The tunable divisional Miscellaneous Parameters can be accessed
from the window in the Division
Parameters.
These parameters division definitions and defaults include:
Check this box to charge a restocking service fee on all invoices with a negative quantity for a Sales item.
Enter the percent of the list price of the Sales part being refunded, that should be charged to the customer.
Enter the service code to be used on the invoice for the
restocking charge, or select one from the Service Search window, as setup in Service Codes with a G/L revenue account, and tax
status.
The Service Code does not need an amount, or quantity, as the
billing amount is calculated by the restocking percent, but it must
be valid for this division.
The Standard and Crystal forms format print the products in the
order selected on the document according to the Document Sort Preference selection.
Jasper forms is designed to list all Rentals first, followed by
Sales, and then Services and Taxes. The Document Sort
Preference is applied within the Rentals list and within the
Sales list.
Enter or select one of the available sort options from the
drop-down list as follows:
Note: Sort option 99 - Current Sequence can be assigned if your firm does not want to use a specific sort sequence, but the problem where the detail sequence records are not always being re-numbered correctly after lines are deleted or inserted could be experienced.
Select one of the following options to handle the sort option if it applies on the documents:
Select Prompt to provide the option for the operator to
confirm and change the sort sequence for the products on each
document in this division.
The sort option selected in the Document Detail Sort
Sequence parameter becomes the default.
Uncheck this box to prevent the operators from creating any new
Global Sites from the header of a document.
Customer Sites can still be added.
Check this box to allow the operator to create new Customer Sites and new Global Sites "on-the-fly" in the Site window on any the document header, and to save them in Site Information.
Uncheck this box to de-activate this search method on the blank customer number in document headers.
Check this box to activate this customer name search when the
blank customer is entered on a document header.
The Enhanced Customer Search search
window will be triggered.
Note: If the driver's license scan feature is also activated, this window is displayed after the license scan window when no match is selected.
Uncheck this box to process all Credit Card payments at this division as actual deposits or payments without prompting.
Check this box to generate the "Authorization Only?
pop-up prompt when a Credit Card payment is made for a positive
dollar amount or the "Void Authorization? pop-up prompt when
a Credit Card payment is made for a negative dollar amount on a
deposit or payment.
This gives the operator the option to take/refund payment or to do
a void/credit authorization only check as outlined in Scan Card Information Processing.
Note: With Texada Pay the "Authorize
only" option only applies when the card is scanned in by a Terminal
or Card Scanner for a Deposit.
The "Authorize only" option is not supported when the Card
information is entered manually for Texada
Pay.
The Authorize Only feature is respected in the following functions:
Authorization Only does not apply in the following places where payments are taken:
Check this box to remove any rental discount when the product
rate is over-typed to an amount less than the regular rental
charge, on a contract, reservation, or quotation.
The discount can always be re-entered manually for a product, if it
does apply.
Note: This discount control does NOT apply to sales discounts.
Uncheck this box to display the existing Name Check List
in rental documents, but NOT to allow new records to be added or
changed on documents for this Division.
The Name Check List can be updated in Customer Information, in the "Additional
Information" window.
Note: A company-wide flag in the Required Document Information defined in Company Contract Parameters can be set to make the Name Check List a mandatory input field, forcing the operator to select an eligible name on each rental document.
Leave this field blank if the division does not use Cash Drawers, and if the operator does not have a drawer assigned either, then no Cash Drawer will be triggered.
For more information on this feature refer to Cash Drawers.
Uncheck this box if contracts for this division should not trigger the email Survey prompt.
Check this box if contracts for this division should prompt to
generate the Satisfaction Survey email at Rental Return when the contract has been flagged
to send Survey in the Document Additional Information at
creation.
Click on the icon to the right of this field
to access the Customer Survey Configuration
screen to setup the survey format and email details.
Note: The Satisfaction Survey which will be emailed to relevant contacts when this feature is activated, even if the Use Contact Document Emailing feature is not activated in the Company Email Configuration.
Note: Any changes made to the Miscellaneous Parameters will not be applied until the Division Parameters are accepted.
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