Resolve Rejected Rental Equipment Allocations

When Track Authorizers reject rental equipment quantity or charges during the Authorization process, a message with the subject “Allocation Rejected” is sent to Vendor Timekeepers as a TRACK Internal Message. The Vendor Timekeepers must resolve the rejected allocations to reprocess for payment.

Understand the Rejected Allocation Management Feature

There are two options in resolving the rejected allocations:  

• Users can unaccept multiple rejected allocations at the Rental Equipment Acceptance screen and can then proceed to the Rental Equipment Allocation screen to resolve each rejected allocation.

• Users can click the rejection indicator “R” to unaccept each rejected allocation and directly open the Rental Equipment Allocation screen to resolve the selected allocation.

Resolving the rejected allocations will depend on the circumstances.

• Users can edit rental equipment quantity or charges.

• Users must delete the rejected allocations and re-allocate them to the new cost objects.  

• Users must click the Edit icon then click the Update icon even if changes are not required. This method will remove the “R” from the rejected allocations on the Rental Equipment Acceptance screen.

The Filter option is available for users to limit the display of the rejected allocations.  

• The All option under the Filter By drop-down list is selected by default and displays all allocations.  

• The Rejected for Date Range option will display the rejected allocations for the selected dates.  

• The Rejected for Last 365 Days option will display the rejected allocations for the last 365 days.

There are two ways to view the rejection comment:  

• Users can hover a mouse pointer over a date under the Timesheet Date column on the Rental Equipment Acceptance screen to display the rejection comment.

• Alternatively, users can hover a mouse pointer over the Rejected status under the Status column on the Rental Equipment Allocation screen to display the rejection comment.

Resolve Multiple Rejected Allocations

1. After accessing TRACK, hover a mouse pointer over Allocations.  

2. Drop down to Acceptance, then select Rental Equipment to open the Rental Equipment Acceptance screen.
   

3. Alternatively, click the Acceptance button on the Rental Equipment Allocation screen to open the Rental Equipment Acceptance screen.

4. If applicable, select a rental equipment company from the Organization drop-down list and a rental equipment agreement from the Agreement drop-down list.

5. Select a specific rental equipment group from the Group drop-down list or proceed to the next step.

6. If applicable, select an option from the Filter By drop-down list to limit the display of the rejected allocations.  

7. Enter a date or a date range into the From and To text boxes or select the dates from the calendars. The rejection indicator “R” is displayed on each rejected line item in the Rental Equipment Acceptance Listing.  

8. Start resolving the rejections by deselecting the checkboxes on multiple line items.  

9. Click Accept/Unaccept Items. The selected line items for the rejected allocations are unshaded.  

10. Click Allocations to open the Rental Equipment Allocation screen.

11. Alternatively, hover a mouse pointer over Allocations. Drop down to Allocations, then select Rental Equipment Allocation to open the Rental Equipment Allocation screen.

12. Select a rental equipment type from the Equipment list box. The rejected rental equipment charges are displayed in the Rental Equipment Allocation Listing.

13. Resolve the rejected allocations. The Allocated status for the re-allocations is displayed under the Status column.  

14. Click the Acceptance button to open the Rental Equipment Acceptance screen.

15. Click a checkbox on one or more line items to select the re-allocated items.  

16. Click Accept/Unaccept Items to accept the selected allocations. The message "Accepted All Groups equipment hours/cost successfully!" is displayed, and the accepted line item is shaded.

Resolve the Rejected Allocations using the Rejection Indicator “R”

1. From the Rental Equipment Acceptance screen, select an organization from the Organization drop-down list and an agreement from the Agreement drop-down list, if applicable.

2. Select a specific rental equipment group from the Group drop-down list or proceed to the next step.

3. If applicable, select an option from the Filter By drop-down list to limit the display of the rejected allocations.  

4. Enter a date or a date range into the From and To text boxes or select the dates from the calendars. The rejection indicator “R” is displayed on each rejected line item in the Rental Equipment Acceptance Listing.  

5. Start resolving the rejections by clicking the “R” to unaccept the selected allocation and to directly open the Rental Equipment Allocation screen, displaying the allocation with the Rejected status under the Status column.  

6. Resolve the rejected allocations. The Allocated status for the re-allocation is displayed under the Status column.

7. Click the Acceptance button to return to the Rental Equipment Acceptance screen.

8. Click a checkbox on a line item to select the re-allocated items.  

9. Click Accept/Unaccept Items to accept the selected allocations. The message "Accepted All Groups equipment hours/cost successfully!" is displayed, and the accepted line item is shaded.

When rental equipment charges are rejected during the Authorization process, Vendor Timekeepers will receive a TRACK Internal Message with the subject "Allocation Rejected." These rejected allocations must be resolved to reprocess for payment. After resolving the rejected allocations, the Authorization process can occur.