CUSTOM -Update Contract Rental Pricing - Multiple
Customers
Utilities Menu -> Counter ->
CUSTOM -Update Contract Rental Pricing - Multiple Customers
Utilities Menu -> Counter ->
Update Contract Rental Pricing - Single
Customer -> CUSTOM -Update Contract Rental Pricing -
Multiple Customers
This utility is a custom program and is not available to other
users.
It is similar to the Update Contract Rental
Pricing - Single Customer however it can be used to update
multiple contracts for selected customers.
This is a very powerful utility that can change pricing across a
broad scope and should be used with caution.
Texada advises strict security levels should be set to restrict
access.
Neither utility changes the main product file rate
structure.
The Rate Increase/Decrease Utility can be
used to update the standard rate structure for the equipment.
The prompts are:
-
- CUSTOMER SELECTION
- This value defaults to the previous selected option.
The options are:
- Click 'Single' to update rates on open contracts for a
specific customer as outlined in Update Contract
Rental Pricing - Single Customer.
- Click 'Multiple' to update rates on a selection of open
contracts for a selection of customers as outlined below in this
utility.
Update Contract Rental Pricing - Multiple Customers
The prompts are:
CUSTOMER, "ALL" OR "SEL"
-
- Type ALL to include customers in the update.
- To update contracts a single customer, enter the customer
number, or select it from the Accounting
Customer Search window.
- Type SEL to select multiple customers to include in the update
as outlined in Selected Customers.
Only contracts for this customer selection will be eligible for the
change to rental rates by Group.
If rates need to be updated on contracts for any Child
related to the customers, then this utility would need to be run
for each child customer.
CONTRACT, "ALL" OR "SEL"
-
- Type ALL to include all open contracts for the customer
selection in the update.
- To update a single contract for the selected customer, enter
the document number or select it from the Contract Search window.
- Type SEL to select multiple contracts for the selected
customers to include in the update, as outlined in Selected Contracts.
RENTAL PERIOD FROM
- This is usually disabled is it a custom 'Rental Period' value
that is not used in many system configurations.
- RENTAL PERIOD TO
- This is usually disabled is it a custom 'Rental Period' value
that is not used in many system configurations.
DEFAULT INCREASE/DECREASE %
- Enter the default rate percent to increase or decrease each
rate level for each Group.
Enter a negative sign with the percent if the rate is supposed to
be decreased.
This becomes the default in the worksheet where the rate for
specific product Groups can be changed as required before
processing.
Note: Meter rates are not updated.
DEFAULT ROUNDING FACTOR
- Leave this field blank if no rounding is required or enter the
value that the should be used to round up the new rates
increase/decrease for each Group.
This becomes the default in the worksheet that can be changed for
specific product Groups before processing.
e.g. Enter .50 to round up to the nearest 50 cents, or for the
nearest dollar, enter 1.00
Finished?
- Click ACCEPT to generate the worksheet displaying all Groups
for rental products out on contract for this customer.
Click CANCEL to abort.
- Rate Change Worksheet:
Refer to Update Contract Rental Pricing - Single
Customer for information on the completion of this update.
Locked by Another User:
This utility can only be run by one user at a time to prevent
record overlaps.
If a user gets dropped or exits this utility incorrectly then this
program will remain locked.
The lock can be cleared by terminating the "dead" session in the
'Show Users' window in the Database Locking
Inquiry.
Topic Keyword: RSCD23 (7053)