Sometimes when a rental product is not available for rent on a
Contract, Reservation or Quote a
similar replacement product usually of greater value is put on the
document but the lesser product's rental rates are still charged to
satisfy the customer.
This "down rent" substitution is capture in the Substitution Transaction window on the document,
where the rental products are defined and a Reason Code must be
logged with optional comments.
The substation information including product, reason and comments
are printed in the product details on the document.
The "down rent" action is also reported on the Product Substitution Report.
An operator must be assigned a Security
Role that allows permission to the Substitution Reasons
in order to access this table.
The operator must be assigned a Security Role
Permission with access to Create Substitution in
Contract in the "Document Field Access" settings, to log the
substitution on the Contract Details.
The fields in the Substitution Reason Code table include:
e.g. Product upgrade at no additional charge.
or
Requested product in for service so substituted product upgraded at
same rate.
If a 'Customer Message' is not defined then the Reason Code description is printed on the document.
Specific substitution comments can be logged by the operator on
the document in the Substitution Transaction
window that the customer does not see.
These are internal notes that are printed on the Substitution Report.
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