Customer
Master Maintenance - Additional Customer Information Customer
Master Maintenance - Additional Customer InformationUse this popup window to enter information for the customer such as their D-U-N-S number, their bank account number, and an email address.
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Access this screen by pressing F17 (Shift + F5) from the Customer Master Maintenance screen. Enter D&B and banking information, and then press Enter to return to the previous screen.
Customer Master Maintenance - Launch
Additional Customer Information
Enter the Dun & Bradstreet or other business rating number assigned to this customer.
Enter the Dun & Bradstreet or other business rating for the customer. This rating is useful in determining whether you should continue to do business with a customer after they have exceeded their customer limit or their account has gone past due.
If applicable, enter the customer's membership club number. This is a number for your membership program that rewards loyal buying patterns by your customers.
Use control record MBRPGM to indicate whether you have a membership program and what its name is, and to set the discount percentage given on rentals to members of this club. This discount overrides all other rental rates and discounts you have set up for the customer except for tiered rates.
Enter the starting date for this customer's membership.
Enter the accounts receivable general ledger account number for this customer. This is the account number that is credited with revenue from this customer.
Enter the customer's email address.
Enter the code applicable to how you want to automatically send faxes and emails to this customer. Valid codes include:
F - Fax for 1
E - Email for 1
A - Fax for 1 and 2
B - Email for 1 and 2
C - Fax/Email for 2
N - Do not fax or email
1=Rental returns, equipment sales, parts/merchandise sales, work orders, manual invoices*
2=Cycle billing**
*For these transactions, the auto fax/email functionality only processes when there is an amount value. The process only applies to work orders for charge customers when the work order is closing.
**For cycle billing, the auto fax/e-mail functionality processes an e-mail first if the customer has an e-mail address listed. If they do not, then the functionality processes the fax, if a fax number is specified. If neither an e-mail address nor a fax number exist, the program prints as it usually does. Note: Control record RACCB1.ZXDATA must be set up with a valid user profile for this functionality to work.
Include in Sales Commission Report
Indicate whether you want this customer included in the Sales Commission Report.
If applicable, enter an alternate number for this customer that might come from another software product that you have integrated with RentalMan. This field is used for informational purposes only.
Representative Percentage of Commission
Enter the commission percentage to assign to the sales representative who is assigned to this customer. If an invoice for this customer is assigned to a different sales representative, that representative will receive the remainder of the 100% that you did not assign here.
Enter the code that represents the type of rental contract that this customer typically requests.
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