Item Type Code

Item Depreciation Method

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

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

Note:   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)

W         Work order

blank    Closed and all paid (Will be deleted)

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.

Cash accounting method

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

U - Sales portion of a Usage Rental Item

Transaction Item Status

First Byte (Type of transaction)

 R         Rental

 S         Sale

Second Byte (Item status)

R          Returned during current CLOSE CONTRACT processing.

X          Previously returned.

H          Not returned.  Item on hold for pickup.

S          Sales item already pulled from inventory.

A          Sold Asset.

D          Not returned.  Demand for return letter has been sent.

M         Not returned.  Reservation reminder letter has been sent.

N          Not returned.  Reminder letter has been sent.

V          Not returned.  Reservation verify letter has been sent.

blank    Not returned.  No letters have been sent