Equipment Availability Impact

The manner of handling the change in rental availability of equipment being serviced on a Work Order, is controlled by division in the Divisional Work Order Parameters.

The Requirements Record:
When your equipment number is recorded in the Make/Model# prompt in Work Orders, a requirements record can be written for this item using the date of the Work Order as the Date Out, and the Work Order # as the source.
(This can also be set to occur when an Estimate for your equipment is converted to a Work Order.)
This results in the product being unavailable for rental, when counter staff look up equipment during contract entry.
Likewise, Product Availability/Bookings Inquiry will show this item as unavailable for both the group inquiry and the product inquiry.
When the Work Order is completed (either invoiced or closed out to a repair), the requirements record is deleted, making the equipment available for rental again.

A requirements record can also be written if the Work Order is for your sales equipment.
i.e. If a Work Order is in progress on a lawnmower that was traded in, that sales item would not show as currently available.

Divisional Work Order Parameters:
The following requirements parameters can be set in Divisional Work Order Parameters to customize how your equipment availability should be handled.

PROMPT TO UPDATE REQUIREMENTS IN WORK ORDER

This parameter controls whether the operator is to be prompted to update the rental availability status of the equipment being serviced, when the W.O. is created.
If the operator is not given the opportunity to update the product status, then availability of any rental products being repaired on a W.O. is then determined by the Update Requirements Default value defined for the division in Divisional Work Order Parameters .

UPDATE REQUIREMENTS DEFAULT

This parameter controls whether the requirement status of any rental product being serviced on a W.O. is automatically changed, flagging it as NOT available for rental until the W.O. is closed.
If the operator is also being prompted to update requirements in the W.O. as outlined above, then this status can be over-typed if required.

Note: If required, Release Work Order Requirement can be used to cancel the restricting requirements record caused by a W.O., without actually closing the W.O.

PROMPT FOR PRODUCT STATUS CODE

This parameter applies only to non-bulk rental equipment and provides the ability to further control the product status by updating the specific Status Code when the equipment goes in for service.
The operator is prompted again when service on the non-bulk rental equipment is completed and the W.O. is closed, in Close Internal W.O.
For more details on the product status code processing, refer to Product Status Codes Overview .

If this feature is not activated, the product status code can still be updated manually in Update Product Status Code .