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Status Codes (Item Type Code)
| Rental Item (T) | Rental item that can be sold (space may be used instead of T |
| Rental – Hour Meter (H) | Hour-meter rental item |
| Rental – Usage (U) | Usage item (i.e. Diamond Blade, Mileage) |
| Rental – Header (V) | Rental header item |
| Rental – Accessory (A) | Accessory item (i.e. trailer, system will ask if rent is to be charged) |
| Rental – No Sale (L) | Rent only item |
| Rental – Miscellaneous (R) | Miscellaneous rental only item |
| Rental – Coupon (N) | Rental Coupon - use negative (-) sell price |
| Rental – Package (K) | Rental package item |
| Rental – Dynamic Qty (D) | Rental dynamic quantity item |
| Sales Item (S) | Sales only item |
| Sales – Fractional (F) | Sales only item, fractional quantities allowed |
| Sales – Labor (B) | Labor item |
| Sales – Miscellaneous (M) | Miscellaneous sales only item |
| Sales – Parts (W) | Parts item, sales only item |
| Sales – Percentage (P) | Sales item that charges a percentage of the line item above it. Not for use with sales items. Nondiscountable. |
| Sales – Header (E) | Sales header item |
| Non-rental Asset (I) | Non-rental item that you want to compute depreciation such as delivery trucks or office equipment |
| Work Order Item (O) | An item that work is done on a Work Order can either be a generic item such as WO-SMALL ENGINE or a specific item for a customer. |
Item Depreciation Method
| A | ACRS |
| B | Declining Balance |
| D | Double Declining Balance |
| M | MACRS |
| MACRS | Mid Month |
| MACRS | Mid Quarter |
| MACRE | Mid Year |
| P | Depletion by Income |
| S | Straight Line |
| Straight Line | Mid Month |
| Y | Sum of the Years Digits |
Item Notes
There are special characters that can be used within the item notes section. The special characters are as follows:
{ } – the braces can be used as additional Link Item fields. You can have up to 15 link items within braces plus the link item field. This feature may be used to setup kits of items; however, Item Kits feature is preferred.
<oMessage> - displays the Message whenever the item is opened.
<cMessage> - displays the Message whenever the item is closed.
<qQuestion> - displays the Question whenever the item is opened.
< rQuestion> - displays the Question whenever a Repair Order is opened.
Customer Status
| Cash (D) | Payment by cas(H), chec(K) or charge car(D) only |
| Cash Only (H) | Payment by cas(H) only |
| Account (E) | Payment by any method, including charge account |
| Lead (L) | |
| Prospect (P) |
Customer Options
| None | Collect normal deposits, no restrictions. |
| No Checks (K) | No checks. |
| No Deposits (D) | Waive deposits, no restrictions. |
| Pay on return (R) | Pay-on-return, waive deposit, don't collect payment up-front. |
| Pay on open (O) | Collect payment up front. |
| Sales Only (S) | Sale customer, no rent. |
| Undesirable (U) | Undesirable, no rent/sale. |
| Wanted (W) | Wanted person, notify owner or police, no rent/sale. |
| Closed (C) | Account Closed. |
| Credit Hold (H) | Account put on hold waiting for payment. Must have the Manager or Owner’s level password to rent. |
| Allow Up to 60 Days (3) | Can be up to 60 days overdue without requiring password |
| Allow Up to 90 Days (6) | Can be up to 90 days overdue without requiring password |
| Allow Up to 120 Days (9) | Can be up to 120 days overdue without requiring password |
| Allow Any Days Over (N) | Can be any days overdue without requiring password |
| ℹ️ | For customers without charge account privilege who have “charged by default” (i.e., didn't pay overtime charges last time, etc.), their current balance will be displayed to the operator whenever that customer's record is called up. |
Customer Type
The types are defined in Configuration. The type can be used with Print Account Statements, Print Account Summary, and other customer reports. If so defined the customer type description will be displayed whenever the customer's account is accessed.
Customer Pricing Type
The pricing types are defined in Configuration. The pricing type can be used to set special rates for certain groups of customers.
Customer Price Level
Standard – The customer will be charged the normal rate on the rental or sale item.
Level A – The normal rate for the rental or sale item will be multiplied by the Level A Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Level B – The normal rate for the rental or sale item will be multiplied by the Level B Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Level C – The normal rate for the rental or sale item will be multiplied by the Level C Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Note: The pricing level can be manually changed when modifying the contract under the Information tab.
Customer Force on Open
There are three fields in the customer record labeled “Force”, which consists of three options as follows:
-
force contract information
-
force customer purchase order number
-
force customer job identification
Transaction Status
| First Byte (Type of Contract) | |
| O | Open Contract (Not all items returned) |
| C | Closed Contract (All items returned, but still owes money) |
| Q | Quote Contract |
| R | Reservation Contract (Changed to O when picked up) |
| Q | Work order |
| Blank | Closed and all paid (old method) |
| D Contract Completed | |
| A Adjustment | |
| F Finance Charge | |
| Second Byte | |
| A | is an Adjustment contract |
| C | is a Canceled reservation |
| H | is a contract Called Off Rent |
| T | is an Inter-site transfer contract or quote converted |
| W | is a Work Order |
| P | Payment due letter has been sent |
| J | Reservation contract: Accrual accounting method will Bill these contract status (es)" in parameters set to 'Closed' or 'Closed & Open' |
| I | Reservation contract: Accrual accounting method with "Bill these contract statues (es)" in parameters setto 'Closed, Open & Reservations, Cash Accounting. |
| D | A non-reservation contract. |
| B | Is when an IRO/IMO is Billed |
| R | Contract has been marked for Review Billing |
| S | Sub Rent Contract |
Transaction Item Status
| First Byte (Type of Contract) | |
| R | Rental |
| S | Sale |
| Second Byte (Item status) | |
| blank | Not returned. No letters have been sent |
| A | Sold Asset. |
| D | Not returned. Demand for return letter has been sent. |
| H | Not returned. Item on hold for pickup. |
| I | Header Item |
| L | Labor |
| M | Not returned. Reservation reminder letter has been sent |
| N | Not returned. Reminder letter has been sent. |
| R | Returned during current CLOSE CONTRACT processing. |
| S | Sales item already pulled from inventory. |
| U | Sales portion of a Usage Rental Item |
| V | Not returned. Reservation verify letter has been sent. |
| X | Previously returned. |
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