A Name Check List can be triggered when entering counter documents, to identify names assigned to the customer in Customer Information, confirming who has or has not the authority to do rental business with your firm.
In preparation for building the Name Check List for each customer, use this utility to enter the Status Codes and permissions that can then be assigned to the names in the list.
The selected Name prints in the header of the Reservation or
Quote preceded by the text "Requested By:" and in the header of the
Contract or Invoice preceded by the text "Picked Up By:" and on the
Exchange by "Ordered By".
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.
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.
The codes can be maintained in the Name Check List Status Codes
window on the Customer Management tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Name Check List Status Codes in order to access this table.
The prompts to enter the Name Check List Status Codes are:
ACTIONS:
Additional actions provided by buttons on
the Name Check List Status Codes screen include:
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