Customer
Master Maintenance - Billing Information Customer
Master Maintenance - Billing InformationUse this screen to enter or update additional billing codes and rate calculation overrides for the customer.
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Access this screen by pressing F9 while on the Customer Master Maintenance screen. Enter pertinent codes and information, and then press Enter to return to Customer Master Maintenance.
Customer Master Maintenance - Launch
Billing Information
Additional Customer Information
Enter the discount percentage to give this customer on sales. If the item being sold to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up for this customer in the Sales Item Discounts file, the system will use the highest discount or best price on a sales order.
For example, if the regular price of an item is 90.00, and the discount set here is 20%, and there is a sales item discount set for the customer of 80.00 when the customer orders 10, when 10 is entered as the order quantity, the system calculates a unit price of 72.00 rather than 80.00. The 20% discount off the regular price of 90.00 prevails in this situation because it is the highest discount/best price for the customer.
Enter the discount percentage to give this customer on rentals. If the equipment being rented to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up for this customer in the Equipment Rental Rate Discount Maintenance file, that discount is used, and this one is ignored.
Enter the discount percentage to give this customer on daily rentals. If the equipment being rented to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up in the Equipment Rental Rate Discount Maintenance file for this customer, that discount is used, and this one is ignored.
Enter the discount percentage to give this customer on weekly rentals. If the equipment being rented to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up in the Equipment Rental Rate Discount Maintenance file for this customer, that discount is used, and this one is ignored.
Enter the discount percentage to give this customer on monthly rentals. If the equipment being rented to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up in the Equipment Rental Rate Discount Maintenance file for this customer, that discount is used, and this one is ignored.
Enter the discount percentage to give this customer for parts used on equipment maintenance work orders.
Enter the number of days for the standard payment term for this customer when they rent equipment.
Enter the number of days for the standard payment term for this customer when they purchase parts or merchandise.
If applicable, enter the number of the labor-only contract set up for the customer.
Enter the pricing method for the customer. This code is used in conjunction with the pricing set for an item in Sales Item Maintenance. Valid codes include:
P - Preferred
D - Dealer
Blank - Regular selling price
Displays the price contract number to which this customer is associated. Use the Contract Pricing program to set up price contract numbers and associate them with customers.
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Indicate whether rates should print on a rental contract for this customer.
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 mo (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 will be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
Indicate whether pickup charges should be cycle billed (Y), or whether they should not be billed until the equipment is actually picked up (N). When this field is set to N, and you are processing a partial return, if pickup charges are at the line item level, only the items being returned will have pickup charges billed. If the pickup charges are not at the line item level, and a partial return is processed, all pickup charges will be charged.
If the
Bill pickup field in control
record RACCB1 is
set to N, no pickup
charges are cycle billed, regardless of the setting in this Bill Pickup
Charge field.
Indicate whether to prorate rental rates for this customer. This setting works in conjunction with the prorate fields in System Location Maintenance that indicate whether you begin to prorate daily rental rates after the customer has rented equipment for a month or a week.
Indicate whether this customer is pre-billed for rentals.
Indicate whether to subtract Saturdays during rate calculation.
Indicate whether to subtract Sundays during rate calculation.
Subtract Saturday/Sunday after month
Indicate whether to subtract Saturdays and Sundays after the equipment has been rented for a month.
Indicate whether to prorate the rental rates on a daily basis after one month of rental for this customer.
Enter the number by which the monthly rental rate is divided to determine the daily prorated rate.
Indicate whether to prorate the rental rates on a daily basis after one week of rental for this customer.
Enter the number by which the weekly rental rate is divided to determine the daily prorated rate.
Enter the number by which the daily rental rate is divided to determine the hourly prorated rate.
Indicate whether to use the weekly rental rate instead of the monthly rate after the equipment has been rented for a month.
Enter a number of grace period days before additional rental is charged.
Enter the interest percentage to be charged for overdue contracts.
Set this flag to Y to have this customer show up on collection call lists when overdue invoices exist.
Set this flag to Y to have interest invoices created for this customer when overdue invoices exist.
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