Create/Update
Reservation/Quote - Additional Customer Information
Program/Screen: RARSVT/RARSVT22
Description:
Use this screen to enter or update additional information about the customer such as market segment, payment code, and billing code.
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Navigation
Access this screen from within the Create/Update Rental Reservation/Quote program by pressing F17 (Shift + F5) while on the Customer Information screen. Enter information on this screen, and then press Enter to return to Customer Information.
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
Fields
Enter the code that allows you to track transactions for this customer as part of a user-defined market segment. Set up market segment codes using Default Codes in Cross Applications.
Indicate whether the customer location is within the city limits.
Enter a code to indicate how this customer was referred to you.
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.
Press F4 to pull up the Reward Program Search Window where you can search for and select a reward program number assigned to one of the customer's marketing contacts.
Based on settings in control record RWDPGM, members of the reward program accumulate points for rentals that they can redeem.
There may be up to 4 additional fields in this window where you can enter other user-defined information for the customer in association with this transaction. Use code UD in the Default Codes program in Cross Application Maintenance to create the headings for these fields.
Enter the code that represents the type of contract such as sub-lease or long term.
Indicate whether you allow temporary rental suspensions for holidays for this contract. This setting works in conjunction with any holidays set up in Temporary Rental Suspension that apply to all contracts. If you set this field to N, the system ignores contract-wide holiday rental suspension for this contract.
Function Keys
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Function Key |
Description |
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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. |
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F3 |
Exit. Exit the page or program. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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