Rental Configuration - Job Site

You can use the Job Site screen to add a job site to the job site selection list.

The Job Site screen can be accessed from Configuration > Rental > Job Site.

The fields on the Job Site screen are:

Field	Description
Location	The location for the job site.
Job Number	The number of the job site.
Job Location	The physical location of the job site.
Salesperson Representative	The salesperson associated with the traffic ticket transaction.
Date Added	The date the job site information was added.

The Create button opens the Newwindow where new Job Site information can be entered and saved.

When editing a Job Site or creating a new one, information can be entered from these tabbed detail levels:

Customer

Field	Description
Status	From a drop down list, select the status of the Job Site.
Location	Select the location for the Job Site
Job Location	Enter the physical location of the Job Site.
Contact Name	Enter the contact name associated with the Job Site.
Salesperson Representative	Enter or select the salesperson associated to the traffic ticket.
Unit	Enter the unit information.
Street Address	Enter the street address of the Job Site.
City	Enter the city of the Job Site.
Province/State	Enter the province or state of the Job Site.
Postal/Zip Code	Enter the postal or zip code of the Job Site.
Phone	Enter the phone number of the Job Site
Cell Phone	Enter the cellular phone number of the Job Site.

Field	Description
Pre Lien	If a Lien is incurred on this Job Site, check this box.
Pre Lien Date	The date that the Pre Lien notice was released to the Job Site.
Pre Lien Filing Date	If a Lien was filed against this Job Site, the date that the Lien was filed can be entered here.
Lien Release Date	The date that a Lien was released against the Job Site

Field	Description
Tax 1 Code	The normal Tax 1 code for the job site is entered here. For example, code 1 may represent 6% federal tax. The percentage rates for the different tax codes are set up on the Tax 1 screen.
FST Exemption Number	The FST exempt number, if one applies to the Job Site.
Tax 2 Code	The normal Tax 2 code for the job site is entered here. For example, code 1 may represent 7% provincial/state tax. The percentage rates for the different tax codes are set up on the Tax 2 screen.
PST Exemption Number	The PST exempt number, if one applies to the Job Site
Tax 3	The normal Tax 3 code for the job site is entered here. The percentage rates for the different tax codes are set up on the Tax 3 screen.
Tax 4	The normal Tax 4 code for the job site is entered here. The percentage rates for the different tax codes are set up on the Tax 4 screen.

Field	Description
Territory	The territory/location the job site falls under.
PO Required	Check this box to indicate whether or not a Parts Order is required for this Job Site.
Delivery	Whether or not the Job Site requires a pickup and/or delivery charge when equipment is rented to this Job Site.
Parts or Miscellaneous	If a delivery charge is required, the type of Charge will be indicated in this field. A ‘P’ indicates that the charge is a Part charge, while an ‘M’ indicates that the charge is a miscellaneous charge.
Delivery Charge Code	If a delivery is required for this Job Site, the part number (if a Parts charge was incurred) may be entered in this field or, if a miscellaneous charge is to be incurred, the miscellaneous charge number may be entered.
Discount Code	If any discount is to be attached to this Job Site, the Discount Code will be listed in this field.
Maximum Job Amount	The maximum cash amount applied to the Job Site.
Rental YTD Amount	The year-to-date amount applied to the Job Site.
Contact Pager Number	Enter the contact's pager number for the Job Site.

Enter any extraneous shipping information in the text box provided.

Revision: 2024.08