Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> CLOSE button -> Close Delivery Ticket
After equipment has been delivered and the driver returns with the signed tickets, use this option to enter the ticket information with the product quantities actually delivered. This utility can be accessed from the Delivery Console or from the Delivery/Pickup Dispatch by clicking on the CLOSE button to complete and close the Delivery.
The Off Rent records that were created when the Delivery Ticket
was generated from the Contract, can be viewed in Off Rentals by Contract, and on the Contract these
products show a status F for Off Rent.
By closing the Delivery Ticket the equipment is put On-Rent, as the
equipment is now on site and in use. The status on the contract is
now changed to O for Out and the Off Rent hours are save in the
contract details to be used in the rental billing calculation.
Products are not available during the duration of the ticket, but
when the ticket is closed the availability status for Off Rent
equipment respects the flag whether to Show Off Rentals as
Available as set in the Company Security
Parameters.
If the Cycle Bill Items from Contract feature has been
activated in the Divisional Contract
Parameters any eligible sales parts on the Delivery Ticket are
automatically sold when the delivery ticket is confirmed, and the
invoice number is displayed.
Sales parts belonging to a Sales Product
Class that is flagged to Prevent Auto Sell are
not automatically sold.
A flag in the Company Billing Parameters
controls updating the Cycle Billing Day Code of contracts that are
going out on a Delivery Ticket, to automatically match the Delivery
Ticket close date entered in Close Pickup
Ticket.
The default is recommended by Texada Support as the products are
actually Off Rent until the ticket is closed.
The Cycle Billing Day Code on the contract will only be updated if
the following 3 conditions are met:
The Add Service on Ticket setting in the Divisional Delivery/Pickup Parameters controls
whether delivery is charged on the contract or on the Delivery
Ticket.
An advantage charging on the ticket, is that the customer is
charged for each delivery that is made, rather than a single charge
for delivery per contract.
The prompts are:
If the ticket is being closed from the Delivery Console a window is provided to select the
delivery ticket for this contract.
The Delivery Ticket selection window displays the dates, and
highest cost products with quantity for each ticket.
Click the DETAILS button to view all the products on
a specific ticket.
The Delivery ticket number prints in the Delivery Service Charge notes field on the contract.
Date Range Control:
The Drop Off Date and Time print on the Dispatch Report when closed tickets are included, that is generated from Delivery/Pickup Dispatch screen.
Check this box to bill for the Delivery according to the
Delivery Service defined on the source contract.
Uncheck this box to prevent the Delivery Service on the contract
from being billed automatically. Delivery charges can still be
assigned manually in the Services window.
Uncheck this box if most products were not delivered.
This Close flag can still be over-typed for specific products in
the selection list.
Note: If Texada Web in Logistics is used and there are any products on this Contract that are flagged for return by the Texada Web mobile unit, the Items 'In-Yard' on Return Worksheet screen is triggered warning that these items must be returned through the Rental Return Worksheet before the ticket can be closed.
Note: When Texada Web is enabled in the Software Integration parameters to track driver tickets, then a delivery or pickup ticket cannot be closed in SRM until the driver has completed the ticket on the mobile app, and any items on an open delivery or pickup ticket cannot be returned until the ticket is closed or cancelled.
With a Texada Web or Descartes delivery the
Quantity displays the actual quantity delivered and cannot
be changed if the driver has marked the ticket as delivered or
cancelled.
This enforces the quantities reported from On Demand.
Refer to Logistics for more information on
these features.
For Texada Web tickets driver sets the date/time which displays
here with a red background if the date is greater than the Contract
line date/time out for the tickets.
This date/time can only be changed on a Texada Web ticket if the
user has Role Permission Security to
Modify FL Delivery Ticket Drop Off Date in the Texada
Web/Rental Logic settings and the date cannot be before the source
Contract line date/time out.
This date does not impact billing.
Changing the date/time recalculates the off-rental hours which are not chargeable.
Confirmation is required as outlined in Confirmation Screen.
Any products flagged as delivered become On-Rent and when all
products are delivered the Delivery ticket is Closed.
Note: The Delivery ticket can still be closed and the delivery service charged, even if a Customer has been flagged as a bad risk in Bad Risk Customers.
ACTIONS:
Additional actions provided by buttons on
the Close Delivery Ticket screen include:
Use a URL to View Directions to Site:
This button is only available if the URL direction and map
information has been entered in the Mapping Tools fields of
the Address Tools.
Click the SHOW MAP button to launch your firms preferred locator site in a standard Web browser such as Internet Explorer, as outlined in Map Location.
View Partial Product Delivery Status:
This button is only provided when this Close Delivery Ticket
action is triggered for an WinRoute or On Demand
delivery.
Click the STATUS button to view the delivery details in the Delivery Driver Status window.
View Comments:
Click the COMMENTS button to view the contract
comments that have been added to the delivery ticket.
View Attachments:
Click the ATTACHMENTS button to view the contract and
delivery ticket attachments n the File
Attachments window.
The option is provided to select and email the attachment.
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