Rental Cap Report

** This utility is under development and is not yet available. **

This report can be run to determine contracts with products that have reached the maximum rental cap or are nearing the cap rental price.
The report lists the contract number, sequence number of the item on the contract, product number, description, date and time out, hours already billed, rental cap, accumulated billed amount, and the difference between the rental cap and the accumulated billings. The difference will only exceed the rental cap, if the rental cap was entered on the contract detail after the billing was processed, or if the billing amount was over-ridden. A refund will NOT be generated automatically for the customer at the rental return.

To activate the Rental Cap processing for equipment, refer to the setup in the Company Rate Parameters.

The prompts to generate the report are:

DIVISION, "ALL" OR "SEL"

• Press <ENTER> or type ALL to include all divisions, in the output.

• To generate output for a single division, press spacebar and <ENTER> for the Head Office Division, or enter a specific division code. <F4> to view the valid divisions.

• Type SEL to select a range of divisions to be included.

  REGION Window

  Press <ENTER> if regions do not apply, or <F4> to select a region from the window.
  The divisions for the region, and their descriptions list by sequence number. Use <F7> to delete any divisions not required. <F3> to accept the selection.

FROM CUSTOMER

Press <ENTER> for contracts for all customers, or enter a starting customer number for the range, or press <F4> and select one from the lookup window.

TO CUSTOMER

Press <ENTER> for contracts for all customers, or enter an ending customer number for the range, or press <F4> and select one from the lookup window.

FROM CONTRACT

Press <ENTER> for all contracts, or enter a starting contract number for the range, or press <F4> and select one from the lookup window.

TO CONTRACT

Press <ENTER> for all contracts, or enter an ending contract number for the range, or press <F4> and select one from the lookup window.

FROM DATE

Press <ENTER> for the current month start or type in a preferred starting date.
This selection date applies to the out date on the contract header, not the out date on the product detail.

TO DATE

Press <ENTER> for the current month end or type in a preferred ending date.

OPEN CONTRACTS ONLY

Enter Y (YES) to include only open contracts on the report.
Enter N (NO) to include both open and closed contracts on the report.

CONTRACTS MISSING RENTAL CAP

Enter Y (YES) to list only contracts that do NOT have a rental cap, but the products do have a rental cap price in Rental Inventory.

Enter N (NO) to list contracts that are approaching the rental cap.

CUTOFF AMOUNT

Press <ENTER> for all products that have been billed the maximum cap amount, or have exceeded the cap amount.
Alternatively enter a cutoff dollar amount, to cause any products approaching the cap price within the cutoff amount, to also be included on the report.

ACCEPT or CANCEL

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.