Customer Rental Information

The Customer Rental Information window provides the ability to record credit limits, branch, price level, invoice grouping, invoicing frequency, and a master lease agreement (MLA) for a specific customer for use in the equipment rental process. You can also add up to three people who are authorized for renting and, if using Service Management, up to three people who are authorized to rebill.

Entering customer rental information

The information entered in this window will appear as icons in the Customer Center window and the Rental Agreement Entry window. The icons represent if the MLA has been entered, available credit, and if authorized users have been added. Choosing those icons will open a display only version of the Customer Rental Information window.
To enter customer rental information

1. Go to Cards > Sales > Customer to open the Customer Maintenance window.
2. Enter or select the customer.
3. Select Additional and then select Rental Information.
4. Enter information as needed in the following fields:
   • Credit Limit
     Enter the credit limit for the customer. If an amount was entered in the Customer Maintenance Options window, that amount will default into this window. If you update the credit limit here, this will update the amount in the Customer Maintenance Options window. This field will be disabled if the customer's credit limit is set to "No Credit" or "Unlimited" in the Customer Maintenance Options window.
   • Current Balance
     Displays the current credit balance.
   • Unit Limit
     Enter the unit limit for the customer. This field is enabled by marking the Credit Limits Unit checkbox in the Rental Setup window.
   • Current Units
     Displays the current unit balance.
   • Branch
     Select the customer's branch.
   • Rental Price Level
     Select the customer's rental price level.
   • Invoice Frequency ID
     Select the invoice frequency. The invoice frequency can be changed on the rental agreement.
   • Invoice By
     From the drop-down, select the invoice grouping option from Bill to Address ID, Ship to Address ID, or Rental Agreement.

   • Invoice Report Group
     Select the invoice report group. All invoices for the customer will be grouped based on the selection, however, you have the option to exclude an agreement from the grouping function by marking the Separate Invoice checkbox on a specific agreement. Use the Rental Invoicing Routine to create the grouped invoices. For more information, see Grouping Invoices Using the Rental Invoicing Routine. 

     

     The invoice option will determine which version of the rental invoice a customer will receive.

     You must be using SOP Invoicing to group invoices. If you are using Receivables Management

   • Master Lease Agre. No.
     Enter the Master Lease Agreement (MLA) number.
   • Date
     Enter the MLA date. This field is required if you entered an MLA number.
   • Rental Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rent.
   • Rebill Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rebill. This field is only available if you are using Service Management
5. Select OK.

Insurance icons displayed on this window

The Insurance section displays the status of the customer's insurance detail information for liability, general, and auto insurance from the Customer Insurance Detail window. (Cards > Sales > Customer Maintenance > Additional > Customer Insurance Details)

• Complete
  This green icon indicates that criteria have been met to achieve the Complete status. The Self Insured field is marked.
• Incomplete
  This red icon indicates that criteria have not been met to be complete.
• Caution
  This yellow icon indicates that the combined deductible amounts are more than the maximum, the liability amount is less than the minimum, and/or the insurance type is set to Scheduled.

To see detailed information on how each icon status is achieved, see Insurance icons overview.