Change Quotation Date Out/Date Due

Rental quotation dates can be changed using this utility.
The current dates displayed on the screen are the dates from the header of the quote, rather than the product details.
However the dates on both the header and also on each of the details will be updated and the rental charges will be recalculated accordingly.
The prompts are:

QUOTATION #

Enter the rental quote # or look it up in the Quotation Search window.

Flat Rate warning:
If a Flat Rate was given to a product on the Quote, and the rental period is being changed the Flat Rate is removed when the rates are recalculated and a warning is triggered to alert the operator that the rate may need to be reviewed.

BILL TO NAME

The billing name on the original quotation displays.

CURRENT DATE / TIME OUT

The original Date and Time Out on the quotation display.

CURRENT DATE / TIME DUE

The original Date and Time Due back on the quotation display.

NEW DATE / TIME OUT

The new Date and Time Out default to the original. These can be over-typed as required with the new information.

A date range control to restrict the Quote dates to the current period, can be set by Operator to respect the dates configured for RSQH in Date Range Control.

NEW DATE / TIME DUE

The new Date and Time Due automatically adjust to create the same period out length, but starting at the new Date and Time Out.
These can be over-typed as required with the correct information.

If any dates or times are changed the rental rate charges are recalculated.

CYCLE BILLING DAY CODE

The cycle billing day changes according to the new Date Out.
It is based on the calendar billing days and the customer's cycle billing preferences as setup in the "Additional Information" window of Customer Information.
This can be over-typed as required with the correct cycle billing day code, if the operator has been assigned a Security Role that allows permission to access the Cycle Billing Day Code per the Document Field Access flag.

INDEFINITE RENTAL

The current rental length displays. This can be changed as required.

• Select Yes if the due back date is unknown and the products should remain "unavailable" until they are actually returned.
• Select No if the due back date is correct and products should be scheduled to be rented again as of this expected return date.
• Select Keep As Is to leave the product "available" status unchanged.

DAYS TO BILL

This field is active if the Prompt For Days to Bill is activated in the Divisional Rate Parameters.
The number of days to bill for the rental period is determined by the DATE/TIME OUT and the DURATION.
Accept this time period, or type in the maximum number of days to charge for this time period to give a one-time price break on the contract by setting the "Days to Bill" lower than the actual rental period.

Note: If the document dates are changed, the operator will be prompted whether to recalculate the "Days To Bill" too.
In the Company Billing Parameters a flag can be set controlling whether the Days To Bill price break extends to long-term contracts as well as short-term contracts.

SPECIAL RATE

This field is active if the Prompt for Default Rate Code is set in the Company Rate Parameters, and allows a special rate code to be applied.
A special product rate displays if applicable to the reservation, and can be changed if required.
e.g. W for Weekend rate or O for Overnight.

Note: This field is disabled if this document is to be billed by Season, as determined by the Special Rate code assigned in the Rental Period window of the document.

Finished?

Click ACCEPT to complete the date and time changes, or CANCEL to abort the changes.

Note: Changing the rates on the Quotation will re-calculate the rental charges.