CREATE DELIVERY RECEIPTS

CREATE DELIVERY RECEIPTS

This is the first screen of 4 necessary to process a Delivery Receipt.

Select - appropriate dealer Ship To number from the drop list if applicable.

Use one of the three options below to Select the National Account/Truck Associate Dealer (TAD)***:

Select the Account from the Recently Used National Accounts/TAD drop down menu.
Enter the National Account Fleet/TAD Ship To Number.
Search for the National Account/TAD by using the Account Directory Search. To use this option, simply leave all fields pertaining to National Account/TAD Ship-To blank, then complete the following two steps to launch the National Account Directory Search.

Enter a DR Form #

Select "Yes" or "No" in the STOCKING ORDER box.

"Yes" - Claim is for tires only; no service work performed on fleet's vehicle
"No" - Service work was performed on fleet's vehicle with or without tires being purchased.

Press "Enter" or Click "Continue"

Note: For the data entry clerk processing multiple claims, this screen has been designed to allow quick entry by defaulting the cursor to the Recently used drop down list to select the national account/TAD; then simply tab forward to complete remaining entries or make selections using up and down arrows; press the "Enter" key when you are ready to perform the default action of "Continue".

RESULTS: The Delivery Receipt Header Screen (2nd screen in the process) displays if a National Account/TAD ship to has been provided;otherwise, the National Account Search screen displays.

Searching for a National Account/TAD on the Search Screen::

For efficiency and speed, it is recommended that you provide the following:

1-3 characters of the account name,
1-3 characters of the city,
Select the appropriate state from drop down.

When the Search Results screen is displayed, click the Account listing link and then scroll to locate the Ship-To for the claim. Click the letters "DR" in the SEL(ect) column to select desired Ship-To.