Use this program to:

• Produce a report of “insurance only” option sales on retail rentals

Some operations offer a low cost liability reduction coverage (in this chapter we will use the example “PDW”) that reserved for sale on insurance replacement rentals only. These types of options are defined in the Optional Items file by making use of the “INS ONLY” field. This works fine if there is an insurance voucher on the RA, because it is the insurance voucher that flags a RA as an “insurance logic” RA. The voucher shows that an insurance company or body shop has authorized the rental and they will pay for all of it or a portion of it.

Sometimes, however, instead of billing the insurance company directly, the renter pays for the rental and is then reimbursed by their insurance company. In this case, there is no insurance voucher on the RA to flag it as an “insurance logic” RA. Despite there being no insurance voucher, some operations view these rentals as part of their insurance replacement business and want to be able to offer the sale of typical “insurance” options, such as PDW, on this type of rental. Therefore, an option can be defined as “an insurance rental option that is offered on a retail RA” by placed a “R” in the INS ONLY field of Edit Optional Items.

To sell these items, they are selected from the Option Pop-up window when it is called from the Main “OPTION:” field on the RA (not from the insurance subwindow). When the option, such as PDW is selected, an additional pop-up window is displayed where data can be entered for Insurance Company and Policy number. When exiting the pop-up window if data is not entered in these fields, the selection of the option is reversed.

In order to report the sales of options, use the Retail Insurance Option Report. It reports RAs that have options defined with a “R” in the “INS ONLY” field.T he report can be run by location, date, option, and employee code.

To access the Retail Insurance Option Report program, type IOPRPT (RET) at any menu "OPTION:" field or the appropriate line number on the Incremental Sales sub-menu of the Month End Menu. The screen will then display:

OPTION: __ RETAIL INSURANCE OPTION REPORT 1 Location TUS 2 Start Date 08-26-08 3 End Date 08-26-08 4 Option Code 5 Employee ALL 6 Print/Display P/dev/tty 1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. LOCATION	For opening location of RAs selected for this report, enter: Up to 6 alphanumeric characters to select a single location. A Group Name representing several locations (see the Chapter Edit Group Names for a discussion on location groups). Remember, the first character of a Group Name is the plus sign "+". Press (RET) for ALL locations. EXAMPLE: Type TUS (RET)
2. START DATE	Using your selected date format, enter the starting close DBR date. Closed RAs with DBR dates within the date range entered here and in the next field will be eligible for the report. EXAMPLE: Type 08-01-08 (RET)
3. END DATE	Using your selected date format, enter the ending close DBR date. EXAMPLE: Type 08-08-08 (RET)
4. OPTION CODE	Enter up to 5 characters representing the option code to be reported. (Options must be set up with an “R” in the INS ONLY field.) EXAMPLE: Type PDW (RET) RAs will be included in the report if there is an RA Charge Row for this option and the RA is not flagged as an insurance replacement RA.
5. EMPLOYEE	To limit the report to RAs with the option added by a particular employee, enter up to 6 alphanumeric characters representing the employee user code. Press RET to default to ALL employees. EXAMPLE: Press (RET)
6. PRINT/DISPLAY	Enter: P = Print a hard copy of this report on your terminal's assigned printer or send it as an e-mail. See the Edit Terminal Records Chapter for instructions on how to assign printers and send reports as E-mail. D = Display this report on your terminal screen. See the General Data Entry Instructions Chapter on how to control the screen display. EXAMPLE: Type P (RET)

PRESS "F1" AT "OPTION:" TO BEGIN.

Notes about this report:

RAs are sorted by the employee code of the person who added the option to the RA.

For each RA on the report, the following data is shown:

RA #
Opening Location
Opening Date
Employee Code of the person who added the option to the RA
Wholesale flag setting (in the column “Ins”)
Insurance Policy info entered through the special pop-up window
Insurance Policy number entered through the special pop-up window
A sub-total of the number of RAs for each employee is shown.
A grand total of RAs is shown at the end of the report.

A sub-total of the number of RAs for each employee is shown.
A grand total of RAs is shown at the end of the report.