Create/Update
Reservation/Quote - Equipment Information
Program/Screen: RARSVT/RARSVTC2
Description:
Use this screen to enter or update the category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. being reserved. You can also add sales items and miscellaneous charge items on this screen.
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Navigation
This is generally the third or fourth screen for the Create/Update Rental Reservation/Quote program. At the top of the screen, enter the numbers of the equipment category/classes being reserved. At the bottom of the screen, enter sales or miscellaneous charge items that you want to add if the reservation becomes a rental contract; and optionally, enter quantities for suggested items to rent along with the equipment.
After you have entered all items for the reservation, press Enter twice to advance to the Create/Update Reservation/Quote - Review screen to check all of your entries before generating the record.
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 Program Screens
Bar Code Entry
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Options
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Option |
Description |
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1 |
Search. Enter 1 in the Opt (Option) field to access the Equipment Search screen. Use this option when you don't know the number for the equipment you want to rent. |
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2 |
Detail. Enter 2 in the Opt (Option) field at the top of the screen to access the Equipment Detail screen and review more detailed information for the equipment. You can also modify the equipment rates on this screen. Enter 2 in the Opt (Option) field at the bottom of the screen to access the Sales Item Detail screen. |
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3 |
Available. Enter 3 in the Opt (Option) field to review the Availability Calendar by category/class. |
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4 |
Discounts. Enter 4 in the Opt (Option) field to access the Apply Discounts popup window and enter a discount percentage to apply to the equipment rates. |
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6 |
Equipment Message. Enter 6 in the Opt (Option) field to review any messages associated with the entered equipment. These messages appear under the list of equipment on the Equipment Information screen. |
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7 |
Suggested Equipment. Enter 7 in the Opt (Option) field to toggle the bottom section of the screen to Suggested Items and place your cursor there. |
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8 |
Original Rates. Enter 8 in the Opt (Option) field to restore the original rates for the equipment if they have been changed. |
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9 |
Free. Enter 9 in the Opt (Option) field to remove the rates for the equipment on that line. This results in not charging the customer to rent that equipment. |
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10 |
Re-rentEquipment that you rent from a vendor and then rent to a customer. Detail. Enter 10 in the Opt (Option) field to access the Re-rent Detail screen and display certain information for the re-rent piece of equipment. |
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13 |
Accessories. Enter 13 in the Opt (Option) field to review any accessories associated with the piece of equipment. |
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14 |
Hold Equipment Number. Enter 14 in the Opt (Option) field to go to the Equipment Search by Equipment Number screen and select a specific piece of equipment to reserve by category/class. The equipment number shows as held on the Equipment Detail screen. |
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16 |
Overtime. Enter 16 in the Opt (Option) field to advance to the Overtime Information screen |
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17 |
Request Category/Class Search. Enter 17 in the Opt (Option) field to advance to the Category/Class Search screen. |
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19 |
Tiered Rates. Enter 19 in the Opt (Option) field to access the Tiered Daily Rental Rates popup window for the category/class, if tiered rates exist. |
Fields
Enter the item number associated with the category/class that the customer wants to reserve. If you do not know the item number, enter 1 in the Option field to access Equipment Search or enter 17 in the Option field to access Category/Class Search.
Enter the quantity of that category/class that is being reserved/quoted.
Displays the ID of the category/class for which you entered an item number.
Displays the description of the category/class.
Displays the estimated available quantity for the category/class based on the Availability Calendar.
Suggested Items or Sales/Miscellaneous Items (F9)
Enter the unique number assigned to the sales item or miscellaneous charge item that you want to add to the reservation.
More information...
If you enter a miscellaneous charge item that has a type of CP for coupon, your settings in control record COUPON determine whether you can modify its price and whether you can enter the item more than once on the same contract. If you can modify its price, another setting in that control records determines whether the coupon price can exceed the total contract amount. The COUPON control record also determines if you are allowed to enter a coupon item number that has already been entered on another contract.
Enter or change the quantity for the sales item, miscellaneous charge item, or the suggested item. After you enter a quantity for a suggested item that is a rental type item, that item and quantity move up to the end of the equipment reservation list at the top of the screen. If the suggested item is a sales item, and you enter a quantity for it, that item moves to the Sales/Miscellaneous Items list at the bottom of the screen.
Accept or change the unit of measure for the sales item or miscellaneous charge item.
Displays the description of the sales item, miscellaneous charge item, or the suggested item.
Enter the price (amount to be charged) for the sales item or miscellaneous charge item.
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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. |
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F2 |
Scan. Access the Bar Code Entry screen to enter or scan bar code information for the equipment. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F8 |
Item Number/Mfg Number. Toggle between item number and manufacturer's number for sales items. |
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F9 |
Sales/Suggested Items. Toggle between the Sales/Miscellaneous items section and the Suggested Items section. |
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F10 |
Order Comments. Access the Order Comments screen. |
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F11 |
Rates. Displays the rates for each piece of equipment on the contract. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F16 (Shift + F4) |
Select All. Select all items and advance to the Equipment Detail screen. Work with the first piece of equipment and press Enter to advance to the next piece of equipment in the detail screen. Continue these steps until you have worked with or reviewed every piece of equipment in the Equipment Detail screen. |
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F17 (Shift + F5) |
Top/Bottom of List. Move to the top of the list with F17. Move to the bottom of the list with F18. |
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F18 (Shift + F6) |
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F19 (Shift + F7) |
Top List/Bottom List. Move to the top list (equipment) with F19. Move to the bottom list (Sales, Miscellaneous, or Suggested Items) with F20. |
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F20 (Shift + F8) |
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F23 (Shift + F11) |
More Options. Display more options at the top of the screen. |
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F24 (Shift + F12) |
More Keys. Display more available function keys for the program. |
Related Programs
Special Topics
Environmental Charges white paper
Re-renting Equipment quick guide
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