Flow/Appearance

Data Source: RMCTL

To open the Flow/Appearance tab, hover over the Configuration link from anywhere within IntelliDealer and select Rental> Setup> Rental Control Setup from the drop down list.

The Flow/Appearance tab allows you to setup rental flow and appearance options within the Rental Counter module.

The Rental Counter module has been designed to be as flexible as possible so that it can work in a way that makes the most sense for each dealership setting. In an effort to give the dealer control over most aspects of how the system works, a number of control settings have been created, which can be activated and deactivated depending on what parameters you wish to include in your Rental Counter module.

The following search field appears on the Flow/Appearance tab:

Field Description
Select Location Allows you to select a branch location to setup rental control options on, that will appear throughout the rental system.

Note:  Click on the Previous or Next icon to scroll to the next branch location or back to a previous branch location.

The following fields appear on the Flow/Appearance tab:

Rental Control Setup
Field Description
Always Create Traffic Ticket

If selected, the system will force the user to create a traffic ticket for all rental contracts created in the system, based on the settings selected in the Create Delivery and Create Pickup switches below.

For example, if this switch is activated and the Create Delivery field is set to Yes, the system will automatically create an outbound rental traffic ticket whenever a contract is created.
Create Delivery Select Yes from the drop down list to indicate an outbound rental traffic ticket is desired when a machine leaves on rental. Select No from the drop down list to indicate that a traffic ticket should not be produced when a machine leaves on rental. Select External from the drop down list to denote that external traffic system is updating the equipment information. This setting means that equipment information updates that would normally have been done by the rental counter programs when Traffic is not being used, will NOT get done.
Create Pickup Select Return from the drop down list to indicate that an Inbound rental traffic ticket is desired when a machine is set to returned status or exchanged. Select Off Rent from the drop down list to indicate that an inbound rental traffic ticket is desired when a machine has off-rent status. Select No from the drop down list so that an inbound rental traffic ticket is not produced when a machine is returned. Select External from the drop down list to denote that external traffic system is updating the equipment information. This setting means that equipment information updates that would normally have been done by the rental counter programs when Traffic is not being used, will NOT get done.
Display Rate The rates that are designated in the Rental Duration Set Up can appear in various places in the Rental Counter system. Valid values are Screen (to show rates on the screens), Print (to print rates on Requests and Reservations), Both (to both show the rates on the screen and print them), and No (to not show rates or print them).
Highlight Equipment if Memo Exists On the Rental Counter screen, any machines that have memos entered from on the Equipment Profile will be highlighted, if the check box is checked. If the check box is not checked, no highlighting will occur.
Create Work Order on Return

A work order or job request can automatically be generated during a rental return. The work order or job request will be generated when the Inbound Traffic ticket is received, or during the return process if Traffic is not being used.

From the drop down list, choose what will be generated Work Order only , Job Request only, or Either a Work Order or Job Request, or No automatic generation of either.

Note:  If the Allow Returns to Different Locations switch is activated on the Authorization List for Product Support - Rental Counter screen and the unit is returned to a different branch, if this switch is set to Work Order, Job Request, or Either, the work order or job request that is generated upon returning the unit will automatically default to the branch location that the unit is being returned to.
Create Work Order on Exchange

A work order or job request can automatically be generated during a rental exchange. The work order or job request will be generated when the Inbound Traffic ticket is received, or during the exchange process, if Traffic is not being used.

From the drop down list, choose what will be generated Work Order only , Job Request only, or Either a Work Order or Job Request, or No automatic generation of either.
Over Credit Limit Halt If the check box is checked the user will not be able to credit more than the designated percentage of the total contract. If the check box is not checked, a warning message is displayed and the user has the choice of stopping or continuing.
Credit Reason Required Reason codes can optionally be set up in the Rental Counter system, that prompts the user to choose a valid reason whenever a credit is issued on a rental contract.
Highlight Contract if Rate Override Exist If checked any contract that exists with overrides will be highlighted on the Rental Contracts screen. If not checked no highlighting will occur.
Sold to Name on Transaction Listing Whether or not to Include the sold to name on the transaction log.
Create Inspection Sheet on Return A certification inspection sheet can automatically be generated during a rental return, an exchange, or both. The inspection sheet will be generated when the Inbound Traffic ticket is received, or during the return process, if Traffic is not being used. Select Yes from the drop down list if the Inspection sheet should be generated. Select No from the drop down list if no inspection sheet is desired. Select Off Rent From the drop down list to indicate that an inspection sheet should be generated at off rent time.
Create Inspection Sheet on Exchange A certification inspection sheet can automatically be generated during a rental exchange, an exchange, or both. The inspection sheet will be generated when the Inbound Traffic ticket is received, or during the exchange process if Traffic is not being used. Select the check box if the Inspection sheet should be generated.
Create Inspection Sheet on Outbound A certification inspection sheet can automatically be generated during a rental outbound, an exchange, or both. The inspection sheet will be generated when the Inbound Traffic ticket is received, or during the return/exchange process if Traffic is not being used. Select the check box if the Inspection sheet should be generated.
Maximum % of Contract Value Allowed for Issuing Credit This field sets the maximum amount that the user can credit on a contract as a percentage of the total contract. A warning message will display in the system when the user has exceeded this amount. This does not apply to contracts that are entirely credit items.

The On Add section of the Flow/Appearance tab allows you to add options to rental contracts, request, and reservations.

The following fields appear in the On Add section of the Flow/Appearance tab:

On Add
Field Description
Parts Select

Whether the system will auto invoke parts selection during contract creation, rental requests (if applicable), and rental reservation (if applicable).

When adding a Stock Item:

  • If selected, the Add Related Parts screen will appear indicating the mandatory parts that will be added to the corresponding Contract, Request, and/or Reservation, as well as the optional parts that can be added.

  • If not selected, the system will automatically apply any mandatory parts to the corresponding Contract, Request, and/or Reservation.
Miscellaneous Select

Whether the system will auto invoke miscellaneous select during contract creation, rental requests (if applicable), and rental reservation (if applicable).

When adding a Stock Item:

  • If selected, the Add Related Parts screen will appear indicating the mandatory miscellaneous charges that will be added to the corresponding Contract, Request, and/or Reservation as well as the optional miscellaneous charges that can be added.

  • If not selected, the system will automatically apply any mandatory miscellaneous charges to the corresponding Contract, Request, and/or Reservation.

Select the Click here to copy rental controls to another location link to copy rental controls to another location.

The following buttons allow you to complete your work on the Flow/Appearance tab:

Button Function
Save Saves changes made on the Flow/Appearance tab.
Save & Close Saves changes made on the Flow/Appearance tab and exits the tab.
Close Closes the Flow/Appearance tab without saving and returns to the Configuration Quick Links screen.