Close Pickup Ticket

After equipment has been picked up, use this option to close the Pickup ticket.
It can be accessed from the Pickup Console or from the Delivery/Pickup Dispatch by clicking on the CLOSE button.

When the driver returns with the signed tickets, enter the actual return location, returned product quantity information and any meter/blade readings, from the ticket. Any outstanding items will be moved to a new Pickup ticket, that can be printed if required.
If the Return Location was updated on either the Create Pickup Ticket or the Close Pickup Ticket, the One-Step Transfer to move the inventory is created at the close of the ticket.
If the inventory is returned before the ticket is closed the One-Step Transfer is generated in the Rental Return.

The ability to complete the Rental Return by Pickup Ticket can also be done for equipment that has been reported as picked up in this program.

Products are not available for rent 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.
In the product availability inquiry in Counter Worksheet, the status code for a non-bulk rental item on a Closed Pickup Ticket, displays as CP.

The Add Service on Pickup setting in the Divisional Delivery/Pickup Parameters controls whether pickup is charged once on the contract or charged on each Pickup Ticket.
A Charge by Pickup comment will print on the ticket if the flag to Print Pickup and Delivery Comments is checked in the Company Contract Parameters.
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.

A second setting 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.
Such equipment to be flagged must be identified in either Auto Status Code Update By Product or in Auto Status Code Update By Group. Products can be flagged to update the code automatically or to prompt the operator to Verify the updated code when the ticket is closed.

Example: This feature is useful if a piece of equipment always requires cleaning after each rental.
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 Products To Update In Rental Return with the code WB.
When the equipment the ticket is closed in Close Pickup Ticket, though it is back it is not yet ready to rent.
When the product status code is updated in the return, the warning will then be triggered if any operator attempts to re-rent the equipment before it is ready again and the status is re-set.

Another setting 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 Product Check Lists, with the appropriate service instructions.
Check List Printers can be used to specify which printer the Check List should be printed on by division. (e.g. Shop Printer, Wash Bay Printer)

The prompts to close a Pickup Ticket are:

CONTRACT#

Enter the contract number for which the Pickup Ticket was generated, or look it up in the Contract Search window.
The customer name from the source contract displays.

Note: The Delivery/Pickup Off Rent Subsystem must be activated in the Divisional Delivery/Pickup Parameters for the division of the selected contract.

CUSTOMER ACTIVITY WARNING

This warning window is triggered if the customer for this contract is included on the Bad Risk list as outlined in Customer Bad Risk.

PICKUP #

This is the Pickup Ticket number to be closed.
If the ticket is being closed from the Pickup Console a window is provided to select the delivery ticket for this contract, as outlined in Delivery/Pickup Ticket Search.

The Pickup ticket number prints in the Pickup Service Charge notes field on the contract.

RETURN LOCATION

This location defaults from the Contract or from the Create Pickup Ticket if it was updated then.
Accept the default or select the correct Location to be used by the Rental Return.

If the Return Location was updated on either the Create Pickup Ticket or the Close Pickup Ticket, the One-Step Transfer to move the inventory is created at the close of the ticket and the updated location cannot be changed in the Rental Return.

PICKUP DATE/TIME

This is the date and time when the pickup was requested in Create Pickup Ticket and is displayed for reference only.
These values default to the detail lines as the Pickup Date/Time and will be the same for all the detail lines.

After the ticket is closed this date and time print on the Delivery/Pickup Dispatch spreadsheet in columns AR & AS.

PICKUP SLIP#

This field defaults to the optional Pickup Slip number assigned in Create Pickup Tickets, that also prints on the Pickup ticket from Print Pickup Tickets.

Accept this Slip number to retained the original number or enter a new number if applicable.
There is no validation of any prior use of this slip number.

CLOSE DATE/TIME

Accept today's date and the current time or enter the correct date and time to close the ticket.
This date and time are reflected on the Delivery/Pickup Dispatch screen and print on the Delivery/Pickup Dispatch report and in the spreadsheet output in columns E & M.

This Date/Time is used in exchanges.

ACTUAL PICKUP DATE/TIME

Accept the date and time or over-type it with the actual pickup information for non-Texada Web tickets.
For Texada Web this date/time from the ticket is captured for information only and can be used to record when the driver actually picked the equipment up from the work site.

When closed tickets are included this date and time print on the Dispatch Report in columns AT & AU, as generated from Delivery/Pickup Dispatch screen.

COMMENTS

Additional pickup comments can be added. These can be set to print on the pickup ticket if re-printed as outlined in Document Comments.
Any existing pickup comments do not display, though they will still print on the pickup ticket.

DRIVER

Accept the driver code that defaults from the driver entered on Create Pickup Tickets or select the correct driver code from the drop-down list as setup in Drivers.

SIGNER

Enter the name of the customer who signed for the release and return of the equipment.

ALL ITEMS

Check this box if all or most products on this ticket, have been picked up.

• This defaults the Actual Qty to equal the Proposed Qty for Rental equipment.
• Sales parts are controlled by the setting in the Rental Return Settings Company Contract Parameters. If the prompt to Sell Sales Items on Rental Return is set then the Pickup Ticket also considers all Sales parts as sold, and then the Actual Qty picked up would be zero.

In either case, the Actual Qty picked up can still be over-typed for any products in the selection list.

Uncheck this box if most products were not picked up.
The Actual Qty defaults to zero and the Balance status remains O (Out).
These values can still be over-typed for specific products in the selection list.

CLERK CONFIRMATION

This window only appears if Company Security Parameters is set to require operator confirmation as outlined in Clerk Confirmation.

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.

Product Selection List
All the products on this Pickup Ticket display on the screen.

SEQ

Each product transaction detail in the list is assigned a sequence number.

PRODUCT #

The equipment product number displays.

DESCRIPTION

The product description from the contract displays.

PROPOSED QTY

The original quantity from the pickup ticket displays.

ACTUAL QTY

This is the actual quantity of the product that was picked up on this ticket.

If the default flag to pickup All Items was checked then for Rental equipment the Actual Qty displays the same value as the Proposed Qty.
Sales parts will display either the Proposed Qty or all Sold so that zero quantity displays for pick up, according to the Company Contract Parameters flag as explained above.

If the default flag to pickup All Items was not checked, then the Actual Qty displays as zero for all products.

These may be over-typed according to the Pickup Ticket information reported from the driver for the individual equipment.

Note: With a Texada Web or Descartes pickup the Quantity displays the actual quantity picked up and cannot be changed if the driver has marked the ticket as picked up or cancelled.
This enforces the quantities reported from On Demand.
Refer to Logistics for more information on these features.

BALANCE

If the Actual Qty picked up matches the Proposed Qty, then there is no Balance status as all quantity has been picked up and accounted for.
If the Actual Qty is less than the Proposed Qty, then select the code for the quantity balance:

• Select O for Outstanding if the remaining quantity should remain Off Rent and to automatically create a new Pickup Ticket for later collection.
• Select C to Cancel the remaining quantity off the Pickup Ticket and because it is still in use, flag the remaining quantity back Out On Rent on the contract.
  A new Pickup Ticket will need to be created later when these items are ready to be returned.
• Select S for Sold to indicate Sales parts that have been sold.

ACTUAL DATE

For non-Texada Web ticket this value defaults from the Actual Date set above in the ticket header.

For Texada Web tickets this date displays with a red background if the date is before the Pickup Date off as displayed in the header.
This date/time cannot be before the source Contract line date/time out.

ACTUAL TIME

For non-Texada Web ticket this value defaults from the Actual Time set above in the ticket header.

For Texada Web tickets this time displays with a red background if the time is before the Pickup Time off as displayed in the header.
This date/time cannot be before the source Contract line date/time out.

View Expanded Record of a Pickup Ticket:

Click the EXP/CON button to view the Close Date, Comment, Driver, the Pickup quantity Completed and the quantity Cancelled.

CLOSE DATE/TIME

For non-Texada Web tickets the Close Date/Time defaults from the Pickup Date/Time off and cannot be changes to before the Pickup Date/Time.
For Texada Web tickets this Close Date/Time cannot be before the Actual Date/Time.

PICKUP TICKET EXCHANGE Window

This window only appears if this product is being picked up as part of a rental product exchange.

EXCHANGE PRODUCT#

Accept the new exchange product number, or look up the correct product in the Inventory Search window.
If a Group number had been entered on the original pickup ticket as the exchange product, then the correct product must now be entered to close the Pickup Ticket.

Exchange Finished?

Click ACCEPT to accept the product exchange or CANCEL to abort.

CONFIRMATION Screen

Select one of the following options:

• Select Process Details to accept the products selected in the list and to close the Pickup ticket.
  If a 'Return Location' was reported on the Create Pickup Ticket then a One-Step Transfer is automatically generated to move all the items on the ticket to the 'Return Location'.

• Select Initiate a Rental Return to complete the contract return as explained in Rental Returns, after the Pickup Ticket has been completed if there are any rental products to return and invoice.

• Select Return to Details to re-access to the product details and make further changes.

• Select Abort Changes to exit the screen without updating any products.

EMAIL EXCHANGE PICKUP TICKET Window

This window only appears if any of the rental products on the Pickup Ticket that is being closed, were entered as exchanged on the Create Pickup Ticket, and if a staff address has been entered in the Exchange Confirmation Email field of the Pickup settings in the Divisional Delivery/Pickup Parameters.

Prompts include:

COMMENTS

A window is provided to add any additional comments to the Pickup Ticket as outlined in Document Comments.

EMAIL EXCHANGE PICKUP TICKET

Check this box to generate an email to the address setup in the Exchange Confirmation Email field of the Pickup settings in the Divisional Delivery/Pickup Parameters, to alert staff of the product exchange action on the Pickup Ticket attachment.
The operator signed in must have an email address to use as the "From" address for the email.
A record is written to Email Log to track the email.

Uncheck this box to suppress the exchange email alert.

RANKED PICKUP SERVICES at Close Ticket

This Delivery And Pickup Service Codes on Document window only opens if Pickup services are charged when the Pickup Ticket is closed for this division as defined in the Delivery/Pickup Off Rent Ticket Subsystem settings of the Divisional Delivery/Pickup Parameters, and at least one rental product on the Pickup Ticket belongs to a Group setup for Delivery and Pickup Type D Services Codes in the Group Service Codes window.

The purpose of the window is to determine the correct pickup method using the ranked value for the pickup service.
Refer to Group Delivery/Pickup Type-D Service Overview for information on this feature.

CUSTOM PICKUP CHARGE Window

If the Service Code selected on the document header for Pickup is designated as 'Type $', this code over-rides any "auto" assigned pickup including the 'Type D' ranked charges, to allow a customized service charge amount to be manually entered for special pickup situations, such as distance to the customer site, as outlined in the Custom Delivery or Pickup Charge pop-up window.

CONTRACT SERVICES SELECTION Window

The Contract Services Selection window opens depending on how the Add Service on Ticket flag is set in the Divisional Delivery/Pickup Parameters, and can be used to confirm and add services for billing.

Note: To avoid billing services on exchanges, this services window is not triggered in Close Pickup Tickets if all the products were exchanged when the Create Pickup Ticket was entered and if the Ignore Add Service for Exchanges flag is set for Pickups in the Divisional Delivery/Pickup Parameters.
If at least one product on the Pickup Ticket is NOT being exchanged then the Add Services On Pickup Ticket will be respected.

METER IN READING Window

This window only displays if a Non-bulk Rental item tracking meter units has been picked up, and the Details of the Pickup Ticket were accepted or returned.
The Meter Out reading is printed on the Pickup Ticket with space for the driver to record the new Meter In reading.
Enter the new Meter In units as outlined in Update Product Meter Information. When accepted, this reading will update the product file, and will also default to the Rental Return for the appropriate billing.

Note: If a metered rental asset is being returned in Rental Return using the Pickup Ticket method to populate the return screen product list, then the meter-in count reported when the pickup ticket is closed, defaults to the rental return.

METER OUT READING Window

If the metered product is being exchanged for a replacement product that is also metered, then the meter Out units for the new product must also be entered.

PRINT NEW PICKUP TICKET

If any product quantities have been left with a Balance status of O (Out), they are added to a new pickup ticket.

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the new ticket, or CANCEL to skip printing the new ticket at this time.
It can be printed later from Print Pickup Ticket.

PRODUCT BARCODES TO PRINT window:

The Product Barcodes To Print window to allow the barcode label quantity to be updated, is triggered if the print barcode labels for Pickup Ticket processing, has been set in the Barcode Parameters settings of the Company Inventory Parameters.

Cancel out of this window if labels are not required at this time.
Labels can always be printed later from Product Barcode Labels.

The label printing method is controlled in the Barcode Parameters settings of the Company Inventory Parameters which then determines which of the following pop-ups is triggered:

Jasper PDF Labels
The Select Form To Print window to select the label form and position for printing is only triggered when product barcode labels are printed using Jasper PDF as configured in the Barcode Parameters settings of the Company Inventory Parameters.

Zebra Labels
Confirm or re-select the desired printer.
The printer for Barcode Labels defaults for the receiving division, and is determined in the Zebra Barcode Printers.

Note: Zebra printing is not supported in Open Client sessions or in the SaaS environment.

BARCODE LABEL PRINT OK?

This prompt applies only to Zebra printing.
Confirm or re-select the desired printer.
Click NO if the labels need to be reprinted again now.
Click YES if the labels printed successfully.

UPDATING PRODUCT STATUS CODE Window

This screen only appears after a Pickup Ticket has been generated and if the option to Update Product Status at Pickup has been activated as outlined in Updating Product Status Codes.

BULK TIME DELAY Window

This Bulk Item Time Delay window is triggered if a bulk rental product that belongs to a Group that is flagged to set an availability time delay to allow for service after return or exchange, was picked up and the ticket was closed.

Note: If a non-bulk rental product was returned that belongs to a Group that is flagged to generate a Work Order at return or exchange, then the operator will be prompted to create the Work Order after the product is returned as outlined in Create Work Orders For Returned Equipment.

Lost Products
If a Partial pickup is made because items are lost or missing (e.g. scaffolding), cancel the pickup ticket and leave this missing quantity Out on the contract. When the rental return is done, the rental of the missing items can be closed and the customer can be billed for the lost inventory.

ACTIONS:
Additional actions provided by buttons on the Close Pickup Ticket screen include: delivery or pickup status of the document or ticket including:

• View Expanded Record of a Pickup Ticket:
  Click the EXP/CON button on the document record to view the Close Date/Time, Comment, Driver, pickup quantity Completed and the quantity Cancelled.

• 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 Pickup Status:
  This button is only provided when this Close Pickup Ticket action is triggered for an WinRoute or On Demand pickup.

  Click the STATUS button to view the pickup details in the Pickup Driver Status window.

• View Comments:
  Click the COMMENTS button to view the contract comments that have been added to the pickup ticket.

• View Attachments:
  Click the ATTACHMENTS button to view the contract and pickup ticket attachments n the File Attachments window.
  When an attachment is added to a Pickup Ticket, the attachment name is prefaced with the ticket number when the ticket is created.
  The option is provided to select and email the attachment.