Customer
Contract Inquiry
Program/Screen: RACONI/RACONI1050
Description:
Use this program to review a list of open rental contracts by customer and job.
Click a link to advance to that section of the topic.
Navigation
Access this program from the Customer Transactions option on the Operations menu, or by pressing F11 from the Create Rental - Customer Information screen. Enter a charge customer's name or number or a cash customer's driver's license state and number, and then use the remaining fields to focus the list of contracts to display.
Instead of entering a customer name or number, you can enter an invoice summary number to display all of the contracts and billings associated with that summary invoice. You can also leave the customer field blank to review a list of open contracts for all customers.
Once the list displays, use the available options and filters (positioned above the columns) to focus the list even more.
Where Used
Create Rental - Customer Information
Additional Program Screens
Display Customer Contract Information
Customer Rental History with Category/Class Detail
Sales Analysis by Account Customers
Options
|
Option |
Description |
|
1 |
Select. Enter a 1 in the Op (Option) field to advance to the Display Customer Contract Information screen. |
|
5 |
Display. Enter a 5 in the Op (Option) field to advance to the Display Customer Contract Information screen. |
|
6 |
Reprint. Enter a 6 in the Op (Option) field to reprint the selected contract. |
|
7 |
Fax/E-mail. Enter a 7 in the Op (Option) field to open the Fax/E-mail Window popup window. |
|
8 |
Transaction History. Enter an 8 in the Op (Option) field to advance to the Contract Rental History screen. |
|
9 |
Labels. Enter a 9 in the Op (Option) field to print bar code labels for the contract. |
Back to top
Fields
Parameters
Enter an invoice summary number for a customer to review all of the contracts and cycle billing invoices associated with that invoice. Summarized invoicing is functionality where a customer is setup to receive only one or two invoices a month that summarize all the cycle billing activity for that month.
Enter the name or number assigned to the customer for whom you want to view contracts.
To focus the resulting list of contracts, enter a job number to see only contracts related to that job.
For a cash customer, enter their driver's license state to view a list of their contracts.
For a cash customer, enter their driver's license number to view a list of their contracts.
To focus the resulting list of contracts, enter a contract number with which to start the list. Any contract numbers earlier than that number are not displayed.
Indicate whether to include open rentals in the list.
Indicate whether to include rental returns in the list.
Indicate whether to include cycle billed invoices in the list.
Indicate whether to include sales invoices (as well as rental invoices) in the list.
Indicate whether to include sales orders in the list.
Indicate whether to include rental reservations and quotes in the list.
Indicate whether to include work orders in the list.
Enter the code for the currency in which you want contract totals to display.
Displays the name of the customer for whom you are reviewing contracts.
Back to top
Contract List
Displays the unique number assigned to the contract.
Displays the sequence number for the contract. Sequence 0000 is a newly created contract. Once transactions occur against the contract, the sequence number increments by 1. For instance, the first cycle bill for contract 56513 could have a sequence number of 0001, resulting in a full contract number of 56513-0001.
Displays the type of contract such as, OPEN for an open contract; EQP QT for an equipment rental quote; MN CRD for manual credit contract; and so on.
Displays the current status of the contract.
Displays the date the rental contract was started.
Displays the date equipment was returned or is expected to be returned on the rental contract.
If applicable, this field displays the purchase order number for the contract.
Displays the location that entered the contract.
Displays an abbreviated description of the location of the job for which the contract was written.
Total
Displays the total monetary amount of all listed contracts.
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. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F8 |
By Contract Number. Switch to Contract Inquiry screen listed in order by contract number |
|
F11 |
Detail. Display or hide the first detail line for each contract. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Transactions. Advance to the Rental History by Customer screen. |
|
F14 (Shift + F2) |
Customer History by Category/Class. Advance to the Customer Rental History with Category/Class Detail screen. |
|
F15 (Shift + F3) |
Sales Analysis. Advance to the Sales Analysis by Account Customers screen. |
|
F19 (Shift + F7) |
Print List. Print the displayed list. |
|
F20 (Shift + F8) |
Print Invoice Summary. If applicable, print the customer's summarized invoice. |
|
F22 (Shift + F10) |
Print Billing Summary. Print a summary of all billing for the customer. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Back to top