Accept or Unaccept Rental Equipment Charges

The Acceptance process is the final step for Vendor Timekeepers from the rental equipment companies to charge the Client Owner for the work. Acceptance provides a formal handoff for review and approval from the Vendor Timekeepers to the Client Owner. After the work distributed in Allocation is confirmed for accuracy, the rental equipment charges can be accepted.

Accept Rental Equipment Charges

After accessing Track, hover a mouse pointer over Allocations.
Drop down to Acceptance then select Rental Equipment to open the Rental Equipment Acceptance screen.
Alternatively, clicking the Acceptance button from the Rental Equipment Allocation screen will also open the Rental Equipment Acceptance screen.
Select an organization from the Organization drop-down list.
Select an agreement from the Agreement drop-down list.
The All Groups in the Group drop-down list is selected by default. Select a specific rental equipment group from the Group drop-down list or proceed to the next step.
Enter a date into the Timesheet Date text box or select a date from the calendar. The rental equipment allocations are displayed in the Rental Equipment Acceptance Listing.
To accept all rental equipment allocation for the selected timesheet date, click the Accept All Groups Charges link.
To accept specific rental equipment allocation, click a checkbox on the line item.
Click Accept/Unaccept Items. The selected rental equipment allocation is accepted and is shaded.

Unaccept Rental Equipment Charges

If one or more allocations for equipment have been authorized and assigned a timesheet reference number, the allocations for the equipment cannot be unaccepted until a specific timesheet has been voided.

From the Rental Equipment Acceptance Listing, deselect the checkbox on a line item to remove the checkmark.
Click Accept/Unaccept Items to unaccept the selected rental equipment allocation. The selected line item is unaccepted and returns to its original appearance.