Loyalty Type
Counter Menu -> Contract /
Counter Worksheet -> Additional
window -> Loyalty Plan window -> Loyalty Type
The Loyalty Plan is defined for the customer in the Customer Codes window of the Customer Information and applies only to rental
discounts.
This value can be overridden for this specific document as
required.
-
- LOYALTY PLAN
- Accept the default Loyalty Plan, or blank it out if it does not
apply, or select a preferred plan from the Loyalty Plan Selection window.
The Rental Disc % is changed on this document to reflect
the new plan, over-riding any Customer/Site rental discount.
Over-Ride Tracking:
- If the Loyalty Plan is changed on the document, the discount
change is automatically written to a report Print Override Report so that management will be
aware of when discounts have been given by a counter clerk.
For tighter security, a password and a reason can be required in to
order change a discount.
- PASSWORD
- Passwords may be setup to better control when rates are
overridden.
- REASON
- If Reason Codes On Override has been activated in the
Company Security Parameters the operator
will be prompted for a reason code to explain why the rate was
overridden as outlined in Prompt for Reason
Code.
Enter the Reason code for the change in the rate or select it from
the drop-down list.
Note: A flag in the Additional Pop-Up
Windows in Divisional Contract
Parameters can be set to automatically trigger this Loyalty
Plan pop-up window in contract or worksheet entry.
Topic Keyword: RSCH01M (6009)