Rental Transfers - One Line Note: You would use this method to do a Rental Transfer if you are only looking to transfer one line and not all items 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 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 the line STEP 25: Verify/Change the Phase/Categroy (as needed) 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 or the Add button STEP 33: Click Complete the Rental Transfer Process button STEP 34: Click Yes STEP 35: Choose your print option to alert the new project

What do the colors in the Control Center represent? Some fields in the control center may show in a different color to the standard gray line. The below explains what each of these colors indicates, depending on which field is showing in that color. ORDER/CONTRACT: Gray - Standard color Pink - Order in use by another user or by batch update routine   ITEM: Gray - Standard color Yellow - Contract has back-to-back purchase order raised against it Green - Contract has back-to-back purchase order raised against it that has been fully receipted   PRICE: Red - Billing is suspended   QTY: Gray- No collections exist Red - Line is being collected Yellow - Collection for part of this line exists    E-CODE: Red - Cross-hired / Re-rented asset Gray - Owned asset   ACCOUNT: Green - Active account - normal order processing will be possible Pink - Stopped account - new orders may be raised but dispatches will not be possible Red - Awaiting deletion - no further orders can be raised but existing ones will show in the Control Center   STATUS: Blue - Quote Yellow - Requisition / Order Gray- Picking Lists / Pick-checked documents Green - Dispatch Orange - Collection / Pick Up Dark Gray - Return