Information Tab

Contract info: In this field, additional information can be entered into the contract. This field allows approximately 50 characters (dependent on the size of the font).  This field will print on contracts and account statements. 

Note* - If the force on open“Customer information” box, in the customer record, has been marked or if the Setup Parameter is set to force entry of contract info for all contracts, you will be required to enter information each time a contract is opened for the customer. 

PO number: Enter up to 20 characters for the customer’s PO. number.  Note* - Force entry may be required using the same force methodology as for the Contract info field.

Job number: Enter up to 20 characters for the customer’s job number.  Note* - Force entry may be required using the same force methodology as for the Contract info field.

Review Billing: Checking this box will allow the user to review the contract prior to sending it to the customer.

Rent discount:  This constitutes the percentage discount on this contract. The maximum discount is governed by Parameters.  In addition, you can set a maximum discount per Item Category so any items in that category can’t have a discount greater than the setting.  When the “Rent Discount” is changed all discountable rental items’ line item discounts will be set to the discount entered. If an item is marked as non-discountable in its item record, then the discount percent does not apply. If you do not want to override the individual line item discount percentage, you should individually modify the line items that you want to be changed.

Sale discount:  This constitutes the percentage discount to be applied to sale items on this contract.  The maximum discount is governed by Parameter.  In addition, you can set a maximum discount per Item Category so any items in that category can’t have a discount greater than the setting.  When this item is changed all discountable sale items’ line item discounts will be set to the discount entered.  If an item is marked as non-discountable in its item record, then the discount percent does not apply. If you do not want to override the individual line item discount percentage, you should individually modify the line items that you want to be changed.

Discount Table: This displays your current Discount Table set up under Configuration. You can choose from this list to set a discount on the contract.

Price Level: This sets the price level for this contract.  Within each item record is a Price Level A, B, and C.  A discount percentage can be defined for each price level.  If no price level is defined for an item then the standard c hare will apply.

Tax code: This is the tax jurisdiction for this contract.   The jurisdictions are displayed on the screen if the drop-down box arrow is clicked on with the mouse.

Non-taxable Check Box:  This box determines whether the contract is subject to taxes.  This is automatically set from the customer file if the customer is marked as non-taxable.  If this boxed is checked, the Tax-Exempt Letter will be printed.

Contract Type: This option will display the list of Transaction Types you created under Configuration on the Program Menu.

Salesman: This box sets the salesperson that is associated with this contract.  The salesperson on the contract at the time the contract is posted to totals is the person that receives credit for the sale.

Ordered By: If your overtime rate calculation is set to Party Rate in Parameters, then the Picked Up By field will be named Ordered By.  The Ordered By field will be asked when the contract is written rather than when it is picked up.

Picked Up By The name box allows you to select the person that is picking up these items.  The drop-down list will include all the active employees in the customers authorized to rent the list.  If the “Allow Only Authorized Users” is not checked in the customer record, an option to type in the person picking up the items will be displayed.  If the parameters are set to force picked up by or the customer record is set to force picked up by, then you will be required to enter the person picking up the equipment.  In addition, if the employee is set as the forced entry of driver’s license, then you will have to enter the employee’s driver’s license number exactly as it appears in the authorized to rent list before you can select that employee.  You can also manually enter the driver’s license number for the person picking it up.

DL Number:  This field is used to enter the driver’s license number of the person who is picking up the rental items if they differ from the name on the contract.

Assigned To: This allows you to assign an Operator to the contract. They can receive notifications, when anything is done to the contract.  This can be done manually or assigned to the customer or job site, which will automatically pull the appropriate person onto the contract based on which of those entities was added last.  Additionally, there are two settings in the Transactions portion of the browser configurations that control the default assigned to.  The user security has to be turned on to see these settings.  These settings apply to quotes, normal contracts, and reservations.



Force Assigned To:  This setting will force the user to select an assigned to when they hit the ‘ok’ button to save the contract, if the assigned to field is blank.  This will not occur if it has been populated by the customer, jobsite, or manually. 

Auto Assigned To:  This setting will automatically populate the user modifying/creating the contract as the assigned to.  This will not occur if it has been populated by the customer, jobsite, or manually.

Auto License: This field is used to record the automobile license number of the vehicle used to pick up the rental items.  This field could be forced if set in Parameters.

Enter Line Item: If you enter a line number in the box it will take you to the appropriate line item.

Sales Rep: Allows you to assign a sales rep to the contract from a selected drop-down list