I. INTRODUCTION

Corporate Discount Plans (referred to as CDP) and Corporate Discount Plan ID (referred to as CDPID) records allow the rental operator to extend their special rates, privileges, and discounts to certain customers.

HERTZ OPERATIONS: Typically, Hertz operators receive a monthly update of international CDPID rates and contract records from Hertz corporate. Hertz operations that want to extend their own special rates, privileges, and discounts to their local accounts must set up Local Corporate Accounts. When a company or organization has both a Local CDPID record and an international one, the Local CDPID record takes precedence. Refer to the chapter Overview - Hertz Local CDPID for instructions.

The CDP logic offers features such as:

• Unique rental rates (or discounts to regular rates).
• Unique rates for options, coverages, fuel, and drop charges.
• Unique responsibility levels for LDW.
• Exemption of charges for certain options or fees.
• Special rates offered based on the booking date of the reservation (date it was created)

This chapter lists the steps necessary to set up and use the CDP logic effectively.

II. SET UP

A. EDIT PRIVILEGE CODES

This program is used to define special conditions (perks). For example, any of the following can be negotiated:

• Unique prices for any coverage or option
• Unique responsibility levels for accepting or declining LDW
• Unique drop charges
• Unique fuel prices and/or include prepaid fuel
• Exemptions from airport fee, underage fee, or other charges normally applied to all rentals.
• Unique minimum age for renters.
• Apply an option automatically to all RAs for an account

A separate code is created for each of these privileges.

Note: Other features of CDP can be used without assigning Privilege Codes. If Privilege Codes won't be used, skip this step.

To access the Edit Privilege Codes program, type EDITPRIV (RET) at any menu "OPTION:" field or the appropriate line number on the Corporate Account Menu.

Example 1: In the example below, a code has been created to exempt the airport fee.

OPTION: __ EDIT PRIVILEGE CODES (Page 1 of 2) 1 Location 2 RT Code AP 3 Description EXEMPT AIRPORT FEE 4 Apply to all rates? CORPORATE SURCHARGE 5 Unlim.Minimum Age 21 Start Day (1=Sun, 7=Sat) 6 Block FreqFlier 22 Start Time 7 Override APTAX/CNFEE Exempt 23 End Day 8 Pricing Code 24 End Time 9 NVL Disc 25 Length 10 NVL Dly Disc 26 Daily amt 11 Override AGEXX Charge 27 Weekly amt 12 Drop Exempt 28 Monthly amt 13 Fuel Card 29 Hourly amt 14 Exempt APTAX Y 30 Walkup Only 15 Exempt VLF 16 Drop Schedule 31 Exempt Option 17 Deposit Exempt 32 Prompt MRA 18 Auto-apply Opt 33 Best Rate Close 19 NC LDW/Resp 0000 34 Fuel Card Open 20 Note 35 Fuel Card Res Class 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8NEXT PAGE

Example 2: In this example ( below) a code has been created to exempt the underage charge.

OPTION: __ EDIT PRIVILEGE CODES (Page 1 of 2) 1 Location 2 RT Code UA 3 Description UNDERAGE CHARGE EXEMPT 4 Apply to all rates? CORPORATE SURCHARGE 5 Unlim.Minimum Age 21 Start Day (1=Sun, 7=Sat) 6 Block FreqFlier 22 Start Time 7 Override APTAX/CNFEE Exempt 23 End Day 8 Pricing Code 24 End Time 9 NVL Disc 25 Length 10 NVL Dly Disc 26 Daily amt 11 Override AGEXX Charge Y 27 Weekly amt 12 Drop Exempt 28 Monthly amt 13 Fuel Card 29 Hourly amt 14 Exempt APTAX 30 Walkup Only 15 Exempt VLF 16 Drop Schedule 31 Exempt Option 17 Deposit Exempt 32 Prompt MRA 18 Auto-apply Opt 33 Best Rate Close 19 NC LDW/Resp 0000 34 Fuel Card Open 20 Note 35 Fuel Card Res Class 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8NEXT PAGE

Example 3: In the example below, fields on page 2 of Edit Privilege Codes are being used to set up a 30% discount on handheld GPS units.

OPTION: __ EDIT PRIVILEGE CODES (Page 2 of 2) Location RT Code GP Comment 1 Exempt Ticket charges 18 Free 1 Option 2 Decline Coverages 19 After Hrs Exempt 3 Option Set 20 Late Exempt 4 Hide Rate 21 Webres Override CLSCA 5 Association Disc 22 Exempt Optset 6 Premium Account 23 Exempt Batch Ticket Charges 7 Grace Minutes 24 Exempt DNR 8 Prem.Grace minutes 25 Export RA's w/ 9 Limited Min Age/Class 26 Club member Code 10 CC not required 27 Override commission calc 11 No Charge DRIVR 28 Self-insured 12 No Charge Option 29 PrePaid Fuel Disc 13 Class Surcharge 30 Incl PrePaid Fuel 14 Ins Upsell 31 Exempt Early Return 15 Disc Option GPS 32 Allow Shortfall 16 Disc Opt Pct 30.00 17 Disc Opt Desc GPS HDHELD 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8NEXT PAGE

Each code that is created can represent only one privilege. (Multiple privileges can be assigned to any corporate account in the Edit Corporate Contract program.)

Refer to the chapter in the CARS+ Manual titled Edit Privilege Codes for detailed instructions.

If privileges are not offered, skip this step.

B. RENTAL RATES

If special rates are negotiated, those rates need to be set up. Refer to the chapter in the CARS+ Manual titled Edit Rental Rules/Rates for detailed instructions.

If special rental rates are not offered, skip this step.

C. EDIT CORPORATE CONTRACTS

This program is used to create contract records which include rental rates, privileges, and discounts.

To access the Edit Corporate Contracts program, type EDITCONT (RET) at any menu "OPTION:" field or the appropriate line number on the Corporate Account Sub-menu of the Customer Maintenance menu. The screen will then display:

OPTION: __ EDIT CORPORATE CONT 1 Contract No. 2 Rate Plan 3 Alternate Plan 4 Priv. Codes 5 Daily /disc Pct 6 Wkly Disc Pct 7 RA Disc Amt 8 Document Code 9 HLE I Rate 10 HLE K Rate 11 HLE Rate Codes 12 HLE Disc 13 Disc Opt Modified Date 1SAVE 2NEXT 3ERASE 4DELETE 5 6 7HELP 8

Refer to the chapter of the manual titled Edit Corporate Contracts for detailed instructions.

D. EDIT CORPORATE ACCOUNT RECORDS

This program is used to create the CDP numbers. The appropriate Corporate Contract number is assigned to the CDPID. CDPID numbers can be up to 10 digits in length. If the number issued is less than the maximum number of digits allowed, CARS+ fills in with leading zeros. Thus if you created CDP number "123456", CARS+ would make it "0000123456".

Non-Hertz users: A field in the Edit Misc. Control Fields record controls whether multiple company names can be linked to a single CDPID number or if only one company name is allowed per CDPID number. If the restriction is in place and the CDPID number is already referenced by another record, upon pressing F1 to save a message displays. (Hertz users cannot limit the CDPID number to one company name.)

To access the Edit Corporate Account Records program, type EDITCD (RET) at any menu "OPTION:" field or the appropriate line number on the Corporate Account Sub-menu of Customer Maintenance menu. The screen will then display:

OPTION: __ EDIT CORPORATE ACCOUNT RECORDS (Page 1 of 2) Modified Date 1 CDPID # 21 Tour No. 2 Start Book Date 22 Ignore PO's 3 End Book Date 23 Web CDP rates only 4 Company Name 5 Contract No. 24 Source Code 6 Salesman Code 25 WebRes Use only 7 Hide Rates 26 Monthly Goal 8 Vendor No. 27 Export to NRMA 9 Bill-To 28 Searchable 10 Market Segment 29 IT Code 11 Market Profile 30 Net Rate Product 12 Sales Project 31 Remove Res HCC 13 Webres CC Exempt 32 3rd Party 14 Web Use Alt Rates 33 Allow RA Edit 15 CDP Credit Card 16 CDP CC Expire Date 34 Prevent CC Deposit 17 CDP PIN Required 35 Ask For Dept? 18 City 19 Zip Code 36 Print Name? 20 Pays by 37 Brand Id 1SAVE 2NEXT 3ERASE 4DELETE 5 6SEARCH 7HELP 8NXT PAGE

Refer to the chapter of the CARS+ manual titled Edit Corporate Account Records for more information.

E. EDIT MISCELLANEOUS

Page 2, Field #25: Use Corp ID Data?

This field controls whether or not corporate ID logic is used within CARS+. This field must be set to "Y".

25. USE CORP ID DATA

This field is used to indicate whether or not a rate product designated as a "corporate standard rate" (See "Corp Std" Field in Edit Rental Rules/Rates) can be manually entered into the Rate Code field on the Reservations and RA Open programs. The alternative is that rates designated as "corporate standard" can be used only by entering a valid CDPID number to the transaction. Enter: Y = Those rate products designated as "corporate standard" can be added to a reservation or RA only through the use of a valid CDP number which points to that rate product. L = Those rate products designated as "local corporate standard" and "corporate standard" can be added to a reservation or RA only through the use of a valid CDP number which points to that rate product. N = Rate products designated as "corporate standard" and "local corporate standard" can be manually added to a reservation or a contract without a CDP number being involved. EXAMPLE: Type Y (RET)

Page 4, Field #39; CDPID Searchable

39. CDPID SEARCHABLE

Searching the CDPID file is always allowed using the F6 search feature from the main "OPTION" field in Reservations and RA Open. Use this field to enable a Shift/F7 search of the CDPID file from the "ID" field on the main window. Enter: Y = Yes, enable the CDPID search from the ID field, using Shift/F7. N (or blank) = CDPID can be searched only by using F6. EXAMPLE: Press (RET)

Page 5, Field #11; One CDPID

User tip: Allowing multiple names for a CDPID account affects the way CDPID records are searched. Refer to the chapter Edit Corporate Account Records for a full discussion.

11. One CDPID

The standard Corporate Account Records logic (used by Hertz operations) allows for multiple company names to be linked to a single CDPID number. This field is provided for non-Hertz operations that prefer to allow only one company name per CDPID number. Enter: Y = Yes, prevent more than one company name being linked to a single CDPID number. N or blank = no block is placed on the number of company names that can have the same CDPID number. EXAMPLE: Press (RET)

F. EDIT OPTIONAL RATES

If special rates are negotiated for coverages and options, those rates need to be set up in the Edit Optional Rates program.

To access the Edit Optional Rates program, type EDTOPTRT (RET) at any menu "OPTION:" field or the appropriate line number on the Option Control Files menu. An example of a screen with data already entered is shown below.

OPTION: __ EDIT OPTION RATES Page 1/5 # *Loc *Option Cl Primary Weekly Monthly Xday # *Code *Code *Prv *Prc Cu *Eff Date Mt Rate Rate Rate Rate 01 DRIVR 02-01-14 8.00 02 LAX DRIVR 02-01-14 10.00 60.00 225.00 03 DRIVR 4D 02-01-14 6.00 04 SEAT 02-01-14 5.00 30.00 05 STDEP 02-01-14 50.00 06 LAX APCON 02-01-14 6.25 07 LAX APCON 07-01-14 7.50 08 LDW 02-01-14 12.99 09 LDW L 02-01-14 15.99 10 LDW V 02-01-14 18.99 11 LDW C 02-01-14 9.99 12 PAI 02-01-14 5.00 13 PAI C 02-01-14 3.00 14 LIS 02-01-14 9.99 15 LIS C 02-01-14 6.99 16 AGE24 02-01-14 12.00 17 LAX CNVTX 03-15-14 2.50 18 RRACK V 02-01-14 6.00 36.00 5.50 19 1SAVE 2LINES +183ERASE 4LINES -185BACKUP 6 7HELP 8NXT PAGE

Special rates for CDPID customers can be set up in 2 ways: Privilege Codes and Pricing Codes. Both are illustrated above.

1. Privilege Code

The column heading "Prv" is used to enter a Privilege Code. To activate the privilege, the code must already be set up in Edit Privilege Codes.

Note that row 3 above is for the Option Code "DRIVR" (additional driver) with Priv. Code 4D at the rate of $6 per day. (Normal rate is $10 per day.)

The Privilege Code set up is shown below.

OPTION: __ EDIT PRIVILEGE CODES 1 Location 2 RT Code 4D 3 Description SPECIAL PRICE ON ADD DRIVR 4 Apply to all rates? 5 Minimum Age 21 Start Day (1=Sun, 7=Sat) 6 Block FreqFlier 22 Start Time 7 Override APTAX/CNFEE Exempt 23 End Day 8 Pricing Code 24 End Time 9 NVL Disc 25 Length 10 NVL Dly Disc 26 Daily amt 11 Override AGEXX Charge 27 Weekly amt 12 Drop Exempt 28 Monthly amt 13 Fuel Card 29 Hourly amt 14 Exempt APTAX 30 Walkup Only 15 Exempt VLF 16 Drop Schedule 31 Exempt Option 17 Deposit Exempt 32 Prompt MRA 18 Auto-apply Opt 33 Best Rate Clos 19 NC LDW/Resp 34 Fuel Card Open 20 Note 35 Fuel Card Res Clas

In Edit Corporate Contracts, add the code to the string of Privilege Codes entered through a pop-up window.

2. Pricing Code

The other way to set up special rates for coverages and options is to create a unique Pricing Code. Pricing Codes are assigned to vehicles but may also be assigned to Rate Products and Privilege Codes. (Pricing Codes assigned to Privilege Codes take precedent.)

To access the Edit Pricing Code program type EDITPRC (RET) at any menu "OPTION" field or the appropriate line number on the Rates Control Files menu. A sample screen is illustrated below.

OPTION: __ EDIT PRICING CODES & COVERAGE DEFAULTS 1. Location 000000 2. Pricing Code C 3. Description CORPORATE CUSTOMERS 4. No LDW Resp 5. No LDW Age 1 6. No LDW Resp 1 7. No LDW Age 2 8. No LDW Resp 2 9. Incl LDW Resp 10. CVG2 Value 11. CVG3 Value 12. CVG4 Value 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8

The Pricing Code is then set up as a Privilege Code:

OPTION: EDIT PRIVILEGE CODES 1 Location (Blank for All Locations) 2 RT Code C1 3 Description 4 Apply to all rates? CORPORATE SURCHARGE 5 Minimum Age 21 Start Day (1=Sun, 7=Sat) 6 Block FreqFlier 22 Start Time 7 Override APTAX/CNFEE Exempt 23 End Day 8 Pricing Code C 24 End Time 9 NVL Disc 25 Length

Then the Privilege Code is added to the corporate account in Edit Corporate Contracts.

The rates for the Pricing Code are added to Edit Optional Rates. See Fields 11, 13, and 15 in the Edit Option Rates screen above for examples of how Pricing Code "C" is set up.

G. EDIT DROP CHARGES

If special Drop Charges are offered to corporate accounts, they must be set up in the Edit Drop Charge file. Refer to the chapter of this manual titled Edit Drop Charges7 for detailed instructions.

H. FUEL CHARGES

If special Fuel Rates are offered to corporate accounts, they must be set up in the Edit Fuel Rates file. They are set up by creating a Privilege Code and entering that code in the Fuel record. Refer to the chapter of this manual titled Edit Fuel Rates for detailed instructions

I. EDIT CUSTOMER TYPES

A field in this file controls whether or not a corporate ID is saved on a renter's customer record. By flagging that the renter's customer type save the corporate ID, it will load automatically with the rest of the customer information on a subsequent rental. Refer to the chapter of this manual titled Edit Customer Types for detailed instructions.

J. ADDING THE CDPID# TO THE CUSTOMER'S RECORD

The CDPID number can be added to an existing customer's record by entering it in the field "Corp ID". For new renters, the corporate ID will be added to their customer record at the time of opening the RA (if their Customer Type designates that it should.)

K. SOURCE CODES

A CDPID number can be reference by a Source Code. Adding the Source Code to a Reservation or RA causes the CDPID number (and resulting privileges) to be loaded automatically to the transaction if no CDPID that is higher in the hierarchy is on the transaction. Refer to the chapter of this manual titled Edit Source Codes for detailed instructions.

Conversely, a CDPID record can reference a Source Code. This causes the Source Code to be applied to the RA and will override any other Source Code previously entered.

L. CORPORATE NOTE RECORDS

Two types of Notes can be created for a corporate account.

A. Regular Note
These notes, like notes attached to RAs, Reservations, or Customers, cause the Notes window to blink when the CDPID is present on a transaction in the Reservations, RA Open, RA Close, Batch RA, and Edit RA programs. The "KEY" for CDPID records is: "CDP" followed by a space and the 10 digit CDP number. (For Local Corporate accounts, it is a 9 digit CDP number.) Here's an example:

OPTION: __ NOTES Key CDP 1234567890 1 THIS IS A SAMPLE NOTE. 2 3

B. Display only Notes at RA Close
These notes, which display only in on-line RA Close, are meant to prompt the rental agent to give the renter something (such as a discount coupon for a future rental).

When a CDPID or Local CDPID is on the RA with this special type of note attached, the note automatically displays in a special window when the RA is first brought up on the RA Close screen. The note cannot be altered from RA Close. The user is required to enter their usercode and password to log the fact that they saw the note. This feature is for on-line RA Close only. These notes do not display in any other program.
Refer to the chapter General Data Entry Instructions for details.

III. COUNTER AGENT INSTRUCTIONS

The following discusses how a CDPID is added to a transaction by CARS+.

CDPID is added to a reservation or a RA through the corporate ID number field in the Main Window. This is Field 8c on the Reservations screen and Field 9c on the RA Open screen. A corporate ID can be added at the time of reservation or at the time of RA Open.

A. RESERVATION SCREEN; Field 8c:

OPTION: ______________ RESERVATIONS 1 Name(L/F/T) */*/* 11 Conf# * 2 P-U Date/Dy/Time/L */*/*/FAR01 12 PO# * 3 Ret Date/Dy/Time/L */*/*/FAR01 13 Disc Pct/Amt */* 4 Airline/Flight/Pax */*/* 14 Cus#/OID#/CT */*/RES 5 VhCls/Rate/RtCls */*/* 15 Cont * 6 FOP/#/Exp/LOA */*/*/* 16 Empl/Drw ANNE/1 7 Home/Work Phone */* A-Rates E-DB/Cust 8 Src/Ty/ID */*/*/* O-Other N-Notes 9 Notes/Options */* 10 Email * F1=SAVE F2=SWIPE F3=ERASE F4=CLONE F6=SEARCH F8=EST

B. RA OPEN SCREEN, Field 9C:

OPTION: ______________ RA OPEN 1 Name(L/F/T) */*/* 11 Ret Dt/Tm */* 2 Address * 12 Ret Loc/Drop FAR01/* 3 C/S/Z */*/* 13 Veh/Cl/Odo/F */*/*/* 4 Ph/DOB/Gen */*/* 14 Rate/Cl/Ppd */*/N 5 Locl Cnt * 15 Cell Phone * 6 Li/St/Ex/Ver */*/*/* 16 Empl/Drw ANNE/1 7 FOP/#/Ex/LOA */*/*/*/* 8 Ath#/Amt/Cur/RoE /*/*/*/* 9 Sr/Ty/ID */*/*/* 10 Notes * O-SUB Windows F1=SAVE F2=SWIPE F3=ERASE F6=SEARCH F8=ESTIMATE

In the appropriate field, after the second slash, enter the corporate ID number and press (RET). The company or agency name will display following the third slash.

If the CDPID number is not known by the customer, perform a search of the CDPID file by pressing "F6" at the Main Window "OPTION" field. The CDPID search is listed as choice "Z". The search can be performed by company name or CDPID number. Or press Shift-F7 from the ID field itself to search (if that feature is turned on.)

User tip: For Hertz Operations in North America (US and Canada), in order to have all of the special privileges and discounts associated with the CDP applied to the RA, the CDP must be applied to the RA using one of the search methods (F6 or Shift-F7). Direct entry of the CDP number into this field will cause the CDP number to be linked to the RA, but none of the special privileges will be applied.

C. ADDING, REMOVING OR CHANGING THE CDPID # FROM THE RESERVATION OR RA

Note that a Corporate Account Record and the Corporate Contract can be set up to specify that the following be added to the transaction:

• vendor
• bill-to customer
• source code
• rate
• credit card
• special document

When these have been added to a reservation or RA from the CDPID number, and the CDPID is removed, the related item is removed as well.

Examples:

1. If the rate on the transaction is the corporate rate from the CDPID record, the rate product is removed from the transaction.
2. If the rate on the transaction doesn't match the corporate rate from the CDPID record, but the discount percent matches the CDPID record, then the discount percent is removed.
3. If the CDPID has privileges that add an option to the transaction, that option is removed.
4. Since CDPID can affect the price of options, all options on the transaction are repriced after the removal or change of the CDPID number.
5. If the CDPID has a bill-to party, the bill-to party is removed.
6. If the CDPID is linked to a Vendor, the Vendor is removed.
7. If the CDPID record references a Special Document, the Special Document is removed.
8. If the credit card used for authorization is linked to a CDPID, the credit card is removed.

Conversely, records can be set up to apply a CDPID number to a Reservation or RA. These records are:

• Credit card
• Source Code
• Vendor
• Renting customer
• Bill-to Customer
• Special document
• IT record (tour)
• IT record (insurance)

Refer to the section on CDPID Hierarchy for further discussion.

User tip: When the CDPID from the reservation has been changed when opening a RA, remember that pressing Shift/F8 can be used to re-load the reservation data. This will cause the original CDP and other data such as rate and return date from the Reservation to be re-loaded.

User tip: Reservations received via the reservation interface programs for Dollar and Hertz operations depend on the 'Other ID' field to find a match to an existing customer record in CARS+. If the reservation does not have an Other ID number, or a customer record in CARS+ does not have a matching Other ID number, the reservation does not find the customer record. During the process of opening the RA for such a reservation, a search may be done on the drivers license or name and the customer record may likely be found. If that customer record has a CDPID, note that the corporate rate attached to the CDPID will NOT override the rate on the reservation.

User tip: A field in the Corporate Account Record can be used to prevent the CDPID from being added to a reservation or RA manually. That is, the CDPID must come in electronically on an interfaced reservation.

D. CDPID HIERARCHY

Because a CDPID number can be placed on a reservation or RA in numerous ways, a hierarchy has been established to define which ones take precedence over others. The hierarchy from lowest to highest is:

• User manually added CDPID (See NOTE below)
• FOP's CDPID is applied only if no other CDPID is on the RA. However, only privileges and discounts are applied; the rate product is NOT changed to the CDPID contract rate.
• Source Code
• Vendor
• Customer - renter
• Customer - bill-to party
• Special Document
• IT Code (either tour or insurance)
• User manually added CDPID (see NOTE below)
• CDPID on a reservation received electronically from a corporate reservation center

When a CDPID number is already on a Reservation or RA and some thing else that is linked to a higher priority CDPID number is added to the transaction, a question is displayed asking if the new CDPID number should be applied. (See EXCEPTION below.) If it is used and that item is removed at a later time, the CDPID next highest in the hierarchy is applied.

Example: A CDPID from a Source Code is applied to a RA. Next a bill-to party with a CDPID is applied. The following question will display:

USE BILL-TO'S CDPID? Y/N

Entering a "Y" means the bill-to CDPID takes precedence over the CDPID applied from a Source Code. If the bill-to party is removed from the RA, its corresponding CDPID is removed, too. Then the CDPID from the Source Code will be re-applied.

When a Special Document with a CDPID is applied, the following question is asked:

USE DOCUMENT CDPID NUMBER IN PLACE OF CURRENT VALUE? Y/N

Entering "Y" applies the CDPID from the special document.

Entering "N" causes the Special Document to be removed from the RA (the document is removed if the CDPID is not used.)

NOTE: A manually entered CDPID can be treated as the lowest or nearly highest in the hierarchy depending on when it is entered on the RA or Reservation.

If a CDPID is manually entered and some other thing is placed on the RA afterwards (source code, vendor, bill-to, etc.) the manually entered CDPID is overridden by the other ones in the hierarchy.

However, if a manually entered CDPID is the last one entered on the RA, it takes precedence over another CDPID that may be on the RA or Reservation.

EXCEPTION: When a reservation is electronically received from a corporate reservation center, it cannot be changed.