Division Miscellaneous Parameters

The tunable divisional Miscellaneous Parameters can be accessed from the window in the Division Parameters.
These parameters division definitions and defaults include:

Miscellaneous Parameters

USE RESTOCKING FEE

A fee can be charged whenever a Sales part is returned to stock on an invoice.
This service fee is calculated as a percent of the product list price, as stored in Sales Inventory.
The restocking fee applies to any invoice with a negative quantity for a Sales item, and prints as a Service charge on the invoice.

• Uncheck this box if your firm does not charge restocking fees when a Sales part is returned.

• Check this box to charge a restocking service fee on all invoices with a negative quantity for a Sales item.

RESTOCKING FEE %

This field is only enabled if Use Restocking Fee is checked.

Enter the percent of the list price of the Sales part being refunded, that should be charged to the customer.

RESTOCKING FEE SERVICE CODE

This field is only enabled if Use Restocking Fee is checked.

Enter the service code to be used on the invoice for the restocking charge, or select one from the Service Search window, as setup in Service Codes with a G/L revenue account, and tax status.
The Service Code does not need an amount, or quantity, as the billing amount is calculated by the restocking percent, but it must be valid for this division.

PROMPT FOR MARKETING CODE IN OE

The prompt to select a Marketing Code in Sales Order Invoices can be triggered or suppressed according to this setting.

• Check this box to trigger the prompt to select a Marketing Code.
• Uncheck this box to skip this prompt when printing the invoice from Sales Order Invoices.

DOCUMENT DETAIL SORT SEQUENCE

The products listed on Contracts, Reservations, Counter Invoices, Order Invoices, Worksheets, Picking Tickets, Rental Quotes, and Sale Quotations, can all be printed in a selected sort sequence.
This product sorting option does not apply to Point Of Sale Invoices.

The Standard and Crystal forms format print the products in the order selected on the document according to the Document Sort Preference selection.
Jasper forms is designed to list all Rentals first, followed by Sales, and then Services and Taxes. The Document Sort Preference is applied within the Rentals list and within the Sales list.

Enter or select one of the available sort options from the drop-down list as follows:

0) NONE
1) PRODUCT# / PROD. DESCRIPTION
2) PROD. DESCRIPTION / PRODUCT#
3) GROUP# / PRODUCT# / PROD. DESCRIPTION
4) GROUP# / PROD. DESCRIPTION / PRODUCT#
5) CLASS# / PRODUCT# / PROD. DESCRIPTION
6) CLASS# / PROD. DESCRIPTION / PRODUCT#
7) GROUP DESCRIPTION / PRODUCT# / PROD. DESCRIPTION
8) GROUP DESCRIPTION / PROD. DESCRIPTION / PRODUCT#
9) CLASS DESCRIPTION / PRODUCT# / PROD. DESCRIPTION
10) CLASS DESCRIPTION / PROD. DESCRIPTION / PRODUCT#
11) BIN# / PRODUCT# / PROD. DESCRIPTION
12) BIN# / PROD. DESCRIPTION / PRODUCT#
13) RENTAL/SALE / PROD. DESCRIPTION
99) CURRENT SEQUENCE

Note: Sort option 99 - Current Sequence can be assigned if your firm does not want to use a specific sort sequence, but the problem where the detail sequence records are not always being re-numbered correctly after lines are deleted or inserted could be experienced.

DETAIL SORT WILL BE

This prompt is disabled if either Sort Selection option 0 (zero) or 99 are selected, as it does not apply.

Select one of the following options to handle the sort option if it applies on the documents:

• Select Automatic to always use this sort sequence for printing Contracts, Reservations, Counter Invoices, Order Invoices, Worksheets, Picking Tickets, Rental and Sale Quotations, in this division.

• Select Prompt to provide the option for the operator to confirm and change the sort sequence for the products on each document in this division.
  The sort option selected in the Document Detail Sort Sequence parameter becomes the default.

ALLOW ADD GLOBAL SITES IN DOCUMENTS

Customer Sites can always be added "on-the-fly" in the Site window on any the document header.
This parameter controls whether Global Sites can also be added to the site file in Site Information.

Uncheck this box to prevent the operators from creating any new Global Sites from the header of a document.
Customer Sites can still be added.

Check this box to allow the operator to create new Customer Sites and new Global Sites "on-the-fly" in the Site window on any the document header, and to save them in Site Information.

ENHANCED NAME SEARCH FOR CASH CUSTOMER

This search method attempts to find a match for multiple customer names or partial names.
It applies to Contracts, Counter Worksheet, Sales Orders, Rental and Sales Quotes, Miscellaneous Invoices, Point Of Sale Invoices, Estimates and Work orders, at document entry when a blank customer number is entered on a new document, as outlined in Enhanced Customer Search.

Uncheck this box to de-activate this search method on the blank customer number in document headers.

Check this box to activate this customer name search when the blank customer is entered on a document header.
The Enhanced Customer Search search window will be triggered.

Note: If the driver's license scan feature is also activated, this window is displayed after the license scan window when no match is selected.

PROMPT AUTH ONLY FOR CREDIT CARD

This flag controls whether a Credit Card payment or deposit for this division will always be an actual payment, or whether the operator needs the option to take payment or just run an authorize check on the dollar amount.

Uncheck this box to process all Credit Card payments at this division as actual deposits or payments without prompting.

Check this box to generate the "Authorization Only? pop-up prompt when a Credit Card payment is made for a positive dollar amount or the "Void Authorization? pop-up prompt when a Credit Card payment is made for a negative dollar amount on a deposit or payment.
This gives the operator the option to take/refund payment or to do a void/credit authorization only check as outlined in Scan Card Information Processing.

Note: With Texada Pay the "Authorize only" option only applies when the card is scanned in by a Terminal or Card Scanner for a Deposit.
The "Authorize only" option is not supported when the Card information is entered manually for Texada Pay.

The Authorize Only feature is respected in the following functions:

Sales Order Deposits (OEOH03)
Add Sales Order Deposits (OEOH15)
Contract Deposits (RSCH03)
Add Contract Deposits (RSCH15)
Convert Quotes to Reservation (RSQH04)
Convert Quotes to Contract (RSQH05)
Reservation Deposits (RSRH03)
Convert Reservations to Contracts (RSRH04)
Add Reservation Deposits (RSRH15)
Counter Worksheet Deposits (RSWH03)
Work Order Deposits (WOWH01B)
Add Work Order Deposits (WOWH35)

Authorization Only does not apply in the following places where payments are taken:

Customer Payments (ARAR03)
Counter Payments (ARPC01)
Invoice Payments (RSIH03C)

NO DISCOUNT ON LOWER RATE OVER-RIDE

Uncheck this box to allow regular discounts to be given even if the product rental rate is over-typed to a reduced amount.

Check this box to remove any rental discount when the product rate is over-typed to an amount less than the regular rental charge, on a contract, reservation, or quotation.
The discount can always be re-entered manually for a product, if it does apply.

Note: This discount control does NOT apply to sales discounts.

ALLOW ADD IN NAME CHECK LIST

Check this box to allow additional names and comments to be added to the customer's Name Check List, that is displayed in rental documents generated for this Division. Existing records and status codes can also be changed or deleted.
If a name is selected, this name will print on the Contract or Worksheet as "PICKED UP BY: Name", and on the Reservation or Quote as "REQUESTED BY: Name".
For standard documents and Crystal Forms this wording printed on the document can be customized for two languages in the Document Field Labels table.
For Jasper documents refer to Jasper Appearance and Formatting window of Customer Forms for the language and label controls.

Uncheck this box to display the existing Name Check List in rental documents, but NOT to allow new records to be added or changed on documents for this Division.
The Name Check List can be updated in Customer Information, in the "Additional Information" window.

Note: A company-wide flag in the Required Document Information defined in Company Contract Parameters can be set to make the Name Check List a mandatory input field, forcing the operator to select an eligible name on each rental document.

MANDATORY I.D. & REFERENCE

Enter or select one of the following controls for capturing Identification and Reference information for the customer on the rental documents, from the drop-down list:

• Type C (Cash) to cause the Reference and ID fields on Contracts, Reservations and Quotations to be mandatory for Cash customers only.
• Type O (On Account) to cause the Reference and ID fields on Contracts, Reservations and Quotations to be mandatory for On Account customers only.
• Type B (Both) to cause the Reference and ID fields on Contracts, Reservations and Quotations to be mandatory for All customers.
• Type N (No) to indicate that the Reference and ID fields on Contracts, Reservations and Quotations are NOT mandatory.

CASH DRAWER DEFAULT

If an operator has been flagged to utilize the Cash Drawer processing in Operators but a specific drawer has not been assigned in Operators, this default applies per the document division.

Leave this field blank if the division does not use Cash Drawers, and if the operator does not have a drawer assigned either, then no Cash Drawer will be triggered.

For more information on this feature refer to Cash Drawers.

ACTIVATE CUSTOMER SURVEY PROCESSING

A Customer Satisfaction Survey can be generated in HTML code complete with store logo, to be emailed to the Customer Contact when a Contract is closed through the Rental Return.
A customer default value can be set in each customer's Additional Information screen that defaults the Send Satisfaction Survey flag on the header of the Contact or Worksheet that can be accessed in the Document Additional Information.
Only Contacts with the email 'Satisfaction Survey' option selected in the Contact Information automatically receive the email when the contract is closed.

Uncheck this box if contracts for this division should not trigger the email Survey prompt.

Check this box if contracts for this division should prompt to generate the Satisfaction Survey email at Rental Return when the contract has been flagged to send Survey in the Document Additional Information at creation.
Click on the icon to the right of this field to access the Customer Survey Configuration screen to setup the survey format and email details.

Note: The Satisfaction Survey which will be emailed to relevant contacts when this feature is activated, even if the Use Contact Document Emailing feature is not activated in the Company Email Configuration.

APPROVAL PLUS SETTINGS

This Approval Plus Settings window is only enabled if the Approval Plus feature is activated.

Finished?

Click OK to exit the window.

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