Create/Update
Rental - Additional Customer Information
Program/Screen: RAOUTT/RAOUTT22
Description:
Use this screen to enter or update additional information about the customer specifically for this contract such as market segment, payment code, and billing code.
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Navigation
Access this popup window by pressing F17 (Shift + F5) on the Create/Update Rental - Customer Information screen. Enter additional customer contract information in this window, and then press Enter to return to Customer Information.
Unique Create/Update Rental Screens
Reservation/Quote to Rental Selection
Create/Update Rental - Customer Information
Additional Customer Information
Create/Update Rental - Equipment Information
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Fields
Enter the code that allows you to track transactions for this customer as part of a user-defined market segment. Set up market segment codes using Default Codes in Cross Application Maintenance.
Indicate whether the customer job location is within the city limits. This setting is used by Vertex to determine if any special tax rates apply to rentals and sales related to the job on the contract.
Enter a code to indicate how this customer was referred to you.
Enter a code to indicate when invoices will be due for this customer. For example, code A3 could represent an invoice due date of 1 month (30 days) on the 10th.
Enter a code to indicate how this customer will pay their invoices. For example, code K could represent payment by check.
Enter a code to indicate how this customer should be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
This field displays only if Using Reward Program is set to Y in control record RWDPGM. Press F4 to pull up the Reward Program Search Window where you can search for and select a reward program number assigned to one of the customer's marketing contacts.
Based on settings in control record RWDPGM, members of the reward program accumulate points for rentals that they can redeem.
Settings in control record RNTCOD determine the label for this field and whether this field displays and is required. If this field is being used, enter a code to indicate why the date out on the rental contract is prior to the contract's creation date.
Set up rental codes using Default Codes in Cross Application Maintenance.
There may be up to 4 additional fields in this window where you can enter other user-defined information for the customer in association with this transaction. Use code UD in the Default Codes program in Cross Application Maintenance to create the headings for these fields.
Enter the code that represents the type of contract such as sub-lease or long term.
Indicate whether you allow temporary rental suspensions for holidays for this contract. This setting works in conjunction with any holidays set up in Temporary Rental Suspension that apply to all contracts. If you set this field to N, the system ignores contract-wide holiday rental suspension for this contract.
Function Keys
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
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F3 |
Exit. Exit the page or program. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
Related Programs
Special Topics
Temporary Rental Suspension quick guide
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