Rental
Credit Memo - Customer Information
Program/Screen: RACRDT/RACRDT20
Description:
Use this screen to enter details about the credit memo such as whether to credit delivery and pickup charges and whether to have the program calculate the appropriate damage waiver and environmental credits.
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Typically, this is the third screen in the Rental Credit Memo program. If applicable, enter credit amounts for delivery and pickup charges and indicate whether to calculate credits for damage waiver, taxes, and environmental charges.
Unique Rental Credit Memo Screens
Rental Credit Memo - Customer Information
Rental Credit Memo - Equipment Information
Additional Program Screens
Create/Update Rental - Additional Customer Information
Create/Update Rental - Shipping Information
Fields
Displays the unique number assigned to the customer.
Displays the code for the currency to be used for the rental contract.
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.
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Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the rental contract.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the rental contract.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The city of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The state or province of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The postal code of the customer's shipping address. This is usually associated with the job attached to the rental contract.
The customer's main shipping phone number.
Displays the number of days of the customer's standard payment terms.
Enter the county where the rental transaction occurs. This field is used by those locations who are subject to SMM (Special Mobile Machinery) tax.
County Code Maintenance in Cross Applications is used to define these counties and whether they charge SMM tax. Use control record CNTYRQ to make this a required field when creating a rental contract.
The location and the number associated with the job you selected for the rental contract. You can override this information for a charge customer, and if you are entering a rental contract for a cash customer, you can enter information here that is not validated against the customer job file.
If a purchase order was entered in the selected job record, the number is displayed, but you can override it. Otherwise,you can enter the purchase order number for each rental contract.
This field displays based on settings in the USECOD control record. If that record is set to use the use code, and you are using the use code to set net rates, the label for this field is 'Net.'
If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.
If applicable, enter the sales representative you want to assign to this rental contract. If there is a sales representative assigned to the selected job, that representative's number displays, but it can be changed. If the selected job does not have a sales representative assigned, the information defaults from the customer master record, but it can be changed.
If the system is set up to allow split commissions, you can press F2 to access the Sales Representative Split Maintenance screen.
Name of the person who placed the rental order.
Name of the person who signed for the equipment. If equipment is delivered, you should update this field with the name of the person who signed for the equipment at the job site. This field can be set to mandatory in control record SIGREQ.
If
the User Auth Req field in
the customer master record for the customer or customer job is set
to Y, you can press F4 here to access a list of authorized
users for the customer/customer job, and you can select one of the
users to populate this field.
The tax district code for this rental transaction. If you are integrated with a tax software package, the district may be based on the Delivery setting. If Delivery is set to Y, the shipping information is used for tax purposes. If it's set to N, the tax information comes from the location creating the invoice.
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Indicates whether taxes were charged on the rental contract.
Indicates whether taxes were charged on rental amounts for this contract/invoice.
Indicates whether taxes were charged for non-rental amounts (for sales items and miscellaneous charges).
Displays the original amount charged for taxes on the rental contract.
Indicates if you delivered the rented equipment to the customer job location.
Displays the original amount charged for delivery on the rental contract.
If applicable, enter the amount to credit the customer for delivery charges.
Indicates if you picked up the rented equipment from the customer job location.
Displays the original amount charged for pickup on the rental contract.
If applicable, enter the amount to credit the customer for pickup charges.
Specify whether to calculate damage waiverInsurance coverage for physical damage to rented equipment. charges on this rental credit memo.
Displays the original amount charged for damage waiver on the rental contract.
Specify whether to calculate environmental charges on this rental credit memo.
Displays the original amount charged for environmental charges on the rental contract.
Displays the names of people who have been set up as authorized users for the customer in the customer master record.
Displays the number of the job to which the authorized user is associated.
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. |
|
F2 |
Representative Split. Advance to the Sales Representative Split Maintenance screen. |
|
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 |
Comments/Authorized Users. Not applicable for this program. |
|
F10 |
Order Comments. Advance to the Order Comments screen to enter or review internal comments for the credit memo. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F15 (Shift + F3) |
Cash Ship. Advance to the Shipping Information screen where you can enter the address to which the rental equipment should be delivered for a cash customer. |
|
F17 (Shift + F5) |
Additional Information. Advance to the Additional Customer Information screen where you can enter information like the customer's market segment, payment code, and billing code. |
|
F22 (Shift + F10) |
Re-get Tax District. If applicable, enter the county for the credit memo, and have the program find a new tax district. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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