Create/Update Reservation/Quote - Equipment Detail

Program/Screen: RARSVT/RARSVT40A

Description:

Use this screen to enter, update, or review the details for the equipment category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. entered on the rental reservation/quote.

 

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Navigation

Advance to this screen from the Create/Update Reservation/Quote - Equipment Information screen by entering a 2 in the Opt field for a category/class or by pressing F16 (Shift + F4).  Review or enter details for the category/class and press Enter to return to the Equipment Information screen.

 

Unique Create/Update Rental Reservation/Quote Screens

Create/Update Rental Reservation/Quote - Launch

Clone Reservation/Quote Selection

Opportunity Inquiry

Create/Update Reservation/Quote - Customer Information

Billing Functions

Additional Customer Information

Create/Update Reservation/Quote - Equipment Information

Tiered Daily Rental Rates

Equipment Detail

Sales Item Detail

Create/Update Reservation/Quote - Review

 

Fields

Requested category

The original category requested by the customer.

 

Requested class

The original class requested by the customer.

 

Category

Displays the category number to which the equipment is assigned.  The number cannot be changed on this screen.

 

Class

Displays the class number to which the equipment is assigned.  The number cannot be changed on this screen.

 

Held equipment number

Enter or accept the number of a specific piece of equipment held for the customer.  You can put a hold on a piece of equipment for the customer on the Equipment Information screen by entering F14 (Shift + F2) in the Option field, and when the Equipment Search by Equipment Number screen appears, select a piece of equipment to hold.  The category/class for that equipment is listed on the Equipment Information screen, but the equipment number displays in this field.

 

Shift

Indicate the type of shift differential to use to bill the customer:

 

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Single shift bills the customer at the rental rate entered, and it checks the system location record for the location entering the contract to determine if the customer should be charged for excess hours usage.

 

Double shift charges the customer 1.5 times the rental rate entered and ignores hours usage for the equipment.

 

Triple shift charges the customer 2 times the rental rate entered and also ignores hours usage for the equipment.

 

Motor Vehicle

Indicates whether this piece of equipment is classified as a vehicle.

 

Description

Displays the description of the category/class.

 

Delivery Amount

The amount you want to charge for delivery.  This amount is billed to the customer at the time of the first invoice, which could be the first cycle bill or the first return.

 

Quantity

Enter or accept the quantity to reserve for the category/class.

 

Quantity Available

Displays the quantity available to rent in this category/class.

 

Pickup Amount

The amount you want to charge for pickup.  You can leave this field blank now and fill it in when you process an equipment return.

 

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Minimum Rate

The minimum amount that you charge for rental of equipment in this category/class.

 

Hourly Rate

The amount you charge per hour for rental of equipment in this category/class.

 

Daily Rate

The amount you charge per day for rental of equipment in this category/class.

 

Weekly Rate

The amount you charge per week for rental of equipment in this category/class.  This is typically 4 times the daily rate.

 

Monthly Rate

The amount you charge per month for rental of equipment in this category/class.  This is typically 3 times the weekly rate.

 

Discount Percentage

The percentage you want to apply as a discount to all of the rates.  You would use this field to discount the standard rates for the category/class.

 

Discount off Percentage

Displays the discount you are giving for the Daily, Weekly, and Monthly rates on a rental contract.  This is calculated by comparing the rates you entered against the rates set up for the category/class in the Equipment Rental Rates program.

 

Override Reason Code

If the rental rates are overridden, enter an override reason code.  If the category/class has associated tiered daily rates, the field is populated with the code CP (contract price).

 

Line item comments

Enter comments that print on the contract/invoice under the equipment number.  These comments are an effective way to record information for re-rent items or special notes for non-charge items and discounted rates.

 

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

Additional Detail.  Access the Equipment Requirements popup window to enter requirements for volts and Ph/Hz.

F9

Line Comment.  For future use.

F10

Order Comments.  Advance to the Order Comments screen for the reservation/quote.

F12

Cancel/Previous.  Exit the program or move back a screen.

F14

Hold Equipment.  For future use.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

Related Programs

Equipment Rental Rates

Rental Rates Discount Maintenance

 

Special Topics

Rental Rates Explained

 

 

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