Use this program to:

To access the program, type EDTPRF (RET) at any menu "OPTION:" field or the appropriate number on the Incentives Sub-Menu of the Month End Menu. The screen will then display:

OPTION: __ EDIT INCENTIVE CONTROL RECORD

1 Exclude Inclusive Y
2 Exclude Rule Addon Y
3 Exclude Cust Coverages Y
4 Exclude Cust Optset Y
5 Exclude CDPID Priv Opt Y
6 Exclude Tour Included Y
7 Exclude Res Sold Items N
8 Include Res Employees N
9 Exclude Gold Preprints Y
10 Exclude Delivery Y
11 CDPID Upsells
12 SRDP Optset
13 Exclude Mult
14 Exclude 2nd Mo.
15 Round Part Days
16 Full FPO Revenue
17 Gold Choice Only



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A number of circumstances can cause options to be added to a RA other than through the rental agent 'selling' the item to the customer. The item may be included automatically for any of the following reasons:

As a result, the rental agent who opened the RA did not have a chance to sell the option. When calculating sales performance, is it fair to penalize the agent for rentals where a sale was not even possible? The following fields are use to specify how the Extra Revenue Report should handle options on RAs in these and other situations.


Enter data as follows:

1. EXCLUDE INCLUSIVE

When items are included in a rate, the rental agent does not have the opportunity to sell the item. Enter:

Y = When calculating the percentage of sale for an item, do not include rentals whose rates include the item being reported. Also, do not include the revenue allocated to that item from the inclusive rate.

N = When calculating the percentage of sale for an item, report all rentals regardless of whether or not the item was included in the rate. Also, do not include the revenue allocated to that item from the inclusive rate.
To illustrate: Assume that an employee opened 15 RAs; 11 included LDW through an inclusive rate. On the other 4 RAs, the agent sold LDW 1 time.
Entering “Y” in this field would show the LDW revenue on just the 1 RA where the agent sold it, and the percentage of sales would be 25% (1 out of a possible 4.)
Entering “N” in this field would show LDW revenue on 12 RAs (the 11 with the inclusive LDW plus the 1 from the agent’s sale) and the percentage would be 80% (12 out of a possible 15.)

EXAMPLE: Type Y (RET)

2. EXCLUDE RULE ADDON

Rental rates can be set up with add-on option sets which causes the options in the option set to be added to the RA automatically. Therefore, the rental agent does not have the opportunity to sell the item. Enter:

Y = When calculating the percentage of sale for an item, do not include rentals where the option was in an add-on option set. Also do not include the revenue for that item.

N = When calculating the percentage of sale for an item, report all rentals regardless of whether or not the item was added to the RA because of an add-on option set. Include the revenue for that item.

EXAMPLE: Type Y (RET)

3. EXCLUDE CUST COVERAGES

A field in the Edit Misc Control Fields record controls if the 4 coverage preference fields in the customer record should be automatically set according to the coverages taken (or not taken) when the customer rents for the first time. If the system is configured to set the flags, the coverages are automatically placed on every RA after the first one.

Use this field to define how the Extra Revenue Report should treat coverages that are placed on RAs in this manner. Enter:

Y = Yes, exclude these options. After the first RA, the renting agent should NOT get credit for selling the coverages that are added automatically due to the coverage preference fields in the customer record.

N = No, sales of these coverages should not be excluded. The renting agent should get credit for the sale.

EXAMPLE: Type Y (RET)

User tip: When the customer rents for the first time, the rental agent always gets credit for the sale of any coverage on that first RA.

4. EXCLUDE CUST OPTSET

An Option Set code can be entered to a Customer record. It causes the options in the Option Set to be automatically placed on every RA for the customer. Enter:

Y = Yes, exclude these options. The renting agent does NOT get credit for selling the items in the Option Set attached to the customer record.

N = No, these coverages should not be excluded. The renting agent should get credit for the sales.

EXAMPLE: Type Y (RET)

5. EXCLUDE CDPID PRIV OPT

Certain fields in the Edit Privilege Code screen can be used to either automatically apply an option or exclude an option from being selected on Corporate Contract RAs where those Privilege Codes are present. These fields are:

Page 1: Auto-apply Opt
Page 2: Decline Coverages
Page 2: Option Set

Use this field to specify if options involved on RA's with these Privilege Codes should be counted as possible sales opportunities on the Extra Revenue Report.

Enter:

Y = Yes, exclude these options. The renting agent does NOT get credit for selling the items.

N = No, these items should not be excluded. The renting agent should get credit for the sales.

EXAMPLE: Type Y (RET)

6. EXCLUDE TOUR INCLUDED

The revenue is not reported for items included in a tour voucher. This field applies only to the number of sales the agent made.

Enter:

Y = Yes, exclude the options included in a tour voucher. Consider only the options outside of the voucher for the number of possible sales.

N = No, do not exclude the options included in tour vouchers. Consider both the voucher options as well as the retail options for the number of possible sales.

EXAMPLE: Type Y (RET)

7. EXCLUDE RES SOLD ITEMS

It is possible on the Reservations screen to "sell" coverages and options to the customer while creating the reservation. This and the next field control who gets credit for options sold on a reservation. This field is oriented to the employee who opened the the RA. Enter:

Y = The employee who opened the RA will NOT be credited for any options sold on a RA's reservation.

N = The employee who opened the RA WILL be credited for all options on the RA, both those sold at the time of open and those sold by others on the RA's reservation.

EXAMPLE: Type Y (RET)

8. INCLUDE RES EMPLOYEES

If you answer "Y" to the previous field (Exclude Res Sold Items), this field determines if the items sold on reservations will be credited to the res agent or if they will not be reported at all. Enter:

Y = Yes. The Extra Revenue Report will check to see if any coverage or option was sold on a Reservation rather than on the RA Open screen. If any instances are found, the sales will be listed under the reservationist's employee code. Any additional sales made at the time of RA Open will be reported under the opening rental agent's employee code.

N = No. Items sold on a reservation are not to be reported at all, neither to the res agent nor the agent who opened the RA.

EXAMPLE: Type Y (RET)

NOTE: Entering a N in Field 7 and a Y in Field 8 is not allowed. Such a configuration, if allowed, would result in incentivising items sold on a reservation to both the res agent and the employee who opened the RA. Such a set up will produce the following error message: YOU MUST EXCLUDE RES OPTIONS FOR TO INCLUDE RES EMPLOYEES PRESS RETURN

USER TIP: If a "Y" is entered in this field, the RA may appear twice on the Extra Revenue Report - once under the reservationist's employee code and again under the opening agent's employee code. Therefore, the total number of transactions reported at the end of the report may be greater than the number of transactions that actually occurred during the time period requested.
9. EXCLUDE GOLD
 For some car rental operations, VIP renters have their rental contracts pre-printed and they bypass the rental counter entirely. On these rentals, the individual who pre-printed the RA did not have a chance to sell any additional Options. With this in mind, enter as follows:
Y = Yes. The Extra Revenue Report will check to see if any rentals were pre-printed and involved a VIP customer. Rentals of these types will NOT be counted as a possible sale. NOTE: This field does NOT exclude all pre-printed RAs, only those based on a VIP reservation. In this context, VIP reservations are defined as:
  • Hertz Gold reservations
  • Dollar operations (Location is defined with Brand Code 'ZR') reservation for a customer who is defined as a type "V" Customer Type in Edit Customer Types
N = No. Do not exclude pre-printed VIP rentals from the number of a rental agent's potential sales opportunities.
EXAMPLE: Type Y (RET)
10. EXCLUDE DELIVERY
 Similar to the previous field, when RAs are pre-printed and the vehicle is delivered to an off-site address, the individual who pre-prints the RA may not have a chance to sell any additional options. Therefore, enter as follows:
Y = Yes. The Extra Revenue Report will check to see if any reservation based rentals were pre-printed and involved an off-site delivery address (entered into the Delivery subwindow). Rentals of this type will NOT be counted as a possible sale.

N = No. Do not exclude delivery rentals from the number of a rental agent's potential sales opportunities.
EXAMPLE: Type Y (RET)
11. CDPID UPSELLS
 Generally, when reporting upsells, a rental is considered to have an upsell if it has an additional Option that is defined as an Upsell Option (Option Type "U"). This field expands this default definition of Upsells.
Y = Yes. The Extra Revenue Report will expand the definition of upsell to include RAs that:
  • Have a CDPID number
  • The Rate Class on the RA's reservation is lower on the Class Hierarchy than the Rate Class on the RA.
  • In this case, the Upsell revenue will be the difference in the TIME revenue when calculated using both rates.
N = No. Do not expand the definition of Upsell.
EXAMPLE: Type Y (RET)
12. SRPD OPTSET
 This field does not affect the Extra Revenue Report itself, but rather the Employee Incentive programs that are based on the Extra Revenue Report. Enter the Option Set Code for the Options that will be incentivized by the Sold Revenue Per Day "SRPD" logic. See the discussion on SRPD at the end of the Edit Employee Incentives chapter for a detailed discussion on SRPD and how it is to be set up.

EXAMPLE: Type CVGS (RET)
13. EXCLUDE MULT

(EXCLUDE MULTI-MONTH RENTALS)
 Continuing the exclusions of Fields 1 though 10, this field determines if multiple invoiced or long term rentals should be included in the performance calculations. Enter:

Y = Yes, multiple invoiced and long term rentals are to be excluded.

N = No, multiple invoiced and long term rentals are to be included.

EXAMPLE: Type N (RET)
14. EXCLUDE 2ND MO

(EXCLUDE THE 2ND MONTH ON MULT-MONTH RENTALSF0
 If "N" (NO) is entered in the previous field, multiple invoiced rentals are included in the performance calculations. This field determines if just the first RA or all RAs generated as part of a multiple invoiced or long term rental logic are to be included in the report. Enter:

Y = Yes, only the first month of a multiple invoiced or long term rental will be included in the report. All subsequent RAs that are cloned from the first RA will be excluded.

N = No, all RAs associated with a multiple invoiced or long term rental will be included in the report.

EXAMPLE: Type Y (RET)
15. ROUND PART DAYS

This field concerns chargeable hours. Enter:

Y = Yes, round up the days if there are chargeable hours.

N (or blank) = No, do not round up the days if there are chargeable hours.

EXAMPLE: Type Y (RET)

16. FULL FPO REVENUE
 This field affects how the Fuel Purchase Option (FPO) also referred to a Prepaid Fuel is treated. Enter:
Y = Yes, the amount for FPO will be the full amount charged for the fuel.

N (or blank) = The FPO amount will be prorated based on the level of fuel in the tank when the RA closed.

EXAMPLE: Type Y (RET)


17. GOLD CHOICE ONLY
 This field is for a particular CARS+ user. WARNING: All other users should leave this field blank.

For that user only, a "Y" in this field means that all incentive programs (Extra Revenue Report, Employee Incentives, and Gold Data Export) will report only Gold Choice RAs.

WARNING: All other users should leave this field blank.

The screen will then display:

OPTION: __ EDIT INCENTIVE CONTROL RECORD

1 Exclude Inclusive Y
2 Exclude Rule Addon Y
3 Exclude Cust Coverages Y
4 Exclude Cust Optset Y
5 Exclude CDPID Priv Opt Y
6 Exclude Tour Included Y
7 Exclude Res Sold Items N
8 Include Res Employees Y
9 Exclude Gold Y
10 Exclude Delivery Y
11 CDPID Upsells N
12 SRDP Optset CVGS
13 Excluse Mult N
14 Exclude 2nd Mo. Y
15 Round Part Days Y
16 Full FPO Revenue Y
17 Gold Choice Only



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