The Edit Corporate Account Record program is used to set up accounts. Use Edit Corporate Contracts to define rates, discounts and privileges (special perks) for each account.
Searching: Searching from this program is the same as searching from Edit Corporate Account Records. Please refer to that chapter for instructions.
How to delete a record: Press F4. The following prompt will appear:
ENTER CDPID# TO BE DELETED:
If the number entered matches the number of the record displayed on the screen, the following prompt will appear. Enter "Y" or "N" as appropriate.
ARE YOU SURE (Y/N) ?
If the number entered does not match, the following message will display:
ENTRY DOES NOT MATCH, DELETE ABORTED
User tip: The field "CDPID VIEW ONLY MODE" in the User Access Record can be used to restrict the user to 'view only' mode. In that mode, no records can be added, edited, or deleted. When the program is accessed, the screen title is "VIEW CORPORATE CONTRACTS" and the following message will display:
THIS IS A VIEW ONLY VERSION OF THE PROGRAM.
To access the Edit Corporate Contracts program, type EDITCONT (RET) at any menu "OPTION:" field or the appropriate line number on the Corporate Sub-Menu of the Customer Maintenance Menu. The screen will then display:
| OPTION: __ EDIT CORPORATE CONTRACTS 1 Contract No. 2 Brand ID 3 Rate Product 4 Alternate Plan 5 Priv. Codes 6 Daily Disc Pct 7 Wkly Disc Pct 8 RA Disc Amt 9 Document Code 10 HLE I Rate 11 HLE K Rate 12 HLE Rate codes 13 HLE Disc 14 Disc Opt 15 GST Exempt 16 Zone 17 Max Disc Days Modified date 1SAVE 2NEXT 3ERASE 4DELETE 5 6SEARCH 7HELP 8 |
Enter data as follows:
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1. CONTRACT NO. |
Enter up to 8 alphanumeric characters to represent a corporate contract number. EXAMPLE: Type 12312300 (RET) |
| 2. Brand ID |
Enter in this field the brand code that applies for this contract when dual branding applies or leave this field blank. EXAMPLE: Type ZE (RET) Other brand codes are: ZE for Hertz; ZR for Dollar; ZT for Thrifty. NOTE: The Brand Code entered here must exist in the Edit Locations File. NOTE for HERTZ dual branding: The Hertz Merge US/CA CDP Data will use this field when dual branding applies. |
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3. RATE PRODUCT |
Enter up to 12 alphanumeric characters that represent an existing CARS+ rate product code. If a rate product does not apply, leave this field blank and enter an appropriate discount percent in Fields 5 and 6 or Field 7. EXAMPLE: Type AAM2 (RET) |
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4. ALTERNATE PLAN |
Enter up to 12 alphanumeric characters that represent an alternate rate product code that can be used if the rate in Field #3 does not apply for a particular rental. This alternate rate will be displayed in the W subwindow in both Reservation Update and RA OPEN. If manually entered into a transaction, the rental will still be considered a corporate rental. Examples: 1. A company may have a special contract rate that is only available in certain regions and a national rate that is used in all other locations. The regional rate should be entered in Field 3, and the national rate should be entered in this field. 2. The rate product in Field 3 may apply to only standard passenger vehicles. An alternate rate product for trucks, vans, and specialty vehicles could be entered in this field. EXAMPLE: Type VALUE (RET) |
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5. PRIVILEGE CODES |
When the cursor goes to Field 4, a pop-up window (illustrated below) comes up for entering privilege codes into the contract. Up to 50 codes can be entered. Use the F2 key to scroll to the next 18 records and the F4 key to scroll back to the previous 18 records. Enter up to 3 alphanumeric characters for each Privilege Code.
EXAMPLE: Type DP (RET) The description will show next to the code. User Tip: Adding a new privilege to an existing contract will NOT be applied to existing transactions. RAs with CDPID numbers that are linked to the modified contract will not have the new privilege applied to them. Even existing reservations with future pickup dates are not altered. By default, the renter receives the privileges that existed for their CDPID account at the time the reservation was originally booked. That said, there is a program that will apply new privileges to existing, future reservations. See the chapter on Update Reservations with a New Privilege. An example showing several privilege codes is shown below. |
| OPTION: __ PRIVILEGE CODES Privilege Code Description 0001 DP DISCOUNT PREPAID FUEL 0002 BS BABY SEAT NO CHARGE OPTION 0003 LD NO CHARGE LDW 0004 APT EXEMPT AIRPORT FEE 0005 A7 NO UNDERAGE CHARGE 0006 BA AUTH PAD EXEMPT 0007 0008 0009 0010 0011 0012 0013 0014 0015 0016 0017 0018 1SAVE 2LINES +18 3ERASE 4LINES - 18 5 6 7 8 |
Press ESC to exit the privilege code window. The codes will be saved when the entire record is saved by pressing F1 at the main "OPTION" field.
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6. DAILY DISC. |
Enter up to 2 numeric characters for a percentage discount to be taken off of T&M on rentals that are shorter than one chargeable week and if
Note: The CDPID logic does NOT offer both a corporate rate and a corporate discount simultaneously on the same rental. EXAMPLE: Type 10 (RET) |
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7. WKLY DISC. |
Similar to Field #5, enter up to 2 numeric characters for the discount to be taken off T&M given off of rentals of one chargeable week or more that meet the conditions outlined in the field above. EXAMPLE: Type 15 (RET) NOTE: A Corporate Contract record can be created with a discount only (without a rate). |
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8. RA DISC AMT |
If a one-time amount discount should apply to rentals instead of the percentage(s) entered in Fields 5 and 6 above, enter that amount here. Corporate discounts can be percentages OR an amount - they cannot be both. If data is entered in Fields 5 and/or 6 and Field 7 you will prevented from saving the record. EXAMPLE: Press (RET) |
| 9. DOCUMENT CODE |
Entering a Special Document code in this field causes the document to be added automatically to a RA when the contract number is applied. EXAMPLE; Press (RET) |
| 10. HLE I RATE |
For Hertz HLE rentals, enter up to 12 alphanumeric characters that represent an existing CARS+ Rate Code that should apply to an insurance replacement rental if the renter is the insured. EXAMPLE; Type INS1 (RET) |
| 11. HLE K RATE |
For Hertz HLE rentals, enter up to 12 alphanumeric characters that represent an existing CARS+ Rate Code that should apply to an insurance replacement rental if the renter is the claimant. EXAMPLE: Type INSC (RET) |
| 12. HLE RATE CODES |
For Hertz HLE rentals, enter up to 60 alphanumeric characters that represent the Privilege Codes that will apply exclusively to HLE rentals with this contract number. Privilege Codes can be used to give a special refueling rate, LDW rate, allow an exception to minimum age, etc. Privilege Code are created in the Edit Privilege Codes program. Enter the codes one after another without spaces or punctuation between the codes. EXAMPLE: Type 1A5VAB (RET) |
| 13. HLE DISC |
Enter up to 2 numeric characters for a percentage discount that will apply exclusively to HLE rentals with this contract. EXAMPLE: Type 10 (RET) |
| 14. DISCOUNT OPTION |
The normal Option Code used for Time and Miles discount is "DISC". This field allows for an alternate Option Code to be used for this contract that has a different discount formula defined in the Percent Matrix table. If this account is to use a different discount formula for T&M than is defined for Option DISC, enter an alternate discount option code here. EXAMPLE: Type TMDSC (RET) |
| 15. GST EXEMPT |
This field is used to exempt rentals with this CDPID from being subject
to a federal tax such as the Federal Good and Serves Tax (GST). User tip: It is the designation of Option type "f" in the Optional Items File that determines the federal tax option. Enter:
EXAMPLE: Type N (RET) NOTE: A similar field exists on the Edit Corporate Account Record screen. Use that field if only a few select CDPIDs are to be exempt from GST. |
| 16. Zone Modified Date |
This field is used for the Hertz Ultimate Choice Logic. |
| 17. Max Disc Days |
Enter up to 2 numeric characters that represent the maximum days a discount is allowed including any grace days provided. Example: If there is a maximum discount days set at 14, but there is a 2 day grace period, enter 16 in this field. EXAMPLE: Press (RET) |
The screen will then display:
| OPTION: __ EDIT CORPORATE CONTRACTS 1 Contract No. 122345 2 Brand ID ZE 3 Rate Product AAM2 4 Alternate Plan VALUE 5 Priv. Codes DP BS LD APTA7 BA 6 Daily Disc Pct 10 7 Wkly Disc Pct 15 8 RA Disc Amt 9 Document Code S12 10 HLE I Rate INSI 11 HLE K Rate INSK 12 HLE Rate codes 1A5VAB 13 HLE Disc 10 14 Disc Opt TMDSC 15 GST Exempt N 16 Zone 17 Max Disc Days Modified date 1SAVE 2NEXT 3ERASE 4DELETE 5 6SEARCH 7HELP 8 |
PRESS "FI" AT "OPTION" TO SAVE THE RECORD.