Name Check List
Accounts Receivable Menu -> Customer
Information -> Additional Info window -> Name
Check List window -> Name Check List
The Name Check List can be used to identify who can and cannot
do business with your firm in behalf of this customer. Names can be
checked during document entry at the counter, providing the ability
to confirm that these people have been authorized by this company
to rent.
If a name from this list is selected on a Contract, or
Worksheet, a comment line prints on the document PICKUP BY:
..name.., and on a Reservation or Quote as "REQUESTED
BY: name".
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.
The parameters controlling how the Name Check List is utilized
on counter documents include:
- 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, Reservations, Quotations, and Exchanges.
- 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.
FOB ID's can also be assigned to records in the Name Check List
that can then be entered or scanned in the rental document entry
screen to identify the customer number for the document, or can be
used to select a customer in the Document
Customer Search or Accounting Customer
Search windows.
If the customer is assigned to the document using the FOB code, the
associated name from the Name Check List becomes the staff
Name on the document.
The prompts to build the Name Check List are:
-
- NAME
- Type in the list of employees or individuals related to this
company.
Note: The list of names displayed in the Name Check Select window for the customer, is
displayed in the order that they were entered in this file.
However when selecting a name from the drop-down list, they are
displayed alphabetically.
COMMENT
- Type in a comment for this person.
e.g. DRIVER, or for a name not allowed to rent, type in FIRED or
NOT AUTHORIZED
STATUS
- Enter the Status Code for this person that controls whether or
not he should be allowed to rent, or select one from the drop-down
list.
Status codes are setup in Name Check List
Status Codes with an "Allow Rent" flag. An Error Message can
also be set for the Codes that prevent rental. The error message is
displayed in the document if a name with this status is
selected.
Expanded Name Record
- Click the EXP/CON button or press <F9> to
expand the name record to access the title, address, phone, and
division fields.
This is information only.
- FOB
- A customer employee can be also identified using a personal
code on a FOB scan tag.
A FOB identifier of up to 20 characters can be assigned to each
Name in the Check List.
FOB codes cannot match any other existing customer number, any
alternate customer number, or any FOB used by a different customer.
When an FOB code is entered or scanned in Counter document entry
in the Customer # field, it identifies the staff name and
the customer number for the document.
For other documents and utilities, the FOB code can be used to
select the customer from the Document Customer
Search or Accounting Customer Search
windows.
Finished?
- Click ACCEPT to accept the information, or CANCEL to abort and
close this window to return to the Additional
Information screen for the customer.
Topic Keyword: ARNC01