Handling Equipment in Origin Site

Handling Equipment in Origin Site

Once another site has requested equipment using the Job Transfer function, notification must be made, and shipping of the equipment will need to be arranged. This information will appear in the Job Transfer window under the LOANS tab.

To access the Job transfer window, click on Job Transfer Book in the Multi-site Navigator:

This will open the Job Transfer window:

The Loans Tab displays all of the equipment that will need to be shipped to other locations. The Destination site will show the same information on the Needs tab so as to know what to expect from other sites.

You may set a date range to view all the transfers in a specific time range.

Selecting a status from the status window and selecting the status filter will display only the equipment in the selected status.

To hide composite components, select the Hide Components filter

From this window, by clicking on the equipment list header, the user may open the list to examine it.

By clicking on the printer icon, you can then print reports related to that equipment list.

Once the order is ready to be shipped, the user should change the status from Confirmed to Dispatched. If all units are shipping together, then select the status from the header:

This will then indicate the equipment has been shipped to the other warehouse, and the equipment is removed from the availability of your site from the Out Date to the Back PLUS TRANSIT TIME. If the equipment is shipped at different times, the status of the equipment can be changed on a line by line basis.

NOTE: Equipment availability is calculated by the out and back dates of the equipment list, plus the transport times. Changing the status of the Job Transfer does not impact availability of equipment, it simply a method of keeping track of the status of your equipment.

To assist the receiving site, it is usually a good idea to enter your shipping information. To set the same shipping information for all sites:

Once the equipment has been used by the receiving shop and then returned, you should then indicate that the equipment has been received back into your location by selecting the COMPLETED status: