Create/Update
Reservation/Quote - Customer Information
Program/Screen: RARSVT/RARSVT20
Description:
Use this screen to enter or update the customer information specific to the rental reservation/quote. This information includes, but is not limited to, the estimated rental return date and time, sales representative, delivery charges, tax district, and delivery instructions.
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Navigation
Enter customer information specific to the rental reservation/quote. If you are entering a reservation/quote for a new cash customer, you can access the name and address fields; otherwise, they can only be viewed. From this screen, you can enter billing information, delivery instructions, and order comments, and you can access the Job Maintenance program.
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
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Enter or accept the code for the currency to be used for the rental reservation/quote.
If applicable, this field displays the number of the credit application you selected for the reservation/quote.
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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.
If the quote is for a cash customer, enter the customer's employer name and phone number.
If the quote is for a cash customer, enter the customer's date of birth in this format: MMDDYYYY.
If the quote is for a cash customer, enter the customer's social security number in this format: XXX-XX-XXXX.
Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the rental reservation/quote.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The city of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The state or province of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The postal code of the customer's shipping address. This is usually associated with the job attached to the rental reservation/quote.
The customer's main shipping phone number.
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The location and the number associated with the job you selected for the rental reservation/quote. You can override this information for a charge customer, and if you are entering a reservation 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 this rental reservation.
Enter the date that this quote expires. This field does not display for reservations.
If known, enter the date that the rental will begin for this customer. This information defaults from the Launch screen, but you can change it.
If known, enter the time that the rental will begin for this customer. This information defaults from the Launch screen, but you can change it.
If applicable, enter the sales representative you want to assign to this rental reservation/quote. 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.
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.
Specify whether to charge damage waiverInsurance coverage for physical damage to rented equipment. on the rental contract that comes from this reservation/quote. This setting defaults from the customer master record, but it can be changed.
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Enter the estimated date of the return of the equipment on the rental contract. If you do not know the date, you can enter a number of days in this field, and the system calculates the date. This information feeds the Availability Calendar.
Enter the estimated time of the return of the equipment on the rental contract.
Name of the person who placed the rental reservation/quote.
If there is a territory assigned to the selected job, that territory number displays, but it can be changed. If the selected job does not have a territory assigned, the information defaults from the customer master record, but it can be changed.
Use control record TERRRQ to make this field mandatory. You can also use this control record to have the territory default from the sales representative.
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.
Indicate if equipment will be delivered to the customer if this reservation/quote turns into a rental contract.
If the equipment is to be delivered, enter the name of the driver who will deliver it.
If the equipment is to be delivered, enter the date of the delivery.
The code that prints on the invoice when there are delivery charges. Press F4 in this field to find and select a specific shipper/carrier for the delivery. Once selected, the carrier's name replaces the Delivery Code in the field.
Indicate if rented equipment will be picked up from the customer job location.
If the equipment is to be picked up, enter the name of the driver who will pick it up.
The code that prints on the invoice where there are pickup charges. Press F4 in this field to find and select a specific shipper/carrier for the pickup. Once selected, the carrier's name replaces the Pickup Code in the field.
Indicate whether to charge taxes on the rental contract that is converted from this reservation/quote for rental amounts. The settings default from the selected job, or from the customer master record if no job is selected.
Indicate whether to charge taxes on the rental contract that is converted from this reservation/quote for sales amounts (non-rental amounts). The settings default from the selected job, or from the customer master record if no job is selected.
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.
If the customer is tax exempt for resale reasons, enter their resale number. This should default from the customer master, but it can be changed.
If you operate within the European Union, this field displays the number from the customer's VAT (Value Added Tax) certificate.
Enter delivery instructions for the driver, or add to or update delivery instructions that came from the selected job. Use F7, F8, and F9 to toggle this area to display customer comments from the customer master record, authorized users, and delivery instructions respectively.
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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. |
|
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. |
|
F5 |
Billing Information. Advance to the Billing Functions screen. |
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F6 |
Add Job. Advance to the Job Maintenance program. |
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F7 |
Customer Comments. Toggle the Delivery Instructions area to display customer comments. |
|
F8 |
Authorized Users. Toggle the Delivery Instructions area to display customers who are authorized to charge against this account. |
|
F9 |
Delivery Instructions. Toggle the Customer Comments area to allow for entry of delivery instructions. |
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F10 |
Order Comments. Advance to the Order Comments screen to enter or review internal comments for the order. These comments do not print on the contract. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Contract Price. Advance to the Contract Price Search screen to review and select a price list to associate with the rental reservation. |
|
F14 (Shift + F2) |
Tax Override. Open the Partial Tax Override popup window where you can enter tax exempt reason codes to override taxes for rental and sales for your tax jurisdictions. |
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F15 (Shift + F3) |
Cash Shipment. Advance to the Shipping Information screen where you can enter the address to which the rental equipment should be delivered for a cash customer. |
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F16 (Shift + F4) |
Multiple Truck. For future use. |
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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. |
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F19 (Shift + F7) |
Audit. For future use. |
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F20 (Shift + F8) |
Update Comments. Advance to the Customer Comments screen where you can enter and update comments entered for a customer from Customer Master Maintenance. |
|
F21 (Shift + F9) |
Note. Open the Notepad window and add free-form notes to the rental reservation. |
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F22 (Shift + F10) |
Contact. Open the Marketing Contact Search window and select a contact for the reservation, or use the Contact Information window to add a new contact name and email address to the reservation. |
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F23 (Shift + F11) |
Delete. Press F23 to delete the reservation or quote. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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