MAIN WINDOW
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13a. VEHICLE # |
Fleet Management vehicles cannot be used on daily rentals. If the vehicle selected is designated as one that is Fleet Type "F" (Fleet Management unit), the following message will display and the unit number will be removed from this field:
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To access the Direct Bill & Customer Window, type B (RET) at the "OPTION:" field on the Main Window. The window will then display:
| OPTION: __________ DIRECT BILL & CUSTOMER 1 Bill-to# * * Customer Info------ CNPJ */* * Cust# * 19 NF Cust# * 2 Emplr Name * 7 Disc Pct/Amt */* 3 Address * 8 Typ/OthID/Upd WLK/*/* 4 City/St/Zip */*/* 9 Freq Tvlr# * 5 Phone * 10 Fed Tax ID# * 6 PO#/Project */* 11 Fed ID# * OTTO Info----------- 18 Survey # 12 ID Ctry * 16 Dept/IssuedBy */* 13 State Tax ID* 17 Spec Bill 1/2 */* 14 Privacy * 15 Scan Date * |
Enter data as follows:
CUSTOMER INFO
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8b. OTHER ID |
Enter up to 10 alphanumeric characters to indicate any additional identification you may require. For nationwide rental organizations, this field is used for the customer's frequent rental number (such as the Hertz "Number 1 Club"). EXAMPLE: Type 999-99-999 (RET) |
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10. FED TAX ID# |
This field is used for a federal tax ID number of up to 14 characters. If the renter is a previous customer, the field may be populated automatically with data from the Customer Record. For Brazilian CARS+ users: For customers who are individuals, enter up to 11 characters to represent the individual's CPF number. Digits MUST be entered without punctuation or spaces. When the renter entered on the Main Window is a company, enter up to 14 characters without punctuation to represent the CNPJ number. Note: If a company was entered as a direct bill party, their CNPJ number should already be stored in their Customer Record, and, as such, can print on the rental agreement. It will not display here because the individual's CPF number must be referenced. Numbers entered here are subject to a check-digit logic. After pressing (RET) the numbers will be re-displayed with proper formatting. EXAMPLE: Type09188851672 (RET) Note: Do not confuse this field with the Tax Exempt ID # that used to appear in this subwindow. In version 12.5 that field was moved to the new T Subwindow. |
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11. ADDL ID # |
If the class of vehicle being rented is flagged as one where an additional form of ID is required, data must be entered in this field as well as Field 12 below. Use this field to enter a Social Security Number, Passport Number, or other form of ID. It accepts up to 20 alphanumeric characters. EXAMPLE: Type:B432987-234 (RET) Note: Hertz Brazil users should use this field as follows:
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12. ID # DESC |
This field refers to Field #11 above. Enter up to 20 characters describing the type of ID that was taken as the additional form of ID. EXAMPLE: Type US PASSPORT (RET) |
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13. STATE TAX ID |
If applicable, enter up to 20 alphanumeric characters representing the customer's State Tax ID number. EXAMPLE: Type:C123456789 (RET) |
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15. SCAN DATE |
This field displays the date that the customer's documents were last scanned. If necessary, the field can be updated. |
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19. NF CUST # |
This field is used to indicate if a tax document for a third party should be printed. Enter up to 6 alphanumeric characters representing the customer number or press Shift/F7 in this field to do a search of the Customer File. Access to this field is blocked if a bill-to customer is indicated in Field 1 of this subwindow. |
EDITS TO OPEN RA'S
Edits to open RAs are blocked under the following circumstances:
Lease RAs cannot be edited if the vendor on the RA is linked to the contract's bill-to party.
RAs for Fleet Management vehicles cannot be edited if the vendor on the RA is linked to the contract's bill-to party.
REVERSING DEPOSITS FOR SITEF LOCATIONS
To reverse a deposit, bring up the RA in Edit Opening Fields. Go to the Deposits subwindow (subwindow C). Press Shift/F7. The Dep/Pay records will display beginning with those for the RA on the screen. Type the row number of the deposit to be reversed. This will load the deposit record in Fields 1 - 4.
Place the cursor in Field 1 and press F3. This will clear the deposit record from the subwindow. Save the RA.
Note that the deposit record is not deleted. It will remain attached to the RA for audit and historical purposes. CARS+ writes a negative payment record to reverse it. The negative payment record is assigned the current date/time (when the reversal was done.)