Yard Items dispatched from one location can now be returned to another location, and availability of the item is updated.
Return Yard Item to a different Yard
Item Not Available for the next booking
How to get the Item back to the original Yard, or Move an Item to Another Yard
Introduction
Items are usually based at a particular Yard, and can be dispatched from that Yard. However, when an item is returned, it might be returned to a different yard. This then will update the availability of the Item at its previous Yard.
If the same Item has a future booking from its original yard, that will now show as Unavailable when you attempt to dispatch it, and must be moved back to its previous yard.
Note: You can make a new booking for that item from its new Yard location.
You can also Move an Item from one Yard to another.
Yard
To check or add a Yard location:
- Go to Yard > Yards. Existing Yards will be listed.
- Click New Yard.
In the Create Yard screen:
- Code: Add a Code for the Yard.
- Description: Add a Description for the Yard.
- Branch: Select the Branch for this Yard.
- Click Save and close.
Items have a Yard Location
Every Yard Item has a Yard Location. This can be seen in the Yard Items listing. You can see the Yard location in the Yard column.
- Go to Yard > Yard Items.
Return Yard Item to a different Yard
When you return a Yard Item, it can be returned to a different Yard, and this can then be recorded in the return, so that the availability of that item will be updated in the original and new Yards.
In the example, we are returning Truck No. 1, that came from the Burnham Yard, to the Harewood Yard.
- Go to Yard > Return.
- Click Search to see all projects that have Items to return.
- Highlight the Project you want.
On the right side of the screen, the Items for that Project are displayed.
- Check the item/s you wish to return.
- Click Return selected.
In the New Return screen:
You can see the Item/s that you are returning in the lower part of the screen. The originating Yard, Burnham, is shown there.
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Returned by: Enter the name of the person returning the Item.
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Returned date: This defaults to today's date.
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Yard: If you are returning the Item to a different yard than it was dispatched from, select that Yard (for this example; Harewood), from the dropdown list. If the Item is being returned to its original Yard, leave this field blank.
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Click Save.
Now that Item will show as being at the new Yard location.
- Go to Yard > Yard Items.
This item Truck No. 1 now shows as being at the Harewood Yard.
Item Not Available for the next booking
If you have another booking already in the system from its original Yard for this Item, i.e. Burnham, but it was returned to a different Yard, Harewood, it will show as Not Available when you attempt to dispatch it for another booking that you previously made for the Burnham Yard.
To find out what's happened:
- Go to Yard > Dispatch.
- Select the Project that the Item was next booked for.
On the right side of the screen, it shows the Availability as 0 (not available).
- Click on that item to open the Booking Line screen.
In the Booking Line screen:
- Go to the Items tab.
Now you can see the Yard and Last Location shown as Harewood.
How to get the Item back to the original Yard, or Move an Item to Another Yard
If I want to get the Item back to the original yard for its next booking, and the item has been physically moved, or if a Yard item has been moved to another Yard and I want to update where things are now located:
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Go to Yard > Yard Items.
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Select the Item and double-click it.
In the Edit Item Set screen:
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Click Move Item to another Yard.
In the Move Items screen:
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Quantity: Enter the number of this Item to move.
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From yard: This will display the Yard where the item is currently recorded.
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To Yard: Select the Yard where you are physically moving the Item to.
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Click Save.
The Item will now be recorded as being back at its previous yard, and you are now able to dispatch it for the next booking.
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Last updated: 14 February 2023