Grip Bulk Rental Return Report

This report can be used to sort products from the GRIP files generated from the Grip Bulk Return option.
The products listed in the GRIP Bulk Return files are matched to open contracts, by employing the FIFO method.
The report can then be printed for use in reconciling the products and closing the contracts through Rental Return.

For instruction on the 'Front-End" use of the GRIP unit itself, refer to Grip Handheld Scanner.

The prompts to select a GRIP Bulk Return file and to match the products with the contracts, and to generate the Bulk Rental Return Report, are:

IMPORT FILENAME

Window to view and select a GRIP Bulk Return file as outlined in Bulk Rental Return Files.

When this window first opens, any GRIP files that have been downloaded from the handheld unit are now pulled into Texada SRM software.

SPECIFY CONTRACTS

Check this box if some of the contract numbers for these products are known.
This information is only used for identification in the contract selection.
A window opens where the contract numbers can be entered.
The Contract Search window is provided to search for the contract

Uncheck this box if no related contract numbers are to be entered.

Finished?

Click OK to continue and to generate the product/contract listing.

The selection of contracts respects the following control:

• If Operators by Division is activated only contracts with a header division that matches the signed on division of the operator are selected.
• If Operators by Division is NOT activated then contract division does not apply.
• The detail status must by 'O' for Out or 'F' for Off Rent.
• The detail quantity must be greater than zero.

INVALID GRIP PRODUCTS:

This warning window opens on the screen listing any product numbers in the Bulk Rental Return Files that are invalid.
Products may be deleted or the product number can be changed.
An Inventory Search window is provided to search for a valid product number.

Note: Invalid products do not have to be removed from the list before proceeding.
On the report they will be identified by the barcode entered in the original GRIP file.

Product Details

SEQ#

Sequence numbers are used to track the records in the file.
Records cannot be deleted or added.

PRODUCT#

The product number displays.

* INVALID * displays, if this product number does NOT currently exist in Sales Inventory / Rental Inventory.

DESCRIPTION

The product description displays.

For Invalid products the barcode entered in the original GRIP file displays, preceded by the label GRIP:.

CONTRACT#

An open contract number carrying this product is displayed.
The contract number is chosen using the FIFO method. This means the oldest contract having this product out, will always be the one automatically selected. This field will be left blank it there are no open contracts for this product.

This contract number can always be over-typed with another valid contract #, or search for the correct contract in the Contract Search window.

CUSTOMER NAME

The billing name from the contract displays.

Note: If the option to Specify Contracts was selected, then any contract that was NOT included in the specified contract list is identified with an asterisk.

Finished?

Click OK when the list is complete.

DETAILS Confirmation

Select one of the following options:

• Select Process Details to accept the product list with the contracts selected.
  These contracts will be reconciled on the report.
• Select Return to Details to return to the product details to make further changes to the contract numbers.
• Select Abort Changes to exit the program without printing the report or saving the changes.
  The GRIP Bulk Return file is not deleted.

POSTING Confirmation

If the selection was accepted, the Bulk Rental Return Report prints four sections including any Completed Contracts, any Missing Items, Extra Items, and Invalid Items.

• "Completed Contracts" include any contracts for which all outstanding products are now listed in the GRIP Return file. The Contract number, customer#, Bill Name, Date Out and Date Due are printed.
• "Missing Items" are outstanding products that were not included in the GRIP Bulk Return file, on the partially returned contracts. (Any products that were included in the GRIP file for a partial return are NOT listed. Only the missing items are listed here.)
• "Extra Items" are products that were included in the GRIP Bulk Return file, but were not matched to a contract number.
• "Invalid Items" are barcode numbers that were picked up in the GRIP Bulk Return file, but are not assigned to valid product numbers in Sales Inventory or Rental Inventory.

Click NO if the report was not printed successfully, or if it is not correct. The GRIP Bulk Return file will not be deleted.
Click YES if the report is ok, and the GRIP Bulk Return file is no longer required. The GRIP file will be deleted. The Bulk Rental Return Report can then be used for reference to checking the products in Rental Return or to contact the customer to confirm the status of the Missing items.

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Topic Keyword: RSHH08