Replacing/Removing Assets on Orders
Replacing or Removing Failed Inspection Assets on Rental Reservations (Dispatch Inspection)
Every once in a while, some asset's inspection will fail. An inspection fails when one or more form items within the inspection have been marked as failed/damaged etc. For dispatch inspections, this means that the asset can no longer be dispatched to the customer until it has gone through a repair/maintenance cycle. This in turn also means that the reservation can no longer be promoted to an open contract until our failed inspection asset exists on the reservation.
Alternatively, there may also be be various other reasons that could call for replacing/removing assets on reservations.
The dispatch popup allows performing different actions on an asset, including replacing/removing an asset. To view these actions, simply head to the Rentals Page - Reservations Tab and click on a reservation to open the Dispatches Popup. On the popup, right click on an asset to open it's action menu, that lists down several options available for the order.
Open Inspection
This option is only available on assets undergoing active inspections. Clicking the option opens the Inspection Popup for the said asset.
See Dispatch/OffRent Inspection Report
This option is visible on assets on the dispatches popup, for inspections that have been marked done for that dispatch. Clicking the button opens up the inspection report on a new tab
Replace Asset
This button allows user to replace the said asset with another one. Clicking the Replace Asset option will open a popup that allows the user to select another asset in place of the selected asset. By default, assets from the same category will be shown. Other filters will only show suggestions within selected category.
Once a new asset is selected and saved, the previous asset will be removed from the reservation and replaced with the newly selected asset. The newly selected asset will have to go through the same inspection process, before the reservation can be promoted to an open contract.
Remove Asset
This button will remove the selected asset from the reservation. (This button is only visible if the reservation has more than one asset.)
Replacing Overlapped Assets on Reservations
Sometimes, assets attached on a reservation cannot be dispatched, because they are already dispatched to a customer, i.e they already exist on an open contract. In case of such an overlap with an open contract, the overlapping assets need to be replaced before the reservation can be converted to an open contract. To replace an overlapping asset on a reservation, open up the Dispatches Popup for a reservation. Click the Replace Asset button to replace the asset, or the Remove Asset button to remove the asset from the reservation. Once all such assets have been resolved, the reservation can then be promoted to an open contract.
Replacing Assets on Open Rental Contracts
Every once in a while, an asset will cease to function properly on a customer's site. This calls for an immediate replacement of the asset. To replace an asset on an open contract, open up the Dispatches Popup for an open contract, and right click on the asset in question to open the actions menu. Click on the Replace Button against an asset, to open up the asset replacement popup.
The asset replacement popup allows user to select a new asset in place of the asset being replaced. Once a new asset is selected and saved, the asset being replaced will be marked as Replaced and greyed out on the Dispatches Popup. The newly selected asset will have to go through the same inspection process, before it can be dispatched to the customer site.
If dispatch inspection fails again, the asset will need to be replaced again with a replacement asset.
Once dispatch inspection is successfully completed, user will need to manually update asset's status from Dispatch Inspection to Dispatched .
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