The Rate Book is a listing of the rental rates for products
and/or Groups.
If a rental product does not have rates defined at the product
level but is flagged to show in the Rate Book, the Group rates will
print.
A Rate Book can be useful to keep at the rental counter for staff
to review rental rates.
Some products only need group rates because all products
(perhaps apart from one or two) are the same rate as the group.
In this case only a group rate book would be required, and any
product that does not match the group rate would also print.
Customized rate structures can also be printed in a Rate Book for specific customers, divisions, and for special rates levels.
Specific Rental Inventory and Groups can be flagged to suppress or show in the rate book.
Note: Expired rates are not reflected in these reports.
Security:
Certain filters can be preset in the selection screen to
standardize the Rate Book output, and so that each operator is not
required to re-select each value.
The Security Role controls for this can be
setup in the Miscellaneous window of the Role Permissions, including:
The prompts and filters include:
To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
Then when Print All Rate Codes is not selected and the rate
book is printed for a specific division, the rate codes that are
printed are those flagged to print for that division as defined in
the Company Default Rates.
Note: The divisions included in the drop-down list are limited to the Divisional Restricted Views assigned to the operator, however any division can be entered and accepted.
A rate book printed for a single customer respects the customer's alternate language preference as defined in Customer Information, and provides the option to reflect the customer's Rental Discount % given on products that allow discount.
Note: If the rate book is printed for a specific customer that
is not normally charged Damage Waiver, the report will still
reflect DW if the option is requested in the selection criteria
below.
If DW is not relevant to this specific customer, do not enter a
value in the Damage Waiver % To Include field.
Leave this field blank if the rate book is not for a special
rate level, or enter a valid special rate level to print, or select
it from the Special Rate Level Search
window.
Expired rate levels cannot be selected.
Uncheck this box to print the special rates, and where there are
no special rates to print the standard rates.
Check this box to only print special rates, omitting any standard
rates.
Note: If a division has been assigned a Special Rate Level, this is not considered a Special Rate as those rates become the standards at that division or store.
Note: If a specific Product Class has been selected, to select a specific Group, that Group must be associated with the Class.
Select Groups to print the rate book only at the Group
level PLUS any product that has its own unique rate.
e.g. Bulldozer Group - all Bulldozers in the group are the same
rate so no products have a rate or rate structure, except for one
which has a $15,000 winch added to it and so that product has its
own higher rental rates.
Select Both to include both product and Group rates in the rate book.
Note: When a specific product or selection of products has been selected in the Product Number, "ALL" or "SEL" filter option, then this Rates To Include parameter is always set to print rates for 'Products'.
Check this box to omit any non-bulk rental product rates if the
Status on the Fixed Asset Tag is
D for Disposed.
Uncheck this box to include non-bulk rental product rates even if
the equipment is sold.
Select Group to generate the Rate Book of products/Groups sorting by Group.
Select Category to generate the Rate Book of products/Groups sorting by Ratebook Categories.
Check this box to start a new page for each new Class, Group or
Category according to the Sort Order.
Uncheck this box to continue printing all items together without
specific page breaks.
Note: This option does not apply when only printing rates for Groups, by Group Sort Order.
Check this box if the rates printed on the Rate Book should
reflect the Rental Discount % defined for this customer in
Customer Information. The Discount % given
prints in the report title.
The customer discount will not be shown on equipment that is not
allowed to be discounted as determined by the Rental Product Class.
Uncheck this box to print the standard company rates even though the customer may be allowed a general rental discount.
Check this box if the rates printed on the Rate Book should
reflect the Special Rates by Discount % defined for products
and/or groups in the Rates Discount
table.
The discount will not be shown on equipment that is not allowed to
be discounted as determined by the Allow Rental Discounts
flag in the Rental Product Class or by the
Rental Discounts flag in the Special
Rates.
Note: If both the Customer and the Special Rate Level have a discount % , then they will both be applied using the following formula rounded to 2 decimal places:
Special Rate Disc * (100 - Customer Disc) + Customer Disc 100
Uncheck this box to print the standard company rates and the Special Rates with flat dollar over-rides, but to ignore any 'Special Rates by Discount %'.
Uncheck this box to print the Rate Book in English.
Check this box to print the Rate Book in the Alternate
language.
The alternate language product and Group descriptions print as
defined in the Rental Inventory and in
Groups.
The alternate language rate descriptions print as stored in the
expanded rate records in Company Default
Rates and in Rental Product
Classes.
Uncheck this box to print the rates codes defined in Company Default Rates according to the division selection above.
Check this box to print the rate codes for the classes based on the first 6 rate codes flagged to print in the Rate Book, in the Product Class Rates window in Rental Product Classes.
Note: If there are default rates for the class, but none of the
default rate codes are checked, the Product Class will not print on
the Rate Book.
If there are no default rates setup for the class then the rates
will default to the company/divisional rates.
Leave this field blank if the rates printed in the rate book
should not include taxes, or enter a percent to include a
calculated value for taxes, either as part of the rate or on a
separate line.
e.g. for 8% enter 8
Check this box to include the Customer, Group or Class Damage
Waiver in the rate amounts output to the rate book.
This is displayed either as part of the rate or on a separate line
depending on the Print Separate Tax/DW Lines option.
Uncheck this box to manually define the DW rate in the Damage Waiver % To Include field, or if DW should not be reflected on the rate book.
Leave this field blank if the rates printed in the rate book should not include Damage Waiver, or to cause the rate amounts to include waiver charges based on percent of the rate, manually enter the percent to calculate a value for waiver charges. This is displayed either as part of the rate or on a separate line depending on the Print Separate Tax/DW Lines option.
Note: Products belonging to any Rental
Product Classes that are flagged as exempt from DW charges will
not reflect any Damage Waiver for the rates.
Customers flagged not to charge Damage Waiver in Customer Information will not reflect any Damage
Waiver for the rates.
Note: The report title will indicate the Tax and/or Damage Waiver percent that is included in the rate, when it is not being printed on a separate line.
Select Vertical to list the products across the top of
the output as the column headings, and the rate codes as the detail
lines below.
This layout is more useful if there are a large number of rate
codes to print.
A maximum of 60 rate records will print on the vertical report and
spreadsheet output, with a maximum of 200 products on the vertical
report.
Check this box to save the current filter selection to apply
again when the Rate Book is reprinted.
Fields that are not saved include Customer#, and Product
Class/Group/Number selections.
Uncheck this box to generate the Rate Book but not to save changes to the selection filters.
When an operator does not have access to all filters, the HIDE/SHOW FILTERS button is provided to remove or display the disabled filters from the selection screen.
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