Parts, Miscellaneous Charges and Attachments

The system automatically invokes parts selection, miscellaneous charge selection or attachment selection during contract creation, rental requests, and rental reservation if those selections have been made in the Flow/Appearance tab of the Rental Control Setup screen.

Topics in this section are:

Parts Screen

Use the Parts screen to view a list of optional parts loaded on the Category/Class/Subclass attached to the stock number on the rental contract. You can add the parts onto the rental contract by selecting the corresponding check box or by selecting the Select All button and clicking Save.

The Parts screen is accessed from the Parts tab by clicking the Select Recommended Parts link.

Fields on the Parts screen are:

Field Description
Select which parts you wish to add to the rental contract.
Part Number The number used to represent the part within the system.
Description A brief description of the part.
Quantity The number of parts you wish to add to the rental contract.
Price The price of the part.

Click Select All to select all parts listed on the Parts screen.

Click Save to add all selected parts onto the corresponding rental contract.

Click Close to close the screen without adding any optional parts and return to the Parts tab.

Miscellaneous Charges Screen

Use the Miscellaneous Charges screen to view a list of optional miscellaneous charges loaded on the Category/Class/Subclass attached to the stock number on the rental contract. You can add the miscellaneous charges onto the rental contract by selecting the corresponding check box or by selecting the Select All button and clicking Save.

The Miscellaneous Charges screen is accessed from the Miscellaneous Charges tab by clicking the Select Recommended Miscellaneous Charges link.

Fields on the Miscellaneous Charges screen are:

Field Description
Select which miscellaneous charge you wish to add to the rental contract.
Charge/Credit The number used to represent the miscellaneous charge within the system.
Quantity The number of times you wish to apply the miscellaneous charge to the rental contract.
Price The price of the miscellaneous charge.

Click Select All to select all miscellaneous charges listed on the Miscellaneous Charge screen.

Click Save to add all selected miscellaneous charges onto the corresponding rental contract.

Click Close to close the screen without adding any optional miscellaneous charges and return to the Miscellaneous Charge tab.

Attachments Screen

Use the Attachments screen to add attachments to the selected rental contract.

To open the Attachments screen, click the Add Attachments link next to the Type field of the Details tab.

Note:  The Add Attachments link appears only 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).

Fields on the Attachments screen are:

Field Description
Select which attachments you wish to add to the rental contract.
Category

The category code you have assigned to this unit, for the purpose of organizing your rental fleet.

A contract's rental rates, G/L account, durations, and miscellaneous charges are defined by the category/class/subclass codes attached to the unit.

Class The class code you have assigned as a subset of the category code, to further manage your rental fleet.
Subclass The subclass you have attached to the class code, to further manage your rental fleet.
Stock Number The unique identifier of the selected attachment.
Type The attachment type, as specified on the Work with Attachment Details screen in the Rental Category/ Class/ Subclass Maintenance program of the green screen application.
Quantity At No Cost The amount of attachments that are included in the price at no extra cost, as specified in the # Allowed to Include field on the Work with Attachment Details screen in the Rental Category, Class and Subclass Maintenance program of the green screen application.
Location The location where the unit is currently located.
Model The unit's model number.
Year The year the unit was manufactured.
Hours The total amount of hours on the unit's hour meter.
Machine Serial Number The unit's machine serial number.

Click a Stock Number to view the rental availability of the selected unit on the Rental Availability - Stock Number/ Part Number screen, or click the More Availability Options link in the calendar view to open the Rental Availability screen.

Click Select All to select all attachments listed on the Attachments screen.

Click Save to add the selected attachments to the rental contract.

Click Close to close the screen without adding any attachments to the rental contract and return to the Details tab.

Revision: 2026.01