Rental Counter - Details

The name of the customer associated to the contract.

If the contract was created for a miscellaneous customer, the name specified in the Ship To field on the Customer tab of the contract appears.

The type of rental contract.

The date and time the unit is scheduled to return. Optional, unless you have configured it to be mandatory (see Date In Required on Functionality) .

This field is used to enter the projected rental in date that a customer has communicated to your dealership for when they are finished with that rental unit. This date will help with what is shown on the availability screen and it is recommended to keep this date updated as the contract occurs in order to anticipate what the customer expectation would be for the units return date.

The quantity of the rental duration (e.g. week, month, or day).

If you enter a negative quantity in this field and click Save IntelliDealer saves the line to the contract, but still allows you to edit the details. Once you move to another tab within the contract however, you will no longer be able to edit the details of the credit line.

The total time the unit is out on the rental contract.

Applying a downcost amount on a rental line locks the Duration field, preventing users from altering the duration value on the rental line.

If a unit has a Static or Fixed duration as set up on the Extended Details screen the words Static or Fixed appear in parenthesizes next to the duration type.

Valid rental duration values are set up on the Rental Duration screen.

The dollar amount for renting the unit for the scheduled duration of the rental contract.

Applying a downcost amount on a rental line will lock the Rate field, preventing users from altering the rate value on the rental line.

The unit type that is being rented on the corresponding rental contract, either Stock Item (a rental unit in stock) or Non-Serial Item (are parts or equipment units too small to have their own serial number).

The inventory identification number or unit number of the rental unit.

If there are attachments associated to the category, class and subclass of the selected Stock Number (as specified in the Rental Category, Class and Subclass Maintenance program of the green screen application) the Parts/ Miscellaneous Charges and Attachments screen will automatically open after adding the stock number to the contract.

The dollar amount for renting the unit for the scheduled duration of the rental contract.

At this time, the Rate limit is 99999.99 or less than 100,000.

Saves changes made on the rental contract on the Details tab.

Clicking Save may also prompt you to send a rental rate authorization request under the following conditions:

• You are licensed for feature number 6206 and are using the Rental Rate Authorization system
  
• You have entered an override rate on the contract
  
• The Print Invoices In Billing Run switch is activated on the Billing/ Invoice tab

Note:  If you wish to change information on the Extended Details screen, click the Details button before clicking the Save button. Once the Save button is clicked, information on the Extended Details screen can no longer be modified.

When you are finished adding information to the rental contract, clicking the Done button gives you the option of printing the rental contract prior to closing the screen.

Allows you to flag the contract as a re-rent and add the unit's Machine Serial Number to the corresponding MEMDES file which, in turn, will print the serial number on the rental invoice. This button should only be used on contracts with a re-rent stock number. For details, see the Creating and Renting a Rerent Stock Number topic.

This button does not appear if the unit has been Returned or Exchanged, or if the contract has been deleted or is complete.

This button appears highlighted in red if it has already been marked as re-rent and the machine serial number has already been added to the MEMDES file.