Swapping Units
1. Search for RPM Contracts and select the rental contract you would like to make a unit swap on.
2. Click Home on the top ribbon, and then select Shipping/Receiving.
3. From the RPM Shipping/Receiving Lines page, select Functions, and then Create Shipments in the top ribbon.
4. On this pop up, check the Create box in the first column. In the Unit No. column, choose the unit you will be swapping ONTO the contract. In the Swap Unit No. column, select the unit you will be swapping OFF the contract. This will autofill the Swap Location Code.
You may also fill in the Swap Reason Code column if you store codes. If you’d like to create Swap Reason Codes, select the drop down for the column and click New. Here you can enter and store Codes and their descriptions to select from the drop down on future unit swaps.
The Swap Reason Text cannot be filled in until you click OK on this page to load the newly created lines. Once back on the RPM Shipping/Receiving Lines page, you can add the field and enter text.
5. To post the unit swap, select Posting in the top ribbon and click Post.
Note that this will not change the Unit No. shown on the original contract, but if you go to RPM Unit List, the unit Status Codes will show that the unit swapped out is back in your fleet, and the unit swapped onto the contract is now on rent.