ODDS and ENDS

Field Size – SQL Customers, the field size has been increased, including Delivery Notes, Item Name, Customer Name, as well as currency number, to $1 billion.

‘?’ In any field of a Customer record will cause “Missing Info” message to appear next time customer

is accessed.

‘?’ In the Contract Info, Purchase Order or Job ID field in a contract will force the question to be asked the next time the contract is modified; only if those fields are required in Parameters or in the Customer Record.

‘=’ (equal sign) Will copy the “Customer KEY” into the field you are currently in.

ESC Will exit data entry and ask if you want to save changes.

‘~’ Placed in the first position of any line in a Purchase Order Note will prevent that line from printing on a PO. You can separate lines by pressing the enter key.

‘~’ Placed in customer notes this will cause acknowledgment of those notes.

‘~’ Placed in customer notes will turn area yellow (to attract attention).

‘~’ Placed at the beginning of any line in Item Specs will prevent that line from displaying on an integrated web site or from printing on a contract. You can separate lines by pressing the enter key.

‘~’ Placed in the anywhere position of any line in a Delivery Note or Contract Comment will prevent that line from printing on a contract. You can separate lines by pressing the enter key.

Note: ~ applies to Line Contracts, 

‘!’ Placed in item specs will turn the area yellow (to attract attention).

‘!!’ Placed in item specs will turn area red (to really attract attention).

<cyour message> in item notes will prompt that message on the screen at close of that item on a contract. In 200’s multiple message are allowed. (Message prompt)

<oyour message> in item notes will prompt that message on the screen at open of that item on a contract. Multiple messages are allowed. (Message prompt)

<ryour question> in item notes will prompt that message on the screen at close of that item on a repair contract. Multiple questions are allowed per item. (Closed Repair message)

<qyour question> in item notes will prompt that question on the screen when that item is added to a contract. Multiple questions are allowed per item. (Item question)

‘I’ at “print contract” screen will print to instruction printer if defined.

‘*’ Placed in the General Notes field of a Job Site or Venue will cause the General Notes to display to the screen anytime the Job Site or Venue is selected for use on a contract. The employee must press the OK button to get through it.

Specs for Usage Items: (# of Miles Driven) Include text between parenthesis to change the display presented to the counter person when prompting for the quantity used.

While writing a contract right Click the Add Item button to add an asset sale to a contract.

Inventory Selection. Click on the desired Rate (Day, Week, Month) for the item and it will be added to the contract at that rate.

Date Selections. When viewing a calendar for a date selection clicking on the Month or the Year provides the ability to jump to a specific month or to scroll by year.

Damage Waiver.  If you don’t charge a Damage Waiver, in Parameters/Display, change Damage Waiver Descrip to No Print.  This will allow the totals to print without any mention of Damage Waiver.

*Name’ When searching for customers will bring up all customers with that name in the system.  Example: *Smith - This will bring up all customers that have the word Smith in their name.

Rental Periods: For Rental items, you will be asked to specify the rental period. This must be entered in the format xH, xD, xW, xM where x represents the number of Hours, Days, Weeks or Months. For example: 4H means 4 hours, 1D means 1 day, 1W or 7D or 168H means one week etc. You can also click the desired time period shown on the screen. The program will use this information to compute anticipated rental charges and when the line item is due back. However, you may override the due back time by also entering either nO or nC after the rental period, where n is the number of days from the contract date out, O means store Open at the roll due, and C means store closing time. For example, a specification of 1D,1O is interpreted as charging for one day, but force the due back time to be the next day at the roll due back time (see Calendar Maintenance). Entering 1D, 3C will charge for one day but have the item due back three days later at (C)losing.

Delivery Days / Pickup Days: Customer User Defined 1 = 'Delivery Days' and Customer User Defined 2 = 'Pickup Days'. In the Customer Record, you can enter the days of the week you deliver or pickup for a customer. This is used for companies that have set routes to certain areas each day of the week. Example, if you enter '2,5' in either field, when a contract is marked for delivery or pick up the system will move the Delivery Date backwards to Tuesday or Thursday prior to the contract date; for the pickup, it will move the Pickup Date forward to the next Tuesday or Thursday after the contract date. For customers that you ship to using FedEx or UPS, you can enter a negative number in these fields to indicate the number of days for shipping on the delivery and pickup side.

Prep Timeout / PrepTimeIn: Item User Defined 1 = ‘Prep Timeout’ or Item User Defined 2 = ‘PrepTimeIn’. In the Item Record you can enter a number representing the prep time (usually in minutes) necessary for both out an in. This is very useful in projecting labor requirements by use of the Rental Production Analysis Report (in Reservation Reports).

Contract Questions: The number of questions allowed has increased from 16 to 19 and in addition the length of the question has increased to 40 characters.

International Date Format: Have been added for our International customers. The international date will show throughout the program and reports, 

Shipping Charge: If you use the Shipping Module that Integrates with your UPS or FedEx account, you can now automatically pull in the shipping charges to your contract. To accomplish this, create items with the Key starting with UPS or FEDEX for example UPS-Overnight, UPS-2Day, UPS-Ground. Set the sells price to $0. Add the appropriate item on to the contract, ship the item to the customer, then the next time you bring up the contract, the shipping fee will be added on to the item. You can also add a surcharge if desired by putting a Markup Percentage in the item record. For example, 20% in the Markup Percentage will up charge the customer 20% above the actual shipping cost for you.

Neg Dollar Amount in the percentage field of the item record, defaults the amount of the percentage charged.

No Hours - in the bar code field of an hour metered item record will prevent hour meter entries on a contract.
*Shortcut

Contact Items

• On the Contract Screen you can Right Click on the 'Add Item' Button this will allow yout to add a Asset Sale Item.
• In the Qunatity Field after you select the item you can click type in 'N' to add an item with a negative quantity or value