Create/Update
Reservation/Quote - Review
Program/Screen: RARSVT/RARSVT80
Description:
Use this screen to review the details of the rental reservation/quote before making the final save.
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Navigation
This screen is essentially the final screen for the Create/Update Rental Reservation/Quote program. If you are delivering equipment, the Truck Dispatch screen might display after you press Enter on this screen.
From this screen, press F8 to access the Currency Comparison popup window. Enter a currency code different from the reservation's currency and press Enter. All of the charges on the reservation are listed side-by-side in the reservation currency and the entered currency with the exchange rate also shown.
Press F14 (Shift + F2) to access the Tax Itemization screen and review the tax breakdown for the reservation.
Unique Create/Update Rental Reservation/Quote Screens
Create/Update Rental Reservation/Quote - Launch
Clone Reservation/Quote Selection
Create/Update Reservation/Quote - Customer Information
Additional Customer Information
Create/Update Reservation/Quote - Equipment Information
Create/Update Reservation/Quote - Review
Additional Programs
Fields
Displays the unique number assigned to the customer.
If this is a cash customer this field displays the state and number for the customer's driver's license.
If applicable, this field displays the number assigned to the credit approval given for this transaction.
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 to be used for the rental reservation/quote.
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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 reservation/quote.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The city of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The state or province of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The postal code of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The customer's main shipping phone number.
The location associated with the job you selected for the rental reservation/quote.
If a purchase order was entered in the selected job record, the number is displayed.
Indicates if equipment will be delivered to the customer if this reservation/quote turns into a rental contract.
If the equipment is to be delivered, this field displays the delivery date.
The code that prints on the invoice when there are delivery charges.
The amount you want to charge 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 want to charge for pickup.
Displays the estimated date of the return of the equipment on the rental contract.
Displays the estimated time of the return of the equipment on the rental contract.
Displays the date that the rental will begin for this customer.
Displays the time that the rental will begin for this customer.
Displays the number of days and hours that represent the expected duration of the rental contract.
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Indicate if you want to print the rental reservation/quote.
Indicate if you want to fax and email the rental reservation/quote to the customer. If you enter Y, when you press Enter to finish your review of the rental reservation/quote, the Fax/E-mail Window appears.
Enter the location where you want a copy of the rental reservation/quote to print.
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.
Displays the charges for the possible rental contract based on the estimated return date entered on a previous screen.
Miscellaneous charges
If applicable, this field displays the total of miscellaneous charges (such as EPA charges) for the rental contract.
Delivery/Pickup Charge
Displays the total amount for delivery and pickup charges for the rental contract.
Damage Waiver
Displays the total amount of damage waiverInsurance coverage for physical damage to rented equipment. charges for 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 possible 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 reservation/quote by adding all of the amounts above this figure.
Accept Cash (F9)
Deposit received
Enter the amount you collected from the customer (by cash, check, or credit card) against the total invoice amount.
Amount to Authorize
Enter the amount that needs to be authorized for a credit card transaction.
Enter the code that represents the payment method for the amount you collected. If you do not know the code, position your cursor in the field and press F4 to search for it.
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. |
|
F8 |
Currency Compare. Access the Currency Comparison popup window. Enter a currency code different from the reservation's currency and press Enter. All of the charges on the reservation are listed side-by-side in the reservation currency and the entered currency with the exchange rate also shown. |
|
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 |
Create; Go to Sales Invoice. Create the rental reservation/quote and advance to the Sales Order/Invoice program. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Create Job Discount Records. Create discounts records for the job associated with the reservation. |
|
F14 (Shift + F2) |
Tax Breakdown. Advance to the Tax Itemization screen to review the tax breakdown for a rental contract. |
|
F16 (Shift + F4) |
Split Payment. Access the Split Payment Entry popup window, only if payment method S was previously used to enter split payments on the contract. |
|
F21 (Shift + F9) |
Convert to Reservation. Only valid for quotes. Change the quote to a reservation so that quantities in the category/class are reserved for the customer.
|
|
F24 (Shift + F12) |
More Keys. Display more available function keys for the program. |
If you are using the quote approval functionality (control
record
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