The tunable divisional Delivery/Pickup Parameters can be
accessed from the window in the Division
Parameters.
These parameters set the division definitions and defaults for the
Delivery and Pickup process, including:
A setting in the Company Contract
Parameters, controls the number of copies to be printed of the
Delivery/Pickup tickets.
Refer to Delivery/Pickup Sub-System Overview
for more detailed information.
Uncheck this box if this division does not use the delivery/pickup tickets for products on contract.
Enter an optional Freight Price Code for this division or select one from the Freight Code Search window.
Note: Any Group freight rates setup in Groups will over-ride this divisional rate, and any customer freight rates setup in the "Additional Info" window of Customer Information will over-ride the group rates.
These fields are display only and indicates if the On Demand or WinRoute processing has been activated for this division in the Divisional Logistics Settings configuration.
For information on the On Demand or WinRoute Descartes features refer to the Logistics tab in the Software Integration and to the www.cuberoute.com website.
Note: All the fields in this Transport Supplier Information window must be completed, to activate the feature for this Division.
When a Delivery or Pickup Ticket is created in utilities such as Contract Summary and Totals, Create Delivery Ticket and Create Pickup Ticket, the option is provided to flag that ticket for scheduling to an 'External Transport' service, so that these tickets are not reflected in the Texada Web "Delivery/Pickup Dispatch" queue, but they can be returned through the Texada Web "In-Yard Return" process.
Type N (No) to default the delivery flag on each contract,
reservation, and rental quotation for this division, to No
Delivery.
No "Service Charge" for Delivery will be added to the document.
Type Y (Yes) to default the delivery flag to Yes and to add the Service Default code defined below, to the "Service Charges" on the document to bill for Delivery.
This default is respect for Delivery when closing and billing Cylinder Transactions
Note: When the 'Delivery/Pickup Ticket Subsystem' is activated, this default should be set to Yes in order to generate the service charge for the delivery, unless the division is configured below to Add Service on Ticket which will bill delivery charges on each Delivery Ticket instead.
Leave this field blank if there is no specific default delivery
service code for this division.
Note: Do not leave this field blank if the Delivery/Pickup
Ticket Subsystem is activated.
Individual customers can also be assigned a specific Default Delivery service code in the "Additional Info" window in Customer Information, that will over-ride this division default.
Charges:
The charges for Delivery can be determined by several factors
including, division, customer, and product group.
The Delivery rate is always charged according to the highest rate
for any product on the contract.
This occurs only in Add mode. Changes to the details of an existing
contract do NOT automatically change the Delivery service
charges.
The software uses this priority when determining Delivery service charges:
The Delivery rate always uses the group charge when setup for
the specific customer in the "Additional Info" window in Customer Information as outlined in Delivery/Pickup Rates.
If no group charge is specified in the customer record for any
products on the contract, then the group charge from Equipment Groups is used.
If there are no Delivery rates for the group then the amount to
charge from the service code in Services
Codes applies.
Check this box so that when a contract is completed, the prompt
to Create a Delivery Ticket always defaults to Yes in
the Contract Summary and Totals
screen.
Uncheck this box to display the default for the prompt as No
in the Contract Summary and Totals.
Either default can be over-typed if the operator has Security Role Permissions to Create Delivery Ticket In Contract.
Note: This default is NOT respect for Delivery when creating new Cylinder Transactions as a Delivery Ticket is always created for the driver.
Check this box if the delivery charge should be calculated when
the Delivery ticket is created.
The Service Code must have been defined in the Service
Default field above.
The Service Code for billing can be changed on the Reservation and
Quotation header in Change mode as the billing transaction is not
generate until the service is added per the Delivery Ticket.
Uncheck this box if the delivery service charge should be
calculated on the contract.
Only one delivery freight charge is then calculated per
contract.
The Service Code for billing can NOT be changed on the Reservation
and Quotation header in Change mode as the billing transaction will
already have been added to the document services.
Note: A "Charge by Delivery: Yes/No" note can be printed in the
comments portion of the ticket to reflect the Add Service on
Ticket choice for this division.
For standard documents and Crystal Forms the wording of the text
can be customized for two languages in the Document Field Labels table.
For Jasper documents refer to Jasper Appearance and
Formatting window of Customer Forms
for the language and label controls.
The Auto Close Delivery Ticket feature provides the ability to
close the ticket directly at the time it is created.
This enables a closed Delivery Ticket to be generated and printed,
but because it is closed immediately, no Off Rental hours are
issued. The billing is calculated as of the Out Date on the
contract.
Uncheck this box so that when Delivery Tickets are generated for a contract, the rental products are flagged as Off Rent, and the ticket remains open until it is closed in Close Delivery Ticket.
Check this box to activate the Auto Close Delivery Ticket feature, providing the operator the option to close the Delivery Ticket at the time it is created in Contracts and in Create Delivery Ticket.
The default value for the Close Delivery prompt can be defined for this division as follows:
Select Yes to set the default to close the Delivery Ticket at the time it is created and to bill the contract as of the contract Out Date.
Select No to set the default to leave the Delivery Ticket open, and to put the products Off Rent when the ticket is generated. The ticket must then later be closed in Close Delivery Ticket.
Select Print to set the default to print the new Delivery
Ticket.
The operator will be prompted again after printing whether to
Close Delivery.
General comments can be printed on Delivery tickets that are
generated for this division.
Record multiple lines of comments in the window as outlined in
Delivery Ticket Comments.
These notes can be reviewed and modified when the ticket is printed from Create Delivery Ticket and from Print Delivery Ticket.
Check this box to cause the 2 lines of site instructions setup
in Site Information, to print on all
Delivery tickets after the products.
Uncheck this box if the site instructions should not automatically
print on the Delivery tickets.
Check this box to cause the site comments setup in Site Information, to print on all Delivery tickets
at the bottom after the products and site instructions.
Uncheck this box if the site comments should not automatically
print on the Delivery tickets.
Check this box to cause any notes from the product details on
the contract, to print on Delivery tickets following each relevant
product.
Uncheck this box if the product notes should not automatically
print on the Delivery tickets.
Uncheck this box if "Will Call" processing is not required for this division and "Will Call" documents should not be included in Dispatch.
Check this box so that if the 'Delivery' flag is set to No on
the header of a Contract, Reservation, or Worksheet, when the
document header is completed the operator is then prompted to
Add this Will Call to Dispatch?
If the operator selects to generate the "Will Call" for the
document, when the totals screen for the Contract or Reservation is
complete an alert of the customer's requirement is emailed to the
staff address designated for this division.
A delivery record for the document is reflected in the Delivery/Pickup Dispatch for staging purposes with
a ‘WCALL’ status, which can be cleared from the Dispatch schedule
by clicking CLOSE.
Note: If the worksheet is saved instead of converted, the 'Will Call' alert and dispatch record will be generated when the worksheet is converted.
Note: If email alerts do not seem to be being delivered, check the "Junk Mail" folder.
This processing applies to Contracts, Reservations, and Rental
Quotations.
When the rental total is recalculated in Add mode and in Change
mode, any delivery charge generated is also recalculated
accordingly.
Leave this field blank if the minimum rental, does not apply to this division.
Uncheck this box if the minimum rental should be applied on all Contracts, Reservations, and Rental Quotations in this division, regardless of whether there is any actual delivery service provided.
Check this box to use the minimum rental processing only if there is a Delivery Service on the document that matches the "Minimum Rental Settings" Service Code entered below.
Enter the service code for the minimum charge or the delivery charge or select one from the drop-down list, as setup in Service Codes.
Note: If the minimum rental applies to On Delivered Only documents, this Service Code entered in the "Minimum Rental Settings" should be set to match the Service Default entered earlier in the "Delivery Settings".
Enter N (NO) to default the Pickup flag on each contract, reservation, and rental quotation, for this division to No Pickup.
Enter Y (YES) to default the pickup flag to Yes.
Set this default to Yes, if the Delivery/Pickup Ticket Subsystem is
activated.
The default can be changed on the document as required.
Leave this field blank if there is no specific default pickup
service code for this division.
Do not leave this field blank if the Delivery/Pickup Ticket
Subsystem is activated.
Individual customers can also be assigned a specific Default Pickup service code in the "Additional Info" window in Customer Information, that will over-ride this division default.
Charges:
The charges for Pickup can be determined by several factors
including, division, customer, and product group.
The Pickup rate is always charged according to the highest rate for
any product on the contract.
This occurs only in Add mode. Changes to the details of an existing
contract do NOT automatically change the Pickup service
charges.
The software uses this priority when determining Pickup service charges:
The Pickup rate always uses the group charge when setup for the
specific customer in the "Additional Info" window in Customer Information as outlined in Delivery/Pickup Rates.
If no group charge is specified in the customer record for any
products on the contract, then the group charge from Equipment Groups is used.
If there are no Pickup rates for the group then the amount to
charge from the service code in Services
Codes applies.
A time can be entered to be used as the default time when the
Pickup Ticket is created in Create Pickup
Ticket.
This also becomes the Off Rent time to stop billing charges.
e.g. If all pickup tickets are to be created at 5:00, enter
17:00
This default time can be over-typed as required when the ticket is created.
If no date is entered the current time is used as the create Pickup Ticket time and Off Rent time.
Select Y - Add In Close if the pickup charge should be
calculated on the Pickup tickets when the ticket is closed.
A Service code must have been defined for Pickup in the Service
Default field above.
The Service Code for billing can be changed on the Reservation and
Quotation header in Change mode as the billing transaction is not
generate until the service is added per the Pickup Ticket.
Select N -No if the pickup service charge should be
calculated on the contract. Only one pickup freight charge is then
calculated per contract.
The Service Code for billing can NOT be changed on the Reservation
and Quotation header in Change mode as the billing transaction will
already have been added to the document services.
Note: The option to Print Delivery and Pickup Comments in
the Company Contract Parameters controls
whether a 'Charge by Pickup: Yes/No' comment prints on the Pickup
ticket header.
For standard documents and Crystal Forms the wording of the text
can be customized for two languages in the Document Field Labels table.
For Jasper documents refer to Jasper Appearance and
Formatting window of Customer Forms
for the language and label controls.
Check this box the to ignore the Add Service On Pickup
Ticket flag in Close Pickup Tickets
when all products are being picked up as the result of being
exchanged in Create Pickup Ticket.
If at least one product on the Pickup Ticket is NOT being exchanged
then the Add Services On Pickup Ticket will still be
respected in Close Pickup Tickets.
Uncheck this box to always respect the Add Service On Pickup Ticket flag in Close Pickup Tickets even when all products are being exchanged.
The Auto Close Pickup Ticket feature provides the ability to
close the ticket directly at the time it is created.
This enables closed Pickup Tickets to be printed and tracked,
flagging the rental products as Off Rent to stop the billing time
at the time the Pickup Ticket is generated.
Uncheck this box so that when Pickup Tickets are generated at return of a contract, the rental products are flagged as Off Rent, and the ticket remains open until it is closed in Close Pickup Ticket.
Check this box to activate the Auto Close Pickup Ticket feature, providing the operator the option to close the Pickup Ticket at the time it is created in Create Pickup Ticket.
The default value for the Close Delivery prompt can be defined for this division as follows:
Select Yes to set the default to close the Pickup Ticket
at the time it is created, flagging rental products as Off Rent as
of the time the ticket was generated and stopping the billing time
because of the Off Rental hours.
Because the ticket is closed, it will not appear on the Outstanding
Pickup report.
Select No to set the default to NOT close the Pickup
Ticket immediately, but to put the products Off Rent when the
ticket is generated.
The ticket can later be closed in Close Pickup
Ticket.
Select Print to set the default to print the new Pickup
Ticket.
The operator will be prompted again after printing whether to
Close Pickup.
General comments can be printed on Pickup tickets that are
generated for this division.
Record multiple lines of comments in the window as outlined in
Pickup Ticket Comments.
These notes can be reviewed and modified when the ticket is printed from Create Pickup Ticket and from Print Pickup Ticket.
The Product Status code can be used to identify rental equipment
that is in the rental fleet but is NOT ready to be rented (e.g. it
is being serviced), and a warning message of your choice can be
generated when an operator does attempt to rent it.
Refer to Product Status Codes Overview for a
detailed explanation.
This parameter controls whether the product status code is
updated when equipment is returned in Close
Pickup Ticket.
The code can be updated automatically or a prompt can be triggered
for the operator to verify the new code, according to the product
control record setup in Auto Status Code
Update By Product or in Auto Status Code
Update By Group.
Check this box if the product status codes should be updated for
specific rental equipment when the Pickup ticket is closed.
The clerk will NOT be prompted again for the product status code at
the Rental Return.
Uncheck this box if the product status code should not be updated on pickup, and instead should be updated at the Rental Return.
Various service Check Lists can be setup in Product Check List with the appropriate service
instructions.
Specific product Groups can be flagged to trigger a Product Check
List according to the Status Code defined in the Group window of
Status Code Actions By Group.
Check this box to cause a Product Check List to automatically be
printed for relevant equipment when the product status code is
changed in Close Pickup Ticket.
Check List Printers can be setup to
specify on which printer the Product Check List should be printed.
(e.g. Shop Printer, Wash Bay Printer)
Uncheck this box if the Product Check List should not be
generated automatically when the Pickup ticket is closed.
Product Check Lists can always be printed manually from Print Check List.
Product exchanges can be generated from the Pickup ticket in
Create Pickup Ticket.
If the exchanged products are from different Product Classes, this
setting controls whether the new product is added to the contract
as a separate detail line.
Check this box to create a new product detail line on the contract for the new replacement product, if it is NOT in the same Product Class as the original item.
Uncheck this box if the new item is to replace the old item on the existing product detail line on the contract.
Note: Products can only be exchanged from two different Product Classes, if the permission flag is set in the Company Contract Parameters.
Example:
The customer has two items on site which were "full truck" items,
and were shipped on separate trucks.
When creating the pickup, the window will show the two delivery
services that were required, one for each truck.
The dispatcher can then determine whether the pickup will also
require two separate pickups and two vehicles must be
sent.
Enter a staff email address to received Exchange
Confirmation emails, that are optionally generated from a
Close Pickup Ticket when there is at least
one product on the Pickup Ticket that is being exchanged and all
products on the ticket are closed without initiating a Rental
Return.
When an email is generated a record is written to Email Log to track the email.
Note: When Texada Web/Mobile is enabled in the Software Integration parameters to track driver
tickets, then any operator who does not have Security Role Permissions to the Cancel Open
Texada Web Del/Pick Tickets option, will not be allowed to
cancel delivery or pickup tickets in SRM.
Delivery and Pickup Tickets cannot be closed until the driver has
completed the ticket on the mobile application.
Any items on an open delivery or pickup ticket cannot be returned
until the ticket is closed or cancelled.
Note: Any changes made to the Delivery or Pickup Parameters will not be applied until the Division Parameters are accepted.
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