Create/Update
Rental - Review
Program/Screen: RAOUTT/RAOUTT80
Description:
Use this screen to review the details of the rental contract before making the final save and writing the contract.
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Navigation
This screen is essentially the final screen for the Create/Update Rental program. Review the details of the rental contract and indicate whether you want to print, fax, or email it. If the contract is for a cash customer, indicate their payment method and process their credit card if necessary. After review press Enter, and if you are delivering equipment, the Truck Dispatch screen may display (depending on settings in control record RAOUT5).
Unique Create/Update Rental Screens
Reservation/Quote to Rental Selection
Create/Update Rental - Customer Information
Additional Customer Information
Create/Update Rental - Equipment Information
Create/Update Rental - Review
Additional Programs
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Displays the code for the currency used on the rental contract.
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Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the rental contract.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the rental contract.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The city of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The state or province of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The postal code of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The customer's main shipping phone number.
The location associated with the job you selected for the rental contract.
If a purchase order was entered in the selected job record, the number is displayed.
Indicates if you are delivering the rented equipment to the customer job location.
Displays the date of the equipment delivery.
The code that prints on the invoice when there are delivery charges.
The amount you are charging for delivery. This amount is billed to the customer at the time of the first invoice, which could be the first cycle bill or the first return.
The amount you are charging for pickup. This amount is billed to the customer based on the setting for the Bill Pickup Charges field on the F9-Billing Functions popup window.
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Displays the estimated date and time of the return of the equipment on the rental contract.
Displays the date and time that the rental started.
Displays the number of days and hours that represent the expected duration of the rental contract.
Hard Dollar
If your system is set to allow hard monetary amounts on rental contracts via control record RAOUT6, this field displays, and you can enter a Y and then enter a fixed monetary amount for the contract.
The system will prorate the final revenue among all equipment on the contract, and add an extra item (if necessary) to handle rounding issues. Revenue is allocated based on the following formula:
((Book
rate of the equipment x quantity for this equipment) / (Book rate
of all equipment x quantity for each piece of equipment)) x Rental
Amount.
Indicate if you want to fax and email the rental contract to the customer. If you enter Y, when you press Enter to finish your review of the rental contract, the Fax/Email Window appears.
Indicate if you want to print inspection certificates for this rental customer.
Proforma-Y/Invoice-N
Enter Y to create a proforma invoice for this return. Enter N to create a standard invoice.
Displays the charges for the rental contract based on the estimated return date entered on a previous screen.
Displays the total weight of all equipment on the rental contract.
If applicable, this field displays the total of miscellaneous charges (such as EPA charges) on the rental contract.
Delivery/Pickup Charge
Displays the total of delivery and pickup charges for the contract.
Damage Waiver
Displays the total amount for damage waiver on the rental contract.
Sales amount
If applicable, this field displays the total amount for any sales items on the rental contract.
Sales tax
Displays the total sales tax amount for the rental contract. This amount is based on your indications of whether rental and sales items would be taxed. Press F14 (Shift + F2) to review a breakdown of the taxes.
Total invoice amount
Displays the total amount of the rental contract by adding all of the amounts above this figure.
Accept Cash (F9)
Amount collected
Enter the amount you collected from the customer (by cash, check, or credit card) against the total invoice amount.
Enter the code that represents the payment method for the amount you collected. If you do not know the code, press F4 to search for it.
If the customer has various methods of payment for the amount due, enter a code of S, and the Split Payment Entry popup window appears where you can split the payment among multiple payment methods.
Function Keys
|
Function Key |
Description |
|
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. |
|
F3 |
Exit. Exit the page or program. |
|
F9 |
Accept Cash. Add fields at the bottom of the screen to enter the amount collected and the payment method (cash, check, credit card). |
|
F11 |
Write Contract: Go to Sales Invoice. Create the rental contract and advance to the Sales Order/Invoice program. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F14 (Shift + F2) |
Tax Breakdown. Advance to the Tax Itemization screen to review the tax breakdown for the rental contract. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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