Utilities Menu -> Counter -> CUSTOM- Contract Rental Pricing -> Update Contract Rental Pricing - Single Customer
When equipment is put out on a Contract the rates assigned on the document are not automatically updated when the product rate structure is modified, as these are the rates agreed upon with the customer for that contract.
Sometimes a rental company has an agreement that rates on long
term contracts can be changed after a certain period.
This utility can be used to update rental rates for rental
equipment that is out on existing contracts for specific
customers.
This utility does not change the main product file rate
structure.
The Rate Increase/Decrease Utility can be
used to update the standard rate structure for the equipment.
Using Update Contract Rental Pricing - Single Customer
each rate level in the rate structure of products out on contracts
for the customer will be updated on the contract, by the specified
percent for the Group regardless of whether the rate was originally
a standard rate or a special rate.
A rounding factor can be set.
The new updated rates become effective as of the last date that the
product was billed, which could be the Date Out if the
product has never been billed, or the last cycle billing date.
A Rate Adjustment amount is calculated for each updated
product on the contract that can be viewed in the window on the
Unit Price field on the detail line on the Contract Details. This can be used to help explain
billing charges and to view rate update history.
Note: Once the rates have been updated for a product on a contract, that product cannot be off rented, cycle billed, exchanged, or returned, prior to the effective date of the rate change, as related billing adjustments could not be made as of the old rate structure.
The prompts are:
Update Contract Rental Pricing - Single Customer
The prompts are:
If rates need to be updated for Child related customers as well, then this utility would need to be re-run for each child customer.
Check this box to create a new worksheet listing all Groups for rental equipment currently out on a contract for this customer.
If a Rate Worksheet is being re-displayed then this default value only applies to new records that are added.
Note: Meter rates are not updated.
If a Rate Worksheet is being re-displayed then this default value only applies to new records that are added.
e.g. Enter .50 to round up to the nearest 50 cents, or for the nearest dollar, enter 1.00
The report lists the contract numbers, customer number, site number, site name, and number of products that were changed.
Rate change details can be tracked from the Audit Log Inquiry / Export utility, with the option to export them to a spreadsheet.
Errors and Restrictions:
If the rates are to be
updated and any errors are found, an error list is displayed with
the contract#, date out, number of items and the error message.
No rates are updated until all errors are resolved.
Errors can be caused by a contract being locked by a user on
another session.
An error is also triggered if there are any products for the
selected customer that have been put off rent on a date that is
prior to that product's "last billed through" date, as the billing
adjustment for the off rental still requires the old rate
structure.
Click YES to Abort the update process.
No rates will be updated on the contracts, and a forced rollback of
the data occurs.
The worksheet is not saved.
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