3rd Party Transport

For larger items sometimes a shipment to the customer site is required. This can be done by an internal resource, by the customer, or by an external transporter.

For an external transporter, a transport (purchase) order is required and is created from the Rental Contract. The cost of the transport can be defined as chargeable to the customer or not. It is also possible to create a Transport Quote prior to creating the Transport Order.

Setup

Many settings for using the 3rd Party Transport are defined on the Transport and Logistics FastTab in the Rental Setup page.

Field Description
External In-Transit Code Specifies the default in-transit code to be used for 3rd party transport.
Transport Order Default Item Specifies the default item for transport orders (only an item Type = Service can be selected).
Charge Transport Cost Determines if by default, customers will be charged for transport costs. This can be changed on the transport orders.

To create a transport order

You can create either a Transport Quote or Transport Order. The process is the same for both except at the end of the quote process, an order would be created. In this section, the creation of a transport order is described.

  1. Create the Rental Contract.
  2. On the Actions menu, choose Transport > Create Transport Order.
  3. Choose the Yes button to create the order.
  4. In the Vendors page, choose the vendor for transport and then choose the OK button.
  5. Choose the Yes button to open the transport order.
    This order can be opened at any time by choosing Actions > Transport.
  6. Notice that the Transport Order uses the Transport Order Default Item defined in Rental Setup as the item No. and the Customer Location Code from the Rental Contract as the Location Code.
  7. Enter the quantity, unit cost, and the vendor invoice number.
  8. On the Home menu, choose the Post action.
  9. With the Receive and Invoice option selected, choose the OK button.
  10. Go back to the Rental Contract.
  11. If the Charge Transport Cost toggle was turned on in Rental Setup, then a new Sales line exists with the transport item for the price entered in the transport order.

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