Name Check List Status Codes

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> General Settings -> Name Check List Status Codes

A Name Check List can be triggered when entering counter documents, to identify names assigned to the customer in Customer Information, confirming who has or has not the authority to do rental business with your firm.

In preparation for building the Name Check List for each customer, use this utility to enter the Status Codes and permissions that can then be assigned to the names in the list.

The selected Name prints in the header of the Reservation or Quote preceded by the text "Requested By:" and in the header of the Contract or Invoice preceded by the text "Picked Up By:" and on the Exchange by "Ordered By".
 This verbiage can be modified for standard documents and Crystal Forms in Document Field Labels.
 For Jasper documents refer to Jasper Appearance and Formatting window of Customer Forms for the language and label controls.

•An optional setting in the Required Document Information in the Company Contract Parameters, can be set to force Operators to select a Name, defined with a Status Code allowing the named person to rent, from the Name Check List on each rental document.
 This feature only applies to Rental documents including Contracts, Worksheets, Exchanges, Reservations, and Quotations.

•A divisional flag in the Divisional Miscellaneous Parameters, can be set to allow operators to add additional names in the Check List when entering rental documents at the counter.
 If this processing is active, the operator also has the ability to change the Status Code for any name on the list when entering counter documents.

The codes can be maintained in the Name Check List Status Codes window on the Customer Management tab of the Configure System Settings.
 An operator must be assigned a Security Role that allows permission to the Customer Management - Name Check List Status Codes in order to access this table.

The prompts to enter the Name Check List Status Codes are:

SEQ

Accept the system assigned sequence number that is used to track the records in this file.

CODE

Enter an alpha/numeric maximum 2 digit code to be assigned to a name in the Name Check List of a customer.
 e.g. NO for NOT AUTHORIZED TO RENT

DESCRIPTION

Enter the description for the Status Code.

RENT

Check this box if this Status Code is to be assigned to names in the Check List that are allowed to rent.
 Uncheck this box if this Status code is to be used to identify names that should not be allowed to rent.

ERROR MESSAGE

Enter an reason explaining why names with this Status Code are allowed to, or prohibited from renting.
 e.g. NO LONGER AN EMPLOYEE WITH THIS FIRM

ACTIONS:
 Additional actions provided by buttons on the Name Check List Status Codes screen include:

•Delete a Code:
 Only Name Check List Status Codes that are not assigned to any name in any customer record can be deleted from this data file.
 Click the DELETE button to view only codes that are eligible to be deleted.
 Focus on the code to be deleted and click DELETE button again.
 Confirmation is required to complete the deletion.

Topic Keyword: ARNCS01