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.
Click a link to advance to that section of the topic.
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.
Equipment Exchange
Equipment Exchange - Review of Charges
Bar Code Entry
Option |
Description |
1 |
Exchange equipment. Enter 1 in the Opt (Option) field to advance to the Equipment Exchange Detail screen and enter exchange details. |
Back to top
Displays the number for the equipment being exchanged.
Displays the quantity of the equipment being exchanged.
Displays the description of the equipment being exchanged.
After exchange details are entered, this field displays the number of the equipment that was returned in the exchange.
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.
Enter the quantity being charged for the item.
Enter or accept the unit of measure for the item being charged or returned.
Displays the description of the item being charged or returned.
Enter or accept the price of the item being charged.
Indicate if the original sales items has been invoiced.
Enter the quantity being returned.
Back to top
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. |
Equipment Rental Return Charges
Back to top