Category Class Subclass Setup

The Category Class Subclass Setup screen is accessed from the Configuration side-menu under the Rental tab.

The following fields are displayed:

Field Description
Category

The unit's category code. Use to catalog the unit into a hierarchy used for classification.
Class The unit's class is used to further break down a units category code.
Subclass The unit's subclass is used to further break down a units category and class codes.
Description A brief description of the codes.
Comment A brief comment related to the entry

The Create button will open a screen where you can create a new Category Class Profile

Field Description
Category

Define the rental category
Class Define the rental class
Subclass Define the rental subclass
Description Enter a brief description of the profile
Comment Enter a comment relevant to the profile
Tax1 Select from the drop down to determine the Tax1 status
Tax2 Select from the drop down to determine the Tax2 status
Tax Code 3 Applicable Check the box to determine if tax code 3 is applicable
Tax Code 4 Applicable Check the box to determine if tax code 4 is applicable
Included Number of included attachments
Types Included Number of types of included attachments
Reference Amount Reduction % Enter the reference amount reduction by percentage
Discount Specify discount
Hour meter required Check this box to make the hour meter a required detail
Non-Serialized Rental Part # Enter for Search for a non-serialized rental part number
Demo/Loaner % of Acquisition Cost Enter the Demo/Loaner percentage if applicable.
Allowable Override Percent

Allows you to enter the percentage by which a user can override the standard rental rate for a unit without having to make an authorization request.

The Insurance Details row will display multiple Coverage Amount and Insurance Code entries that can each be modified.

Clicking the Upload button will open the Category Class Upload screen:

The CSV file chosen must contain a single header row and fields must be ordered in the following way:


FILE RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL                               RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL          
FIELD RBCO RBCAT RBSCLS RBSCLS RBDIV RBBR RBDES RBTAX1 RBTAX2 RBTAX3 RBTAX4 RBPART RBHRM RBAPC RBDIS                               RBCA1 RBIC1 RBCA2 RBIC2 RBCA3 RBIC3 RBCA4 RBIC4 RBCA5 RBIC5 RBCA6 RBIC6 RBCA7 RBIC7 RBCA8 RBIC8 RBCA9 RBIC9 RBCA10 RBIC10  
FILE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE                   RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE                                          
FIELD RRCO RRCAT RRSCLS RBSCLS RRDIV RRBR                   RRRDUR RRPLVL RRMHRA RRMHRC RRINSA RRINSC RRSGLA RRSGLC RRIGLA RRIGLC RRDMWA RRDMWC RRDMGA RRDMGC RRRATE                                          
FILE RMTYPE RMTYPE RMTYPE RMTYPE RMTYPE RMTYPE                                                                                          
FIELD RYCO RYCAT RYCLS RYSCLS RYDIV RYBR                                                                                          
  Company Category Class Sub Class Division Br Description Tax1 Code Tax2 Code Tax3 Applicable Tax4 Applicable Sale Part # Hour Meter Reading Required Avatax Product Code Discount Code Duration Pricing Level Machine Hrs Machine Code $ or % Insurance Amount Insurance Code $ or % Sale G/L Acc Sale G/L CC Ins G/L Acc Ins G/L CC Damage Waiver Amt/% Damage Waiver Code $ or % Damage Waiver G/L Acc Damage Waiver G/L CC Rate Coverage Amount 1 Insurance Code 1 Coverage Amount 2 Insurance Code 2 Coverage Amount 3 Insurance Code 3 Coverage Amount 4 Insurance Code 4 Coverage Amount 5 Insurance Code 5 Coverage Amount 6 Insurance Code 6 Coverage Amount 7 Insurance Code 7 Coverage Amount 8 Insurance Code 8 Coverage Amount 9 Insurance Code 9 Coverage Amount 10 Insurance Code 10  
  01 AIRCMP CFM150199X XXXX 01 04 AIRCMPCFM150199XXXX     Y N T19044 Y     H   1.5 $ 0   30099 801 36200 21 0.14 % 30600 801 139                                          

Review this Sample File.

The Create Master Record checkbox, if checked, will create a Master Rate record from the chosen CSV.

The Update Existing Record checkbox, if checked, will update any pre-exisitng Category/Class/Subclass, Rates, or Master Rates with the chosen CSV.