Product Status Code Overview

Sometimes certain rental equipment is included in the Rental Fleet, but at times it should not be available for rent and/or should not be depreciated, and/or should not be transferred to a different division, or it should not be included in inventory availability calculations.
These programs allow specific rental inventory assets to be flagged as Not ready to rent, or Not to be depreciated, or Not available for transfer, or just Not available, and a warning message of your choice can be generated when an operator does attempt to transfer or rent them.

Non-bulk rental products can be flagged to update the Status Code when entered for service on a W.O.
Specific non-bulk rental products can be flagged to update or to prompt to update the Status Code when returned or exchanged, by including the equipment in Auto Status Code Update By Product or in Auto Status Code Update By Group.
Depending on the new status code assigned at rental return or exchange, a W.O. can automatically be generated if a customer has damaged a unit, or the equipment always requires service, as controlled in Status Code Actions By Group.
A service Check List can be manually or automatically generated at the return or exchange, with service or maintenance instructions according to the division and the product status code.
If no W.O. was generated the updated status code from a return or exchange can be set to automatically change back after an elapsed time has passed, to make the product available for rental again.
This would be useful if equipment needs a set time to be cleaned after each rental before being available again.

Changes to the product Status Code can be viewed in Status Code Change History.

Activating the Product Status code options for Non-Bulk Rentals:

The following apply only to non-bulk rental products.
Refer to the note at the end of this page regarding bulk rental items.

• Divisional Controls to update Status Code at Return or Exchange:
  Separate Update Product Status Code settings in the Divisional Return Parameters activate the processing that triggers the product status code change feature at the time the equipment is returned in Rental Return, Exchange by Contract, Exchanges By Customer, and Confirm Exchange Pickup .
  Such equipment must be identified in either Auto Status Code Update By Product or in Auto Status Code Update By Group where the products can be flagged to update the code automatically or flagged to prompt the operator to verify the updated code in the return.

  Example: This feature is useful if a piece of equipment always requires cleaning after each rental or is being exchanged because of a breakdown.
  A product status code can be setup with a warning message (e.g. WB = In Wash Bay) in Product Status Codes.
  The product can then be flagged in Auto Status Code Update By Product with the code WB.
  When the equipment is returned, although it is back in your yard it is not yet ready to rent or transfer. When the product status code is updated to WB in the return, the warning will then be triggered if any operator attempts to rent or transfer the equipment before it is ready again.

• Divisional Control to print Check List at Return or Exchange:
  Additional Print Check List settings in the Divisional Return Parameters cause a Check List to automatically be printed for equipment when the product status code is changed in Rental Return, Exchange by Contract, Exchanges By Customer, or Confirm Exchange Pickup.
  The Check List can be setup in Product Check Lists with the appropriate service instructions.
  Product Groups must be flagged by Status Code to print the Product Check List in the Status Code Actions By Group.
  Check List Printers can be used to specify, by division, to which printer the Check List should print. (e.g. Shop Printer, Wash Bay Printer)

• Divisional Control to prevent Product Status Change in the Return or Exchange:
  When non-bulk equipment has a current status that does 'not allow rental', the Stop Auto Status Change For No Rent flag in the Divisional Return Parameters can be set to prevent the product Status Code from being updated in Rental Return, Exchange by Contract, when triggered by either the Auto Status Code Update By Product or the Auto Status Code Update By Group.

• Divisional Control to update Status Code at Pickup:
  An Update Product Status Code flag in the Divisional Delivery/Pickup Parameters activates the processing that updates the product status code at the time the equipment is picked up in Close Pickup Ticket. If the product status code is updated when the Pickup ticket is closed, the clerk will NOT be prompted again for the product status code at the Rental Return.
  This process is similar to the processing that updates the product status code in the Rental Return, as explained earlier.

• Divisional Control to print Check List at Pickup:
  A second Print Check List flag in the Divisional Delivery/Pickup Parameters causes a Check List to automatically be printed for equipment, when the product status code is changed in Close Pickup Ticket.
  The Check List can be setup in Check List Details with the appropriate service instructions.
  Product Groups must be flagged by Status Code to print the Product Check List in the group window of Status Code Actions By Group.
  Check List Printers can be used to specify, by division, to which printer the Check List should print. (e.g. Head Office division prints to the Shop Printer , Division 1 uses the Wash Bay Printer)

• Divisional Control to update Status Code on Work Order:
  Another Prompt for Product Status Code setting in the Divisional Work Order Parameters can be set to trigger the prompt to update the product status code when a W.O. is created for any non-bulk rental equipment in Work Orders and again when the service of the equipment is completed and the W.O. is closed in Work Orders or Close Internal Work Orders.
  This allows the equipment to be flagged as ready to rent again.

  If this option is NOT used, the product status code on the equipment must be updated manually when the service work is completed.
  This can be done in Rental Inventory or Update Product Status Code.

• Auto-Generate Work Order on Product Status change at Return or Exchange:
  Status Code Actions By Group provides the ability to identify any Status Codes that should automatically generate a service Work Order for a non-bulk rental product when it is updated to that status code at the time the item is returned or exchanged.

  Note: This Create W.O. feature is based on the Status Code change for non-bulk equipment that is triggered at return or exchange because the products are included in Auto Status Code Update By Product or in Auto Status Code Update By Group.

• Auto-Set Time Delay on Product Status change at Return or Exchange:
  A Time Delay field in the Group window of Status Code Actions By Group can cause the system to record when the product was updated to this status code in a return or exchange, and will automatically set the item back to the original status code after this time allowance has passed.

• Divisional Control to update Status Code on Transfer:
  The Two-Step Transfers Update Status Code setting in the Divisional Inventory Parameters enables the processing so that as Non-bulk rental items are received at a location using Receive Branch Transfer, the Status Code can be automatically updated to control whether the equipment is available or not for rent, as defined by the Status Code pre-set when the transfer was initiated in Internal Branch Transfer.
  This processing does not require that the non-bulk items be specifically identified for Status Code update in Auto Status Code Update By Product# or by Group in Auto Status Code Update By Group.

  For an example of the application of this feature refer to the "Status Code Update on Branch Transfer" explanation in Internal Inventory Console.

Note for Bulk rental products:

Bulk rental products can be set up by group to use the Time Delay feature in Status Code Actions By Group.
This would be useful if you have bulk rental products that require cleaning or some type of service before they are available to rent again. This processing makes only the quantity returned or exchanged unavailable for the specified time period.
Automatic status code changes are NOT performed for bulk items. Instead the Time Delay is based on the status code setting in Rental Inventory.
A window will open displaying the items that are unavailable as well as the delay time which can be modified by the operator.
Bulk Item Delay Records displays items not yet available because the time delay has not expired.

The utilities relating to Status Codes include: