|
Fields |
Description |
| Contracts |
| Allow: rental -
multiple |
If switched on then it is
allowed to have more then one rental for the same serial number in
different rental periods. If switched off then there may be only one
rental (in status "Entered", "Shipped" or "Called off" for a serial
number in the system. |
| Customer: Company |
Click on  to select the default customer which is used for Inter
branch transfers. The customer used in Inter branch transfers should
have a warehouse set up in the delivery address (free textfield 5).
This warehouse is used as the location where the serial numbers are
shipped to. |
| Mandatory: Serial number (Rental:
Active) |
If switched on then a serial
number is mandatory on an approved contract. When switched off the
serial number is mandatory when shipping the equipment |
| Reason: Code |
Click on to select an item which is used for the reason codes. The
reason code item should have serial numbers attached, which
represent the actual reasons. |
| Request: Rental |
Click on to select the request type for rental lines. A request of
this type will be created for rental lines with a serial number
filled in on an approved contract (active rentals) with the
reservation flag switched off. When a contract is approved the
reservation flag is switched off automatically and the reservation
requests will be transformed to rental requests |
| Request: Reservation |
Click on to select the request type for reservations. A request of
this type will be created for rental lines with a serial number
filled in on a contract (quotation or active rentals) with the
reservation flag switched on. The serial number, item, customer and
start/end dates will be filled in the request for planning
purposes |
| Request: Transport |
Click on to select the request type for transports. A request of
this type will be created if a transport line with a transport
serial number is saved. This way transports will show up on the
planning board |
| Request: Rental
Invoice |
Click on to select the request type for rental invoices. A request
of this type will carry the invoicing between Front Office and Back
Office |
| Request: Credit
Invoice |
Click on to select the request type for rental credit invoices. A
request of this type will carry the credit invoicing between Front
Office and Back Office |
| Request: Stock |
Click on to select the request type for stock transactions. A
request of this type will be created if sales lines are invoiced.
This request is used to calculate stock for bulk items |
| Priority: Tax |
Indicate which tax defaults
should have priority, the customer defaults or the item defaults.
Tax defaults are set up in the Back Office. |
| Generate
invoice |
| Selection: Code (Direct
invoice) |
Click on to select a selection code for direct invoices. When
creating an invoice directly from the contract (counter invoice)
then this selection code will be filled in the invoice. This way the
counter invoices can be separated from the batch invoices when
printing them |
| Selection: Code (Credit
notes) |
Click on to select a selection code for credit notes. Credit
invoices created from the invoice report in the Front Office will be
created with this selection code. This way the credit invoices can
be separated from the batch invoices when printing them |
| Completed:
Automatically |
When switched on the contract
will be set to ‘completed’ automatically when the last invoice is
generated for the contract |
| Credit note:
Separate |
When switched on credit lines
from a contract will be created into a separate credit
note |
| Count: Lines - Invoice
(Macrosa) |
The number of lines on an
invoice printed from the Front Office (only applicable to the
Macrosa invoice layout) |
| Count: Lines - Delivery
(Macrosa) |
The number of lines on a
delivery note printed from the Front Office (only applicable to the
Macrosa invoice layout) |
| Item - Relation
types: Mandatory |
| Rental |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
mandatory rental items in a rental contract |
| Transport |
Click on to select an item relation. items linked with this item
relation to a rental item will be retrieved automatically as
mandatory transport items in a rental contract |
| Sales |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
mandatory sales items in a rental contract |
| Discount/Charge |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
mandatory discount/charge items in a rental contract |
| Remark (internal) |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
mandatory internal comment items in a rental contract |
| Remark (external) |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
mandatory external comment items in a rental contract |
| Item - Relation
types: Optional |
| Rental |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested rental items in a rental contract. |
| Transport |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested transport items in a rental contract. |
| Sales |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested sales items in a rental contract |
| Discount/Charge |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested discount/charge items in a rental contract |
| Remark (internal) |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested internal comment items in a rental contract |
| Remark (external) |
Click on to select an item relation. Items linked with this item
relation to a rental item will be retrieved automatically as
suggested external comment items in a rental contract |
| Item - Relation
types: Rates |
| Daily |
Click on to select an item relation. The item relation that will be
used to link the daily rate (item) to a rental item. This is done
automatically when new rental rates are created for a rental
item. |
| Weekly |
Click on to select an item relation. The item relation that will be
used to link the weekly rate (item) to a rental item. |
| 4-Weekly |
Click on to select an item relation. The item relation that will be
used to link the 4 weekly rate (item) to a rental item |
| Monthly |
Click on to select an item relation. The item relation that will be
used to link the monthly rate (item) to a rental item. |
| Weekend |
Click on to select an item relation. The item relation that will be
used to link the weekend rate (item) to a rental item. |
| Overnight |
Click on to select an item relation. The item relation that will be
used to link the overnight rate (item) to a rental item |
| Location -
Reports: Default |
| Invoices |
Select the invoice layout to
be used when creating a counter invoice. Ziegler and Macrosa are
fixed (HTML) layouts, Word can be used for flexible layouts. If
"Word" is chosen, select directory where template layout is
stored. |
| Historical invoices |
Select the invoice layout to
be used in the invoice report on historical invoices. Ziegler and
Macrosa are fixed (HTML) layouts, Word can be used for flexible
layouts. If "Word" is chosen, select directory where template layout
is stored. |
| Pick up |
Select the pick up ticket
layout to be used. Ziegler and Macrosa are fixed (HTML) layouts,
Word can be used for flexible layouts. If "Word" is chosen, select
directory where template layout is stored. |
| Delivery |
Select the delivery note
layout to be used. Ziegler and Macrosa are fixed (HTML) layouts,
Word can be used for flexible layouts. If "Word" is chosen, select
directory where template layout is stored. |
| Contract |
Select the contract layout to
be used. Ziegler and Macrosa are fixed (HTML) layouts, Word can be
used for flexible layouts. If "Word" is chosen, select directory
where template layout is stored. |