Cash Customer Maintenance

Program/Screen: CXCSHM/CXCSHC20

Description:

Use this option to enter, update, and review cash customer master records.

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• Navigation

• Fields

• Function Keys

Navigation

This is the second or third screen for the Cash Customer Maintenance program.  If you are updating an existing customer, this screen appears after the Launch screen.  Enter details for the customer and use the function keys to enter additional information like international phone numbers and sales representative split commission details.

Unique Cash Customer Maintenance Screens

Cash Customer Maintenance - Launch

Record Copy

Cash Customer Maintenance

Extended Information

Additional Program Screens

Sales Rep Commission Split

Fields

Driver's license number

Displays the state and number of the customer's driver's license.

Status

Enter or accept the current status of the cash customer.  Valid codes include:

• A - Active

• S - Suspended

• H - On Hold

• B - Bad Debt

• D - Deleted

Last transaction date

Displays the date of the last transaction for this customer.

Name

Enter the customer's name in the format:  last name, first name.

Address 1

Enter the first line of the customer's address.  This is generally the street address.

Address 2

If applicable, enter the second line of the customer's address.  This is generally a suite or building number.

City

Enter the customer's city for their main address.

State

Enter the customer's state for their main address.

Zip

Enter the customer's postal code for their main address.

Tax district

The tax district code for this customer.  If you are integrated with a tax software package, the district is determined from the customer's postal code.

Phone

Enter the customer's main business phone number with area code.

Representative

Enter the code for the sales representative assigned to this customer.

Car license number

Enter the number from the customer's car license plate.

State

Enter the state of the customer's car license plate.

Date of birth

Enter the customer's date of birth in the format:  mm/dd/yyyy.

Social security number

Enter the customer's social security number in the format: xxx-xx-xxxx.

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Second identification

Optionally, enter a number or code as a second form of identification for the customer.

Identification expiration date

Enter the expiration date for the customer's second form of identification in the format:  mm/yy.

Employed by

Enter the name of the customer's employer.

Work phone

Enter the phone number where the customer works.

Taxes: Sales

Indicates whether to charge taxes on sales amounts (non-rental amounts) for this customer.  If taxes will be charged, enter Y.  If they will not be charged, press F4 to search for the applicable reason code for not charging taxes.

Taxes: Rentals

Indicates whether to charge taxes on rental contracts for this customer.  If taxes will be charged, enter Y.  If they will not be charged, press F4 to search for the applicable reason code for not charging taxes.

Resale number

If the customer is tax exempt for resale reasons, enter their resale number.

Uncollected date

If a non-collectible check is received from this customer, enter the date of receipt in this field.  If a cash invoice is marked as U - Uncollected, the system will automatically enter the date here.  You can remove this information when the invoice has been paid, or leave it here and the system will overwrite it with the next occurrence of an uncollected invoice.  The system also marks the cash customer account as H -On Hold so no further rentals or sales can be processed; but credit memos are allowed.

Uncollected amount

If a non-collectible check is received from this customer, enter the amount of the check in this field.  If a cash invoice is marked as U - Uncollected, the system will automatically enter the amount here.

Uncollected invoice

If a non-collectible check is received from this customer, enter the number of the associated invoice in this field.  If a cash invoice is marked as U - Uncollected, the system will automatically enter the invoice number here.

Damage waiver

Indicate whether to calculate damage waiver for rentals to this cash customer.  Damage waiver is only charged if this field is set to Y and the rental item has a damage waiver percent assigned to it.

SIC code

Enter a code to place this customer into a standard industry classification.  This setting is useful when sending out marketing information that you want to apply to a specific industry such as contractors or carpenters.  Use control record SICRQD to make this a required field.

Source code

Enter a user-defined code to indicate how this customer heard about your company.

Bank account number

Optionally, enter the customer's bank account number.

Rental revenue

Displays the total revenue earned from this customer for rentals.

Other revenue

Displays the total revenue earned from this customer for sales other than rentals.

Comments

Enter descriptive comments for this customer that are for internal use only.

Function Keys

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