1. EMPLOYEE

Enter up to 6 alphanumeric characters to select the Employee Code. Every employee should have a unique code.

EXAMPLE: Type SCOTT (RET)

TO CLONE AN EXISTING RECORD:

To create a new record by cloning an existing one, bring up the existing record. Then enter the new code in this field. The following question will show at the bottom of the screen:

RECORD NOT FOUND -- CLEAR ALL FIELDS? Y/N

Enter:

N = No, do not clear the fields. Clone this record. Make edits as appropriate and save the new record.

Y = Yes, clear the data out of all fields. (In other words, do not clone this record.)

2. PASSWORD

Enter 8 characters to indicate the user's password, which is assigned to the above Employee Code. The password cannot be the same as the Employee Code. The current Cars+policy needs to be observed:

• Users must choose their own password.
• The Password must be at least 8 characters in length.
• It must include at least one number.
• it must not have more than 30% numbers.
• It may include special characters.
• The password will expire every 90 days.

Operations using CARS+ Internet: Subsequent changes to the employee password are not shown here.

EXAMPLE: Type FMMG88D (RET)

LAST LOGIN DATE

This field displays the last date that the user logged into CARS+ or used their employee code on the RA Open or RA Close screen.

3. MENU TYPE

Enter the name of an established Menu Type from the Menu File for this user. The Menu Type controls what level of access a user has to CARS+ in the following ways:

• Specifies to which menus and programs the user has access
• Controls the ability to move vehicles into and out of certain status codes
• Controls the ability to apply and remove Hold Codes to vehicles.

EXAMPLE: Type RENTAL AGENT (RET)

User tip: Menu Types are set up in the Select Items for Menus program on the Security Menu.

Refer to the chapter Introduction to Security for more information about menu types and access levels.

4. CREATE
BILL-TO

This field determines whether this employee can create new direct bill accounts in the A/R files when opening a RA. A billing account can be:

• A Bill-to (Direct Bill) customer as entered through the E Subwindow of Reservations or the B Subwindow of RA Open
• An Insurance Company entered through the L Subwindow of RA Open or RA Close.

User Tip: It should be noted that granting this privilege will allow a rental agent to extend credit to a 3rd party that has not been "pre-screened" and whose credit-worthiness may not have been established. By extending this credit, a RA may be closed without any pre-authorization, deposit, or payment from the renter.

Enter:

Y = Yes, this employee will be able to create new direct bill customers.

N or blank = No, this employee will not be able to extend credit to a company or individual that has not been previously approved. This employee may only use direct bill accounts and insurance companies that already exist in the Customer File.

Note: This does not prevent you from creating a receivable on a new driver/renter in a forced bill situation.

EXAMPLE: Type N (RET)

5. PROMPT CHG ENV

This question refers to a screen that can be made to appear automatically each time the user logs in. The screen shows the present "environment" of the user - that is, the Location, Drawer, the printers and printer types being used. For CARS+ Internet users who often change locations or access the program from a variety of personal computers, this Change Environment screen allows them to enter the correct Location, Drawer, and printer information for their present session.

Y = Yes, display the Change Environment screen every time this user logs in.

N = No, do not automatically display the Change Environment screen.

EXAMPLE: Type N (RET)

6. RW INITIALS

Enter any 3 alphanumeric characters. These characters are required.

EXAMPLE: Type SLS (RET)

7. COMPANY ID

FOR OPERATIONS MAKING USE OF THE MULTICOMPANY FEATURE:

Enter 2 characters to select which company's data files this Employee Code can access. If an employee must have access to more than one company's data, they must either have:

1. A unique employee code for each company,

2. Your system reconfigured by Thermeon's Customer Support staff so that all employees are prompted for the company they wish to enter on the "Employee Login" screen. In this case, the code entered in this field is the user's default company and any attempt to enter any other company from the Login screen will require the entry of that Company's password in addition to the user's Employee password.

The default value for this field is 00.

EXAMPLE: Type 01 (RET)

FOR OPERATIONS NOT USING THE MULTICOMPANY FEATURE: This field MUST have either company # 00 or 99 (the two default companies delivered with your system).

Y = The user will be able to access any company defined in webXG, which includes Front Desk.
N = The user will only be able to access the company specified in field 7. This company must also be defined in webXG.

• client_code (typically this will be company 00 in CARS+)
• client_code-test (typically this will be company 99 in CARS+)

9. RW PASSWORD

If this employee has been assigned a Menu Type that has access to the RealWorld programs and you have selected to use RealWorld Passwords, this field is required. Using up to 11 alphanumeric characters, enter an established RealWorld Password. Refer to the chapter Overview - Using RealWorld Password Security for details.

EXAMPLE: Type AR CLERK (RET)

If RW Passwords are NOT used, leave this field blank.

10. FLEET ACCESS MODE

This field controls access to the vehicle financial information stored on the last page of the Vehicle Inventory Control program. This field is meaningful only if this employee has menu access to the Vehicle Inventory program. Enter:

Y (or blank) = Yes. This employee will have access to all pages of all vehicle records in the Vehicle Inventory Control program.

N = This employee will have access to only pages 1 - 3 of all vehicle record in the Vehicle Inventory Control program.

R = This employee will have access to all pages of all vehicle records in the Vehicle Inventory Control program. However, changes are restricted to only those vehicles owned by the employee's default location and as well as foreign vehicles.

T = User cannot access Tab Expiration Date field in Vehicle Inventory (page 3, field 5) but CAN access/edit all other pages of INV.

F = This employee will have access to all pages of all foreign vehicles.

1 = This employee will have access to page 1 only of all vehicle records.

2 = This employee will have access to pages 1 and 2 for all vehicle records.

EXAMPLE: Type N (RET)

11. DEFAULT DRAWER

This field is normally skipped or left blank.

This field should only be used when each user is assigned a unique drawer.

Note: If this field is used it will take precedence over the Change User Environment Feature and any drawer setting in Edit Terminal Records. If this field is used it will become the hierarchy.

To assign a drawer to a user, enter up to 3 numeric characters to indicate a valid drawer number.

EXAMPLE: Press (RET)

12. ALLOW BAD CUST.

Enter:

Y = YES. On the RA Open program this user will be able override any "BAD" customer block set up against an undesirable customer. This privilege is usually given only to location managers or senior rental agents.

N = NO. This user will be blocked from renting to any customer who has been flagged as a "BAD" type or "Do Not Rent" type customer.

EXAMPLE: Type N (RET)

13. OPEN RATE EDIT

Enter:

Y = Yes, on the Reservation and RA Open screens, this user will be able to manually edit rental rates - as long as the rate was set up as an "editable" rate.

N = No, this user will be blocked from editing rates on the Reservation and RA Open programs.

X = On existing reservations and RAs with a reservation, block the user from changing the rate product and from editing the rate. When creating a new reservation, editing the rate is allowed. When creating or editing a walk up RA, editing the rate and changing the rate product are allowed.

Z = All restrictions of "X" above and in addition, prevents editing the rate class. Applies to both reservations and rental agreements.

A = This user is allowed to manually edit rates in Reservations and RA Open even when the rate is marked as not editable.

EXAMPLE: Type N (RET)

User tip: To limit the amount that a user can edit the rental rate and the rate for editable options in Reservations and RA open, enter a percentage and or amount in the "Maximum Discount Amount" and or "Maximum Discount Percent" field on page 2 of this record. Edits greater than the percentage or amount entered in that field will not be allowed.

14. CLOSE RATE EDIT

Enter:

Y = YES. On the RA Close program, this user will be able to enter the A Subwindow, "T&M Charges", and edit the number of chargeable days and if the rate is editable, the rental rate . (Note:Hertz users may not edit the number of chargeable days.)

A = ALL. On the RA Close program, this user will be able to enter the A Subwindow, "T&M Charges", and edit the number of chargeable days and the rental rate on both editable and non-editable rates. (Note:Hertz users may not edit the number of chargeable days.)

N = NO. This user will be blocked from making any field edits in the A Subwindow of the RA Close screen.

EXAMPLE: Type N (RET)

User tip: To limit the amount that a user can edit the rental rate and rate for editable options in RA Close, enter a percentage and or amount in the "Maximum Discount Percent" or "Maximum Discount Amount" field on page 2 of this record. Edits greater than the percentage or amount entered in that field will not be allowed.

15. LANGUAGE CODE

This field is used when you wish to display the screen literals to this user in a language other than American English. See the Appendix on Foreign Language Translation at the end of this manual if this is of interest.

16. OVERRIDE GROUNDING

Indicate if this user has the authority to override settings in the Location File and/or Vehicle File regarding the vehicle’s Grounding Date or Odometer when opening a RA. Enter:

Y = Regardless of the settings in the Location and Vehicle Files, this user is allowed to rent a vehicle with a Grounding Date or Odometer that is exceeded. A warning message will appear on the Open screen, but the user will be allowed to continue.

N or blank = No, this user cannot override the settings in the Location and Vehicle Files to block the rental of vehicles that have reached their Grounding Odometer reading or will reach their Grounding Date by the end of the rental.

EXAMPLE: Enter N (RET)

17. EXTEND RENTALS

Enter:

Y = YES. This user will be able to change the Return Date/Time on open RAs thus extending the rental period.

N = NO. This user will NOT be able to extend rentals.

EXAMPLE: Type Y (RET)

User tip: If this field is set to "Y", the field "RA Extend Days" on page 4 of this record can be used to limit the number of days a user can extend a RA.

18. RESTRICT EDITCLOS

Enter:

Y = YES. On the Edit Closed RA program and the Edit Posted RA program, this user will be restricted on the types of edits that are allowed. See the chapter on Edit Closed RA for a complete list of restrictions.

P = POSTED. Within the Edit Closed RA program, this value behaves just like the value "Y" above. But in addition, it blocks all edits on a contract that is both closed and posted when the changes are tried by the programs listed below. If such an edit is attempted, the following message will be displayed, "YOU DO NOT HAVE ACCESS TO EDIT POSTED RAS."

• Edit Opening Fields
• Edit Posted RA
• Edit Voucher
• Batch Damage Entry
• Batch Incident Entry
• Receive RA Payments

N = NO. On the Edit Closed RA program and the Edit Posted RA program, this user will not have restrictions imposed.

EXAMPLE: Type Y (RET)

19. FORCE SUBWIN VIEW

This field concerns the subwindows in the Reservations and RA Open programs. When there is something of note in a subwindow, the subwindow listing will blink. For example, certain subwindows will blink when a reservation or RA is set up as a direct bill, or there is a Note attached to a customer, vehicle, rate code, etc. Enter:

Y = YES. In the Reservations program, this user will be forced to open every blinking subwindow before saving a new reservation or saving an edit to a reservation. In the RA Open program, all subwindows that have something of note in them will automatically display when the user opens a RA from a reservation or when an existing RA is brought up on the RA Open screen. This includes all Notes attached to records in the RA.

N = NO. Subwindows with something of note in them will blink on the Reservations and RA Open screens. However, this user will not be forced to view the blinking sub-windows.

Regardless of the setting in this field, all Notes display automatically when a RA is brought up on the RA Close screen.

EXAMPLE: Type Y (RET).

20. RESTRICT LOCATION

Enter a valid owned Location Code or Location Group to:

1. Restrict this user to only being able to sign on to terminals whose default location matches the code entered here.
2. Restrict the locations for which this user can run reports. If a Location Group is entered into this field, the user is restricted to running reports for:
1. That Location Group
2. Locations that are members of that Location Group
3. Other Location Groups that are members of the Location Group entered here.
4. Note that when a Group Code is entered on a report, and that Group Code is not the one defined here nor is it a group that is a member of the group defined here, the logic does not check if the individual locations in the Group Code requested on the report are included in the restricted Group defined here. The Group Code for the report must be either the Group Code defined here or be a member of that Group Code .
3. Restrict the user from adding a payment to a RA in Edit Closed RA or Batch Receive RA Payments if the RA was opened at a location or location group other than the one entered in this field.
4. Restrict a users access to certain locations in webPLAN.
5. Use in conjunction with the "Firewall" field on page 2 of this record.

By leaving this field blank, the user can sign on to any CARS+ terminal and run reports for any or all locations.

EXAMPLE: Type LAX (RET).

The following reports and programs are currently controlled by this field:

1 Reservation Manifest 2 Vehicle Prep Report 3 No-Show Processing 4 Reservation Edit Report 5 Rate No-Show Report 6 Res Name Variance Report 7 Guaranteed Res Report * 8 9 10 Maintenance Cost Report 11 Fleet Edit Report 12 Vehicle ID Report 13 Vehicle Status Report 14 Vehicles Purchased Report 15 Vehicle Presale Report 16 Turnback Report

17 Vehicles Sold Report 18 Change Vehicle Number 19 Fleet Mix Report 20 VIN Report 21 Fleet Snapshot Report 22 Fleet Mileage Report 23 Show Current Status 24 Physical Lot Report 25 Drawer Balance Report 26 Cash Receipts Report 27 Fuel Charge Audit Report 28 Vehicles Due In Report 29 Current Utilization Report 30 Questionable RAs Report 31 Status Exception Report 32 Rental Activity Report

33 Rate Exception Report 34 Mobile Phone Report 35 Overdue Vehicles Summary 36 Daily Performance Report 37 Daily Certificate Report * 38 Unprinted Certificate Report * 39 Customer Satisfaction Report 40 Source Analysis Report 41 Accrual Report 42 Two Month Performance Report 43 Twelve Month Performance Report 44 Average Utilization 45 Extra Revenue Report 46 Extra Revenue Report 2 47 Employee Performance Report 48 Rate Usage Report

* These reports are available to Hertz users only.

21. EMAIL

Use this field to enter the user's email address. It will accept up to 57 characters.

EXAMPLE: Type abc@thermeon.com (RET).

22. PASSWORD EXP DATE

If "Enforce Password Change" is turned on in the Misc. Control Fields record, this field will display the next date when this user's password is scheduled to expire.

If this field is blank, the user will be warned the next time that they login that their password expires today. When a user creates a new password through the Employee Sign-On screen, this date will be automatically updated to the current system date plus the number of days in the "Password Lifetime" field in the Misc. Control Fields record.

When manually updating a user record whose password has already expired, you must also reset this field to a date into the future.

Note: To indicate that a password should be designated so that it will never expire, enter: 12319999. Upon pressing (RET), the word "LATEST" will appear in this field.

Note: For user records that are created only for running a function from cron, set this date to a date in the past so that no one else can use it.

23. ACCOUNT EXP DATE

Using your selected date format, enter the date on which this account was closed. Any account which does not have this field blank will not be able to sign-on to the CARS+ package.

24. RESTRICT DBR DATE

Enter:

Y = Yes, on the Batch Open and Batch Close screens this user will be blocked from accessing the DBR date field. (The time field is accessible regardless of the setting of this field.) Further, on the Multiple Invoiced Rentals program, the user will not be able to change the default response to the Closing Date/DBR Date field. (Refer to Field 7 of that program).

N = No, on the Batch programs this user will have free access to the DBR date field. Further, on the Multiple Invoiced Rentals program the user will be able to change the default response to the Closing Date/DBR date field.(Refer to Field 7 of that program.)

EXAMPLE: Type Y (RET)

25. RESTRICT REPORTS

This field adds an even more severe restriction on reports than that of Field 20 above. Enter:

Y = Prevent this user from changing the default location from their login location for reports listed below.

N (or blank) = Do not restrict this user from changing the location for reports.

EXAMPLE: Type N (RET)

The following are the reports that are sensitive to this field:

Fleet Edit Report 2

Fleet Value Report

Fleet Value Report 1

Fleet Value report 2

Maintenance Warning Report

12 Month Performance Report

No-Show Processing

Gold No-Show Processing

Turnback Report

Convert No-Show RAs

Convert Wait RAs to Voids

VIN Check Report

26. EMPL LAST NAME

Enter up to 18 alphanumeric characters for this employee's last name.

EXAMPLE: Type SMITH (RET)

27. EMPL FIRST NAME

Enter up to 12 alphanumeric characters for this employee's first name.

EXAMPLE: Type SCOTT (RET)

28. RESTRICT RPT CODE

Reserved for a future enhancement.

FIELDS 29 THROUGH 35

These fields are for the employee's address and Social Security number. This data is currently not being used anywhere else in CARS+.

CREATE DATE

This field displays the date the record was created.

CREATE EMPL

This field displays the code of the employee who created the record.

MOD DATE

This field displays the date the record was last modified.

MOD EMPL

This field displays the code of the employee who most recently modified the record.

1. MASKING EXEMPT

For security and privacy reasons, hiding ("masking") customers' credit card data, driver's license, address (street and zip code), date of birth, and phone number(s) should be done once they have been entered into the system.

Credit card masking:

For releases earlier than 17.0:

The field "Mask CC Numbers (Page 2, Field 35) is used to turn on masking of credit cards.

For release 17.1 and later AND when credit card encryption is turned on:

Once saved, credit card data is encrypted by an external encrypting service and is always masked. There is no setting to turn on masking of credit cards; it is automatic.

Masking customers personal information:

In the Edit Miscellaneous Control Record, 2 fields turn on masking of this data:

• Page 3, Field 14: Mask Driver's License No. which can mask drivers license, date of birth, frequent traveler number, and customer number.
• Page 3, Field 36: Mask Address which can mask address and phone number

Refer to the chapters of the manual titled Overview - Masking Credit Cards and Overview - Masking Customer Data for full details in how to set up and use the masking logic in CARS+.

This field controls whether or not this user is allowed to unmask data. Enter:

Y = YES, this user is allowed to use Shift/F4 to unmask the data on the screen. Note that this field will automatically reset to "N" every night for all users. This is a requirement in order for all systems to be PCI compliant.

N = NO, this user is not allowed to unmask data.

EXAMPLE: Type N (RET)

Data can be unmasked in Reservations, RA Open, and Customer File Update by pressing Shift/F4 from the OPTION field. The user is then prompted for user code and password. When data is unmasked, the display changes on the Reservations, RA Open, and RA Close screens when an existing record is being viewed. Instead of the Subwindow list, the "Display Employee; Display Date; Display Time" are shown.

User tip: Whenever a credit card is unmasked, the fact that it was made visible along with the user, date, time and location is recorded in the credit card viewing log file.

NOTE: Unmasking a credit card that was processed through a PIN Pad device cannot be unmasked by any user at any time. This is because the credit card number no longer resides in CARS+, so there is no way to unmask it. CARS+ users can see only first 4 and last 4 digits of the card. What isn't seen is an encrypted 'token' that references that card.

NOTE: When this field is set to "Y", Cars+ will automatically reset and change to "N" for all users every night. This is a requirement in order for all systems to be PCI compliant.

2. FIREWALLS

In certain CARS+ installations, several independent operators (such as a corporate operation and one or more licensees) share the same data base. Under this configuration (an extension of the "Shared Fleet" logic described in one of the appendixes), a single RA File exists into which all users place their rental contracts and all vehicles exist in a single Vehicle File, etc.

The firewall logic within CARS+ offers you the ability to maintain privacy and prevent other operators on the system from accessing data other than their own when using this single set of shared data files.

For example, under the Firewall logic, a user can only:

• Access reservations whose pickup location belongs to his organization.
• Access RAs (via the open, close, edit close, etc. ) that either opened at one of their locations or whose anticipated return location is one of their locations (this allows for seamless one-way handling).
• Access vehicles via the Vehicle Inventory Control program that are either owned by their organization or currently at one of their locations. Note, that when Firewall logic is on, regardless of how this user is defined in Field 9 of page 1 (Fleet access mode) when accessing a foreign owned vehicle, they can only look at page 1 and they are blocked from making any edits.
• Change locations (via either Change Environment or Change Location) to a location that is also owned by your organization.

This logic in combination with the Restrict Location field (Field 20) allows you to maintain data security in a multi-company configuration.

Enter:

Blank = All firewalls are in place for this user.

1 = All firewalls are turned off for this user. This means this user can access any company's data.

Specifically, the logic compares the Posting Company Code on the user's default sign-on location to the Posting Company Code of the location or transaction entered on the screen. Using the examples above:

• Reservations whose pick-up location has a Posting Company different than the user's default location cannot be edited via the Reservations program.
• RAs that are scheduled to close at Location A which is part of Posting Company 01 cannot be closed by an user who is signed on to a location belonging to Posting Company 02.
• Vehicles that are owned by a location in Posting Company 01 cannot be edited by users who are signed on to a location belonging to Posting Company 02.
• A user whose default location belongs to Posting Company 01 cannot use Change Environment to change to a location that belongs to Posting Company 02.

In RV mode: A user who is exempt from firewalls may be able to "see" any transaction in a different company, they cannot close that transaction without first changing their default location to that of one within the other company.

Currently, the following reports and data entry programs are sensitive to this field. Among them are:

Reservations

On-Line Res Display

Search Reservations

RA Open

RA Close

Re-Print RA

Non-Rev Entry

Change Location

Change Environment

Cash Drawer Report

Multiple Invoiced Rentals

the Leasing programs

the vehicle Hold Code programs

The following three programs use the firewall logic differently than those mentioned above:

• Vehicle Inventory Control - compares the vehicle's owning location to the user's Location/Location Group assigned to the user in Field 20 on Page 1 of their User Access record.
• Edit Fuel Rates - first checks to see if the Location Code entered on the screen is part of the user's Restricted Location Group (Page 1 Field 20) then it checks if the Posting Company of the location entered matches the Posting Company of the user's default Location. Both checks are made.
• Edit Rate Control Record - each of the following checks are made:
• The Location entered must be from the user's Restricted Location/Location Group
• The Location entered must be from the user's Posting Company
• The Rate Set entered must be from the user's default Location

3. DELETE TAXES

This field controls the deletion and editing of options defined as taxes. Enter:

Y (or blank) =Yes, this user is allowed to delete ANY tax type option and edit editable taxes in Reservations, RA Open or RA Close.

N = No, this user cannot delete any tax type options, but they can edit editable taxes in Reservations, RA Open or RA Close.

E = This user can edit taxes, but ability varies by program. See chart below for details. Can delete tax options only in RA Close.

The following chart summarizes the interaction of this field with other similar fields with CARS+. Of special note is how the main sales tax field on the Main Window of RA Close is affected (second to the last column of the chart):

EXAMPLE: Type E (RET)

NOTE: A field in the Edit Optional Items File can be used to flag individual options as ones where their removal is blocked. If marked that way, they cannot be removed in RA Open or Close, regardless to how this field is set. (They can be removed in Edit Opening Fields.)

4. DELETE MAND OPTS

DEFINITION: Mandatory options are those that are NOT taxes but are defined in Edit Optional Rates as being either Automatically Applied or Dependently Applied. It does NOT include any options that were applied to the transaction by way of an Add-On Option Set assigned to the Rental Rate.

In order to delete mandatory options, the following conditions must be met:

1. The Option itself, is not blocked from removal. A field in the Edit Optional Items File can be used to flag individual options as ones where their removal is blocked. If marked that way, they cannot be removed in RA Open or Close, regardless to how this field is set. (They can be removed in Edit Opening Fields.)
2. For those mandatory options that can be removed, this field controls whether or not this user is allowed to delete mandatory options from the Mandatory Charges Subwindow on the RA Open screen and from the Option and Mandatory Charges subwindow on the RA Close Screen.

Enter:

Y (or blank) =Yes, this user is allowed to delete mandatory options. Note the “Exception” below.

N =No, this user cannot delete mandatory options.

EXAMPLE: Type N (RET)

User tip: Note that this field controls whether or not these types of options can be deleted. It does not control whether or not they can be edited (including edited to a zero amount). To prevent edits to this type of option, the option needs to be marked as "not editable" in the Edit Optional Rates program.

5. ADD/DEL OTHER OPTS

This field controls:

• Whether or not the user is allowed to delete "other" options (options other than taxes, mandatory charges, and Upsell) from the Shift F5 pop-up window of RA Open after the contract has been saved and in RA Close.
• Whether or not the user can add or remove prepaid fuel in RA Open.
• Whether or not the user can by-pass the time limit imposed on adding options and prepaid fuel in RA Open (if the time limit is set up in either Edit Locations or Edit Misc. Control Fields.)

NOTE: A field in the Edit Optional Items File can be used to flag individual options as ones where their removal is blocked. If marked that way, they cannot be removed in RA Open or Close, regardless to how this field is set. (They can be removed in Edit Opening Fields.)

Enter:

Y (or blank) = Yes, this user is allowed to delete and add options in RA Open and RA Close without the restrictions listed above.

N = No, this user does not have these privileges in RA Open. In RA Close, the user is blocked from adding and deleting options in the Shift/F5 pop up window. However, the user can edit the quantity (days) charged in the Options subwindow (subwindow C) of RA Close and, thus, remove the charge from the RA.

Exception: The field "Addition of Options" in Edit Misc. Control Fields can be set to allow users who have a "N" in this field to add options to an open RA. A related field in Edit Misc. Control Fields, "Option Edit Minutes" can be used to impose a time limit on this priviledge.

B = Blocked. This setting is similar to "N". However, an additional control is in place which blocks the user from editing the quantity (days) charged in the Options subwindow (subwindow C) of RA Close.

EXAMPLE: Type B (RET)

User tip: Note that this field controls whether or not these types of options can be added and deleted. It does not control whether or not the rate can be edited (including being edited to a zero amount). To prevent edits to option rates, mark the options as "not editable" in the Edit Option Rates program.

Upsell: This field does not control the ability to edit or delete the Upsell option (option type "U") from Edit Closed RA. The "Edit Upsell" field below controls that.

6. BLOCK MULTI-MONTH

This field controls whether or not the user is allowed to create a Multiple Month Rental on the RA Open screen. If blocked, the user will not be able to access the Multi-month fields in the Dates and Miscellaneous subwindow.

This field also controls access to the "Bill-to # " field in Reservations when the Bill-to customer record shows an entry in the Billing Cycle field.

Y or Blank = Yes, this user is blocked from accessing the Multi-Month fields on RA Open and the Bill-to field on Reservations for a multi-month customer.

N = No, this user's access is not blocked - they can access the Multi-Month/ bill-to fields on a new RA. But they cannot edit these fields on an existing RA.

E = No, this user is not blocked. Moreover, they can also edit the Multi-month fields on existing RAs

EXAMPLE: Type Y (RET)

User tip: Users who have the menu access level ALL can edit the fields on existing RAs if this field is set to either N or E.

7. BLOCK COMM EDIT

This field controls whether or not the user is allowed to access and edit the travel agent commission percentage or commission amount on the Reservation and RA Open screens.

Y = Yes, this user is blocked from editing commissions.

N = No, this user is not blocked from editing commissions and, therefore, will be able to change the commission amount or percentage on the Reservation and RA Open screens.

EXAMPLE: Type Y (RET)

8. EDIT NON-REVS

This field controls whether or not the user is allowed to edit open and closed Non-Rev tickets.

Y = Yes, this user is allowed to edit Non-Rev tickets transactions. Additionally, the user can close a Non-Rev ticket for a sold vehicle.

N = No, this user cannot edit Non-Rev transactions. However, there is a manager override prompt provided when attempting to edit the Non-Rev.
The user can close an open Non-Rev.
The user cannot close a Non-Rev ticket for a vehicle in sold status.

EXAMPLE: Type Y (RET)

9. NON-COUNTER

This field is used to indicate whether or not you expect this user to process transactions typical of those performed at the rental counter. If it is indicated that this user is a "non-counter" type employee, an asterisk will appear next to their employee code on the Damage Report should they have made a Damage Entry.

Y = Yes, this user is considered a "non-counter" type employee.

N = No. This user typically does works at the rental counter and performs rental type transactions in CARS+.

EXAMPLE: Type N (RET)

Note: It is anticipated that in a future release of CARS+ additional reports besides the Damage Report will be enhanced to indicate if a non-counter type employee performed a counter type transaction.

10. ALLOW OVER-BOOKING

This field is used to exempt a user from all blocks imposed by the fleet planning logic in overbooking situations. These blocks can be imposed by warning levels or the blackout feature. This field also allows the user to override the one-way rental limits that are imposed by the Ideal Fleet logic. Enter:

Y = Yes, exempt this user from the overbooking warnings and Ideal Fleet limits in the Reservations and RA Open programs.

O = This choice is provided on a shared system so that licensees can overbook for their own locations. Entering "O" means that overbooking is allowed only when the reservation pick up location has the same posting company as the user's login location record.

M = A manager override can exempt this user for an individual reservation. After receiving the overbooking warning message, a field for a User Code will display. Another user whose record has a "Y" in this field can enter their code and password and get past the warning. Note: This applies only to reservations; not to walk up rentals.

N (or blank) = No, this user is not exempt from the overbooking and blackout blocks.

EXAMPLE: Type N (RET)

11. EDIT TOTAL

This Yes/No field is of relevance only in those operations where the total charges of the rental are negotiable. For instance, assume the total of the RA is $275. The renter offers to pay $230. You ultimately agree on $260. Users can be flagged here as having this authority to accept the negotiated amount and, thus, edit the total charges on the RA. When the total charge is edited, the time charges as well as taxes and surcharges that are percentage based are recalculated to make the total due come out to the edited total amount.

The program extracts all non percentage charges except for Time from the total. Then it recalculates Time so that when taxes and all other items are added back in, the total charges come to the edited total. The resulting discount to Time is entered into the CS Adj (Customer Service Adjustment) field.

Enter:

Y = Yes, this user may edit the total charges on a RA.

N (or blank) = No, this user may not edit the total charges on a RA

EXAMPLE: Type N (RET)

12. EDIT FLEET TYPE

This field controls whether or not this user can edit the vehicle's fleet type in the Vehicle History Update program. Enter:

Y = Yes, this user may edit the fleet type of available vehicles in the Vehicle History Update program.

N (or blank) = No, this user may not edit the fleet type.

EXAMPLE: Type Y (RET)

13a. MAXIMUM DISCOUNT AMOUNT

Enter the maximum discount amount that this user is allowed to give by directly entering an amount into the discount amount field. This field DOES NOT limit the discount amount that is calculated from a valid discount percent. This limit to discount amount is imposed on Reservations, RA Open, RA Close, and Action 2 adjustments made through the Incident Entry program. If the field "Max CSADJ Amt" is NOT blank on page 3 of this record, this field controls only discount amount and not Action 2 adjustments entered through Incident Entry.

This field will accept a maximum of 9 numeric characters.

If this field is blank, there is no maximum imposed.

EXAMPLE: Type 50 (RET)

User tip: This field has a related field in the Edit Misc. Control Fields record that will allow a management override to the limits in the User Access record.

User tip: When Incident Entry is used, the amount entered here limits the amount of the adjustment the user can enter using Incident Entry. Therefore, entering "50" in this field would mean the user could give a $50 discount AND a $50 adjustment through Incident Entry on the same RA. A user could also enter two $25.00 incident entry adjustments. But the total of all incident adjustments from the same employee cannot exceed the amount entered in this field. This DOES NOT prevent a second or third employee from entering adjustments up to their max. This field DOES NOT restrict Action 8 adjustments.

Exception: For operations in Brazil entering an amount in this field limits the total adjustment on the RA. That is, previous incident entries ARE taken into account. For example, if the user has a limit of $50 and there is already an adjustment of $30 on the RA, the user is not allowed to give more than a $20 adjustment.

Enter the maximum discount percent that this user is allowed to give. This limit to discounts is imposed on Reservations, RA Open and RA Close.

This field will accept a maximum of 2 numeric characters.

If this field is blank,

• and the previous field (Max Disc Amt) is NOT blank, the user CANNOT offer any discount percent
• and the previous field (Max Disc Amt) is blank, there is no maximum imposed.

EXAMPLE: Type 10 (RET)

14. ALLOW RAEDIT EDITS

The Edit Opening Fields program can be used to edit information on the Open screen on:

• RAs that are currently open
• RAs that are closed but unposted.
• RAs that are posted

When an edit is saved that affects calculations, CARS+ automatically calls the Edit Closed RA program or the Edit Posted RA program as appropriate. The user is then forced to recalculate the RA so that the changes made in Edit Opening Fields are observed.

Since Edit Opening Fields can be used to edit both types of closed RAs (posted and unposted), it may be necessary to limit the scope of the user's ability when making use of the Edit Opening Fields program.

In addition to the ability to make an edit to a posted RA, this field also controls the ability to:

• Change the customer on an RA by using the F6 Search of the Customer File.
• Edit the number of voucher days on a tour voucher in the S Subwindow of an RA.

Use this field to control who is able to make edits noted above through the Edit Opening Fields program. Enter:

N (or blank) = No, do not allow edits to posted RAs, a change of customer (via F6) or an edit to tour voucher days using the Edit Opening Fields program.

Y = Yes, edits to posted RAs, a change of customer (via F6) or edits to tour voucher days are allowed through the Edit Opening Fields program.

EXAMPLE: Type N (RET)

15. RESERVE PRESTIGE CAR

This field applies to Hertz Canada and has no relevance for other users.

As a general rule, Prestige vehicles must be reserved through the national Res. Center. However, this field can be used to allow certain users to enter a Prestige reservation in the CARS+ Reservations program. (A Prestige vehicle is noted by a Pricing Code of “P” in its Vehicle Inventory record.)

Enter:

N (or blank) = No, this user cannot enter Prestige reservations in CARS+.

Y = Yes, this user can create Prestige vehicle reservations in CARS+.

EXAMPLE: Type N (RET)

16. OVERRIDE HOURS OF OPERATION

This field is used to grant the user the ability to override the blocks placed on a transaction due to the Hours of Operation file.Enter:

Y = Yes, this user can override the blocks due to Hours of Operation in the Reservations, RA Open and RA Close programs. They override both after hours blocks and closures due to holidays.

N (or blank) = No, this user cannot override the Hours of Operation in Reservations and RA Open..

EXAMPLE: Type Y (RET)

User tip: For locations with a drop box (set up in the Edit Location program), the return time can always be outside of the Hours of operation. For locations with a drop box, answering "Y" in this field allows the user to book the start of a rental outside of the Hours of Operation. For locations without a drop box, answering "Y" in this field allows the user to override both the pickup and return time if they are outside of the Hours of Operation.

17. SEE GHOST

A field in the Edit Miscellaneous Control Fields record (page 2, Field 27: Enable Shift/F5 on Wholesale) interacts with this one to control the user's ability to see the value of wholesale and insurance vouchers on RA Close, to see the value of wholesale vouchers on the Special Documents Report, and to see the value of the voucher on the RA Open screen in the S subwindow.

Use the table below as a guide to configure your system.

18. EDIT PREVENT CLOSE FLAG

All users can set the "prevent close" flag to "Y" on a RA (G subwindow of RA Open). This field controls which users can remove the "prevent close" flag from a RA in RA Open. (The prevent close flag can be removed from a RA using Edit Opening Fields regardless of the setting in this field.) Enter:

Y = Yes, this user can remove the prevent close flag from a RA.

N (or blank) = No, this user cannot remove the prevent close flag from a RA.

EXAMPLE: Type Y (RET)

19. ADD FF# TO EXISTING RA

This field is used to grant or deny the ability to add a frequent flyer number to an existing RA (either open or closed). The number can be entered by anyone during the opening process. Enter:

Y = Yes, this user can add a frequent flyer number to an existing RA.

N (or blank) = No, this user cannot add a frequent flyer number to an existing RA.

EXAMPLE: Type Y (RET)

User tip: Users who have access to Edit Opening Fields can use that program to add a Frequent Flyer number to an existing RA regardless of the setting in this field.

20. DAMAGE MAX OVERRIDE

This field is reserved for a specific CARS+ customer and has no relevance to other users.

21. ACCEPT
PRE-PAY'S

This field is used to grant or deny the user the ability to accept discounted prepayment on a reservation from certain travel agencies.

Y = Yes, this user can process prepayment by designated vendors when entering reservations.

N (or blank) = No, this user cannot process prepayment by designated vendors when entering reservations.Instead, the reservation will be saved as a commissionable reservation.

EXAMPLE: Type N (RET)

22. PMA EDIT

For Hertz locations doing Seamless reservations and RAs, a field in the Seamless Control file specifies if edits are allowed on the rates received from OKC. If they are, this field (PMA = Pricing Market Adjustment) controls whether or not the user has the ability to edit them.

1 = Yes, this user can edit Seamless rates in the Reservations program only.

2 = Yes, this user can edit Seamless rates in the RA Open program only.

3 or Y = Yes, this user can edit Seamless rates in both the Reservations and RA Open programs.

N (or blank) = No, this user cannot edit Seamless rates.

EXAMPLE: Type N (RET)

23. VEH CURR LOC BLOCK

Use this field to block the use of a vehicle or inventoried asset whose current location is not the renting location for a Reservation, RA or the out location for a Non-Rev. (If this block is not turned on, a warning message will display on the Open screen, but the user is allowed to get by it.)

Y = Yes, block the use of a vehicle or inventoried asset on a Reservation or the RA Open screen if the unit's current location is not the renting location. Likewise, block the user of a unit on a Non-Rev Movement when the unit's current location is not the out location.

N (or blank) = No, instead of blocking the use of a unit on the RA Open screen when its current location is not the renting location, provide a warning message only. (Warning message does not prompt on Reservations)

EXAMPLE: Type Y (RET)

24. ALLOW MANUAL POST

A field in the Location record can be set to block manual posting of the DBR when the Accounting DBR is set up to automatically post (usually after hours). Users with the access level "ALL" (see page 1 of this record) can bypass the block on manual posting. In addition, this field can be used to authorize manual posting for certain other users whose access level is not "ALL".

Enter:

Y = Yes, allow this user to do manual posting of the DBR when automatic posting is turned on.

N (or blank) = No, do not allow this user to do manual posting when automatic posting is turned on.

EXAMPLE: Type Y (RET)

25. BLOCK DISCOUNTS

Use this field to prevent a user from manually applying a discount to a reservation or on the RA Open screen other than through the use of a Special Document or Incident Entry.

EXAMPLE: Type Y (RET)

User tip: NOTE this does not prevent the user from entering a discount on the RA Close screen. Hertz users, however, cannot apply a discount on the RA Close screen (although removing the discount is allowed).

26. ISSUE CERTIF.

This field controls the user's ability to issue discount certificates through the Incident Entry Subwindow on the RA Open and RA Close screens or the Batch Incident Entry program. Enter one of the following:

BLANK = Leave this field blank if the user is not to have the ability to print a complaint discount certificates.

1 = The user can only issue a discount certificate if he links it to a rental agreement that is already on file.

2 = The user can only issue a discount certificate if he links it to either a rental agreement or reservation which are already on file.

3 = The user can issue a discount certificate without any restrictions. This includes issuing a certificate to a customer who has had no other transaction in the system.

EXAMPLE: Type 1 (RET).

User tip: The Employee Empower program can be used to refine the authority granted to users of the Incident Entry logic. Once Empower codes are created, the number entered here must have a corresponding record in Edit Employee Empower. The Empower record is used to control the issuance of certificates and customer service adjustments. Refer to the chapter titled Edit Employee Empower for details.

27. CONFIRM PRINT

Enter:

N (or blank) = No, this user will NOT be prompted on the Reservation screen as to whether a reservation confirmation should be printed.

Y = Yes, this user will be prompted on the Reservation screen as to whether a reservation confirmation should be printed. And if emailing the confirmation is turned on in Edit Misc. Control Fields, the user will be prompted as to whether the confirmation should be emailed.

EXAMPLE: Type Y (RET).

28. REPORT DAYS

This field allows you to restrict the size of the date range that this employee can use on the reports listed below. For example, entering a 7 in this field will restrict this user to date ranges of 7 or less days. The following reports are currently subject to this date range restriction:

Operations DBR

Accounting DBR

RA Summary Report

Selected Customers Report

Selected Customer Labels

Frequent Traveler Report

Salesman Revenue Report

Individual Salesman Report

Vendor Activity Report

EXAMPLE: Type 7 (RET)

29. EDIT NOTES

This field allows you to impose restrictions on this user regarding the ability to create, change, add to, or delete notes. This field restricts all notes attached to all types of records in CARS+.

A related field, "Notes Edit Code" on page 3 of this record allows for further refinement of these restrictions. Through that field restrictions can be applied to specific types of notes.

Enter one of the following:

A (or blank) = The user will have complete access to existing Note records. That is, they can create, modify, or delete Notes.

B = The user can add to existing notes or create new notes.But, the user cannot change or delete any existing note lines. The cursor will not be able to access any line with an existing note. Only blank lines may be accessed.

C = The user can create new notes only. The cursor will not be able to leave the “OPTION:” field on any existing note. If the user attempts to move the cursor from the Notes Option Field on an existing note record, the following message will be displayed:

“CHANGES NOT ALLOWED TO THIS NOTE.” .

D = The user cannot create new notes nor can they add to or delete lines of existing notes.

Regardless of what is entered in this field, all users can always “read” all notes.

EXAMPLE: Type B (RET).

User tip: The Restrict Notes Mode field on page 2 of the Edit Miscellaneous Control Record controls whether the restrictions imposed in this field apply to ALL note types or if they apply to all note types EXCEPT those for Quotes, Reservations, and RAs. An alternate way to do the same thing is to use the field on page 3 of this record.

30. BATCH CLOSE DAYS

This field can be used to limit the number of days time difference between the current system date and the return date of a RA closed with the Batch RA Close program. The difference between the two dates cannot exceed the number entered in this field. Enter up to three numeric characters.

EXAMPLE: Type 2 (RET)

31. TIME ZONE

This field is used to define the time zone in which the user is located. Subsequent changes in the operating system to the user's time zone are not shown here.

At the time the user is created, this field will be cloned from the "Copy From" user's Time Zone from Add a New User. This field can be changed for the new user BEFORE saving the record. If the user's time zone needs to be changed AFTER the user was created, please contact Thermeon Support.

Note: This field requires a valid identifier such as "US/Pacific" or 'America/Los_Angeles". A selection can be made from the pop up window by pressing Shift/F7. This field is case sensitive.

EXAMPLE: Type US/Pacific (RET)

32. BASE LOCATION

When users are restricted to a Location Group in the "Restriction Location" field on page 1, it is unclear which location is their base. This field can be used to define their base location and is used when running the Employee Audit Report.

EXAMPLE: Type TUS (RET)

33. ALLOW SHORTFALL

This field is used to exempt a user from the shortfall logic when saving a RA on the Open screen.

(A field in the Edit Miscellaneous Control File can be used to prevent a RA from being saved unless the deposit, credit card authorization, direct bill, and/or voucher covers the estimated charges. )

Enter:

Y = Yes, exempt this user from the shortfall logic when saving a new or existing open RA.

E = Edit, this user is exempt from the shortfall logic when editing an existing RA (such as rental ,extensions), but they are NOT exempt from the shortfall logic when originally opening a new RA.

N (or blank) = No, this user is not exempt from the shortfall logic.

EXAMPLE :Type Y (RET)

34. RES SOURCE CODE

The Source Codes field on reservations and RAs is used to track the origin of the business. Source Code fields are provided in many records within the system. Therefore a hierarchy has been established regarding which record's Source Code takes precedence over others. The hierarchy from highest priority to lowest is detailed in the chapter Edit Source Codes.

This field is intended for use with the Cross Company Reservations feature of CARS+. Enter a Source Code for this User. When the user creates a reservation, the code will load into the Reservation screen as the default Source Code.

EXAMPLE: Type A (RET)

User tip: Refer to the chapter titled Appendix - Cross Company Reservations for further information on this CARS+ feature.

35. UPSELL EDIT EDTCLS

Indicate whether or not the user is allowed to edit or delete the upsell rate when using the Edit Closed RA program. ("Upsell" refers to the "U" type option.)

Y = Yes. This user can edit or remove the upsell rate when using Edit Closed RA (even if the upsell option itself is marked as "uneditable" and even if the user blocked from editing other options)

N (or blank) = No. This user cannot edit the upsell rate when using Edit Closed RA.

EXAMPLE: Type Y (RET)

36. DATE EDIT BCHOPN

Indicate whether or not the user is allowed to edit the opening date/time of a RA from theBatch RA Open program.

Y = Yes.This user can edit the opening date/time on a RA from Batch RA Open.

N = No.This user cannot edit the opening date/time on a RA from Batch RA Open.

EXAMPLE: Type Y (RET)

37. OVERRIDE LOR RATES

This field is used to exempt a user from all blocks imposed by the Length Of Rental (LOR) logic imposed by records in the Edit Rate Control File. ( A warning message will appear, but the user will be able to continue.)

Enter:

Y = Yes, exempt this user from the LOR rules.

N (or blank) = No, this user is not exempt from the LOR rules.

EXAMPLE: Type N (RET)

38. LIMIT ACCESS

This field is used to limit the access a user has to only those rental transactions taking place at their location (as defined in their Terminal Record.)

For more information, refer to the chapter of the manual titled: Apx – Limited Access.

39. RESTRICT PROBLEMS

When using the Incident Entry logic, this field is used to define whether or not the user is authorized to use the “restricted” problem codes. Enter:

Y = Yes, restrict this user so that the restricted problem codes cannot be used.

N = No, do not restrict this user.

EXAMPLE: Type N (RET)

40. PAY INCENTIVE

Some operations set up sales incentives for their employees. When incentives are set up, Update Revenue Incentives is run to update the incentive file. There may be employees, however,that should be excluded from the incentive calculations. This field allows you to exclude certain employees from the incentive logic. Enter:

Y (or blank) = Yes, this employee should be included in the incentive calculations.

N = No, do not include this employee in the incentive calculations.

EXAMPLE: Type Y (RET)

1. EMPL PAYROLL #

This field is used to enter the user’s employee payroll number. When data is entered in this field, it will replace the user code on the Revenue Incentive Report. Enter up to 10 alphanumeric characters.

EXAMPLE: Type 88 (RET)

2. (reserved)

The next series of fields are used in conjunction with dates that are entered on vehicle records and control whether or not a vehicle is “rentable”. Dates entered in the vehicle record can track the following items:

Maintenance Certification Expiration

Tourist Certification Expiration

Tab Expiration

Insurance Policy Expiration

Grounding Date

Your system can be configured to do the following for each date:

Warn all users that the date has been reached, yet allow them to rent the vehicle; or

Block all users from renting the vehicle; or

Use the fields in the User Access record to warn some users and block others from renting the vehicle.

Fields controlling which of the above actions are in effect are located in three places:

Location Record -The fields in the Location apply globally to all vehicles owned by the Location.

Vehicle Record – The fields in the vehicle record take precedence over the global setting in the Location record. For example, if the Location record is set to “block” the rental of vehicles with expired maintenance certificates, the Maintenance Expiration Check field in the vehicle record can be set to a “warning” and that would override the block from the Location record.

User Access File Record – Finally, the fields in an individual’s User Access Record take precedence over both the global setting in the Location Record and the setting in the vehicle’s record. Even if the Location and/or Vehicle record is set up to “Block” a vehicle from being rented when it reaches one of the controlled dates, the User Access Record can be set so that the individual user can override the block.

User tip: Note that the settings for the following fields as well as the “Override Grounding” field on page 1 have different logic that applies when the field is left blank.

3. OVERRIDE TAB EXP

Indicate if this user has the authority to override settings in the Location File and/or Vehicle File regarding the vehicle’s Tab Expiration Date when opening a RA. Enter:

Y or blank = Regardless of the settings in the Location and Vehicle Files, this user is allowed to rent a vehicle with a Tab Expiration date that is exceeded.A warning message will appear on the Open screen, but the user will be allowed to continue.

N = No, this user cannot override the settings in the Location and Vehicle Files for the Tab Expiration date.

EXAMPLE: Enter N (RET)

4. OVERRIDE INS EXP

Indicate if this user has the authority to override settings in the Location File and/or Vehicle File regarding the vehicle’s Insurance Expiration Date when opening a RA. Enter:

Y = Regardless of the settings in the Location and Vehicle Files, this user is allowed to rent a vehicle with an Insurance Expiration date that is exceeded. A warning message will appear on the Open screen, but the user will be allowed to continue.

N or blank = No, this user cannot override the settings in the Location and Vehicle Files for the Insurance Expiration date.

EXAMPLE: Enter N (RET)

5. OVERRIDE MAINT EXP

Indicate if this user has the authority to override settings in the Location File and/or Vehicle File regarding the vehicle’s Maintenance Certificate Expiration Date when opening a RA. Enter:

Y = Regardless of the settings in the Location and Vehicle Files, this user is allowed to rent a vehicle with a Maintenance Certificate Expiration date that is exceeded. A warning message will appear on the Open screen, but the user will be allowed to continue.

N or blank = No, this user cannot override the settings in the Location and Vehicle Files for the Maintenance Certificate Expiration date.

EXAMPLE: Enter N (RET)

6. OVERRIDE TOURIST EXP

Indicate if this user has the authority to override settings in the Location File and/or Vehicle File regarding the vehicle’s Tourist Certificate Expiration Date when opening a RA. Enter:

Y = Regardless of the settings in the Location and Vehicle Files, this user is allowed to rent a vehicle with a Tourist Certificate Expiration date that is exceeded. A warning message will appear on the Open screen, but the user will be allowed to continue.

N or blank = No, this user cannot override the settings in the Location and Vehicle Files for the Tourist Certificate Expiration date.

EXAMPLE: Enter N (RET)

7. BLOCK FUEL EDIT

This field can be used to block a user from editing the calculated refueling charge on the RA Close screen. Enter:

Y = Yes, this user is blocked from editing the refueling charge calculated on the RA Close screen.

N or blank = No, this user can edit the refueling charge calculated on the RA Close screen.

See Field 5 on page 4 for additional blocks to fuel charge edits.

EXAMPLE: Press (RET)

Y= Yes. When a bill-to customer is over their credit limit, the standard "over credit limit" message will display for this user as an advisory message and the transaction can continue. Or in the case of the Edit Misc block, the user will be allowed to override that block.

N(or blank) = No. When a bill-to customer is over the credit limit, the bill-to customer number will be removed from the transaction after a warning message is displayed. Or in the case of the Edit Misc block, a reservation or rental will be blocked if the client has a balance due.

EXAMPLE: Type N (RET)

This field is used to exempt a user from all blocks imposed by the Stopsell logic. Enter:

Y = Yes, exempt this user from Stopsell rules, they will be allowed to create a new reservation if a Stopsell block is encountered.

R = Request, when this user encounters a Stopsell block, they will NOT be able to save a new reservation but they can create a Request record in the Reservation file.

N (or blank) = No, this user is not exempt from the Stopsell rules.

EXAMPLE: Type N (RET)

Edit Corporate Account Records
Edit Corporate Contracts
Edit Privilege Codes
Edit IT Codes

Y = Turn on the 'view only' restriction.
N or blank = the restriction is not in force.

N = The source code cannot be edited on existing reservations and rental agreements and cannot be edited when opening an RA from a reservation.

Y or blank = The source code may be edited as long as the reservation was entered locally (not from Reservation Interface).

EXAMPLE: Type N (RET)

Y = When creating or editing a reservation, the pickup date and time cannot be earlier that the current system date and time (current date and time on the server computer).

N or blank = No restrictions on the pickup date and time of the reservation.

EXAMPLE: Type Y (RET)

NOTE: If the Edit Hours Of Operation feature is set up, that can place restrictions on both the pickup and return date and time of the reservation. A field on page 2 of this program will allow this user to override the Hours of Operation restrictions.

Y = Yes, this restriction is in place. The user can process a refund on a credit card as long as there is a charge against the credit card on the transaction. If there is no charge on the credit card, the refund will not be accepted.

N (or blank) = The user is free to process a refund on any credit card - even those that were not charged on the transaction.

Y = This user can override the one-way block in the drop charge record.

N or blank = This user does not have the authority to override the one-way block in the drop charge record.

EXAMPLE: Type Y (RET)

Y (blank) = This user will see the three column display of an estimate when called from within the Reservation program.

N = This user will not see the three column estimate display.

EXAMPLE: Press (RET).

Y = Yes, this user will be blocked from changing the Rate Class on the RA Open screen when the rental is based on a reservation.

N or blank = No, this user will not be prevented from editing the Rate Class field.

EXAMPLE: Press (RET)

Y = Yes, this user will be allowed to manually edit and increase flat fee charge to amounts greater than the maximum allowed.

N (or blank) = No, this user cannot increase flat fee charges beyond the defined maximum.

EXAMPLE: Type Y (RET)

Y = Yes, this user can extend rentals beyond the maximum days defined in Edit Misc Control Fields.

N (and blank) = No, the user cannot extend rentals beyond the maximum days defined in Edit Misc Control Fields.

EXAMPLE: Type Y (RET)

Y (and blank) = Yes, this user can make corrections to the name, address and commission percent of an existing vendor that is applied to a reservation.

N = No, this user cannot change the name, address or commission percent of an existing vendor that is applied to a reservation. This use can however create a new vendor record within the Reservation program.

EXAMPLE: Type (RET)

Y = Yes, this user can change the create employee on a reservation.

N (or blank) = No, this user cannot edit the reservation create employee

EXAMPLE: Type (RET)

Y = Yes, this user can edit the message board.

N (or blank) = No, this user cannot edit the message board, but they can read the messages.

Y = Yes, this user is to have manager privileges.

N (or blank) = No, this user is NOT to be granted manager privileges.

EXAMPLE: Type (RET)

Manager Privileges:

The following is the list of the features that are turned on by Manager Privilege:

• For Hertz users, manager can override the block on selected Tour Operators if the renter cannot produce the same credit card that was used to originally pay for the voucher. Additionally, the manager can override the block on SVVs when the credit card used to prepay the rental is not the same credit card presented at the time of Open.
• When the editing and deleting of vendor from an existing reservation and RA is blocked in Edit Misc Control Fields a manager can override this block.
• Can extend a RA beyond the limit of days set in Edit Misc Control Fields (Field is RA Extend Days).
• The Vehicle ID number will be displayed on page 1 of the Vehicle Inventory Control screen. Please refer to the section "What Makes a Vehicle Unique in CARS+" of that chapter for further explanation.
• When the editing of a Customer Record is blocked in Edit Customer Type Codes, a manager can override this block if this user has the "Cust PID Permission" on page 4.

Enter the maximum amount of Customer Service Adjustment that this user is allowed to give. This limit is applied to Action 2 adjustments made through the Incident Entry program. This field DOES NOT restrict Action 8 adjustments. If this field is left blank, the user's ability to issue CSADJ is limited by the Maximum Discount field on page 2 of this record.

This field will accept a maximum of 9 numeric characters.

EXAMPLE: Type 50 (RET)

0 = This user cannot print any tax document,

1 = This user can only print tax document for the renter.

2 = This user can print tax document for both the renter, bill-to party and any wholesaler.

EXAMPLE: Type 2 (RET)

• A field in the Edit Misc Control Fields
• A field in Edit Corporate Account Record

Y = This user can override the block and place a credit card deposit on a RA.

N or blank = do not override the block.

Y = The fuel purchase option charge can be removed from the RA when the vehicle is returned with a full tank. Note that the charge can be removed, but the rate cannot be edited.
N (or blank) = the fuel purchase option charge cannot be removed from the RA.

Y = Block this user from changing which customer record is on a saved RA. (Users will not be able to change the renter to another customer record from RA Open, Batch RA Open, or Edit Opening Fields.)

User tip: Note that this block does not stop the user from editing the name of the customer on a saved RA. To block that, use the field "Edit Name" in Edit Customer Type Codes.

N or blank = this block is not in effect.

Y = Block this user from changing the FOP in the RA Open main window on a saved RA. (Users will not be able to change the FOP from RA Open, Batch RA Open, or Edit Opening Fields.)

N or blank = this block is not in effect.

Y = When opening a RA from a reservation, or when editing a RA that was opened from a reservation, block this user from changing the following:

The rate product

The rate class

The rates in the A subwindow (even when the rate rules are marked as editable)

The CDPID

(Users will be blocked from changing the data in these fields from RA Open, Batch RA Open, and Edit Opening Fields.)

N or blank = this block is not in effect.

Y = Yes, this user can create quotes in the Reservation file.

N = No, this user cannot create quotes. This employee can only create new reservations - not quotes.

EXAMPLE: Type Y (RET)