Create Work Orders For Returned Equipment

Counter Menu -> Exchange by Contract -> Create Work Orders For Returned Equipment

Counter Menu -> Delivery & Pickups -> Pickup Console -> Close Pickup Ticket -> Create Work Orders For Returned Equipment

This feature applies only to non-bulk items belonging to a Group that is flagged to Create W.O., so that this window is triggered when the non-bulk rental product is returned on a Rental Return or Exchange By Contract.

Division and Location mapping can be defined in the Divisional Work Order Parameters so that the new W.O. gets created for the Service Division and Location instead of the source contract division and location.
If no mapping has been defined for this division, then the Division and Location assigned to the resulting W.O. default from the Return Location, unless that Return Location is not G/L type Division. Then the WO Division defaults from the source Contract Division and the WO Location only defaults from the Return Location.

An internal customer number can be defined in the 'Rental Return Work Order Customer' field of the Division Work Order Parameters that is assigned to the new service Work Order based on the document division.
If no default internal customer number is defined for a division then the customer number and Site from the original Contract are also assigned to the Work Order.
When the divisional internal customer is assigned to the new Work Order in place of the Contract customer, the contract site is not pushed to the W.O. either.

The source Contract# is written to the W.O. comment field for reference.

Note: On Exchange By Contract the Create W.O. screen is only triggered if the equipment being returned is also flagged as Available.

Example:

Note: This 'Create Work Order' feature is controlled by Group and is not related to the auto-create a Work Order feature when the Product Status Code is changed at Rental Return or Exchange, as outlined in Status Code Actions By Group.

The information includes:

CHANGE PRINTER BEFORE PRINTING WORK ORDERS

If any Work Orders are created they can be printed immediately after the rental return invoice has been created and printed, or the exchange is completed.

Check this box to trigger the Printer Selection window prior to printing the W.O. documents.
This enables the Work Orders to be printed to a different printer, such as the Shop or Service bay printer if required.

Uncheck this box to suppress the Printer Selection pop-up window.
The printer can always be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Product Details

SEQ

The sequence number tracks the records in this table.

PRODUCT #

The non-bulk rental product number being returned is displayed.

DESCRIPTION

The description from the contract for the non-bulk product is displayed.

CREATE

Check this box to create a blank Work Order to service this non-bulk product.
The customer, site, division, P.O., etc. default from the contract, and the Return clerk becomes the Repaired By name.

Uncheck this box if the non-bulk rental product does not require service and a W.O. should not be created at this time.

Note: For non-bulk rental products belonging to a Group that is flagged to create a W.O. but not to prompt, this field is checked and cannot be changed.

PRINT

A default Print value can be defined in the Divisional Work Order Parameters.

Check this box to print the new W.O. after the invoice has been generated.

Uncheck this box if the W.O. does not need to be printed immediately.
It can always be printed later from Print Work Orders

CUSTOMER #

The customer number from the contract is displayed.

NAME

The customer name from the contract is displayed.

Expanded Record

Additional customer information is displayed, including the contact, address, and alpha sort key.

Finished?

Click OK to accept the information.

Confirmation Screen

Select one of the following options:

• Select Process Details to accept the W.O. actions and to continue with the rental return or exchange.
• Select Return to Details to return to the create W.O. screen to review or make changes before processing.

Finished?

Click ACCEPT to close the window and complete the requested action, or click CANCEL to return to the create W.O. screen.

Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, then Inspection Forms will be automatically added to the resulting Work Orders if:

• Inspection Forms will automatically be added to the Work Order if the product being serviced has been assigned a standard 'Model' defined in the Make/Model and Re-Order Information window, and that 'Model' is flagged to "Assign to WO" in the 'Inspection Forms' window on the Product Make and Model Master table.
• Inspection Forms will automatically be added to the Work Order if the form is flagged to "Assign to WO" in the 'Inspection Forms' window on the product Group.