This window displays the Rental period and the related billing
setup for the document.
This information can be changed as required.
Note: If the Date/Time In and Out are changed after rental items
are already selected on the document, these existing products will
need to be update individually as required in the Unit Price
window.
The new Date/Time In and Out set here in the document header apply
only to new items subsequently added to the document.
To change the time, over-type without any decimals or colons.
Use the 24 hour clock.
e.g. For 8 AM, type 08 <ENTER>.
For 12:30 PM, type 1230 <ENTER>.
For 2:45 PM, type 1445 <ENTER>.
RENTAL PERIOD:
Use this Rental Period window to calculate
the Date Due using a Rental Period, by entering the duration of the
Rental Period in Hours, Days or Weeks.
The default Date Due is determined by the default Rental Period
information entered for the division in the Divisional Rate Parameters.
e.g. Default it to display one day later, or one week later,
etc.
Note: A setting in the company Company Rate Parameters controls whether the billing period always uses 28 days for "Indefinite" products, or whether the default period determined by the Divisional Rate Parameters still applies.
The number of days equal to the rental period as determined from
the FROM DATE/TIME and TO DATE/TIME displays.
Accept this time period, or type in the maximum number of days to
charge for this time period to give a one-time price break on the
contract by setting the "Days to Bill" lower than the actual rental
period.
Note: If the dates are changed, the operator will be prompted whether to recalculate the "Days To Bill" too.
Refer to Divisional Rate Parameters for
rate calculation details.
A flag in the Company Billing Parameters can
also be set to control how this price break is applied over an
extended rental that requires cycle billing.
This field is disabled for Reservations and Rental Quotes, as the Cycle Billing Day will not be finalized until the reservation or quote is converted to a contract.
Note: An optional Billing Day Code can be defined in the Customer Types table to cause all contracts for that type of customer to be billed on the same day each month regardless of contract date.
If the “Cycle Bill Interval” is changed in ADD mode when the
document is first created, then the “Cycle Bill Day” is also
changed to the 'Day Code' associated with the new billing
period.
However in CHANGE mode if the ‘Billing Interval’ is changed then
the ‘Billing Day Code’ is not auto-updated as this value may have
already been deliberately adjusted. In CHANGE mode the ‘Billing Day
Code 'must be updated manually if required.
This field is disabled if the Contract has already been billed, and
for Reservations as the Cycle Billing Interval will not be
finalized until the reservation is converted to a contract.
NOTE: A contract cannot be billed on a monthly basis and a 28
day basis at the same time.
The two methods are mutually exclusive. Your firm must select only
one of these methods for this contract.
Uncheck this box to accept the default and always add products as of the document date.
Check this box to always add products as of today's date rather
than the date on the document header.
This will set the start billing date to today for products added to
an older document.
Note: Dates on specific rental products can always be update individually as required in the Unit Price window on the Contract Details if the operator has role permission.
If the Contract has already been billed at least once, the Billed Contract Add Current Date flag in the Custom Processing can be set to enforce that any additional product details are always added with the CURRENT 'Out' date/time, instead of respecting this Use Current Date flag on the document header.
Note: A flag in the Additional Pop-Up Windows of the Divisional Contract Parameters can be set to automatically trigger this Date Out/Date Due pop-up window in contract or worksheet entry.
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