RENTAL

THE EQUIPMENT RENTAL SYSTEM IS USED IN CONJUNCTION WITH THE EQUIPMENT
TRACKING SYSTEM AND THE ACCOUNTS RECEIVABLE SYSTEM. THE EQUIPMENT RENTAL
SYSTEM SHOWS WHICH CUSTOMERS HAVE RENTED EQUIPMENT AND WHAT EQUIPMENT THEY
HAVE ON LOCATION. IT TRACKS THE AMOUNT OF RENT CHARGED, AS WELL AS THE TOTAL
AMOUNT GENERATED BY THE EQUIPMENT. REPORTS CAN BE RUN TO TRACK EQUIPMENT BY
ROUTE, SALESMAN, OR CUSTOMER. RENTAL IS GENERATED AND CHARGED TO THE
CUSTOMER USING THIS SYSTEM.



A.1 RENT EQUIPMENT

THIS PROGRAM IS BASIC TO THE RENTAL SYSTEM. A PIECE OF EQUIPMENT MUST BE
DESIGNATED AS "RENTED" BEFORE IT IS ACCESSIBLE THROUGH ANY OF THE OTHER
RENTAL PROGRAMS. THIS PROGRAM WORKS WITH THE "EQUIPMENT TRACKING" AND
"ACCOUNTS RECEIVABLE" SYSTEMS. BEFORE EQUIPMENT CAN BE DESIGNATED AS RENTED,
IT MUST EXIST IN THE EQUIPMENT FILE. SEE "ADD/EDIT EQUIPMENT" (1.1) TO LEARN
HOW TO ADD A PIECE OF EQUIPMENT.

TO RENT A PIECE OF EQUIPMENT, OR EDIT ONE ALREADY RENTED, SELECT THE PROGRAM.
THE FIRST SCREEN OF "RENT EQUIPMENT" DISPLAYS.


######################################################################
SCREEN FIELDS DESCRIPTION
######################################################################
EQUIPMENT NUMBER TYPE IN THE NUMBER OF THE EQUIPMENT YOU WISH TO RENT AND
PRESS {ENTER}.

DESCRIPTION DESCRIPTION OF THE EQUIPMENT BASED ON THE EQUIPMENT TYPE
ENTERED WHEN THE EQUIPMENT WAS ADDED TO THE EQUIPMENT
FILE("ADD/EDIT EQUIPMENT"(1.1))

CUSTOMER NO ACCOUNT NUMBER IDENTIFYING THE CUSTOMER RENTING THE
EQUIPMENT.

CUSTOMER NAME ACCOUNT NAME IDENTIFYING THE CUSTOMER RENTING THE
EQUIPMENT. CHECK THIS FIELD TO SEE IF THE CORRECT
CUSTOMER IS DISPLAYED.

COMMENT COMMENT RELATED TO CUSTOMER OR RENTAL AGREEMENT.

DATE RENTED DATE OF RENTAL AGREEMENT. TYPE IN THE SET DATE AND PRESS
{ENTER}.

RENT AMOUNT RENTAL AMOUNT CHARGED FOR A BILLING PERIOD. TYPE IN THE
AMOUNT OF RENT TO BE CHARGED TO THIS CUSTOMER FOR THE
EQUIPMENT AND PRESS {ENTER}.

RENT THIS CUST ACCUMULATED RENT PAID BY THIS CUSTOMER FOR THIS EQUIPMENT
SINCE RENTAL AGREEMENT BEGAN.

TOTAL RENT PAID ACCUMULATED RENT PAID BY ALL CUSTOMERS ON THIS MACHINE.

RENT PERIOD TYPE D = DAILY: W = WEEKLY: M = MONTHLY

RENT PERIOD NUMBER OF RENTAL PERIODS BETWEEN RENTAL INVOICES.

NEXT DUE DATE DATE CURRENT RENTAL RUNS THROUGH. SYSTEM USES THIS DATE
TO DETERMINE IF RENTAL NEEDS TO BE CHARGED WHEN "GENERATE
RENTAL INVOICES"(A.3) IS RUN. THIS DATE IS AUTOMATICALLY
UPDATED TO "GENERATE RENTAL INVOICES". IF YOU HAVE A
PROMOTION THAT OFFERS SOME PERIOD OF FREE RENTAL, THE
NEXT DUE DATE SHOULD BE SET TO THE DATE THAT THE
PROMOTION EXPIRES AND RENT BEGINS.

REPLACEMENT COST ESTIMATED AMOUNT NECESSARY TO REPLACE THIS SPECIFIC PIECE
OF EQUIPMENT.



A.2 PRINT RENTED EQUIPMENT

THE PRINT RENTED EQUIPMENT PROGRAM GENERATES A REPORT LISTING ALL RENTED
EQUIPMENT IN ORDER BY EQUIPMENT NUMBER.


######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 EQUIPMENT RANGE DEFAULT IS "ALL". TO SELECT RANGE OF EQUIPMENT OR A
SINGLE PIECE OF EQUIPMENT, PRESS {1} THEN {ENTER}. TYPE
IN THE BEGINNING EQUIPMENT NUMBER AND PRESS {ENTER}.
TYPE IN THE ENDING EQUIPMENT NUMBER AND PRESS {ENTER}.
IF YOU WANT THE REPORT TO PRINT FOR A SINGLE PIECE OF
EQUIPMENT, THE BEGINNING AND ENDING EQUIPMENT NUMBER MUST
BE THE SAME.

2 EQUIPMENT STATUS DEFAULT IS "RENTED". THE OTHER OPTIONS ARE: C =
CAPITAL, L = LOANER OR P = PURCHASED. TO SELECT A
DIFFERENT EQUIPMENT STATUS, OR ALL, PRESS {2}. TYPE IN
THE EQUIPMENT STATUS LETTER AND PRESS {ENTER}, OR PRESS
{ENTER} TO SELECT "ALL".

3 FIXED/CAPITAL DEFAULT IS "ALL". PRESS {3} IF YOU WISH A REPORT
ASSETS GENERATED FOR ONLY FIELD OR ONLY CAPITAL ASSETS. TYPE IN
THE LETTER {F} OR {C} FOR YOUR SELECTION AND PRESS
{ENTER}.

4 ACCT RANGE DEFAULT IS "ALL". TO SELECT RANGE OF ACCOUNTS, OR A
SINGLE ACCOUNT, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.

5 EXPANDED FORMAT DEFAULT IS "NO". PRESS {5} IF YOU WISH TO PRINT THE
REPORT IN EXPANDED FORMAT. THE DISPLAY CHANGES TO "YES".

6 BEGIN PRINTING WITH OPTIONS SHOWN

PF2 EXIT WITHOUT PRINTING
ONCE THE REPORT FINISHES PROCESSING, THE "REPORTS SELECTION MENU" APPEARS.



A.3 GENERATE RENTAL INVOICES

THE GENERATE RENTAL INVOICES PROGRAM CALCULATES RENT ON ALL EQUIPMENT WITH A
RENTED STATUS.

**YOUR SYSTEM DATE FOR THE TERMINAL THAT IS GENERATING THE RENTALS SHOULD BE
SET IN SYSTEM (9.A) TO CORRESPOND WITH THE DATE YOU WISH THE RENTAL INVOICES
TO BE BILLED TO THE CUSTOMER.

######################################################################
SCREEN OPTIONS DESCRIPTION
######################################################################
1 PRINT A RANGE OF DEFAULT IS "ALL". TO SELECT RANGE OF ACCOUNTS OR A
ACCOUNTS SINGLE ACCOUNT, PRESS 1} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.

2 HARDCOPY OF DEFAULT IS "YES". IF YOU DO NOT WANT A HARD-COPY OF
INVOICES RENTAL INVOICES, PRESS {2}. THE DISPLAY CHANGES TO "NO"
AND NO HARD-COPIES ARE PRINTED.

3 CHANGE RENT DUE DEFAULT IS THE SYSTEM DATE. ALL RENTAL EQUIPMENT, WITH
A DUE DATE UP TO THIS DATE, ARE CHARGED RENT.

4 CHANGE RENT DEFAULT IS NO COMMENT. IF YOU WANT A COMMENT TO PRINT
COMMENT WITH THE RENT, PRESS {4} THEN TYPE IN THE COMMENT YOU
WISH TO PRINT ON THE RENTAL INVOICE. THERE ARE FORTY
CHARACTERS AVAILABLE.

5 CHANGE NEXT DEFAULTS TO THE NEXT INTERNAL COUNTER NUMBER. IF YOU ARE
INVOICE NUMBER PRINTING RENT INVOICES AND YOU WANT TO START WITH ANOTHER
NUMBER, PRESS {5} THEN TYPE IN THE NEW INVOICE NUMBER.

WARNING: CHANGING THIS NUMBER ALSO CHANGES THE
COMPUTER'S INTERNAL COUNTER. YOU SHOULD USE
CAUTION WHEN OVERRIDING INVOICE NUMBERS AS
DUPLICATE NUMBERS CONFUSE THE COMPUTER AND
CUSTOMERS. TO RESET THE INTERNAL COUNTER USE
"RESET AUTO INVOICE NUMBER". (D.B.5)

6 SORT SEQUENCE DEFAULT IS "NUMERIC". IF YOU WANT TO SORT
ALPHABETICALLY, PRESS {6} THEN {ENTER}. THE DISPLAY
CHANGES TO "ALPHA".

7 BEGIN PRINTING WITH OPTIONS SHOWN

PF2 EXIT








A.4 PRINT RENTALS BY LOCATION

THIS REPORT PRINTS A LISTING OF RENTAL EQUIPMENT WITH THEIR CURRENT LOCATION.


######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 EQUIPMENT RANGE DEFAULT IS "ALL". TO SELECT RANGE OF EQUIPMENT OR A
SINGLE PIECE OF EQUIPMENT, PRESS {1} THEN {ENTER}. TYPE
IN THE BEGINNING EQUIPMENT NUMBER AND PRESS {ENTER}.
TYPE IN THE ENDING EQUIPMENT NUMBER AND PRESS {ENTER}.
IF YOU WANT THE REPORT TO PRINT FOR A SINGLE PIECE OF
EQUIPMENT, THE BEGINNING AND ENDING EQUIPMENT NUMBER MUST
BE THE SAME.

2 EQUIPMENT STATUS DEFAULT IS "RENTED". THE OTHER OPTIONS ARE: C =
CAPITAL, L = LOANER OR P = PURCHASED. TO SELECT A
DIFFERENT EQUIPMENT STATUS, OR ALL, PRESS {2}. TYPE IN
THE EQUIPMENT STATUS LETTER AND PRESS {ENTER}, OR PRESS
{ENTER} TO SELECT "ALL".

3 ROUTE DEFAULT IS "ALL". TO SELECT RANGE OF ROUTES OR A SINGLE
ROUTE, PRESS {3} THEN {ENTER}. TYPE IN THE BEGINNING
ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE ENDING ROUTE
NUMBER AND PRESS {ENTER}. IF YOU WANT THE REPORT TO
PRINT FOR A SINGLE ROUTE, THE BEGINNING AND ENDING ROUTE
NUMBER MUST BE THE SAME.

4 PRIMARY SALESMAN DEFAULT IS "ALL". TO SELECT RANGE OF SALESMEN OR A
SINGLE SALESMAN, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

5 SECONDARY DEFAULT IS "ALL". TO SELECT RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

6 ACCT RANGE DEFAULT IS "ALL". TO SELECT RANGE OF ACCOUNTS OR A
SINGLE ACCOUNT, PRESS {6} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.

7 ALPHA / NUMERIC DEFAULT IS "NUMERIC". PRESS {7} IF YOU WANT THE REPORT
TO BE PRINTED IN ALPHABETIC ORDER INSTEAD OF NUMERIC BY
ACCOUNT NUMBER. THE DISPLAY CHANGES TO "ALPHA".

8 FIXED/CAPITAL DEFAULT IS "ALL". PRESS {8} IF YOU WISH A REPORT
ASSETS GENERATED FOR ONLY FIELD OR ONLY CAPITAL ASSETS. TYPE
IN THE LETTER {F} OR {C} FOR YOUR SELECTION AND PRESS
{ENTER}.


9 BEGIN PRINTING WITH OPTIONS SHOWN

PF2 EXIT WITHOUT PRINTING

ONCE THE REPORT FINISHES PROCESSING, THE "REPORT SELECTION MENU" APPEARS.


A.5 VIEW RENTALS BY LOCATION

THIS PROGRAM ALLOWS YOU TO VIEW ALL EQUIPMENT RENTED TO A SPECIFIC CUSTOMER.

THE FIRST SCREEN ASKS: WHAT IS THE CUSTOMER NUMBER

TYPE IN THE ACCOUNT NUMBER OF THE CUSTOMER WHO'S EQUIPMENT YOU WISH TO VIEW
AND PRESS {ENTER}. IF YOU DO NOT KNOW THE CUSTOMER'S NUMBER PRESS {PF4} TO
ACCESS THE "NAME SEARCH" PROGRAM.

THE CUSTOMER'S RENTED EQUIPMENT RECORD DISPLAYS. THE CUSTOMER'S NAME,
ACCOUNT NUMBER, ADDRESS, AND PHONE NUMBER DISPLAY ACROSS THE TOP OF THE
SCREEN.


######################################################################
SCREEN FIELDS DESCRIPTION
######################################################################
TOTAL RENT ACCUMULATED MONTHLY RENTAL AMOUNT PAID BY THE CUSTOMER
SINCE THE RENTAL AGREEMENT BEGAN.

EQUIPMENT NUMBER IDENTIFICATION NUMBER FOR SPECIFIC PIECE OF EQUIPMENT.

DESCRIPTION PHYSICAL DESCRIPTION OF EQUIPMENT

RENTAL DATE DATE OF RENTAL AGREEMENT.

RENT AMOUNT OF RENT CHARGED PER RENTAL PERIOD.



A.6 VIEW RENTAL EQUIPMENT MOVEMENT

"VIEW EQUIPMENT MOVEMENT" DISPLAYS THE RENTAL RECORD FOR A SPECIFIC PIECE OF
EQUIPMENT.

THE FIRST SCREEN ASKS: WHAT IS THE EQUIPMENT NUMBER

TYPE IN THE EQUIPMENT NUMBER OF THE EQUIPMENT YOU WISH TO VIEW AND PRESS
{ENTER}.

######################################################################
SCREEN FIELDS DESCRIPTION
######################################################################
EQUIPMENT NUMBER IDENTIFICATION NUMBER FOR A SPECIFIC PIECE OF EQUIPMENT.
DESCRIPTION PHYSICAL DESCRIPTION OF EQUIPMENT

REPLACEMENT COST ESTIMATED AMOUNT NECESSARY TO REPLACE THIS SPECIFIC PIECE
OF EQUIPMENT.

COMMENT COMMENT RELATED TO CUSTOMER OF RENTAL AGREEMENT.

DATE RENTED DATE OF RENTAL AGREEMENT.

LOCATION COMPANY OR INDIVIDUAL NAME ASSOCIATED WITH PHYSICAL
LOCATION OF EQUIPMENT.

COMMENT REASON FOR EQUIPMENT BEING AT CURRENT LOCATION.

COST EXPENSE INCURRED BY MOVING EQUIPMENT FROM ONE LOCATION TO
ANOTHER.


A.7 PRINT GENERATE RENTAL LIST

THIS REPORT PRINTS A LISTING OF CUSTOMERS WITH EQUIPMENT WHO ARE TO BE
CHARGED IF THE GENERATE RENTALS PROGRAM IS RUN. IT ALLOWS YOU TO CHECK FOR
ERRORS AND REVIEW THE CUSTOMER RECORDS.


A.8 UPDATE RENTAL CHARGES

"UPDATE RENT CHARGES" INCREASES OR DECREASES EQUIPMENT RENTAL AMOUNTS. AFTER
SELECTIONS ARE MADE AND PROCESSED, AN "AUDIT REPORT" IS PRODUCED WHICH SHOWS
WHICH EQUIPMENT CHANGED PRICE, WHAT THE OLD RENTAL PRICE WAS, AND WHAT THE
NEW RENTAL PRICE IS.


######################################################################
SCREEN OPTIONS DESCRIPTION
######################################################################
1 RENT TYPE DEFAULT IS "1". TO SELECT ANOTHER TYPE OF EQUIPMENT,
PRESS {1} THEN TYPE IN THE EQUIPMENT TYPE NUMBER AND
PRESS {ENTER}.

2 REPLACE / DEFAULT IS "CALCULATE". CALCULATE IS USED WHEN YOU ARE
CALCULATE ADDING OR SUBTRACTING A SET AMOUNT TO OR FROM THE RENTAL
AMOUNT. TO HAVE THE PROGRAM REPLACE THE AMOUNT OF RENT
ON A TYPE OF EQUIPMENT WITH ANOTHER AMOUNT, PRESS {2}
THEN {ENTER}.

3 INCREASE / DEFAULT IS "INCREASE". IF YOU WISH TO DECREASE THE
DECREASE AMOUNT OF RENTAL INSTEAD OF INCREASE, PRESS {3}. THE
DISPLAY CHANGES TO "DECREASE".

4 DOLLAR / PERCENT DEFAULT IS "DOLLAR". THIS OPTION TELLS THE SYSTEM
WHETHER THE PRICE CHANGE IS BY A DOLLAR AMOUNT OR A
PERCENT. TO CHANGE TO PERCENT, PRESS {4}. THE DISPLAY
CHANGES TO "PERCENT".

5 AMOUNT DEFAULT IS "000.00". THIS TELLS THE SYSTEM BY HOW MUCH
YOU WANT THE PRICE CHANGED. PRESS {5} THEN TYPE IN THE
AMOUNT OF THE CHANGE BASED ON WHETHER YOU HAVE SELECTED
REPLACE, OR CALCULATE BY DOLLAR OR PERCENT.

6 BEGIN PROCESSING

PF2 EXIT

ONCE THE PROGRAM FINISHES PROCESSING, AN "AUDIT REPORT SELECTIONS" MENU
APPEARS.(SAME AS "REPORT SELECTIONS MENU")





A.9 RENTAL VALIDITY REPORT

THE "RENTAL VALIDITY REPORT" IS VERY USEFUL AS AN EXCEPTIONS REPORT. IT CAN
TELL YOU WHAT PIECES OF EQUIPMENT WILL NOT BE CHARGED RENTAL PROPERLY DUE TO
DATA ENTRY ERRORS. IT CAN ALSO BE USED TO VERIFY THAT INACTIVE AND DELETED
CUSTOMERS RENTALS ARE HANDLED PROPERLY. IT IS DESIGNED TO CATCH ERRORS THAT
WILL GO THROUGH THE RENTAL PROGRAM. THE REPORT CHECKS TO SEE IF:

1. THE RENT AMOUNT IS LESS THAN $1 OR MORE THAN $250.

2. EQUIPMENT IS ASSIGNED A VALID EQUIPMENT TYPE NUMBER.

3. PERIOD FLAG IS NOT "M" OR "D".

4. PERIOD IS NOT EQUAL TO 28 FOR "D" AND 1, 3 OR 12 FOR "M".

5. RENTAL DUE DATE IS MORE THAN 3 MONTHS BEFORE OR AFTER CURRENT DATE

THE REPORT HAS A VARIETY OF SORT OPTIONS TO COLLECT INFORMATION IN THE FORMAT
MOST USEFUL TO YOU. A SUMMARY SCREEN AT THE END OF THE REPORT GIVES A COUNT
OF EQUIPMENT SELECTED AND SHOWS A BREAKDOWN OF THE EQUIPMENT BY RENT CYCLES.


######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 ACTIVE PRESS {1} THEN {ENTER} IF YOU WISH TO RUN THE REPORT FOR
ACTIVE ACCOUNTS.

2 INACTIVE PRESS {2} THEN {ENTER} IF YOU WISH TO RUN THE REPORT FOR
INACTIVE ACCOUNTS.

3 X DELETED PRESS {3} THEN {ENTER} IF YOU WISH TO RUN THE REPORT FOR
DELETED ACCOUNTS.

4 REPORT FORMAT DEFAULT IS "EXCEPTIONS ONLY". IF YOU WANT THE REPORT IN
DETAIL, PRESS {4} THEN {ENTER}. THE DISPLAY CHANGES TO
"DETAIL". THIS MUST BE DONE BEFORE 1, 2, OR 3 ARE
SELECTED.

Q QUIT PRESS {Q} THEN {{ENTER} TO EXIT THE PROGRAM.


WHEN YOU SELECT 1, 2 OR 3, SORT OPTIONS ARE DISPLAYED ON THE SCREEN. YOU MAY
CHOOSE ONLY ONE OF THE SORT OPTIONS.


######################################################################
SORT OPTIONS DESCRIPTION
######################################################################
1 RETURN DATE PRESS {1} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
RETURN DATE.

2 ACCOUNT NUMBER PRESS {2} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
ACCOUNT NUMBER.

3 EQUIPMENT TYPE PRESS {3} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
ACCOUNT NUMBER.

4 EQUIPMENT NUMBER PRESS {4} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
EQUIPMENT NUMBER.

5 RENT AMOUNT PRESS {5} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
RENT AMOUNT.

6 RENTAL FREQUENCY PRESS {6} THEN {ENTER} IF YOU WANT THE REPORT SORTED BY
RENTAL FREQUENCY.

Q QUIT PRESS {Q} THEN {ENTER} TO EXIT THE SORT OPTIONS.

P START THE REPORT PRESS {P} THEN {ENTER} AFTER YOU SELECT A SORT OPTION TO
START THE REPORT.

ONCE THE REPORT FINISHES PROCESSING, THE "REPORT SELECTIONS MENU" APPEARS.