Equipment Exchange

Program/Screen: RAEXGT/RAEXGTC2

Description:

Use this screen to select the equipment for exchange; to review sales items from the original contract that have not been invoiced; and to enter items added during the exchange like fuel.

 

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Navigation

Access this screen by entering a contract number, equipment number, or pickup ticket number on the Equipment Exchange - Launch screen.  This is the second screen in the Exchange Equipment program.  At the bottom of the screen, review and enter sales or miscellaneous items to invoice or return.  At the top of the screen, enter 1 next to any piece of equipment that you are exchanging to advance to the Equipment Exchange Detail screen where you enter details about the equipment coming in and the equipment going out.

 

If the customer is returning items they purchased on the contract, press F9 to toggle the Sales/Miscellaneous Items section to Sales/Returns, and enter the item number and quantity returned.

 

Unique Exchange Equipment Screens

Exchange Equipment - Launch

Equipment Exchange

Equipment Exchange Detail

Equipment Exchange - Review of Charges

 

Additional Program Screens

Bar Code Entry

 

Options

Option

Description

1

Exchange equipment.  Enter 1 in the Opt (Option) field to advance to the Equipment Exchange Detail screen and enter exchange details.

 

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Fields

Rental Equipment

 

Equipment

Displays the number for the equipment being exchanged.

 

Quantity

Displays the quantity of the equipment being exchanged.

 

Description

Displays the description of the equipment being exchanged.

 

Old Equipment Number

After exchange details are entered, this field displays the number of the equipment that was returned in the exchange.

 

Sales/Miscellaneous Items or Sales Returns

 

Item Number

Enter the number for a sales or miscellaneous item being charged or returned.  If you entered fuel or other prompt charges on the Rental Return Prompt Charges screen, those charges display here, and you can change them if necessary.

 

If the customer is returning items they purchased on the contract, press F9 to toggle this section to Sales/Returns, and enter the item number and quantity returned.

 

Quantity

Enter the quantity being charged for the item.

 

Unit of Measure

Enter or accept the unit of measure for the item being charged or returned.

 

Description

Displays the description of the item being charged or returned.

 

Price

Enter or accept the price of the item being charged.

 

Invoiced

Indicate if the original sales items has been invoiced.

 

Return Quantity

Enter the quantity being returned.

 

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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.

F2

Scan.  Open the Bar Code Entry popup window to allow entry or scanning of a bar code number for equipment returned.

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.

F8

Item Number/Manufacturer Item.  In the Sales/Miscellaneous section of the screen, this key toggles the Item Number field to the manufacturer's number or the UPC number.

F9

Sales/Returns.  Toggle the Sales/Miscellaneous item section to the Sales Returns section so that you can enter the return of any sales items from the rental contract.

F10

Order Comments.  Advance to the Order Comments screen for the rental contract associated with the equipment being returned.

F12

Cancel/Previous.  Exit the program or move back a screen.

F16 (Shift + F4)

Select All.  Allows you to work with the detail for all pieces of equipment on the screen without having to enter a 1 as an option for all of them.

F17 (Shift + F5)

Top/Bottom.  Press F18 to advance directly to the bottom of the equipment list.  Press F17 to return to the top of the list.

F18 (Shift + F6)

F19 (Shift + F7)

Top/Bottom.  Press F20 to advance directly to the bottom of the sales/miscellaneous list.  Press F19 to return to the top of the list.

F20 (Shift + F8)

F24 (Shift + F12)

More Keys.  Display more available function keys for the program.

 

Related Programs

Equipment Master Maintenance

Equipment Rental Return Charges

 

 

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