Systematic Rental Management

SRM 2024.1 Technical User GuideGETTING STARTEDGetting Started With SRM SoftwareTexada SRM LoginLogging Off SRM SoftwareSRM Keyboard & Mouse ActionsSRM Main MenuSoftware InformationSetting Up Company OperatorsSetting Up Company InformationStart-Up Operator Role SecuritySRM Software StandardsScreen Layouts, Symbols & Output OptionsDates and TimesPrint RangePosting ReportsGUI Monitor SettingsImport TemplatesPaging ScreensGetting HelpSRM SupportHelp TipTechnical User GuideRollback LogOpen ClientSaaSEmail Address AssignmentWeb Services OverviewMITS Dynamic Reporting Security & OverviewComputer FormsPre-Printed FormsContract and Invoice FormsPrinter InformationPrinter Set-UpSelecting the PrinterSlip Printer Set-UpEmail a PDF FileCrystal Reports and Duplex PrintingProcedures Summary - Accounting OnlyDaily ProceduresWeekly ProceduresMonth End ProceduresProcedures Summary - Rental Equipment ManagementDaily ProceduresWeekly ProceduresMonth End ProceduresQuarterly Housekeeping ProceduresYearly Housekeeping ProceduresBackground ProcessingFile Integrity CheckFile Integrity Check - LINUXPosting Control InformationPosting Rollback WarningBackup ProcedureScannersBarcode ScannersDriver's License ScannersDriver's License Data ScannersDriver's License ID Image ScannersCredit Card ScannersACCOUNTS RECEIVABLEAccounts Receivable OverviewStart-up SequenceCustomer Search FeatureTrade Discounts OverviewDate Range CheckingDaily / Weekly ProcedureMonth End ProcedureYear End ProcedureReport SummaryCustomer InformationCustomer Site InformationView Customer InformationCustomer Account InquiryCustomer Document InquiryCredit Card InquiryInvoice Inquiry By Customer P.O.A/R InvoicingA/R InvoicesPost A/R InvoicesCreate NSF ChargeCredit InvoicingCredit InvoicesPrint Credit InvoicesCredit Daily Close 1Credit Daily Close 2Return Material AuthorizationA/R PaymentsCash Application WorksheetCustomer PaymentsBank-to-Bank PaymentsImport Lockbox PaymentsView Lockbox PaymentsApply Lockbox PaymentsCustomer Lockbox VariancePost Customer PaymentsClear Unapplied BalancesUnapplied Payments ReportApply Payments and CreditsPrint A/R Check HistoryCredit Card On File ReportTexada Pay Payment LogTexada Pay ReconciliationTexada Pay Pending Refund QueueCustomer Reward Dollar MenuUpdate Customer Reward ProgramsReward Dollar AdjustmentReward Dollar StatementsReward Dollar Activity ReportCollectionsPrint Welcome LetterLog Collection CallsPrint Call ListCollector's ReportAverage Collection Days ReportCustomer Comments ReportCustomer Credit InformationCustomer Credit Rating ReportUpdate Customer Credit InformationUpdate Customer Credit Rating/LimitCustomers Due for Credit Review ReportCredit Card Expiry ReportFinance ChargesCalculate Finance ChargesReview Finance ChargesPost Finance ChargesStatementsCustomer StatementsPrint Statement LettersRecord Sent LettersStatement Letter ReportCapture Credit HistoryBad Debt Write-OffsBad DebtsPost Bad DebtsBad Debts InquiryCollectionsPost CollectionsBad Account ListingReportsAged A/R DetailAged A/R SummaryFinance Charge ReportPrimary Customer Type ReportInactive CustomersDiscounts and Tax Status ReportPrint Customer# BarcodesCustomer LabelsCustomer ListsInsurance Expiry ReportAR - Additional OptionsCustomer Payments Activity ReportRe-Allocation of Customer PaymentsPayment History InquiryFind Customer# by Document#Repair Payment SequencesExport Cust Invoices To Text FileACCOUNTS PAYABLEAccounts Payable OverviewStart-up SequenceDate Range CheckingManually Reverse Posted A/P CheckDaily / Weekly ProcedureMonth End ProcedureYear End ProcedureVendor InformationView Vendor InformationVendor Account InquiryA/P InvoicesA/P Recurring InvoicesGenerate Recurring InvoicesRecurring InvoicesPost Recurring InvoicesHold/Release A/P InvoicesPrint A/P InvoicesPost A/P InvoicesU.S. 1099-Misc FormsGenerate 1099-Misc Data From Accounts PayablePrint/Edit Generated 1099-Misc FormsA/P PaymentsCash Requirements ReportSelect Invoices - Computer ChecksPrint Computer ChecksSelect Invoices - Manual ChecksReverse Unposted A/P ChecksReverse Posted A/P ChecksManually Reverse Posted A/P CheckPrint Check Register & PostDirect Credit Payments OverviewSelect InvoicesPrint Edit Report / Remittance AdviceReprint Direct Credit Remittance AdviceReverse A Direct PaymentPrint Payment Register And PostRebuild Westpac NZ Direct Credit FileA/P ReportsAged A/P DetailAged A/P SummaryAccounts Payable Activity ReportPayment Report by Invoice or CheckVendor ListingVendor Purchases ReportP.O./Contract Accrual ReportAP - Additional OptionsVendor Address LabelsVendor Folder LabelsLabels by Individual SelectionImport Approval Plus AP InvoicesGENERAL LEDGERGeneral Ledger OverviewStart-up SequenceDate Range CheckingAdd Division OverviewDaily / Weekly ProcedureMonth End ProcedureYear End ProcedureJob Costing OverviewTax Maintenance OverviewAccount InquiryG/L Inquiry by Transaction #Post Standard JournalsMiscellaneous JournalsPost Miscellaneous JournalsChecksG/L Manual ChecksPost G/L Manual ChecksG/L Computer ChecksPrint G/L Computer ChecksPost G/L Computer ChecksCheck ReconciliationInventory PostingsPost Inventory AdjustmentsPost Product Average Cost ChangesPost Warehouse Cost AdjustmentsAsset Financing GL PostingAsset Finance Report and PostingAsset Finance Interest Report and PostingAsset Finance Summary ReportRolling 12 Month Asset Finance PaymentsFinancial StatementsSummarize G/L For Financial StatementsG/L Trial Balance From Summary TotalsBalance SheetIncome StatementBank ReconciliationBank ReconciliationPrint Bank Reconciliation ReportReportsTrial BalanceBusiness ReportComparative Business ReportJob Cost ReportTwelve Month Business ReportRolling Twelve Month Business ReportYTD Comparative Business ReportBudget Summary ReportsG/L Activity By Posting SourceGL - Additional OptionsMaintain Processing Date RangesMisc Journal History InquiryConsolidate Summarized G/L TrxCUSTOMER CONTACTCustomer Contact Management OverviewCustomer Contact InformationView Follow Up ActivitySelect Customers RecordsUpdate Selected Profile CodesCOUNTERCounter OverviewStart-up SequenceTunable Counter Parameter OverviewCounter ProceduresCustomer DepositsTrade Discount OverviewCounter Invoicing OptionsReservation ProceduresCounter WorksheetQuotationsQuotationsQuotation Status CodesSales Approval QuotesSale Quotes Pending ApprovalSale Aproval Quote Status CodesReservationsReservationsLog Reservation Reminder CallsContractsCylinder TransactionsCylinder EntryPrint Cylinder Delivery TicketCylinder Transaction InquiryCorrect Cylinder TransactionsClose Cylinder ContractCylinder Rental Analysis ReportDelivery & PickupsDelivery ConsolePickup ConsoleDelivery/Pickup DispatchDelivery / Pickup ReportJob Site ServiceOff Rentals by ContractExchangesContract ExchangesPrint Exchange SlipView/Expire Pending Ship ExchangeRental ReturnPoint Of Sale InvoicesMiscellaneous InvoicesMissed Rental TransactionsAdd DepositsCounter PaymentsBad Risk CustomersInquiriesDocument InquiryContract Inquiry By ProductContract Billings InquiryCurrent Rental InventoryCurrent Sales InventoryDocument ReprintsPrint QuotationsPrint Sale Approval QuotationsPrint ReservationsPrint Reservation Picking TicketPrint ContractsPrint Contract Packing SlipPrint InvoicesPrint Return Packing SlipIn-Yard Return Slip ReprintResend Customer Satisfaction SurveyReportsReservations ReportContract ReportsContract ReportOutstanding Contracts Report by NameContract In/Out ReportDetailed Contract Report by DivisionDetailed Open Contract ReportBusiness Source ReportProduct Bookings ReportFlash Sales ReportRental Return Product Codes ReportNon-Bulk Inventory Location ReportCO - Additional OptionsView Last Used Contract/Invoice#Cancel Contract ExchangeUpdate Contract Tax Exempt StatusMaintain Product RequirementsSet Document Rate Alternate DescriptionsTexada Pay Session IDsAdditional Options not GUI-izedContract InquiryContract Inquiry By Customer #Off Rentals TransactionsBACK OFFICEBack Office OverviewStart-up SequenceCash Customers & On Account CustomersDaily CloseBalancing the Cash & Bank DepositsCycle Billing OverviewHow Cycle Billing WorksThe 28 Day Billing CycleThe Monthly Billing CycleCycle Billing ProceduresSplit Billing OverviewHold/Release Current InvoicesCycle BillingField Ticket BillingMeter Count SheetsGenerate Meter Count SheetsEdit Meter Count SheetsCalculate Billings - EditGenerate InvoicesBill A Single ContractCycle Billing Comparison ReportOverdue Contracts and Cycle BillingsCycle Billing Day Code Discrepancy ReportDaily ClosePost Work Order Work In ProgressDaily Close Invoice ApprovalTrial Daily Close: Invoice EditDaily Close 1: Invoice EditDaily Close 2: Generate PostingsDaily Close 3: Post InvoicesPost Integrated Accounting JournalSync Integrated Accounting Chart of AccountsTransfer XML Export FilesDaily Close ErrorsDaily Close 2 Error LogCorrect Daily Close Cost ErrorsDaily Close 1/2/3 Process LocksReprint Daily Business ReportView /Print Cash ReconciliationsAllocate Bulk DisposalsConsolidate ContractsOperator Time ChargesOperator ChargesGenerate Operator Charge InvoicesPrint Operator Charge InvoicesEdit Operator Charge InvoicesReturn Contract - No InvoiceReports & InquiriesO/S Deposits ReportUnbilled Contracts ReportPayment/Deposit Request InquiryBO - Additional OptionsMove Invoice From History to BatchContract Damaged ReturnsExchange Invoice NumberINVENTORY CONTROLInventory OverviewInventory Start-Up SequenceFast Track Enter InventoryInventory StructureCentral Purchasing OverviewProduct Status Code OverviewDepreciation OverviewManufacturing OverviewInventory Posting Identification OverviewInternal Transfers OverviewVendor Catalogue OverviewSales InventoryRental InventoryPower KitsInventory InquiryDetailed Inventory InquiryTelematic ID InquiryVendor CataloguesVendor Parts OverviewVendor Parts Standard ImportVendor Parts InquiryUpdate Product FileVendor Definition FileInventory TransfersInventory TransfersTransfer Primary Items to Secondary ItemsPrint Inventory TransfersPost Inventory TransfersInternal Branch TransferInternal Transfer ConsoleAuto Receive Non-Bulk Rental ItemAllocation of Stock To BranchesPost Inventory TransfersInternal Transfer WorksheetRegion Reservation FulfillmentExternal Branch TransfersExternal Transfer Company CodesInventoryTransfer to External BranchPrint External Transfer by ClassExternal Branch ReceiptsExternal Branch Receipts InquiryRental/Sale TransfersTransfer Sale to RentalTransfer Rental to SaleAsset Reclassification UtilityCalculate DepreciationManufacturing ReceivingInventory CountInventory Count ConsoleGenerate Count TagsPrint Count TagsCount Tag EntryDate Counted Worksheet Report By LocationReportsSales Inventory Value ReportRental Inventory Value ReportProduct Availability ReportNew Acquisitions ReportDisposal Transactions ReportRental Age ReportInventory ListingGroup ListingRental Products By Serial #Product Barcode LabelsRate BookCustomer Rate CardPrice ListItems In Suspension ReportProduct Status Code ReportIC - Additional OptionsFind Rental Inventory By Serial#Serial # Inquiry By ProductSerial # Inventory Integrity ReportCurrent Product Status ReportChange Bin DescriptionUpdate Make/Model Information By ClassUpdate Product DescriptionsUpdate Tag Depreciation Class by GroupUpdate Product Descriptions by GroupCopy List Prices to Price CodeChange Asset Tag FieldsClass/Group Discrepancy ReportList Inventory With No Bin#Inventory Bin Location ReportAdd Product to LocationKit ReportSpare Parts ReportProduct Barcode ListingRe-Print Inventory WorksheetUpdate Inventory WorksheetList Non-Inventory ProductsProduct/Serial# Cross ReferenceReset Declining Balance YTD ValuesUpdate Barcodes by Product#Recalculate Asset Tag Dep'n AmountFix Product DescriptionsConvert Fast-Track Inventory RecordsCopy Classes/Groups Back to Fast-TrackRemove Qty 0 LocationsAdditional Options not GUIClone Group Rates to Special RatesFind Product NumbersOn Hand Qty by Location by Product #Old Inventory Worksheet ReportsInventory Worksheet by Location /Product ClassInventory Worksheet by Product Class /Product NumberManufacturingTrial BuildManufacturing ReceivingPrint Production Run SheetsEnter Product Spec SheetClone Product Spec SheetManufacturing Receiving InquiryPURCHASE ORDERSPurchase Order OverviewStart-up SequenceInventory Receiving OverviewContract/Purchase Order OverviewPurchase OrdersPurchase Order InquiryWarehouse ReceivingReceived Non-Bulk Serial# FileReverse/Change Warehouse ReceivingWarehouse Receiving InquiryInventory Re-OrderingRe-Order ReportP.O. WorksheetGenerate P.O. From WorksheetSales Inventory Min/Max ReportGroup Min/Max ReportEdit Min & Max UtilityAlternate Vendor PurchasingP.O. ApprovalsPurchase Order ApprovalsPurchase Order Approvals ReportRe-RentalsRe-Rental TransactionsRe-Rental Inquiry/ReportDocument ReprintsPrint Purchase OrdersReceivings By Purchase OrderReportsPurchase Order ReportPurchase Order Modification JournalP.O. Receiving List/WorksheetO/S Warehouse ReceiptsReceiving ReportPO - Additional OptionsWarehouse Receiving ReportWORK ORDERSWork Order OverviewWork Order Start-UpWork Order Labor RatesWork Order ServicesParts SetupMiscellaneous Part SetupEquipment Availability ImpactEstimates OverviewCustomer Work Orders OutlineInternal Work Order ProcessMaintenance Schedule OverviewCustomer Pays for Repairs to Your EquipmentWork Order EstimatesWork OrdersFast-Track Work Order PartsFast-Track Work Order LaborReverse Work Order InvoicesBulk Close Internal Work OrdersMaintenance Scheduling MenuMaintenance ScheduleUpdate Maintenance ScheduleProduct Service KitsPrint Maintenance ScheduleProduct Service RecommendationsMaintenance Work OrdersGenerate Maintenance EditView Maintenance Edit ResultsCreate Maintenance Work OrdersClose Maintenance Work OrdersPrint Maintenance Work OrdersDocument ReprintsPrint EstimatesPrint Work OrdersPrint Work Order InvoicesPrint Product Check ListPrint Inspection FormReportsWork Order ReportWork Order Estimate ReportOpen Work Order ReportBackorder ReportWork Order vs Estimate ActualWork Order Detail ReportSerialized Sales Meter UsageWarranty Claim/Expiry ReportW.O. Service RecommendationsW.O. Cost & Revenue Calc ReportRepair History ReportsRepair History ReportRepair History Report by Product ClassPrint Repair TransactionsMaintenance Cost ReportTime Sheet by Employee CodeRepair and Failure Time by StatusWO - Additional OptionsPost Addtitions and Repair PartsWork Order Billings InquiryWork Order Inquiry by PartORDER ENTRYOrder Entry OverviewOE Start-Up SequenceSales OrdersSales Order InvoicesSales Order InquirySales Order ReportOrder Billing InquiryDocument ReprintsPrint Order Picking TicketsPrint Sales Order InvoicesREPORTSAutomatic ReportingReporting SetsReporting SetsSet ID OwnersAssign Sets to OwnersInventorySummarize for Inventory Reports by PeriodInventory Value ReportsSales Inventory Value ReportRental Inventory Value ReportBook Value ReportInventory Transaction HistoryInventory Usage ReportProduct Quantity Report by GroupOwning Location Discrepancy ReportNegative Inventory ReportAverage Cost Changes ReportInventory Report with License / Serial #License Plate Expiry ReportEquipment Summary ReportInventory Adjustment ReportSlow Moving InventoryProduct Substitution ReportDate Counted Report By LocationUtilizationCustomer Utilization ReportCustomer Purchases By SalesmanRental Utilization ReportingRental Utilization ReportRental Utilization By Owning DivisionRental Utilization By Status CodeDaily Status Code Summary ReportCritical Utilization ReportDollar/Time UtilizationTime Utilization Reporting$ Utilization By Group$ Utilization By ProductFailed Data Capture E-Mail ListReturn on InvestmentRental Simulation SpreadsheetRevenueInvoice Cut-Off ReportCustomer Invoice Report by Site#Invoice Activity by DivisionUnbilled Revenue ReportDivision Revenue ReportCustomer Revenue ReportProduct Revenue ReportService Code ReportPickup & Delivery Revenue & Trx ReportGross Margin Analysis ReportCash/On Account Sales Analysis ReportMerchandise Sales ReportCommissionsSalesman Commission ReportCommission Report By PaymentCommissions Report By ClassCommission Report By Commission TypeDevelopmental Salesman Commission ReportRate Discount Tracking ReportTaxesTaxable / Tax Exempt Invoice ReportSales Tax ReportTax Activity ReportSecurity ReportingOverride ReportProduct Value Override ReportAudit Log Inquiry / ExportDelete LogEmail LogClerk Document Access LogOperator Security ReportPeak License Usage DetailsAPI Access Log Report To ExcelSecured Protocols Audit ReportRP - Additional OptionsOutstanding Contracts by Customer/ProductOutstanding Contracts Report by Date OutOutstanding Contracts Report by Contract #Outstanding Contracts Report by Date Due/SalesmanOutstanding Reservations Report by NameInvoice Summary By CustomerSalesman Detail ReportSalesman Summary ReportRate Book Report by GroupRate Book Report by Class/GroupRate Book Report by Description within ClassUnpaid Revenue by SiteContract Inquiry By Ship To NameInvoice Revenue Report By Postal CodeInvoice Revenue Report By CityInvoice Report By IDEquipment Financial Utilization ReportSYSTEM MAINTENANCESystem Security OverviewOver-Ride Security OverviewConfigure System SettingsDatabase Lock InquiryBackground Email Queue Items PendingSM - Additional OptionsPR - disabledCanadian Payroll OverviewPayroll Start-Up SequencePR Date Range CheckingYear End ProcedureGovenrment Tax ChangesEmployee InformationThe Payroll RunEmployee Time SheetsPayroll Work SheetGenerate PayrollReview Unposted PayrollIssue Vacation PayPrint Payroll ChecksPost Payroll ChecksPayroll Cheque ReconciliationReview Outstanding ChequesOutstanding Checks ReportReview Cashed ChecksCashed Checks ReportCheck ReconciliationReverse Cashed ChecksPR Direct DepositsPrint Direct Deposit Payroll StubsCopy File to FloppyEmail Direct Deposit FileSetup Direct Deposit Bank InformationReset Create Disk FlagsRecord Of Employment MenuRecord Of EmploymentPrint Record Of EmploymentT4T4 SlipsPrint T4 Summary ReportPR InquiriesPayroll Inquiry - By EmployeePayroll Inquiry - By Pay PeriodEmployee YTD InquiryEmployee Regular Rate Change InquiryPR ReportsPayroll Detail ReportPayroll Summary By EmployeePayroll Totals ReportEmployee YTD Totals ReportEmployee Information ReportEmployee Acc. Vacation Pay ReportStandard Deductions ReportEmployee Hire ReportEmployee ListingsEmployee Telephone/Address ListEmployee Telephone ListEmployee Birthday ListEmployee Notes ListingEmployee ListPayroll Overtime ReportPay Period Comparison ReportPayroll Set-UpEmployee TypesHourly Rate CodesPayroll DepartmentsStandard DeductionsProvince CodesGovernment DeductionsFederal Tax TablesEmployer EI CodesPayroll Start UpBanked HoursQuebec Payroll TablesIncrease Net Claim TD1 By An AmountIncrease Net Claim TD1 By A FactorIncrease Provincial TD1 By AmountIncrease Provincial TD1 By FactorPayroll O/T Report HeadingsEmployee File SecurityPayroll UtilitiesReview Pay Period Ending DatesView Deleted Payroll Checks ListRecalculate Employee YTD TotalsUpdate Employee Accumulated Vacation PayUpdate Employee Insurable HoursUpdate Pay Details UIC CodeUpdate Pay Details UIC AllUpdate Federal And Provincial TD1Delete an Employee RecordSupport UtilitiesUpdate Posted Payroll DepartmentRegenerate Employee Name to # Cross ReferenceTime Clock/Sheets to PayrollUnposted Time Clock Hours ReportTime Clock Posting ReportGenerate Payroll Using Time ClockPrint File DefinitionsPORTAL MANAGEMENTPortal OverviewPortal Technology Overview V3.0Portal Start-Up SequenceCustomize the Portal WebsiteCustomer Administrator and Employee AccessAPI DocumentationShopping CartPickup RequestCurrent Active SessionsPortal ConfirmationsProcess Pending Pickup RequestsCustomer AccessPortal CustomersParent/Child RelationshipsSetupInventory/Division SettingsAPI ThemesPortal PresentationGlobal SettingsPresentation ThemesTIME SHEETSTimesheet OverviewHours ManagementHours for PayrollChange Hours for PayrollPrint Employee Time SheetView Entered HoursExpense SheetsTime Clock ManagementEnter Time ClockUpdate Time Clock EntriesTime Clock Work Order ReportTime Clock Audit ReportEmployee Exceptions ReportInactive Employee ReportAuthorize HoursAuthorize Time Sheet RecordsAuthorized Time Sheet ReportTime Sheet UtilitiesUpdate Time Clock Store#Reset Time Clock AuthorizationUpdate Work OrderReset Time Clock Posting FlagReset Generate Payroll FlagBuild Employee Hourly RatesMove Time Sheets/Clock to HistoryView Entered Hours - HistoryTime Clock Reason CodesGenerate Pay PeriodsReview Pay Period Ending DatesUTILITIESAccounts ReceivableA/R Start-Up - SCS onlyChange Customer TypesUpdate Customer SalesmanUpdate Inactive Customer Credit RatingUpdate Customer Children SettingsCustomers To Merge/DeleteChange Customer on Posted InvoiceChange Customer CurrencyA/R to G/L DiscrepanciesFind A/R Invoices/PaymentsRecalculate Average Collect DaysReset Customer BalancesBuild Credit HistoryEnable Customer's Website AccessAccounts PayableA/P Start-Up - SCS onlyChange Vendor Invoice Due DatesA/P to G/L DiscrepanciesA/P Invoice/Check SearchRecalculate Vendor Balances/PurchasesFix Zero A/P ChecksChange Vendor# on Unposted A/P InvoiceGeneral LedgerCompress G/L TransactionsPosted G/L Summary ReportingSummarized G/L Account InquirySummarized Posted G/L Detail ReportChart of Accounts Description Change LogInitialize Integrated AccountingCounterUpdate Rental PeriodsChange Quote Date Out/Date DueChange Reservation Date Out/Date DueChange Contract Date Out/DateReset Counter Worksheet BookingsRequirements Inquiry by Product/GroupRecalculate Inventory AvailabilityList Contracts with Invalid RatesRebuild Reservation/Contract IndexRegenerate Requirements FileRegenerate Contract BillingsContract Discount Prog. Pad DaysPerformance Questions By DocumentSet Contract Off-Rental Reason CodesUpdate Contract Rental PricingOverride Logistics Ticket StatusBackofficeRegenerate Employee Name to # Cross ReferenceChange Salesman in Invoice HistoryChange Sales History SalesmanUpdate Invoice InformationMove Invoice From Batch to CurrentDaily Close #1 Freeze OptionCash Reconcile Closing BalancesRe-Open Closed ContractsInventory ControlClone Rental & Sales ProductsStatus CodesUpdate Product Status CodeUpdate Product Status of Single ProductProducts Held by Status Code ActionRates/Prices/CostsUpdate Product Costs, Make & ModelUpdate Product Rental InformationCustomer Pricing ManagementPrint Customer Rate CardUpdate Re-Order PricesRate Increase/Decrease UtilityClone Group Rates to ProductsClone Group Rate Discounts to ProductsReset Cost Calculation QtyCopy Special Rental RatesUpdate Sales Product List PriceProduct Quantity AdjustmentUpdate Vendor Product # & DescriptionUpdate Class/Group/Vendor on ProductClone Group Information to ProductsRestructure Class/Group/Rates/TagUpdate Make/Model InformationUpdate Kits for ProductsDepreciation Reversal UtilityChange/Merge Product NumbersChange Product NumbersMerge Sales Product NumbersMerge Rental Product NumbersChange Bulk StatusChange Serial # FlagUpdate Fixed Asset TagsVerify Tag Qty=Location QtyDelete Fixed Asset TagPosting IdentificationPosting Identification By ProductPosting Identification By InvoicePosting Identification Deletion InquiryRebuild Product Description IndexUpdate On Hand Quantity by Product #Inventory Location Discrepancy ReportMove Inventory to Another LocationUpdate Meter Prompt/Meter HoursWrite Product# Into BarcodeProduct Suspension InformationUpdate Date Counted by ProductUpdate MACRS Accumulated DepreciationMaintain External Resource URLMaintain Fuel TypesRebuild Out-Hours for Non-Bulk RentalsUpdate Product Current Status TablePurchase OrdersDuplicate Warehouse Transaction NumbersReset Quantity on P.O.Work OrdersRelease Work Order RequirementSync Work Order to Texada WebClose Duplicate Internal Work OrdersSystem MaintenanceCreate New Temporary FilesPrinter TestScheduling and Process ConsoleRequest SAAS Playdata RefreshTexada Web Data RefreshArchive Menu Access Log to DatabaseDownload XML & ReportsData Export/Import UtilitiesExport/Import Std Data FilesExport/Import Vendor InformationExport/Import Customer InformationExport/Import ContactsExport/Import Group InformationExport/Import Group Inspection FormsExport/Import Product/Group RatesExport/Import Product Status CodesExport/Import Product/Class/Group URLsExport/Import Service CodesExport/Import Inventory Clean-UpExport/Import Special RatesExport Rouse AnalyticsExport Inventory to SmartEquipExport/Import Site - DescartesExport/Import Group - DescartesImport AEMP TelematicsTaxingTax Area ID InquiryStd Tax Change UtilityTest Vertex Tax CalculationsXML Data ExportsExport InvoicesExport G/L TransactionsExport A/P InvoicesExport A/R InvoicesExport Purchase OrdersExport Vendor DataExport Warehouse ReceiptsExport Customer BalancesView XML Parser LogsXML MaintenanceMaintain Invoice XML Trx#Maintain G/L XML Trx#Maintain A/P Invoice XML Trx#Maintain A/R Invoice XML Trx#Maintain P.O. XML Trx#SCS only UtilitiesA/R Start-Up - SCS onlyA/P Start-Up - SCS onlyFXMENU1. Sales Order Deposit Used2. Reservation Deposit Used3. Work Order Deposit Used4. Contract Deposit Used5. Invoice Description Uni-code Character6. Asset Tag Quantities7. Purchase Order Closed Flag8. Purchase Order Re-Rent & Received9. Deposit Method of Payment10. Whse Rec Closed and AP Rec11. Contract Detail Accumulated Amounts12. Invoice On Account Flag13. Fix ARAR Payment Method14. Fix Missing Sequence in Contract15. View/Delete Off-Rental Trx16. Fix A/P Inv Receiving Blank Product17. View and Delete Bulk Disposals18. Add/Delete Global Update Functions Run19. Invoice Method of Payment20. Serial# Warehouse Trx#21. Daily Close Cash Balances22. Counter Method of Payments/DBR23. Fix Missing Sequence in P.O.24. Assign Invoice# to Blank Invoice25. Delete Duplicate IHIP Records40. FXMENU11. Fix Missing Sequence in WO Parts2. AP Invoice Posting Status3. Fix GLGL Rounding Issues4. Fix ARDL DBR#5. Fix Invoice Detail Description6. Edit Division DBR Numbers7. Set Rental Product Discount Flag = Y8. Fix Missing Sequence in AP Invoice9. Change Processed Flag RSTXD10. Change Processed Flag RSTXS11. Fix Missing Dates in Time UtilizationSCS -Back Office UtilitiesImport ContractsExport/Import Contract RatesCorrect Out of Balance ContractsReview Accumulated Invoice AmountRental Journal TransactionsOrder Billing CleanupSCS - Inventory UtilitiesChange Location Quantity to 1 For Non-Bulk RentalsReset Product Quantity to ZeroReverse Inventory AdjustmentsRemove Invalid Inventory LocationClone Location Re-Order InfoReview Location Qty ChangesPost-Import Asset Revaluation ToolWeb Service and Automated Reporting DebuggingDATA MANAGEMENTHousekeeping OverviewArchive ContractsArchive Contract InquiryPurge Archived ContractsPurge Old InvoicesPurge Old Off RentalsPurge Old Revenue HistoryPurge Old Warehouse ReceivingPurge Old Purchase OrdersPurge Old Sales OrdersPurge A/R HistoryPurge A/P HistoryUnder Developmentto be GUIBuild List For Credit RatingUpdate Duty/Brokerage and FreightEdit Control Acct Entries On Manual ChecksControl Acct Entries On Computer ChecksPrint G/L Trx/Date ErrorsUpdate Product Status Code By GroupMisc - under devGovernment ID InquiryOutstanding Contracts Report by Product NumberReset Counter Worksheet In UseProduct Disposal InquiryExchange Customer #'sStandard Journal History InquiryImport Daily Close #2 ASCII FileUpdate Deposit DBR#View Invoice in Batch/History* GripGrip Handheld Scanner Overview* Grip Bulk Rental Return ReportCounter Faxing - under devFax Sale QuotationFax ReservationOff-RentalsSetup Document Faxing TermsInquiries - under devView Text FilesProduct Activity Inquiry SummaryProduct Availability InquiryOutstanding Products InquiryView Company Data SheetProduct Activity Inquiry DetailCredit Card Inquiry by Card#IC - under devProduct Inquiry By License #Update Depreciation Class on GroupPrint Product Price LabelsProduct Analysis ReportInventory Inquiries - under developmentProduct Inquiry By Vendor Prod#Rental Rate/Price InquiryUnits Sold By Model Cross Reference By Customer#Units Sold By Model Cross Reference By Model#Maintain Revenue % By MonthUpdate Suggested Sales List by ProductUpdate Product WeightEquipment Specifications - under ddevelopmentUpdate Equipment SpecificationsPrint Default Equipment SpecificationsProduct Cost/Prices - under developmentCosts & List Prices by Product ClassCosts & List Prices by Product GroupUpdate List Price by ClassUpdate List Price by GroupUpdate List Price by % of Cost or Reorder PriceUpdate Markup % By Class/GroupUpdate LCF by Product Class (Sales Items)List Price Matrix - under developmentGlobal List Price MatrixClass Price MatrixGroup Price MatrixUpdate List Price from MatrixList Price Matrix ExceptionsCalculate List Price from Base PriceUpdate Reorder Price by GroupProduct Reorder Info - under developmentUpdate Reorder Information By Product#Update Reorder Information By Product ClassSales Item Cost Code ListUpdate Sales Item Cost TypeUpdate Replacement Cost by Product ClassReplacement Cost by Prod - under developmentUpdate Replacement Cost by Product #Export Replacement CostImport Replacement CostUpdate List Price Using Selling Price TableUpdate Product Quantities - under developmentOn Hand Qty by Product ClassCount Merchandise Inventory By StoreWrite-Off Merchandise InventoryOn Hand Qty by Product GroupOn Hand Qty by Location by BinUpdate Rental Rates - under devBy Global RangePrint Products with No RatesUpdate Customer Matrix Type from New TypeAsset Tag Maintenance - under devChange Dep'n Class On TagChange Dep'n Class On Tag By CostUpdate Fixed Asset Tag StatusMeter Inquiry by ProductUpdate Serialized Sale Products - under devMark Sold Serial #'s as Paid by CustomerSale Product Inquiry By Serial #Serial #Inquiry/Report By Date/DivisionChange A/P Received For Serial #Update Information by Prod - under devUpdate Product NotesList Product with No Make/Model InfoSpecial Rates - under devModify Customer Delivery/Pickup RatesPrint Product Labels - under devProduct Inventory LabelsProduct Price Labels - Equip SpecificationsProduct Inventory Labels- Rental OnlyProduct Price Labels- By GroupIC Utilities - under devUpdate Product Class - under devChange Product Class R or SEnter Exchange Product Class ListExchange Product Class ListMaintenance Provision Overview - under devEnter Maintenance AdjustmentsPost Maintenance AdjustmentsMaintenance Provision Trx Summary ReportMaintenance Provision History InquiryMonth End Maintenance Provision ReportReset Calendar Hours Per DayUpdate Inventory Y/N FlagChange Price List Flag to 'Y'Duplicate Serial # ReportInventory Creation ReportUpdate Average Cost ChangesIC Fast Track Utilities - under devFast-Track Enter InventoryPrint Fast-track Inventory RecordsAssign Serial NumbersReset Allocation of Stock FlagUpdate Rental Cap PriceFix Products Without R or SUpdate System to 24 Hour CalendarCreate Asset tags for Non-Bulk RentalsPO - under devInventory Re-Order Impact ReportVendor List for Queued Re-order ReportPrint Queued Warehouse ReceiptsPrint Exceptions ReportOE - under devMailing/Shipping Labels - under devMailing Labels By Range SelectionSingle Mailing/Shipping LabelsPrint Free Form LabelsPrint Folder LabelsCustomer Labels for Selected DivisionsOrder Worksheet By CustomerPrice Codes - under devUpdate Product Markup/Discount %Update Product Pricing by Price CodeUpdate Product PricingRebuild Pricing TablesLeasing - under devLeasesLease Billing EditLease BillingLease Billing InquiryO/S Lease SummaryTerminate a LeaseDelete a Single LeaseMaintain Last Billed Date for LeasesSM - under devCancel Printer JobsDefault Options for ScreensCompany Data SheetRun System Call CommandsSM Utilities - under devPrinter Cancel CommandsMaintain System Call CommandsMaintain Misc CommandsMaintain Menu Option ScreensCopy Menu Option ScreensMaintain Sign-On ScreensExport Menu Options to ExcelBackup/Restore Pro-Isam DataExport Definitions for EASYSOFTPrint File DefinitionsImport Functions - under devImport/Export Selected DataImport Min/Max Inventory QuantitiesEquipment Safety Notes - under developmentPrint Equipment Safety NotesUpdate Safety Notes By Prod#AM - under devManufacturing TimesheetMaintain Manufacturing ParametersRP - under dev +Replacement Cost By Class/DescriptionCreate / Print MessagesManagement Reports - under devROI Rpts - under devReturn on Investment By Owning DivisionReturn on Investment By GroupRental Revenue AnalysisRental Product Activity ReportRental Product Activity Report By Group/LocationOpen Bin Location ReportRental Availability By GroupEquipment Rental AnalysisProduct Revenue Inquiry By DayProduct On Hand/Rent Inquiry By DayContract Reports - under devReturn Slip ReportAverage Days Out Per Contract ReportOutstanding Worksheet ReportBill Date Comparison ReportRental Cap ReportO/S Contracts Reports - under devOutstanding Contracts by Site #Outstanding Contracts by Ship To NameOutstanding Contracts Report by Cycle Billing DayOutstanding Contracts by Bill Thru DatePrint Contracts/Packing Slip Using Multiple PrintersO/SReservations Reports - under devOutstanding Reservations Report by Reservation #Outstanding Reservations Report by Ship To/Site #Sales History Report By SalesmanInventory Worksheet - under devProduct List in Description OrderInventory Worksheet by Product Class /ProductGroup Reports - under devProduct Group Kit ListProduct Group Safety NotesProduct Group Suggested Sales ListProduct Group Equipment SpecsGroup Alternate Description ReportProduct Status ReportNon-Returnable Parts ReportCustomer Invoice Rpts - under devInvoice Discount By DivisionP.O. Required Invoice ReportInvoice Detailed Notes Phrase SearchOrders Filled ReportWO - under devEstimate Inquiries/Rpts - under devEstimate InquiryEstimate Inquiry By CustomerEstimate Inquiry By Make/ModelView Work Order Estimates - HistoryWO Faxing - under devFax An EstimateFax A Work OrderFax A Work Order InvoiceWO Inquiries/Reports - under devWork Order Inquiry By Make/ModelWork Order Inquiry By PartPrint Work Order Parts RequisitionWork Order History Inq - under devWork Order History Inquiry By CustomerWork Order History Inquiry By Make/ModelRepair History Inquiry SummaryWO Utilities - under devReview WOLDUpdate Work Order DatesRegenerate WOLDRemovedFaxingFax Log/Cancel Fax'sFax Invoice RangeFax Rental QuotationsSend A Fax to a Customer or VendorVendor Fax Number UtilityFax .PCL Files to CustomersCustomer Inquiry by Fax #Reset Customer Faxed Statement FlagVendor Inquiry By Fax #Texada DashboardMobility OverviewKiosk Shopping