Creating Transport Requests

Transport requests are created to schedule a delivery, pickup, retrieval, or other transport operation for a piece of equipment. You can assign deliver from and deliver to locations based on the equipment line.

1. Select Transactions > Equipment > Transport Requests.
2. Complete the following fields.
   • Job Type
     Select a job type from the drop-down. The system will try to link deliveries and pickups by using the same document numbers with different prefixes. Select Other if the equipment is being delivered and will not be returned. Select Retrieval if this is a pickup for which there was no delivery. If you select Pickup, you will be asked to copy an existing delivery. Select Copy and select the transport request under which the equipment was delivered. Most information from the delivery will automatically be used on the pickup request. The deliver to and deliver from addresses will be reversed in the Transport Request Customer Information window.
   • Job Number
     Automatically generated if the job type is Delivery, Retrieval, or Other.
   • Customer ID
     Select a customer.
   • Job Status
     Select a status from the drop-down. Jobs with a Not Ready status will not be listed on the Transport Scheduler for assignment to a truck. Jobs with an Available or Urgent status are considered ready to be scheduled for transport.
   • Job Category ID
     This will determine the accounts to which the invoice will be posted when the transport is invoiced.
   • Division
     Select a job division.
   • Date
     Enter a date for the transport request.
   • Time
     Enter a date for the transport request.
   • Deliver To
     This field will automatically populate for a delivery job type if an equipment location has been created for the customer's primary ship-to address location. If no equipment location exists for the customer's primary ship to address, the system will create one based on the format: CUSTOMER ID ADDRESS ID. See Setting up Locations.
3. Select the expansion button in the Customer ID field to open the Transport Request Customer Information window where you can enter or modify the deliver from and deliver to locations. This information is used to default deliver from and deliver to information to the line equipment items. Complete the Deliver From, Deliver To, and any other fields and select OK to close the window. If you leave the Deliver From field blank, the Location field in the Equipment Manager window will be used to populate the Deliver From field on the equipment line items.
4. In the Transport Request Maintenance window, select the equipment ID for each piece of equipment to be transported on this request. The rate and unit of measure will default from the transport pricing item selected on the Transport tab in the Equipment Manager window for each piece of equipment.
5. To enter and modify the deliver from and deliver to locations and other information for an individual piece of equipment, select the Equipment ID field expansion button to open the Transport Request Equipment window. Use the lookups in the Deliver From and Deliver To fields to enter location information. These fields default from the Transport Request Customer Information window. If the Deliver From field in the Transport Request Customer Information window is blank, the Location field in the Equipment Manager window is used to populate the Deliver From field. If the transport request was created from the Equipment Transfer window, the current location will be used for the Deliver From field and the transfer to location will be used for the Deliver To field. If the transport request was created from the Rental Agreement window, deliver to and deliver from information defaults from the rental agreement. Select OK to close the window.
6. To include any additional charges, select the expansion button in the Other Charges field in the Transport Request Maintenance window. In the Transport Request Other Charges window, select the lookup in the Item Number field to add additional charges. You can view transport items only or all items by choosing the Transport Option Items or All Items radio buttons. Double-click an item to select it. Select OK in the Transport Request Options window.
7. Select Print to print the transport request.
8. Select Save.