Rate Discount Tracking Report
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Rate Discount Tracking Report
This spreadsheet output can be used to review and analyze rental
discounts given on contracts, using division, customer, and date
filters.
It provides details on how much of a rental discount has been given
by rental product on a contract on negotiated rates, as well as how
much counter staff are giving on rate over-rides, and the document
salesman.
In interpreting the report it is the differences in the three
'Extended' rate columns that are key:
- Any difference between the Rack Extended and the
Customer Extended is the negotiated special rates given to
the customer.
- Any difference between the Invoice Extended and the
Customer Extended is the amount given at the counter.
Resulting Spreadsheet output:
The values on the spreadsheet represent the detailed rental rate
information captured from the contract that is included on the
report when the billing invoice is posted.
The values on the spreadsheet do not include Special Discount
rates, even though the inquiry does in View
Document Rates.
- The Extended rate columns on the spreadsheet show the
rates charged including any discounts and over-rides on the
document.
- The Daily, Weekly, 4 Weeks, and Event rates on the output each
have a column displaying the values for Rack Rate, Customer Rate,
and Invoice Rate, are as follows:
- The Rack rate columns on the spreadsheet reflect the
standard product rates as defined in product Rate Information with consideration to any Special Rates as defined for the division as the
Special Rate code in the Divisional Rate
Parameters.
- The Customer rate columns on the spreadsheet are the
rates that the customer on the document would be charges as their
customized original rates.
This reflects the Rack Rates over-ridden by any Special Rates negotiated for them, but does not
reflect the rental discount percent that is displayed on the
contract header, or expanded detail record.
- The Invoice rate columns on the spreadsheet are the
rates that are currently given on the document.
These do not reflect any discounts or rate over-rides made at the
counter.
- The two Discount columns on the spreadsheet show the
rental discount percents from the document detail, and are only
reflected in the Extended rate columns.
ACTIONS:
Additional actions provided by buttons on the Rate Discount
Tracking Report selection screen include:
- Review Rates on a Document:
Click the INQUIRY button to review the rate
information capture for the document in View
Document Rates.
Topic Keyword: IHID04 (4251)