Item Type codes:
Rental Item (T) Rental item that can be sold (space may be used instead of T)
Rental – Hour Meter (H) Hour-meter rental item
Rental – Usage (U) Usage item (i.e. Diamond Blade, Mileage)
Rental – Header (V) Rental header item
Rental – Accessory (A) Accessory item (i.e. trailer, system will ask if rent is to be charged)
Rental – No Sale (L) Rent only item
Rental – Miscellaneous (R) Miscellaneous rental only item
Rental – Coupon (N) Rental Coupon - use negative (-) sell price
Rental – Package (K) Rental package item
Rental – Dynamic Qty (D) Rental dynamic quantity item
Sales Item (S) Sales only item
Sales – Fractional (F) Sales only item, fractional quantities allowed
Sales – Labor (B) Labor item
Sales – Miscellaneous (M) Miscellaneous sales only item
Sales – Parts (W) Parts item, sales only item
Sales – Percentage (P) Sales item that charges a percentage of the line item above it
Sales – Header (E) Sales header item
Non-rental Asset (I) Non-rental item that you want to computedepreciationsuchasdelivery trucks or office equipment
Work Order Item (O) An item that work is done on a Work Order can either be a generic item such as WO-SMALL ENGINE or a specific item for a customer.
A ACRS
B Declining Balance
D Double Declining Balance
M MACRS
MACRS Mid Month
MACRS Mid Quarter
MACRE Mid Year
P Depletion by Income
S Straight Line
Straight Line Mid Month
Y Sum of the Years Digits
There are special characters that can be used within the item notes section. The special characters are as follows:
{ } – the braces can be used as additional Link Item fields. You can have up to 15 link items within braces plus the link item field. This feature may be used to setup kits of items; however, Item Kits feature is preferred.
<oMessage> - displays the Message whenever the item is opened.
<cMessage> - displays the Message whenever the item is closed.
<qQuestion> - displays the Question whenever the item is opened.
< rQuestion> - displays the Question whenever a Repair Order is opened.
Cash (D) Payment by cas(H), chec(K) or charge car(D) only
Cash Only (H) Payment by cas(H) only
Account (E) Payment by any method, including charge account
None Collect normal deposits. No restrictions.
No Checks (K) No checks.
No Deposits (D) Waive deposits. No restrictions.
Pay on return (R) Pay-on-return, waive deposit, don't collect payment up-front.
Pay on open (O) Collect payment up front.
Sales Only (S) Sale customer. No rent.
Undesirable (U) Undesirable. No rent/sale.
Wanted (W) Wanted person. Notify owner or police. No rent/sale.
Closed (C) Account Closed.
Credit Hold (H) Account put on hold waiting for payment. Must have the Manager or Owner’s level password to rent.
Allow Up to 60 Days (3) Can be up to 60 days overdue without requiring password
Allow Up to 90 Days (6) Can be up to 90 days overdue without requiring password
Allow Up to 120 Days (9) Can be up to 120 days overdue without requiring password
Allow Any Days Over (N) Can be any days overdue without requiring password
Note: For customers without charge account privilege who have “charged by default” (i.e., didn't pay overtime charges last time, etc.), their current balance will be displayed to the operator whenever that customer's record is called up.
The types are defined in Configuration. The type can be used with Print Account Statements, Print Account Summary, and other customer reports. If so defined the customer type description will be displayed whenever the customer's account is accessed.
The pricing types are defined in Configuration. The pricing type can be used to set special rates for certain groups of customers.
Standard – The customer will be charged the normal rate on the rental or sale item.
Level A – The normal rate for the rental or sale item will be multiplied by the Level A Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Level B – The normal rate for the rental or sale item will be multiplied by the Level B Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Level C – The normal rate for the rental or sale item will be multiplied by the Level C Percentage in that item file. If nothing is entered in the Level A price for that item, the normal rate will be charged.
Note: The pricing level can be manually changed when modifying the contract under the Information tab.
There are three fields in the customer record labeled “Force”, which consists of three options as follows:
force contract information
force customer purchase order number
force customer job identification
Transaction Status
First Byte (Type of Contract)
O Open Contract (Not all items returned)
C Closed Contract (All items returned, but still owes money)
Q Quote Contract
R Reservation Contract (Changed to O when picked up)
W Work order
blank Closed and all paid (Will be deleted)
Second Byte
A - is an Adjustment contract
C - is a Cancelled reservation
H - is a contract Called Off Rent
T - is an Inter-site transfer contract
W - is a Work Order
P - Payment due letter has been sent
J - Reservation contract written with “Bill these contract status (es)” in parameters set to Closed or Closed & Open using accrual accounting
I - Reservation contract using cash accounting or using accrual accounting with “Bill these contract status (es)” in parameters set to Closed, Open & Reservations.
D - A non-reservation contract.
B – Is when an IRO/IMO is Billed
First Byte (Type of transaction)
R Rental
S Sale
Second Byte (Item status)
R Returned during current CLOSE CONTRACT processing.
X Previously returned.
H Not returned. Item on hold for pickup.
S Sales item already pulled from inventory.
A Sold Asset.
D Not returned. Demand for return letter has been sent.
M Not returned. Reservation reminder letter has been sent.
N Not returned. Reminder letter has been sent.
V Not returned. Reservation verify letter has been sent.
blank Not returned. No letters have been sent