Open Equipment by Customer

Program/Screen: RAAVBI/RAAVBI1050

Description:

Use this screen to review the equipment that a customer has on rent, and to select equipment to return.

 

Click a link to advance to that section of the topic.

 

 

Navigation

Access this screen from the Partial Return -Launch screen and the Full Return - Launch screen when you only enter a customer number and press Enter to proceed with the return.  Select the equipment from this screen that the customer is returning, and press Enter.

 

To narrow the list, use the various parameters at the top of the screen such as, project number, job number, and the open rental indicator.  You can also use the filters above the columns to further narrow the list.

 

Where Used

Partial Return

Full Return

 

Additional Program Screens

Customer Owned or Rented Equipment

Display Contract Customer Information

Open Equipment Report

Open Contract Report

 

Options

Option

Description

1

Select.  Enter 1 in the Op (Option) field to select the contract and equipment and proceed to the next screen.

5

Display.  Enter 5 in the Op (Option) field to advance to the Display Contract Customer Information screen and review the contract details.

6

Reprint.  Enter 6 in the Op (Option) field to reprint the rental contract.

7

Fax.  Enter 7 in the Op (Option) field to open the Fax/E-mail Window and enter information to fax the rental contract.

 

Back to top

Fields

Parameters

 

Project number

If applicable, enter a projectGrouping of multiple customer jobs working on the same development venture. number for which you want to review open equipment by customer.

 

Customer name or number

Enter or accept the name or number of the customer for which you want to review open equipment.  If you do not know the name or the number, press F4 while in this field to access Customer Search.

 

Driver's license state

For a cash customer, enter their driver's license state to view a list of their open equipment.

 

Driver's license number

For a cash customer, enter their driver's license number to view a list of their open equipment.

 

Job number

Enter the number of a job to narrow the list of open equipment by customer to one job.

 

Starting category/class

Enter the number of a category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. to start the list of open equipment by customer.

 

Open rentals

Indicate whether the list should include open rentals.  The default is Y.

 

Reservations/quotes

Indicate whether the list should include reservations and quotes.  The default is N.

 

Include bulk items

Indicate whether the list should include bulk itemItem that is kept in inventory in bulk quantities and rented to customers. For example, drill bits and chisels.s.  The default is Y.

 

Purchase Order Number

If applicable, enter the customer's purchase order number to review only open equipment related to that number.

 

Back to top

List

 

Contract

Displays the number of the rental contract on which the equipment can be found.

 

Equipment Number

Displays the number of the piece of equipment on rent.

 

Quantity

Displays the quantity of the equipment that is on rent.

 

Description

Displays a description of the equipment that is on rent.

 

Location

Displays the location that rented the equipment.

 

Job Location

Displays the location of the job to which the equipment was rented.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F9

Customer Equipment.  Advance to the Customer Owned or Rented Equipment screen.

F11

Detail.  Display another line of detail for each record in the list.

F19 (Shift + F7)

Print List.  Print the list of open equipment by customer.

F20 (Shift + F8)

Open Equipment Report.  Print the Open Equipment Report.

F21 (Shift + F9)

Open Contract Report.  Print the Open Contract Report.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

Related Programs

Create Rental

Job Maintenance

Create/Update Rental Reservation/Quote

Partial Return

 

 

Back to top