Rental Rate Authorization

To open the Rental Rate Authorization screen, click an employee name in the Requested By field on the Rate Authorization tab.

The Rental Rate Authorization screen allows you to review the details of a rental rate authorization request.

The following fields appear on the Rental Rate Authorization screen:

Field Description
Location The branch location where the request was created.
Contract Number The rental contract number associated to the request.
Line Number The line number on the contract related to the request.
Stock Number/ Part Number The stock number or part number associated to the request.
Standard Rate

On pending requests, the standard rate is the standard rental rate for the selected unit and duration as configured in the RMRATE file of the green screen application.

On historical requests, (requests which have already been accepted, declined or cancelled) the standard rate is the standard rental rate for the selected unit and duration as configured in the RMRATE file of the green screen application plus or minus any special pricing records (if applicable) for the customer on the contract.
Customer Rate (if applicable)

The standard rental rate for the selected unit and duration plus or minus any special pricing records for the customer on the contract (if applicable).

Note:  This field will only appear when viewing a pending request. When viewing a historical request, the customer rate will be represented in the Standard Rate field.
Current Rate The rental rate for the selected unit and duration as it currently appears on the contract.
Requested Rate The requested override rate and the percentage increase or decrease from the standard rental rate of the unit.
Authorized Rate

The authorized rental rate.

Note:  When reviewing a pending request, if you accept the request and enter an authorized rate that is higher than the Requested Rate, the Override field on the contract will be auto-populated with the authorized rate. If you accept the request and enter an authorized rate that is less than or equal to the Requested Rate, the requested rate will appear in the Override field on the contract.
Commissionable

Denotes whether the selected rental contract will be marked as commissionable.

Note:  This field is for reporting purposes only. If selected, no commissions will be calculated by the system.
Description

A brief description explaining why the request has been or will be approved or denied.

Note:  If you decline the request, you must provide a description.
Status The status of the request.
Requested By The name of the employee who created the request.
Customer The name of the customer associated to the rental contract.
Date Requested The date of the request.
Salesperson The name of the salesperson associated to the rental contract.
Date Accepted (if applicable)

The date on which the request was accepted.

Note:  This field will only appear on historical requests that have already been accepted.

Click a Part Number to view the associated Parts Profile.

Click a Stock Number to view the associated Equipment Profile screen.

The following buttons allow you to complete your work on the Rental Rate Authorization screen:

Note:  The Accept and Decline buttons will only appear on pending requests

Button Function
Accept Approves the request, allowing the user who created it to save the Authorized Rate (or higher) to the contract.
Decline

Denies the request.

Note:  If you deny a request you must enter a Description.
Close Closes the request without sending a decision.