Handling Rental Equipment Reminders

Roadmap:

·         Create a DSM PO from either the Order or Jobsite

·         Set A Reminder Trigger On The PO for the expected Rental Return

·         Subscribe to Reminders

 

Create A DSM PO from either the Order or Jobsite 

This works either from the order or Jobsite if a larger job.

On the expenses tab, click ADD.

Next, either enter an existing PO number in the field, or click the PLUS button to create a new PO.

If clicking the PLUS button.

On the Purchase order screen, give a description and choose your vendor.

 

Click New.

Choose Freeform Entry and put in your description & price. 

Click ok.

Click the “apply to” tab.  Put a check in the box that says “remind me to follow up on this PO” then pick a date.

 

 

Click OK when done.

 

To make sure the reminders come to you, make sure you have subscribed to the system reminders prompt.

To check this, go to File > User Preferences.

Look at the “email / other” tab.

Click OK. 

The system reminders should now appear each time you log into DSM.

To check the reminders manually, go to Purchasing > Check PO reminders.

To have the system stop reminding you of any item, edit it and uncheck the box to remind you.