3a. CLAIM NUMBER

Enter up to 20 alphanumeric characters to indicate the claim number or purchase order number related to this rental.

EXAMPLE: Type 87-748-DJ-070492 (RET)

Enter up to 15 alphanumeric characters to indicate the insurance policy number related to this rental.

EXAMPLE: Type 1972-439-6002 (RET)

Enter up to 5 characters representing the Rate Product Code for the insurance voucher. A default rate code from the insurance company's IT record may automatically display in this field.

EXAMPLE: Type INS(/)

NOTE: For Hertz US licensees, If the insurance company's customer record has a CDPID# or if a CDPID# was manually entered on the RA, the insurance rate is not selected until the Insured/Claimant question (Field 3c) is answered. (The rate can vary for HLE rentals with a CDPID number based on whether the renter is the claimant or the insured.)

Enter the Vehicle Class Code of the vehicle the insurance company is willing to pay for. The combination of Rate Product Code and Rate Class Code entered in Fields 2a and 2b should produce the daily rate the insurance company is willing to pay.

EXAMPLE: Type CCAR (/)

Enter the maximum number of days the insurance company has authorized.

EXAMPLE: Type 5 (RET)

User tips:

1. The system can be configured to require that the number of days on the RA cannot exceed the number of days authorized by the insurance voucher. To have this configuration set up, contact Thermeon’s Customer Support Dept.

2. When the number of days entered on the voucher is longer than the number of days on the rental (difference between the opening date and return date), note that the return date is automatically changed. (The voucher days are added to the opening date.)

3. When the length of a RA is restricted in the "max days" (maximum days) field of the location record, the days on the voucher can override the maximum. For example, if the maximum is set at 30 days and the voucher is for 35 days, the return date can be more than 30 days from the opening date.

Enter up to 5 characters representing the Rate Product Code for the voucher period. A default rate code from the insurance company's IT record may automatically display in this field. If this is the same rate as enetered in field 4a, the insurance company will be responsible to the full rental time charges during the voucher period. If this rate is different, the renter will be responsible for the difference between this rate and the Rate in field 4a.

EXAMPLE: Type INS1(/)

5b. RATE

Enter up to 5 characters representing the rental Rate Code that will be used for the contract. Although Rate Codes can have up to 12 characters, for rates that are used in insurance logic RAs, the retail rate and the insurance rate are limited to 5 characters.

A default customer rate from the insurance company's customer record may automatically display in this field.

If the rate code was loaded from the insurance company's CDPID number, it is not editable. If an attempt is made to change the rate, the following message displays:

RATE CANNOT BE CHANGED ON THIS CDPID

Use the following rules to select a proper rate code.

1. If the daily rate that will be billed to the insurance company will fully satisfy the Time charges once this reservation becomes an RA, then the code entered in this field should either be the same as was entered into the Insurance Subwindow, or it should have the same daily rate.
2. If the insurance company will not pay for the full daily charges, entering a rate code which has a greater daily rate will cause the difference between the two rates to be billed to the driver/renter. It is this concept that allows an upgrade on a replacement rental.
3. The rate code entered here will always be the rate charged to the customer for any days beyond the period authorized by the insurance company.

EXAMPLE: Type 1INS (RET)

13. LOCAL CONTACT

This is the same field as Field #6 in the Insurance Subwindow. The most recent entry in either of these fields replaces any previous entry.

An insurance voucher causes rates in the A Subwindow to display differently than they do on a retail RA.

Example 1: The rate for the insurance voucher and the rate in the main window are the same ($30/day). The voucher covers 5 calendar days of the RA (04/21 to 04/25):

• Row 2 shows the customer's responsibility during the voucher period (zero).
• Row 1 shows the rate the customer will be charged for days beyond the voucher period.

Example 2: The rate for the voucher is $30/day and the rate in the main window is $40/day. The voucher covers 5 calendar days of the RA (04/21 to 04/25):

• Row 2 shows the customer's responsibility of $10/day during the voucher period.
• Row 1 shows the rate the customer will be charged for days beyond the voucher period.

Example 3: The rate for the voucher is $30/day and the rate in the main window is $40/day and voucher covers only 3 days of a 5 calendar day rental. However, the customer is not to be billed for any time charges during the voucher period.

• The user must manually remove the $10 rate from line 2 for the 3 day voucher period. Therefore, the voucher will cover the entire Time charges for the first 3 days of the rental at $30/day. The renter is responsible, however, for the days beyond the voucher period at the rate of $40/day.

When all data has been entered, press "F1" to save the reservation

C. OPENING RENTAL AGREEMENTS.

Opening an insurance replacement rental is similar to creating a reservation for one and, thus, involves unique data entry to fields on both the Main Window and the Insurance Subwindow. In general, the instructions given above for Reservations for the I Subwindow and Main Window should be followed. Only the differences will be discussed here.

1. RA from a Reservation with an insurance voucher

If an insurance voucher was created as part of a reservation, when the reservation is pulled to the RA Open screen, the following message will display:

VCHR ON RES

Check the information on the voucher in the I Subwindow. If the information needs correcting, editing must be done through the Edit Voucher program.

2. Rental Agreement without an insurance voucher on a reservation.

Refer to the instructions earlier in this chapter on insurance vouchers on Reservations.

When a unique range of RA numbers for insurance rentals is defined in Edit Next RA Ranges, RAs with an insurance voucher are assigned a contract number from the Insurance RA number range.

If a contract is opened as a retail RA and at a later time an attempt is made to add an insurance voucher to it, CARS+ prevents the addition of the voucher and the following message will display:

RA MUST BE VOIDED AND RA BATCH OPENED

This is done in order for a number from the insurance RA number range to be assigned to the contract.

D. SELLING "INSURANCE ONLY" OPTIONS ON RETAIL RA’S.

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

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

To sell these items, select them from the Option Pop-up window when it is called from the Main “OPTION” field on the RA (not from the insurance subwindow). When the option, such as PDW is selected, an additional pop-up window is displayed where data can be entered for Insurance Company and Policy number. An example is shown below:

The space at the top part of the window is for wording of your choice (the wording shown above is just an example.) Contact Thermeon’s Customer Support Dept to have text set up.

If the window is exited without entering data in both fields, the following message is displayed and the selection of the option is cancelled.

REQUIRED INSURANCE DATA FOR THE RENTER IS MISSING. PRESS RETURN

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

E. USING THE ESTIMATE FEATURE.

When an insurance voucher has been entered on a contract, the estimate feature (F8 key) will display 3 groups of columns: the Total column, the Customer’s portion, and the Insurance party’s portion. Some examples are shown below:

EXAMPLE # 1 – The insurance company is responsible for all charges for 2 days.

ITEM              RATE     CHARGE

-----------------------------------------------------------------------------
DAYS      :   2 @ $        30.00 = $       60.00
ITEM                                    TOTAL  CUSTOMER    INS/DLR
-----------------------------------------------------------------------------
TOT T&K   :                        $       60.00                60.00
SURCHARGE :                        $        3.00                 3.00
CNTYTA    :                        $        7.20                 7.20
TAX       :                        $        6.00                 6.00
TOTAL     :                        $       76.20                76.20

EXAMPLE # 2 – The customer is responsible for the Surcharge; the insurance company is responsible for 2 days at $30 a day plus the taxes on their portion.

ITEM              RATE     CHARGE

-----------------------------------------------------------------------------
DAYS      :   2 @ $        30.00 = $       60.00
ITEM                                    TOTAL  CUSTOMER    INS/DLR
-----------------------------------------------------------------------------
TOT T&K   :                        $       60.00                60.00
SURCHARGE :                        $        3.00      3.00
CNTYTA    :                        $        7.20                 7.20
TAX       :                        $        6.00                 6.00
TOTAL     :                        $       76.20      3.00      73.20

EXAMPLE # 3 – The insurance company is responsible for all charges for 2 days and the customer is responsible for all charges for 1 day.

ITEM              RATE     CHARGE

-----------------------------------------------------------------------------
DAYS      :   2 @ $        30.00 = $       60.00
DAYS      :   1 @ $        30.00 = $       30.00
ITEM                                    TOTAL  CUSTOMER    INS/DLR
-----------------------------------------------------------------------------
TOT T&K   :                        $       90.00     30.00      60.00
SURCHARGE :                        $        4.50      1.50       3.00
CNTYTA    :                        $       10.80      3.60       7.20
TAX       :                        $        9.00      3.00       6.00
TOTAL     :                        $      114.30     38.10      76.20

ITEM              RATE     CHARGE

----------------------------------------------------------------------------
  DAYS      :  30 @    40.00 = $     1200.00                                   
  ITEM                                  TOTAL  CUSTOMER    INS/DLR            
  ----------------------------------------------------------------------------
  TOT T&K   :                  $     1200.00    200.00    1000.00              
  SURCHARGE :                  $       36.00     36.00                         
  SALES TAX :                  $       60.00     60.00                         
  TOTAL     :                  $     1296.00    296.00    1000.00      

ITEM              RATE     CHARGE

-----------------------------------------------------------------------------
  DAYS      :  30 @    40.00 = $     1200.00                                   
  ITEM                                  TOTAL  CUSTOMER    INS/DLR            
  ----------------------------------------------------------------------------
  TOT T&K   :                  $     1200.00    247.62     952.38              
  SURCHARGE :                  $       36.00     36.00                         
  SALES TAX :                  $       60.00     12.38      47.62              
  TOTAL     :                  $     1296.00    296.00    1000.00   

User tip: Incomplete Vouchers are not considered in the Estimate window.

F. PREPRINTING RAs.

Some insurance replacement rentals require that the rental car be delivered to the renter/driver. In these cases, it is often desirable to preprint a RA which will be taken on the delivery and completed by hand in the presence of the customer. RAs can be preprinted whether or not there is a reservation for the rental.

1. Preprinting from a Reservation can be done on the RA Open Screen. See details about preprinting in the chapter on RA Open.

2. Preprinting without a reservation can be done on the Batch RA Open Screen. See details in the chapter on Batch RA Open.

G. EXTENDING THE AUTHORIZED PERIOD OF THE RENTAL.

When an insurance company authorizes an extension on a rental, the following steps should be taken:

1. Pull the RA back up on the RA Open screen and change the return date and time in Field 11 of the Main Window.

2. In the S Subwindow, at the Option field, enter the Line number (13-16) which displays the abbreviated voucher. That action will pull the voucher back up in fields 1 through 8.

3. Go to field 4c and chnage the days authorized to the new extended total of authorized days.

4. Resave the RA.

H. CLOSING RENTAL AGREEMENTS.

Insurance rentals are closed in much the same way as all other RAs. After pulling an insurance RA onto the Close screen, one of the following messages will appear:

INSURANCE VOUCHER IN EFFECT. PRESS RETURN TO CONTINUE

MULTIPLE INSURANCE VOUCHERS FOUND. PRESS RETURN TO CONTINUE

INCOMPLETE VOUCHER FOUND. DO YOU WISH TO COMPLETE IT? (Y/N)

INCOMPLETE VOUCHER MUST BE COMPLETED BEFORE SAVING

These messages are designed to inform the agent that insurance vouchers will be part of the calculations. (The incomplete voucher messages are addressed later in this chapter in the section on Incomplete Vouchers.)

The following notes outline how vouchers are used on the Close screen.

1. The customer's time charges are shown in the A subwindow.

In the example below, the vehicle was rented at a calendar day rate of 20.00/day (rate used in the main window on Open.) The rental spanned 3 calendar days, beginning March 30.

The insurance voucher is for 3 days at $19 per day.

Row 2 of the A subwindow shows that the customer is responsible for $1 per day during the voucher period.

Row 1 of the A subwindow shows the customer will be responsible for $20 per day beginning April 2 for days beyond the voucher period.

Customer is also responsible for mileage charges.

Therefore, the customer is responsible for $10.75 in mileage and $3.00 time; total $13.75.

2. Rules for Calculating Voucher Amount.

• The calculated quantity (days) for the voucher will never exceed the days authorized by the insurance vouchers.
• For all vouchers entered, the system will add the days authorized in each voucher to determine total authorized days. If the total number of rental days is less than the total authorized days, the vouchers are used in their order of entry.
  
  Example: A voucher is added to a RA for an insurance company that authorizes 3 days. A second voucher is added to the RA for a body shop that authorizes 2 days. If the contract closes on the 4th day, the insurance company voucher would be calculated for 3 days; the body shop for 1 day (because the body shop voucher was the second one added to the RA.)
  If the vehicle is returned in 2 days, the insurance company will be invoiced only for the rental days used.
• Incomplete vouchers are ignored when calculating the RA charges.

3. Viewing the voucher charges.

From the main OPTION field, press Shift/F5 to see the voucher charges. In the example below, the insurance company will be billed for time only (3 days at $19.)

4. Calculation of Sales Tax and other included items.

If the insurance company is being invoiced for sales tax on their portion of the rental, the amount in Field 3 of the Main Window that is the customer's part. The remainder of the tax will be invoiced to the insurance company.

To display the amount charged to the insurance company, when the cursor is at the "OPTION:" field in the Main Window, press "Shift/F5". The lower half of the screen will show the voucher charges:

Other charges that the insurance company authorized will also be itemized in the Shift/F5 window. Optional and coverages charges included in the insurance voucher will be subtracted from the total charges for these items, and only the renter's portion for those items will be shown in the main window.

5. Editing the customer's charges

At times, the decision is made to absolve the customer from being responsible for the difference in the rates during the voucher period. (rental rate was more than the voucher rate)

Below is an example of the A subwindow showing the customer owes $1 per day during the voucher period.

To remove the customer's portion during the voucher period, place the cursor in row 2 of the A subwindow. Either of the following methods can be used:

• To remove the chargeable days but keep the rate as a reference, enter an asterisk in the 'Days" field. An example of the corrected window is shown below:

• Or press F3 when the cursor is in row 2. The quantity and the rate will both be replaced with asterisks. An example of the corrected window is shown below:

6. Using the Insurance Sub-windows on the RA Close Screen

Similar to the RA Open and Reservations screens, the Create Insurance Company Subwindow and the Insurance Subwindow can be accessed from the RA Close screen. If an insurance company was inadvertently omitted from being entered on the RA Open screen, the company can be created from the RA Close screen. In addition, insurance vouchers can be created from the RA Close screen, and incomplete vouchers can be completed.

7. Policy Max imposed

When the policy max is imposed (that is, the voucher charges are more than the policy max entered on the voucher), the amount of the voucher that exceeds the policy max is stored in the "hourly" field on the voucher row of the RA Close A subwindow. In the RA below, the insurance voucher is for 25 days at $45 per day plus tax. The policy maximum is $1000. The amount over the max is $172.27:

OPTION: ______________ BATCH RA CLOSE #A0001368 1 Miles/Fuel/Chg 2400/8/*/* 5 Empl/Drw ANNE/123 Inclusive Rate 172.27 6 Notes * Other Charges * FOP 2 Discount * 7 Date/Time 03-24-10/0800 3 Tax/Surcharge 17.23 A-T&M Charges name:SWEENEY Subtotal-1 189.50 C-Option Charges date:03-01-10 0800 Less Dep/Reimb * D-Payments odom: 2210 8 Less Payments * E-Other Charges veh#:091777 4 Change Back * F-RA Open Bill-To: Balance 189.50 O-Other Windows N-Notes OPTION: ______________ TIME & MILEAGE CHARGES Page:001 Elapsed: hrs: 0:00 dys: 2 wks: 3 mo: 0 miles: 190 free:1200 Class F Option EffDt Days/Rate Weeks/Rate Mths/rate Xdys/Rate Hrs/Rate Charge 1 INS 03-26 */45.00 */* */* */* */* * 2 INS 03-01 24/* */* */* */* 1/172.27 172.27 3 MILE */* */* */* */* */* * 4 * */* */* */* */* */* * 5 * */* */* */* */* */* * 6 * */* */* */* */* */* * 7 * */* */* */* */* */* * F2 NEXT 7 F4 PREV 7

The charges to the insurance company (Shift/F5) are shown as:

OPTION: ______________ BATCH RA CLOSE #A0001368 1 Miles/Fuel/Chg 2400/8/*/* 5 Empl/Drw ANNE/123 Inclusive Rate 172.27 6 Notes * Other Charges * FOP 2 Discount * 7 Date/Time 03-24-10/0800 3 Tax/Surcharge 17.23 A-T&M Charges name:SWEENEY Subtotal-1 189.50 C-Option Charges date:03-01-10 0800 Less Dep/Reimb * D-Payments odom: 2210 8 Less Payments * E-Other Charges veh#:091777 4 Change Back * F-RA Open Bill-To: Balance 189.50 O-Other Windows N-Notes F1=CLOSE RA F2=SWIPE F3=ERASE F4=CALC F6=SEARCH ESC=EXIT SF101 STATE FARM ANY, SC DAYS : 24 @ 45.00 = 1080.00 SURCHARGE : 1.50 TAX : 90.77 Voucher Max : 1000.00 TOTAL : 1000.00 PRESS RETURN

8. Display of Charges with Shift/F8

Like any other RA, a display of charges can be obtained by pressing Shift/F8 from the "OPTION" field. For insurance RAs, the is a column for the customer, insurance co, and total -- similar to the estimate from the Open screen. The RA with the policy max is shown below:

9. Closing RAs with an Incomplete Vouchers

Incomplete vouchers are ignored at the time of Close. Therefore, the renter is held responsible for any charges not covered by completed vouchers.

RAs with Incomplete Vouchers do NOT appear in the Closed RA section of the DBR. They are not eligible for posting or invoicing until the voucher is either deleted or completed.

10. Adding other items to the Insurance Company’s portion of the RA.

Normally, the items included in the insurance voucher are identified in the Option pop-up window. If for some reason an additional item needs to be included in the insurance company’s portion of the rental, the Payments subwindow can be used.

In the Payment Subwindow, enter data as follows:

AMOUNT - Enter the amount of the additional charges.

EXAMPLE: Type 15.00 (RET)

FOP - Enter the Customer Number of the insurance company to be invoiced.

EXAMPLE: Type AAA (RET).

OPTION: D________ BATCH RA CLOSE #S3711050 1 Miles/Fuel/Chg 24043/8/*/L 5 Empl/Drw AMM/1 Total T&M 13.75 6 Notes * Total Non-T&M * FOP MC XXXXXXXXXXXX7778 12-15 2 Discount * 7 Date/Time 04-01-10/1200 3 Tax/Surcharge 3.54 A-T&M Charges name:GORHAM Subtotal-1 17.29 C-Option Charges date:03-30-10 1800 Less Dep/Reimb * D-Payments odom: 23700 8 Less Payments 17.29 E-Other Charges veh#:001816 4 Change Back * F-RA Open Bill-To: Balance * O-Other Windows N-Notes OPTION: __ PAYMENTS Amount/FOP/#/Exp/Settled Auth#/Amt/PmtDate/Time/Drw Curr Code/Frgn Amt 1 15.00/AAA/*/*/* 2 */*/*/*/* 3 */* 4 2.29/CA/CASH//*/* 5 */*/*/*/* 6 */* 7 */*/*/*/* 8 */*/*/*/* 9 */* 10 */*/*/*/* 11 */*/*/*/* 12 */* F2 NEXT 4 F4 PREV 4

The amount entered here as a "payment" will be added to the value of the voucher and will post as a single combined receivable amount.

On previously saved RAs, bring up the RA and go to the I subwindow. Enter the insurance company code in Field 1 and press (RET). Then press Shift/F5 to bring up the Option pop-up window. Edit the items to be invoiced to the insurance company as needed.

The other voucher data (rate, number of days, insurance company code, class of vehicle) can be edited using the Edit Voucher program. Vouchers can also be deleted using that program. Note that a deleted voucher will still display in the Deposit/Payment file search and is indicated with an asterisk.

Rates are handled in a unique way when multiple vouchers have been issued by the same party. Any change to the rate on one voucher will cause the rate to change on all vouchers issued by the same party. The rate for that party must be the same on all vouchers issued on the RA.

Insurance vouchers on posted RAs cannot be edited.

Refer to the chapter on the Edit Voucher program in this Manual.

If a separate range of RA numbers for insurance rentals is designated fin the Edit Location File, the following message appears when, after opening and saving a non-insurance contract, an attempt Is made to add an insurance voucher to the RA.

RA MUST BE VOIDED AND NEW INS RENTAL BATCH OPENED

K. SUMMARY OF INCOMPLETE VOUCHER FEATURE

As mentioned in the Set Up section above, two fields in the Edit Miscellaneous Control File control the use of Incomplete Vouchers.

An incomplete voucher can be used when the number of days the insurance company will authorize is undetermined. At the time they are created, Field 2c (Days) in the I subwindow is left blank.

Incomplete vouchers can be added to a contract using the I subwindow from either the Reservation, Open RA, or Close RA programs.

The Estimate (F8) feature on the Reservation and RA Open screens ignores incomplete vouchers.

The "Prevent Close" field in the G subwindow of the RA Open screen is used to designate a contract with an incomplete voucher. The letter "I" is entered automatically in this field when an incomplete voucher is added to a contract. It is removed only when the voucher is either completed or deleted.

• Incomplete vouchers may be either completed using either the I Subwindow or the Edit Voucher program.
• Incomplete vouchers must be deleted using the Edit Voucher program.

When loading an RA with an incomplete voucher to the screen (Open or Close), the following message is displayed:

INCOMPLETE VOUCHER FOUND. DO YOU WISH TO COMPLETE IT? (Y/N)

CARS+ can be configured to either allow or prevent closing an RA with an incomplete voucher. If the system is configured to prevent closing an RA, the following message will display on RA Close program when attempting to save:

INCOMPLETE VOUCHER MUST BE COMPLETED BEFORE SAVING

If incomplete vouchers are allowed, they are ignored when calculations are made on the RA Close screen. Therefore, all charges not covered in completed vouchers are assumed to be due by the renter.

Payments taken from the renter at the time of Close are considered "deposits" rather than "payments" in the Deposit/Payment File. Therefore, they will appear on the closing day's Drawer Balance Report and DBR under the Deposits section in order to balance the day's receipts.

RAs with incomplete vouchers do NOT appear on the Operations DBR or the Accounting DBR in the RAs Closed section. RAs with incomplete vouchers are NOT eligible for posting.

Contracts with incomplete vouchers are ignored by the Insurance Invoicing program.

Use the Insurance Follow-Up Report on a daily basis to check for RAs with incomplete vouchers.

RAs with incomplete vouchers are listed on the Accrual Report (shown as Type 4).

When an incomplete voucher is completed or deleted, the closing DBR date of the RA is changed to the current day.

L. OVERVIEW FOR EDITING INSURANCE VOUCHERS

Use the S Subwindow of the Reservations, RA Open or RA Close program to do the following:

• Complete an incomplete voucher
• Edit the additional items (LDW, etc.) paid by the insurance company
• Add an extension to the number of days authorized
• Edit non-voucher-specific information such as garage, make, model, etc.

• Delete a voucher
• Delete or edit the number of days on an extension
• Complete an incomplete voucher
• Edit existing voucher information (rates, FOP, Voucher (Policy) Max., etc.)
• Correct or complete a voucher that does not post.

VI. BACK OFFICE INSTRUCTIONS

A. Daily Business Report

1. Insurance Vouchers and the Operations DBR.

T&M charges generated by insurance vouchers are included with all other forms of T&M on the Operations DBR.

Remember that closed contracts with Pending vouchers are not included in the Close RA section on the Operations DBR. However, payments taken from the renter at close will appear in the Deposits section of the DBR.

2. Insurance Vouchers and the Accounting DBR.

Insurance vouchers also appear on the Accounting DBR; however, they are separated from other T&M revenue as follows:

The column titled Whlsale shows the total receivable (Time + sales tax), due from the insurance company.

The columns titled Time and Mileage show the revenue earned on all non-insurance rentals.

Payments from the renter and the insurance voucher are shown on the PAID row.
Multiple insurance vouchers for the same insurance company appear as a single voucher equal to the full receivable amount.

In addition to appearing as a payment FOP, Insurance vouchers will also appear on the Accounting DBR in the following ways:

Included in the Wholesale line in the Sales/Receipts Cross Check section.

Sub-totaled by insurance co. in the FOP summary section.

Remember that closed contracts with Pending Vouchers are not included in the Close RA section on the Accounting DBR. However, payments taken from the renter at close will appear in the Deposits section of the DBR.

Vouchers that do not post can be corrected in the Edit Voucher program where the user can manually enter or correct the missing data.

B. DBR Posting

As stated earlier, insurance vouchers are handled as Type B FOPs. Therefore, when a DBR is posted, each individual voucher will be posted to the appropriate customer account in the A/R Open Item File. When vouchers which include sales tax, options, or other items are posted to the A/R Distribution File, the posting program will distribute the items to the appropriate G/L accounts.

C. Invoicing Insurance Companies.

The Insurance Invoicing program prints a billing invoice for each insurance logic rental summarizing the rental charges and showing the claim number, policy number, renter information, etc.

One invoice is printed for each insurance rental. When a RA has multiple insurance vouchers for the same insurance company due to extensions, the invoice consolidates the vouchers on a single invoice. If the contract has insurance vouchers for different insurance companies, a separate voucher is printed for each company.

D. IInsurance Follow-up Report

This report is used as a guide for requesting extensions from insurance companies on insurance replacement rentals. Insurance RAs with vouchers expiring between the date range selected are sorted by the insurance company and adjuster handling the claim. The report can include incomplete vouchers or be requested for only those RAs with incomplete vouchers.

E. Vehicles Due In Report

This report can be run in different modes:

Include insurance logic RAs
Exclude insurance logic RAS
List only insurance logic RAs

F. Editing a Posted Insurance RA

The return date can be changed using Edit Posted RA. Whether it's changed to an earlier date or later date, the voucher does not recalculate. It is the customer's portion of the rental that is recalculated.