Additional Pop-Up Windows

This window can be accessed from the Divisional Contract Parameters and can be used to customize the data input windows that should be triggered in Contracts or Counter Worksheet.

Only the checked options will appear and prompt automatically, but all options can still be accessed in the worksheet or contract header, in the Additional window at the bottom of the screen.

SITE#

• Check this box to cause the Site information window to open automatically in the Contract and in the Worksheet.
• Uncheck this box to suppress automatic access to the Site information window. The operator can still access the site window when required.

INSTRUCTIONS

Two lines of instructions can be entered in the header of a contract, invoice, worksheet, reservation or quotation.
The Document Instructions window can always manually be opened on the Address field.
This parameter controls whether the Instructions window opens automatically in this division.

• Check this box to cause the Instructions window to open automatically in Add mode.
• Uncheck this box to prevent the Instructions window from opening automatically.
  

DELIVERY/PICKUP

This prompt refers to how the Delivery/Pickup prompt displays when entering the document.

• Check this box to prompt for Delivery and Pickup with the corresponding Service code, on the contract, as outlined in Contract Delivery/Pickup.
  The Delivery/Pickup options and default Service Codes can be entered in the Divisional Delivery/Pickup Parameters.
  To also print a Delivery/Pickup note in the Contracts Comments, set the company wide flag in the Company Contract Parameters.

• Uncheck this box to skip prompting for Delivery and Pickup on the Contract.
  Note: When the Delivery/Pickup Ticket Subsystem is activated, this should be disabled because the prompt in the contract is redundant as the delivery and pickup are not determined until the tickets are generated.

RENTAL/SALES DISCOUNTS

• Check this box to be prompted for a Rental or Sale Discount percent, to be applied to all rentals or sales on this document, as outlined in Rental/Sales Discounts.
• Uncheck this box to skip this discount option window.

NO CHARGE WEEKENDS

• Check this box to be prompted for one of the following N/C Weekends options on the document, as outlined in No Charge Weekends.
• Uncheck this box to suppress this window on the contract.

SALESMAN

• Check this box to be prompted for the Salesman code on the contract, as outlined in Salesman.
• Uncheck this box to default the Salesman from the Customer Information.

DAMAGE WAIVER

• Check this box to be prompted for Damage Waiver, as outlined in Damage Waiver.
• Uncheck this box to skip the Damage waiver window on the contract.

DATE OUT/DATE DUE

• Check this box to be prompted for Date Out & Date Due Back on the Contract header, as outlined in Date Out/Date Due.
• Uncheck this box to suppress this window as a pop-up.

EVENT CODE

This flag only applies if Event management processing has been activated company wide for all divisions by the Prompt for Event Code parameter in the Company Rate Parameters.

• Check this box to pop-up the Location and Event Information window on the document header.
• Uncheck this box to de-activate it for this specific division if Event processing does not apply.

EVENT DATES

The actual Event Start and End information helps manage certain rental items that have overlapping bookings, and though they are committed on a contract, will only actually be in use during the Event Time.
This means, when the actual Event End Time is known, scheduling for the items to be picked up and delivered to the next booking becomes more efficient.

• Check this box to be prompted on the contract for the Event Start/End dates and times, as outlined in Event Start/Finish Dates.
• Uncheck this box to skip this window on the Contract.

BUSINESS SOURCE

• Check this box to prompt for a Business Source code, as outlined in Business Source on all documents created for this division.
  This includes Contracts, Invoices, Reservations, Quotations, saved Worksheets, Sales Orders, Estimates, and Work Orders.
  

• Uncheck this box if your firm does not track Business Source information and to prevent the Business Source window from opening automatically.

CUSTOMER SURVEY

When the Activate Customer Survey Processing is enabled for a division in the Divisional Miscellaneous Parameters and a survey is setup in the Customer Survey Configuration, then Contracts can be flagged in document entry to generate a Customer Satisfaction Survey and email it to the eligible Contacts at the time the Contract is closed in Rental Return.

• Check this box to be prompted on the contract and on the worksheet to confirm the Survey email flag on the document header, as outlined in Customer Satisfaction Survey.
• Uncheck this box to prevent this window from opening automatically on the Contract and Worksheet.

LOYALTY PLAN

The Loyalty Plan is defined for the customer in the Customer Codes window and applies only to rental discounts.

• Check this box to display and prompt for the customer's Loyalty Plan on the document, as outlined in Loyalty Type.
• Uncheck this box to suppress this Loyalty Plan window on the document.

PROFILE CLASS

An optional Profile Class can be selected for the Contract or Invoice from the Profile Class Search window to identify the document for Business Analysis reporting.

• Check this box to automatically trigger the Profile Class Select prompt to capture an optional Profile Class to identify the Contract for BI purposes.
• Uncheck this box to suppress this Profile Class window on the document.
  This information can still be entered manually.

When this option is checked for a Division, the Bill A Single Contract and Cycle Billing utilities pass the Profile Class from any Contracts in this Division to the resulting Invoice.
When this option is checked for a Division, the Convert Reservation to a Contract , Convert Quote to a Contract and the Convert Reservation to a Counter Worksheet utilities all trigger the prompt to update the Profile Code.

CONTRACT DETAIL ADDITIONAL OPTIONS

The option only applies if the Activate Contract Detail Additional Options feature has been activated for this division in the Divisional Contract Parameters.

• Check this box to display and prompt for the asset data and customer PPSR on the document details when the product detail line is accepted, as outlined in the Contract Detail Additional Options.
• Uncheck this box to suppress this Contract Detail Additional Options pop-up on the document.
  The window can still be accessed from the expanded product detail line on the Contract.

Finished?

Click OK to accept the settings and exit the Additional Pop-Up Windows window.

Note: Any changes made to these parameters will not be applied until the Division Parameters are accepted.

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Topic Keyword: RSDV90A (3881)