Book of business

This option allows you to see customers without an assigned book of business and to assign a book of business to them.

1. At the Asset Management main menu, select Customer | Customers Without Book of Business. The Customers Without Book of Business display screen appears.
2. Right-click on the customer and select Add Book of Business Reference. The Customer Rental Rate Options add or change screen appears.
3. Fill in the fields as required.

   Key Accountindicates whether the customer is a key account customer. Customer that are not key customers will be considered account customers. Non-account customers will be those using the miscellaneous (cash) accounts, and will show the contact details instead of the customer name.

   Book of Business Codeidentifies the local sales manager for the customer. A value is required. You can click on the Prompt button to select the code from a list.

   Rate Freeze Date Fromis the date as of which the customer's rates are frozen. Rates with an effective date later than this date will not be selected for this customer's contracts unless the contract out date is later than the rate freeze until date. It is optional. You can click on the calendar button to select the date.

   Rate Freeze Date Untilis the date to which the customer's rates are frozen. If the rate freeze from date is populated, this date must also be populated with a date later than the rate freeze from date. When a contract is created for this customer, if the contract out date is between the two freeze dates, the rates in effect as of the rate freeze until date will be used on the contract. If the contract out date is later than the rate freeze until date, the rates in effect as of the out date will be used on the contract. You can click on the calendar button to select the date.

   Effective Dateis the date the premium rate percentage goes into effect.

   Override Rateflags whether the customer's premium rate data overrides the scope's premium rate data. You can right-click in the field and select Prompt to select the flag from a list.

   Premium Charge %is the percentage of the daily rate to be added to the daily rate, giving a premium rate to be charged. If there is a Premium Charge % on the scope, this will override it. Premium rates will only be applied to Fixed Time rates and the DAY rate. Note: Fixed Time rates are identified by a section type = 20. Day rates are identified by a Rate Base Type = 10.
       The determination of whether or not a premium rate applies is made at the contract type/scope level. However, the actual calculation of the premium rate and possible rate rounding is applied at the individual rate level. Some routines sum up the daily rates for a contract and use that value in calculations. The premium rate is applied tot he individual rates rather than the sum so that the correct rounding is applied and is consistent with the screen that shows it calculated at the line level.
       The premium rate % and days duration on the contract scope will be used when calculating the estimated rate and best rate. This best rate will have any premium amount applied. This means that when rental termination occurs, the best rate display does not need any adjustment.
       Credit checking for rentals and reservations will apply the premium rate to the amount being checked.

   Premium Charge Durationis the maximum number of days duration on a contract when the premium rate applies. For example, if the field value is 3, a contract with a duration of 3 days or less (based on Charge From and Charge To Dates and Times) will have the premium rate applied. If there is a Premium Charge Contract Duration on the scope, this will override it.

4. Click Enter to save the book of business reference.

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