Additional Information - sub options

This window is triggered on the header of Rental documents from the Additional Information field, if the document has been assigned a Site and the Telematics processing has been activated in the Software Integration.
It provides the following choices:

• Document Superintendents

• Additional Information as outlined below:

  ADDITIONAL

  Window in this field to access the additional information options as detailed below.
  The following data can be reviewed and updated relating to this document, in the windows:

  • DELIVERY/PICKUP:
    Window to access and set the Contract Delivery/Pickup information for this document.

  • RENTAL/SALES DISCOUNTS:
    Window to access and set the Rental/Sales Discounts information for this document.

  • NO CHARGE WEEKENDS:
    Window to review and set the No Charge Weekends information for this document.

  • SALESMAN:
    Window to assign a Salesman code to this document, as outlined in Salesman.

  • DAMAGE WAIVER:
    Window to review and set the Damage Waiver information for rental equipment on this document.

  • DATE OUT/DATE DUE and DAYS TO BILL:
    Set the document dates and billing period as outlined in Date Out/Date Due.

  • NAME CHECK LIST:
    Window to access the Name Check List Select information on this document.

    When the customer number on the document was selected by entering or scanning an FOB code, the associated name from the Name Check List becomes the default on the document, if that employee has permission to rent.

  • DEFAULT TAX CODES:
    Window to review and set the Default Tax Codes.

  • EVENT START AND END DATES:
    Window to review and set the Event Start/Finish Dates if an event has been set on this document.

  • OFF RENTAL REASON CODES:
    Window to review and set the Valid Off Rent Reason Codes for this document.

  • BUSINESS SOURCE:
    Window to review and set the Business Source for this document.

  • BILLING HISTORY:
    This option is only available from the "Additional Info" window on a Contract header, not a Worksheet header.
    The billing history can be viewed as outlined in Billing History.

  • FILE ATTACHMENTS:
    Window to review and set any File Attachments associated with this document.
    The link to an attachment will be passed on to any resulting documents created by converting this document.
    e.g. Reservation to Contract, or Contract to Invoice