Confirm Exchange Pickup

When a product exchange is done in Exchange by Contract or in Exchanges By Customer but the original exchanged product was not returned to the shop at that time as indicated by the Product Returned flag, this program can be used to complete the pickup information when the exchanged equipment is returned.
After the pickup is confirmed the operator will be prompted for any service W.O. that may be required and to update the product Status Code for relevant products.

The prompts are:

CONTRACT #

Enter the contract number or up in the Contract Search window.

EXCHANGE TRX#

Enter the exchange transaction number for the product or look it up in the Exchange Transaction Search window.

OLD PROD#

This is a display only field of information from the selected exchange transaction.

NEW PROD#

This is a display only field of information from the selected exchange transaction.

EXCHANGE DATE/TIME

This is a display only field of information from the selected exchange transaction.

DRIVER

Enter the driver code or select one from the drop-down list.

SIGNER

Enter the name of the person signing for this exchange.

VIEW CONTRACT SERVICES

Uncheck this box if access to view or change the services on the contract is not required at this time.

Check this box to access the contract services. After this product pickup record is accepted the contract totals window appears, where services, additional deposits, etc. can be added or changed as outlined in Document Summary and Totals.

Finished?

Click ACCEPT to accept and to update the product availability.

METER IN WINDOW

If the old product being exchanged is tracking meter or blade usage a window opens displaying the product number, description and the out meter reading.
Enter the current meter reading and press <ENTER> again to accept and close the window.

CREATE WORK ORDERS FOR RETURNED EQUIPMENT

This window is triggered if any non-bulk rental products were returned, that belong to a Group that is flagged to generate a Work Order at return or exchange, and the equipment as been flagged as available, as outlined in Create Work Orders For Returned Equipment.

Any resulting Work Orders can be printed after the exchange is completed.

UPDATE PRODUCT STATUS CODE

If the Update Product Status Code in the "Product Exchange Settings" is activated in the Divisional Return Parameters, the Product Status Code window displays showing the old Status Code and the new Status Code.
The operator can accept the new code, select another code, or reject the code change.

The Product Check List for service maintenance prints if the processing in the "Product Exchange Settings" is activated in the Divisional Return Parameters, and the product's group is flagged to print a Product Check List for this new Status Code in Status Code Actions By Group.

A Work Order is generated for service on the product if the new product Status Code is flagged in Status Code Actions By Group.

BULK TIME DELAY

This window is triggered if a bulk rental product was returned, that belongs to a Group that is flagged to set an availability time delay to allow for service after return or exchange, as outlined in Bulk Item Time Delay.

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Topic Keyword: RSEX10