How To: Additional functions to change contracts

Additional functions to change contracts

There are 3 programmed functions to change calculated price for the contract

Standstill
Swap
Call off

Standstill

A reason to edit a contract can be a stand still of equipment. This is also an activity that has to be supported by the system because it involves a lot of data and might have consequences for the invoicing process.

Rental stand still: If the standstill button is pushed the following data has to be entered:

In the screen a standstill "Conformation number" is generated.
The employee has to fill in de fields Dates, time, Amount, separate invoice, Reason code and reason call of
Date and time fields are not pre filled with the current date and time.
The reason codes are the serial numbers of the item "reason codes" that is defined in the rental settings section "contracts"

Swap

One of the unfortunate events that can occur during a rental period is a breakdown of the equipment. This, or maybe for other reasons, may confront us with the necessity to swap the equipment at the customers site.

Swapping is an activity in which a lot of data has to be collected. Therefore selecting the contract line that has to be swapped and clicking on the button ‘Swap’ can access a special screen.

Select line 2

If the Swap button is clicked the following data has to be entered:

This will create the following lines

Line 3 needs to be called off manually (see call of functionality)

Call off

The call off of a contract, or contract line is an important activity. The call off date that that is entered will be leading for the end date of invoicing and will be used in the planning to base the ‘next available date’ on. For short-term rentals and to be able to invoice parts of a day, the actual time is also taken into account.

Because of the importance of this activity, this customer contact has to be entered in the system and a confirmation number is generated by the system. This number authorises the call off.

After selection of the rental line that is called off, the call off button is clicked. The following data has to be entered:

In the screen a call off "Conformation number" is generated.
The employee has to fill in de fields Dates, time, contact and Reason call off
Date and time fields are pre filled with the current date and time.
If in the call off screen the “Save & Transport“ button is pushed a transport line can be created for the return of the equipment (return functionality).