Customer rental rates

This option allows you to view and change a customer's rental rates.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Customer Rental Rates. The Customer Rental Rates enter screen appears.
3. Fill in the fields as required.

   Contract Typeis the type of contract to view rates for. A value is required. You can click on the Prompt button to select the contract type from a list.

   Facilityis the facility to view rates for. A value is required. You can click on the Prompt button to select the facility from a list.

   Customeris the customer to view rates for. A value is required. You can click on the Prompt button to select the customer from a list.

   Equipment Typeis a specific type of equipment to view rates for. Leave blank for all. You can click on the Prompt button to select the equipment type from a list. If you prompt, you have the option of selecting multiple equipment types.

4. Click Enter . The Confirm prompt appears.
5. Click Confirm. The Customer Rental Rates display screen appears.
   • If there are customer-specific rates, by default only those will be shown. If there are no customer-specific rates, scopes that will be used for that customer will be shown, with a message information you that the rates shown are not customer-specific.
6. To print the rates:
   1. Click Print . The Print Customer Rental Rates screen appears.
   2. Click Print Customer Rates. The Confirm prompt appears.
   3. Click Confirm. The report will print on your default printer.
7. To change the rates:
   1. Click Change Rates .
      • If the customer has no scope rates defined and the Multiple Customer Rate Change business parameter is set to Error, the message "Multiple Customer Rate Change Not Allowed" will appear at the bottom of the screen and you will not be able to change the rates.
      • If the customer has no scope rates defined and the Multiple Customer Rate Change business parameter is set to Warning, the Customer Rental Rate change screen appears with a warning.
      • If the customer has scope rates defined, the Customer Rental Rate change screen appears.
   2. Change any values as required. Note that new rates cannot be added here.
   3. Click Enter  to save the changes.
8. To view audit information for the contract type, click Rental Rate Audit . The Rental Rate Audit display screen appears.
9. To view the equipment types included in the rates, click Equipment Types . The Equipment Types Selected display screen appears. Note that this screen will be blank if all equipment types were selected on the Customer Rental Rates enter screen.

Back to Customer Master