP 3: Change the To: date out so as to see requisitions needed throughout the month. STEP 4: Change Types: to Requisitions only STEP 5: Click Search STEP 6: Click Select box for the Requisition you want to change to a contract STEP 7: Once checked Right click the box  STEP 8: Hover over Actions STEP 9: Choose "Create rental order" or "Take requisition line to existing contract" (this allows you to  continue to add new requisitions to a single contract) STEP 10: Change Transaction to Manual Dispatch STEP 11: Change Type to Will Call STEP 12: Click Ok STEP 13: Click Product tab NOTE: You can Add/Edit/Remove items here if needed. CLICK HERE to see what happens if you choose to Remove an item. STEP 14: Double click on the item to "Pick" the inventory item STEP 15: Click the "Pick Item" icon STEP 16: Pick the item (This allows you to just pick the next item or pick a specific inventory item #) STEP 17: Click Close STEP 18: Double check the project phase/category STEP 19: Double check the On/Off Rental Dates AND Times (Don't leave at 00:00, example above would not be correct and Order will not calculate the rental rates correctly without it.) STEP 20: Double check the Rates NOTE: If the Rental Rates come in as 0.00, see the guide for How To Enter Rental Rates STEP 21: Click Close STEP 22: Click the Dispatch icon STEP 23: Click Yes STEP 24: Click Email document (This will email the original requester to let them know it is officially "On Rent") However, you can also just look at the document, print it or fax it. STEP 25: Click Close Item is now On Rent

Rental Contract Creation - No Portal Requisition - Manual Dispatch - Will Call NOTE: Please use this type if someone has come to pick up the rental items in person or called or emailed you instead of using the Portal.             This means that the yard/branch will not be arranging delivery.   NOTE: Rental Order is another way of saying Rental Contract.  You  may see these terms used interchangeably.   Creating a Rental Contract STEP 1: Click Rental & Sales STEP 2: Choose Rental Order STEP 3: Click New Document STEP 4: Type in the job # STEP 5: Choose Transaction: Rental - Manual Dispatch STEP 6: Choose Type: Will Call STEP 7: Click OK STEP 8: Type in a reference STEP 9: Choose the person that is picking the item(s) up STEP 10: Choose the person entering the contract STEP 11: Click the Order tab STEP 12: Click on the Project tab STEP 13: Enter the Phase code/Category NOTE: You can also search for the phase code/category via the magnifying glass.  However, DO NOT choose the "0" line   STEP 14: Click the Shipping Tab STEP 15: Verify the project address is correct STEP 16: Choose the person requesting the equipment STEP 17: Click on the Product tab STEP 18: Click Add STEP 19: Click the Item Code Magnifying glass NOTE: For Search Pattern:  RFSER = Rental Serialized items, RFBLK - Rental Bulk items, STBLK = Sales Bulk items   STEP 20: Enter the search pattern (see above for glossary) STEP 21: Click Enter or Search STEP 22: Choose the item STEP 23: Click OK STEP 24: Enter Category STEP 25: Enter Quantity and click Enter (Picked Goods screen will pop open) STEP 26: Click on the radio button under the Pick column for the one you want STEP 27: Click Close STEP 28: Click the "Thumbs Up" if you need to "Pick" more items STEP 29: Enter the date/time (military time) you need to deliver the item STEP 30: Enter the Required on rent date/time (military time) STEP 31: Enter the Required off rent date/time (military time) STEP 32: Choose which Charge code you want to use STEP 33: Validate the Rental Rates are correct NOTE: If the Rental Rates come in as 0.00, see the guide for How To Enter Rental Rates   STEP 34: Click the Item text tab STEP 35: Add any additional comments STEP 36: Choose all the documents you want these comments to show on STEP 37: 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 38: Click the Dispatch icon STEP 39: Click Yes STEP 40: Choose the Output option you want Output choices

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

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

Creating the Purchase Order and Completing the Contract Note:Now that you have the prices, you can complete the contract STEP 1: Click on Logistics STEP 2: Click on Control Center STEP 3: Select line - Right click STEP 4: Hover over Edit STEP 5: Click Open Document STEP 6: Click on the Product Tab STEP 7: Double click the item STEP 8: Double check Phase Code STEP 9: Double check Category STEP 10: Double check Quantity and Dates STEP 11: Click Purchase STEP 12: Choose your vendor (Double check the address/customer number is correct) STEP 13: Click Re-rent box STEP 14: Choose where the item will be delivered (Project SITE or BRANCH) STEP 15: Click Ok STEP 16: Enter the Job # in the reference field STEP 17: Click the Billing Tab (Double check correct address) STEP 18: Enter your Vendor Account # Note: Each warehouse will have their own account # STEP 19: Click Product Tab STEP 20: Double Click on item STEP 21: Choose your uplift process Note: Re-rent uplift can be done by % or amount. STEP 22: Enter the rental rates the vendor will be charging you STEP 23: Click Close STEP 24: Click Save STEP 25: Click Yes STEP 26: Click Ok STEP 27: Output Options - Click Close (This is just for the Purchase so no need to print. You have already given the vendor the PO# = Job # and you already have your rates) STEP 28: Click Close (Bottom right hand corner) STEP 29: Click Save STEP 30: Click Yes STEP 31: Output Options (Email the order to the project team) Note: You can now see that the status has changed to Order and it is awaiting the project team to confirm delivery

Rental Contract Creation - No Portal Requisition – Transaction: "Rental - Hawaii" - Type: "Order" NOTE: This special transaction was set up for Hawaii only, as Hawaii has been configured to request approval at every step.  Only Hawaii should be using this            transaction type. NOTE: Please use this type if project has requested rental items to be delivered.  This means that the yard/branch will be arranging delivery to project site. NOTE: Rental Order is another way of saying Rental Contract.  You  may see these terms used interchangeably. Creating a Rental Contract STEP 1: Click Rental & Sales STEP 2: Choose Rental Order STEP 3: Click New Document STEP 4: Type in the job # STEP 5: Choose Transaction: Rental - Hawaii STEP 6: Leave Default Type of Order STEP 7: Click OK STEP 8: Type in a reference STEP 9: Choose the person that is picking the item(s) up STEP 10: Choose the person entering the contract STEP 11: Click the Order tab STEP 12: Click on the Project tab STEP 13: Enter the Phase code/Category NOTE:You can also search for the phase code/category via the magnifying glass.  However, DO NOT choose the "0" line STEP 14: Click the Shipping Tab STEP 15: Verify the project address is correct STEP 16: Choose the person requesting the equipment STEP 17: Click on the Product tab STEP 18: Click Add STEP 19: Click the Item Code Magnifying glass NOTE: For Search Pattern:  RFSER = (Kim Kirk to finish) STEP 20: Enter the search pattern (see above for glossary) STEP 21: Click Enter or Search STEP 22: Choose the item STEP 23: Click OK STEP 24: Enter Category STEP 25: Enter Quantity STEP 26: Enter the date/time (military time) you need to deliver the item STEP 27: Enter the Required on rent date/time (military time) STEP 28: Enter the Required off rent date/time (military time) STEP 29: Choose which Charge code you want to use STEP 30: Validate the Rental Rates are correct NOTE: If the Rental Rates come in as 0.00, see the guide for How To Enter Rental Rates STEP 31: Click the Item text tab STEP 32: Add any additional comments STEP 33: Choose all the documents you want these comments to show on STEP 34: 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 35: Click the Dispatch icon STEP 36: Click Yes STEP 37: Choose the Output option you want Output choices