The Company Default Rate structure can be maintained in the
window in the "Rental Rates & Pricing" parameters on the
Operations tab of the Configure System
Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Company
Default Rates in order to access this table.
Most firms have a structured definition of the rental time
periods. Typical rental time periods are: 4 hour minimum, daily,
weekly, 4 weeks (or monthly) and Weekend.
The minimum applies for the first four hours, after which the daily
applies. The weekly rate begins after 4 days, and the 4 week (or
monthly) rate begins after 3 weeks. This general definition of the
rental time periods is called the Company Default Rate
Structure.
While some rental items may not follow the general rule for your
firm, most items will fall into this rule.
When rental Product Classes are setup, apply the company default
rate structure to each Class or customize the rate structure at
that time.
This allows different Product Classes to have different rate
structures.
For example, Air Compressors will rent by DAY, WEEK, MONTH;
Scaffold will rent by the DAY only; and Party items may rent by
EVENT only.
Note: The security by division feature as determined by Divisional Restricted Views, does NOT apply to the company default rate utility.
The prompts for the Company Default Rates are:
Note: The Division company default rates are only used
for printing the rental rates per unit on Contracts and Invoices,
allowing the divisional Descriptions, Alternate
Descriptions, and the Rate Book flags to be customized
by division.
If no default rates have been setup for a division, the company
wide rates are used for printing.
Note: A blank Rate Code is not allowed.
Examples:
For special rates, such as Weekend, Over-night, Seasonal, or
Event rates, leave the To Hours blank as this could limit
the effectiveness of the rate code.
Special rates are manually selected by the user to apply to a
specific contract only, and will not be automatically
selected.
Examples: 1 Day = 24 hours, rate hours is 24.
1 Week = 168 hours (7 days * 24 hrs), rate hrs is 168.
4 Weeks = 672 hours (1 week * 4), rate hours is 672.
For a monthly rate, use the same number as for 4 Weeks.
For special rates situations including Minimums, Weekend,
Overnight, and Seasonal, leave the Rate Hours blank.For 'Rate Books by Product Class', the rates to print are determined by using the first 6 rates with Rate Book checked in the window on the "Product Class Rates" field in Rental Product Classes.
On the 'Rental Document' the Rate codes to print are determined
by using the first 5 rates with the Rate Book field checked
in the Company Default Rates, regardless of what is checked
at the class level in Rental Product
Classes.
If a rate structures is setup for a specific Division in Company
Default Rates, the division selection over-rides the setup for
"All" divisions.
Zero dollar rates do not print on the document.
The program does not consider any rates past the first 5 that are checked, so if the document has other rates and even if they are checked to print, if they are the 6th or greater they will not print on the document.
Note: Jasper documents can be configured to ignore the
'Ratebook' rate flags, and to print the first 5 rates associated
with each line item on the document instead.
This Jasper option is activated by the Print 1st 5 Rates On
Counter Docs parameter in the Company
Customer Forms.
In the rental product Substitution Transaction window on the contract, it is the first 5 rates checked to show in Rate Book for All divisions, that are reflected in the substitution window.
In the 'Inquiry' it is the first three rates that are checked in the Company Default Rates that are displayed for rental products in the Inventory Search window.
The first three rates that are checked are also the rates that are displayed for rental products in the Special Rates configuration, including Product Special Rates, Group Special Rates, and Product / Group Rate Discounts.
These are the rates that show in the Rate Inquiry on the mobile handheld device as outlined in Mobile - Rate Inquiry.
Check this box to print this rate on the Rental Rate Books by
description or by product number.
Uncheck this box if this rental rate should not print on the Rental
Rate Book.
Note: When new Product Classes are added, this default flag is applied to the new class.
Check this box to allow Trade Discounts on the rental products
that are billed at this Rate Code level.
Uncheck this box to prevent Trade Discounts from being given on
products that are billed at this Rate Code level.
For more information on this discount feature refer to the Trade Discounts.
Click the EXP/CON button or press <F9> to
access the Alternate Language fields.
The alternate language description for the rate is printed as the
Rate per unit heading on the contract, for any customers flagged as
using the alternate language in Customer
Information when the alternate language option is activated in
the Company Miscellaneous Parameters.
These company defined alternate language descriptions for the rates
default to the rate structures in the Rental
Information window at the product and Group level, but can be
modified there as required.
The other Contract text fields may be setup with alternate
language in Document Field Labels for
standard and Crystal forms.
For Jasper documents refer to Jasper Appearance and
Formatting window of Customer Forms
for the language and label controls.
Note: The Set Document Rate Alternate Language Descriptions utility can be used to update blank product rate descriptions on existing documents including Quotes, Reservations, Contracts and saved Counter Worksheets, to the alternate language descriptions.
Rate Structure Examples:
Examples of Default Rate Structures - using a 7 day week Calendar
and a 24 hour clock
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Construction Equipment
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
3 DAILY 96.00 24.00 Y N
5 WEEKLY 504.00 168.00 Y Y
7 4 WEEKS 9999.00 672.00 Y Y
O OVERNIGHT Y N
W WEEKEND Y N
Note: The weekly "To Hours" was calculated as 3 weeks * 7 days * 24
hours = 504.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Home & Garden Equipment
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
1 2 HOURS 2.00 Y N
2 4 HOURS 4.00 N N
3 DAILY 96.00 24.00 Y N
5 WEEKLY 504.00 168.00 Y Y
7 4 WEEKS 9999.00 672.00 Y Y
O OVERNIGHT Y N
W WEEKEND Y N
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Medical or Furniture Rentals
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
1 MINIMUM 4.00 Y N
3 DAILY 96.00 24.00 Y N
5 WEEKLY 504.00 168.00 Y Y
7 4 WEEKS 2190.00 672.00 Y Y
9 QUARTERLY 9999.00 2190.00 Y Y
Note: The quarterly "To Hours" was calculated as 365 days/4
quarters * 24 hours = 2190.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Party Equipment
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
1 EVENT 96.00 Y N
2 EXTENDED EVENT 9999.00 Y N
Note: The event would apply up to four days, then the extended
event (twice the charge for the event rate) would apply.
Examples of Company Default Rate Structures - using a Calendar with 5 days a week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Construction Equipment
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
3 DAILY 96.00 24.00 Y
5 WEEKLY 360.00 120.00 Y
7 4 WEEKS 9999.00 480.00 Y
O OVERNIGHT Y
W WEEKEND Y
Note:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Home & Garden Equipment
RATE CODE DESCRIPTION TO HOURS RATE HOURS RATE BOOK TRADE DISCT
--------- ----------- -------- ---------- --------- -----------
1 2 HOURS 2.00 Y N
2 4 HOURS 4.00 N N
3 DAILY 96.00 24.00 Y N
5 WEEKLY 360.00 120.00 Y Y
7 4 WEEKS 9999.00 480.00 Y Y
O OVERNIGHT Y N
W WEEKEND Y N
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
ACTIONS:
Additional actions provided by buttons on the Company Default
Rates screen include:
When viewing default rates for a specific division, click the
COPY button to copy the company wide default rate
structures to this division.
Any existing class default rates will be cleared and replaced.
Click YES in the confirmation screen to start the copy process.
| Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |