Data is entered into this screen by pressing (RET) to move the cursor to Line 1. Pressing (RET) moves the cursor to the right -- column by column -- and eventually onto the next page.

NOTE: Unlike most other programs in CARS+, each time (RET) is used, the cursor advances along the row scrolling from page 1, page 2, page 3, and eventually back to the next row on page 1. As long as all required fields have been entered, the row of data is automatically saved even though F1 was not used to save it!

To display previously stored records:

From the "OPTION" field, press (RET) which will drop the cursor down to line one. From that position press the F8 "Retrieve" key. The following message will display:

Display only current records?Y/N

Answering "Y" will display those records currently in effect. Expired records (see 'Expire Date" field page 2) will not be displayed.

User tip: The Expire Date field on page should not be confused with the "Expire Date" in the Edit Optional Rates program which is used to turn off the ability to add an item to a contract.

Answering "N"will display all records whether or not they are currently in effect.

If there are more than 19 Option Codes, the next 18 codes can be viewed by pressing "ESC" to return the cursor to the "OPTION" field. Then press the "F2" key to see the next 18 lines. Pressing "F4" shows the previous 18 lines.

To access a particular row, enter the row number at the "OPTION" and the cursor will jump to the beginning of that row.

Enter data as follows:

OPT. CODE

(Option Code)

Enter up to 5 alphanumeric characters as a reference code for each optional charge. The description entered in the next column is used during RA Open to add optional charges.

Basic Rental Charges:

The following items MUST be set up under the codes shown below:

TIME	Time charges
MILE	Miles or Kilometers  (For Kilometers, the code MILE must 
                    be used, but the description can be "KM".)
FUEL	Fuel (prepaid and for fuel charged at close)
DISC	Discount
CSADJ	Customer Service Adjustment
TAX	Sales Tax or PST
DROP	Drop Charge
MISC	Miscellaneous Charge
PROMO	Promotional Coupons

Codes With Special Meanings.

The following codes have predetermined meanings to CARS+ (they are called "reserved words)" and will cause a charge to be automatically applied to a rental under specific conditions.

EXAMPLE: Type DRIVR (RET)

User tip:When the Options are displayed on the Reservations or RA Open screen, the order in which they are listed is:

• LDW type options are always listed first and in reverse alphabetical order.
• Other coverages are listed next
• The remaining Options are listed in the order in which they were added.

SHORT DESC

(Short Description)

Enter up to 10 alphanumeric characters as a short description for each optional charge.This description can be used on the RA print program to identify optional charges.

EXAMPLE: Type ADDL DRVR (RET)

TYP FLG

(Type Flag)

Enter one alpha character to indicate one of the following option types:

Basic Rental Charges:There will be only one record using the following type codes:

R = TIME

K = MILE (or KM)

F = FUEL (Only one fuel record should be set up. It covers both prepaid fuel and fuel charged at Close). Type "F" MUST be used for Fuel.

E = ELECTRIC BATTERY CHARGING

X = DISC (there can only be one Option with Option Type "X", if additional discounts are needed, use Option Type "N").

A = CSADJ

t = TAX (lower case "t") This is to be used for the "primary" or "main" tax imposed by the taxing jurisdiction. This is known variously as Sales Tax, Provincial Sales Tax (PST), Value Added Tax (VAT), IVA, etc. User tip: Although more than one item can be defined with the lower case 't' type in the system, only ONE tax item with the lowercase 't' type should apply to any particular location. Refer to the User Tip below for tiered taxes.)

D = DROP

P = PROMO

Other Optional Item Types:

T = Tax (surcharges, airport fees, local taxes) Options of this type are reported as taxes on the DBR (combined in the "Tax" column) and many of the other CARS+ reports. By considering them as tax type charges, they are not included in revenue on such reports as the Employee Performance Report.

U = Upsell. On the DBR, this type of option will report as part of the Time revenue.

L = LDW. Loss Damage Waiver. Options of this type carry a "responsibility level" which can indicate on the contract the customer's level of responsibility for damage. The level is entered in the Edit Option Rate program.

C = Coverage. Options of this type represent an insurance product offered to customers such as Personal Accident Insurance, Supplemental Liability Insurance, Personal Effects Coverage, and Cargo Insurance.("Coverages" may be considered as a group on the Employee Performance Report.)

O = All Other charges such as additional or underage driver, ski or luggage racks, GPS units, maps, child seats, delivery charges, etc. On the DBR, this type of charge appears in the "Other" column.

M = Miscellaneous Charges. Items in this category only will be displayed when the Option Pop-Up window is called from the Miscellaneous Charge fields on the RA Open and RA Close screens. Options of this type DO NOT get carried forward to the next RA when cloned by the Multi-month RA logic.

f = Federal tax (GST).

J = Used to define a non-taxable Option set up for the sole purpose of doing an after tax "concession" adjustment on a RA via Incident Entry. This Option must be marked as non-taxable in the Percentage Matrix record. Refer to the Overview - Incident Entry chapter of the manual for details on how to apply a concession adjustment to a RA via Incident Entry.

N = Negative option.

Commissions: When a travel agent (vendor) is also the bill-to party on a RA, and the vendor and customer records are linked, it may be the case that their commission should be reflected as a deduction on the RA. If this is the case, a negative type option must be set up in Edit Optional Rates with a percentage method of calculation and be defined as “Dependent”. Additionally, a Tax Matrix record must be set up to define the items that are subject to the commission. User tip: For information on linking vendor and customer records, refer to the Vendor File Maintenance chapter.

Additional Discounts: If additional discounts besides DISC are required, they are setup as negative Options. This option must be set up in Edit Optional Rates with a percentage method of calculation. Additionally, a Percentage Matrix record must be set up to define the items that are subject to the discount. Note that these options will appear in the "Discount" column of the DBR reports.

User tip: The setting in the "TM DS" column in Edit Option Rates affects the calculation on revenue splits with foreign locations when an additional discount is offered. Refer to that section of the chapter for more information.

Other negative options: Set up in a similar manner to a regular option. No special set up is required other than marking it as type "N" here.

Z = Pre-tax Rental Certificates. A Rental Certificate is a coupon issued to a renter by a location typically when there is some sort of customer service issue. The Certificate provides an amount off a future rental. These Certificates may be redeemed by entering the Certificate information in the S Subwindow of any of the reservation or rental screens. By default, the value of the Certificate will appear as an uneditable payment at the time of close. This means that the amount of the Certificate is deducted after the taxes have been calculated. If local tax law requires that the amount of the Certificate be deducted before taxes are calculated on the Time revenue, then an option must be set up for this purpose and defined as type "Z". In this case, rather than a payment record being created, an RA Charge record will be created instead. The RA Charge record will be linked to this option and the value of the Certificate will appear as a negative amount. This option will appear in Percent Matrix and it is that record that will determine whether the amount of the Certificate is deducted before or after taxes are calculated. Care needs to be taken to ensure this option is set up correctly in the Percent Matrix so that the taxes will be applied as expected. Please refer to the section on "Discounts, Customer Service Adjustments, Promos and Rental Certificates" in the chapter Edit Percentage Matrix for a discussion on how to set the tax flag for these items to get the desired result.

B = Brazil or Benefit. This option type carries different meanings depending on the mode in which CARS+ is configured to run.

For the general CARS+ user, a type B option should be used only with Calculation Method "M" in the Option Rate file. This provides for an additional per-mile/km charge over and above what is charged on the rate. Please refer to the chapter Edit Option Rates for further details on Calculation Method "M".

For operations in the country of Brazil, type B options are used for damage charges. Type B options may be added to an RA either before or after the RA is posted. Unlike other option types, this type may be added to the RA after posting without first requiring the Nota Fiscal to be canceled. This is because the government allows a separate invoice to be raised for the damage charges.

For operations using CARS+ in "Car Club" mode, type B options are reserved for Loyalty Club Rewards. The Option Rate records for this option must be set up using Calculation Method "M". Note: "Car Club" mode is available only through the WebXG interface. Please contract Thermeon Customer Support with any questions regarding this mode of operation.

EXAMPLE: Type O (RET)

User tip on Tiered Taxes: For those locations that have a tiered tax (the percentage varies with the number of rental days), remember than only one option for the location should be marked with type 't' (lowercase t). Set up a second option as a type 'T'. In Edit Option Rates, enter the maximum days on one record and the minimum days on the other record so that the correct percentage will be applied. For example, assume a 6% rate on rentals up to 30 days and a 4% rate on rentals over 30 days.

Create an option TAX, type 't', and in Option Rates define it as 6% with maximum of 30 days.
Create a second option TAX4, type 'T', and in Option Rates define it as 4% with a minimum of 31 days.

User Tip on Mileage Packages: CARS+ allows the user to define a daily allowance of miles that the renter will not be charged for on the Rental Rate screen. For example, 100 free miles can be offered per day. Under this logic, the renter on a two day rental will be charged a rate per mile for every mile above the 200 free miles allowed. To avoid this mileage charge, the renter can purchase additional allotments of free miles. This is done though a Free Miles Package Option. To set up an option of this type, enter "O" in this field and the number of additional miles in the column "Free Miles" on Page 4. It is suggested that the Short Description contain some indication of the number of free miles offered, something like "500MILES" (the number miles allowed is not displayed on any counter screen). These can be set up to be sold in quantity, that is a renter can purchase two 500 mile packages. The cost of the package is defined on Edit Optional Rates.

GL ACCT

(General Ledger Account Number)

Enter up to 4 numeric characters to indicate the proper G/L revenue account to which this charge should be posted. To be accepted, account numbers used must first be entered into the Valid G/L Account File through CARS+ or one of the accounting modules.

If the system is set up to run with profit centers, the account numbers entered on this screen must exist in the Valid GL Account File with profit center 000 AND all other profit center numbers. However, it is not necessary (or possible) to assign profit center numbers on this screen. When RAs are posted, CARS+ will automatically affix the proper profit center number to all these account numbers. The accounts affected are selected as follows:

When profit centers are used, all accounts entered into this screen will reflect activity by profit center (location).The 4-digit account number from this file is combined with the 3-digit profit center number assigned to the opening location. Refer to the chapter of the manual titled Edit Locations for information on assigning profit centers to locations.

EXAMPLE: Type 4401 (RET)

User tip: To track revenue on financial statements separately for types of vehicles (example:cars vs trucks) or by RA Type, set up multiple Posting Codes and use the Edit Option Posting Account program for alternative G/L account numbers.

ECHO CLS

(Echo message on Close)

This field causes a message concerning the option to display on the Open or Close screen. Messages available are:

1. Some optional charges are added to a contract at the time of Open but then removed at the time of Close. An example is for a deposit on an infant seat which will be removed from the RA at Close if the seat is returned in acceptable condition. This field turns on or off a message which prompts the user to check if the charge should be removed.

The message can also be used as a reminder to check for the return of equipment rented with the vehicle such as a ski rack, luggage rack, hand truck, or moving pads. The message is:

CHARGE FOR 'option name'? (Y/N)

The user's response to the question controls whether or not the optional charge remains on the RA.

To prompt for this a message, enter:

Y = Yes, display a prompt for this message at Close.

O = Display a prompt for this option when saving the RA on the Open screen. Note: Since the option must be selected in order the message to display, this applies to automatically applied options.

Q = Prompt once on the Open screen as a reminder to sell this option.

2. A charge may need to be automatically added at Open and automatically removed at Close. To do this, enter:

P = Apply this option automatically to all RAs. Remove the option at Close. (On multi-month RAs, the option is applied to the first RA in the series, but is not carried forward to subsequent RAs.)

User tip: The option must be configured as 'automatically applied' in Edit Option Rates.

User tip: This is a way to apply an authorization pad by Pricing Code. A standard auth. pad can be set up in the Edit Misc. Control Fields file and it applies to all RAs. If the standard auth. pad is being used, there is no need to use the Option feature. However, if the auth. pad needs to vary by vehicle class or certain corporate accounts need to be exempt from it, an Option can be set up for it using Pricing Codes. Entering the letter "P" in this field for the auth. pad option to have it automatically applied to all RAs and removed at Close. Like all automatically applied options, a Privilege Code can be set up to exempt certain corporate accounts from it.

M = Similar to "P" (above), except that on multi-month RAs the option is applied to all RAs in the series.

User tip: The option must be configured as 'automatically applied' in Edit Option Rates.

3. Some items need the quantities of days and hours edited at the time of close. An optional chauffeur might fall into this category. For example, when a vehicle is rented for 5 days, it does not necessarily mean that the chauffeur drove for all five of those days. A message can be displayed at close reminding the closing agent to check the quantities of days and hours that were calculated. The message is:

VERIFY TIME CHARGES FOR OPTION 'option name'

To prompt for this type of message, enter:

T =The user will be reminded to check the calculated time on this option at the time of close.

3. For operations using the dispatch logic and providing preprinted RAs for their preferred customers, it is possible that the guard at the gate who releases the vehicle is the only employee of the operation that the customer sees. For operations that are renting such things as handheld GPS units, this provides the only opportunity to ask the customer if they would like to rent a GPS unit.Therefore, an option can be defined in this field to prompt the following message in the Release Vehicle program:

ADD xxx?

(where xxx is the Option Code)

If the user enters “Y”, the option is added to the RA.

R = In the Release Vehicle program, ask if the option should be added to the RA.

4. Or, enter:

N (or blank) = No prompt message is required for this option at the time of Open or Close..

EXAMPLE: Type N (RET).

User Tip: In the Edit Optional Rates program options are designated as being either:

• Automatically applied as a mandatory charge to every RA
• Dependently applied as a mandatory charge on certain RAs (such as when there is an underage driver)
• Optionally applied where the renter makes the choice (such as for LDW, other coverages, or equipment)

Regardless of which method is chosen, the Close Echo feature is still in effect. That is, a charge can be set up as an automatically applied (mandatory) charge. Then through the close echo question, it can be removed by answering the "CHARGE FOR 'option name'?"question with "N".

This field has no relevance for the 9 basic rental charge items.

ALLOW QTY

(Allow Quantity)

Enter:

Y = Yes, this item may be sold in quantity. Options such a moving boxes, maps, and infant seats are examples of this.

M = Multiple. This allows for multiple charges of the same product to be charged on one rental agreement as separate charges. Example: For Electric Vehicles that may be charged a flat fee for not returning the vehicle with a full battery charge, can be charged the same flat fee for any vehicle exchanges that may occur during the course of the rental, when the vehicle returned was not returned with a full battery charge.

N(or blank) = No, this item cannot be sold in quantity. Examples are LDW, taxes and surcharges.

EXAMPLE: Type Y (RET)

User tip: Items that are Type "M" (Miscellaneous) should be marked with "N". Quantity is not allowed in the Misc. Items pop-up window. To apply a multiple of a miscellaneous charge, edit the rate.

This field has no relevance for the 9 basic rental charge items.

INS ONLY

(Insurance Only)

Enter:

Y = Yes, this option only applies to those RAs using the Insurance logic in CARS+.

E = Exempt. On insurance logic RAs, the days covered by all insurance vouchers are exempt from this option. If the RA has days charged to the renter, the option will be charged for those days.

X = Exempt insurance RAs from an automatically applied option (exempts both the insurance voucher days and the out of voucher days) .

R = This option can be sold on retail RAs where the customer is being reimbursed for the rental by their insurance company. When the option is selected from the Option pop-up window, the “R” in this field causes a special pop-up window to appear where insurance information is entered.

N(or blank) = No, this option may apply to all RAs whether or not the are Insurance logic RAs.

EXAMPLE: Type N (RET)

This field has no relevance for the 9 basic rental charge items.

User tips: To flag an option as insurance exempt would not make sense for an option charged as a "flat fee". However, the software does not prevent this from happening.

For WebRes pages configured to display an estimate of charges, the exempt logic is not used. Any RA opened from a WebRes reservation, however, will be properly exempted.

To indicate that the insurance company will cover the cost of the optional item, use the field "Ins Pays" on the next page.

PASS THRU

This field refers to the Chauffeur logic that is used by certain CARS+ users. Options flagged as "pass thru" options are those for which the driver (chauffeur) is reimbursed such as when paying a toll charge. Upon closing the RA, the option charge will appear on a statement along with the driver's wages.

Enter:

Y = Yes, this item should be passed through as reimbursable to a chauffeur.

N (or blank) = No, this item is not related to the chauffeur logic.

EXAMPLE: Type N (RET)

This field has no relevance for the 9 basic rental charge items.

RPT AS REV

(Report as Revenue)

This field determines which items on the RA will be included in the calculation of "revenue" on selected reports in CARS+. The reports which make use of this field to determine revenue are:

• Accrual Report - See Note 3 below.
• Res Agent Incentive Report
• Direct Bill Report
• Corporate Account Report
• RA Daily Revenue Report
• Employee Performance Report
• Hertz Canada Revenue Accrual Report
• Optional Sales Yield Report
• Revenue Analysis Report
• Auto Close Questionable RAs Report
• Hertz Rate Quoted Report

Enter:

Y = Yes, this option should be considered as revenue.

N = No, this option should not be considered as a revenue.

X = No, this option should not report as revenue, and in the Accrual Report, it will be excluded entirely.

blank = See Note 2 below.

EXAMPLE: TypeY (RET)

NOTES:

1. The basic rental charges of Time and Miles (less Discount and CSADJ) are already considered revenue items. Therefore, a “Y” response is not allowed. For the other basic rental charges such as Fuel, Drop, and Misc., this field is relevant and controls whether or not those items are included in the "revenue" calculation. Any other option (such as Additional Driver), coverage (such as LDW or PAI) and/or fee that should be considered revenue should be flagged with a "Y".

2. The reports listed above do not consistently view a "blank" in this field in the same manner. The exact behavior of "Y", "N" and "blank" is documented in the chapter for each program. It is strongly recommended that, for consistency across all reports, this field should not be left blank.

3. Accrual Report - Options are reported as follows:

• Y and blank = the Option is reported in the Option column

• N = the Option is reported in the Miscellaneous Column

• X = the Option is not reported at all, therefore the accrual is not a full accrual of the rental revenue.

WEBRES VISIBLE

The entry in this column controls if an option should be visible on WebRes and in the Option Pop-up window in the Reservations program within CARS+. This field also determines whether an option will be available to the ResOptions API of webXML. Enter:

Y = Yes, this option should be visible to a user through WebRes and in the Option pop-up in Reservations, RA Open and RA Close. It also makes the option available to he ResOptions API of webXML.

R = This option should not be visible in WebRes or in Reservations. It is visible only in the Option pop-up window accessed from RA Open or RA Close.

O = This option is available through the Reservations or WebRes or WebXML. It is not offered from RA Open or RA Close. User tip: If a 'res only' option is part of a rate product's Add-On option set, the option will be automatically added to a contract from RA Open when that rate product is used. To limit such a rate to reservations only, the rate product should be marked as a 'res only' rate.

Blank = This option should not be visible to a user through WebRes but is visible in the Option pop-up in Reservations and RA Open and RA Close. This option will not be available to the ResOptions API of webXML.

H = Hyperlink. In addition to being visible from WebRes, WebRes will also make the description appear as a Hyperlink (something the user can click on.) When the user clicks on the link, a window will pop up containing information about the option.

EXAMPLE: Type Y (RET)

This field has no relevance for the 9 basic rental charge items.

PAY ROYALTY

Certain CARS+ users operate the system in an environment where both a corporate entity and licensees share the use of the system. In such a configuration, a report can be generated which calculates royalties due from the licensees.

Certain items, such as Time, Miles/Kms, Discounts, Customer Service Adjustments, Promos and taxes may be hard coded into the report. For other options, this field is used to indicate whether or not a royalty is paid on revenue from the option. Enter:

Y =Yes, revenue from this option is subject to a royalty.

N =No, this option is not subject to a royalty.

EXAMPLE: Type Y (RET)

SEND TO SEAMLESS

This field is provided for Hertz operations that do Seamless reservations and RAs through OKC.

DUE REPORT

This field is used to designate if the option should print on the following reports:

Vehicles Due In Report

Reservation Manifest (if options are requested)

Vehicle Prep Report (if options are requested)

Enter:

Y =Yes, the short description for this Option should print on the reports listed.

N (or blank) = Do not print this option on the reports listed.

EXAMPLE: Type Y (RET)

PENALTY OPTION

Use this field to impose a penalty charge on a RA when equipment is not returned.

For example, moving pads are sometimes rented with trucks or vans. Or a customer may need to rent a child seat or a ski rack with the vehicle. When these items are not returned, obviously there is a penalty charge that needs to be assessed.

First, an option for the penalty must be created. (Refer to Field 19 in the illustration above.) Then, enter that Option Code in this column. (Refer to Fields 11 and 18 above). By entering the code in this column, a prompt will display on the closing screen inquiring about the number of items returned. For example, if a child seat was rented, the prompt would be:

1 CHILD SEAT RENTED, ENTER THE NUMBER RETURNED_____

As long as the same number is returned, there is no penalty charge. If the number returned is less than the number rented, the penalty option charge is added to the RA.

User tip: If the penalty option is set up as a type "O" option, (page 1), it will display in the Shift/F5 Option Pop-up Window on RA Open. To avoid that, set it up as "M" (miscellaneous) type option. On the Close screen, it will be added under the Miscellaneous Charge field.

EXAMPLE: Type PNTLY (RET)

User tip: It may be necessary to set up multiple penalty charge options. (The penalty for not returning a child seat, for instance, will be significantly greater than one for not returning a moving pad.)

EXPIRE DATE

This field is used to indicate that this option is no longer active and should not appear as a choice on the following reports:

Revenue Analysis Report

Extra Revenue Report

Extra Revenue Report 2

Employee Performance Report

If the date range for the report is later than the expiration date entered, the Option will not be listed as a choice.

This date should not be confused with the "Expire Date" in the Edit Optional Rates program which is used to turn off the ability to add an item to a contract.

INS PAYS

(Insurance company pays)

This field is used to indicate that the option is paid for by the insurance company when it is on an insurance replacement rental. That is, in the Option pop-up window, this option should be marked with an "I", meaning the insurance company is responsible for it.

INV CLS

(Inventory Class)

This field is used to indicate that this option represents equipment that is inventoried, such as hand held GPS units. Enter up to 4 alphanumeric characters for the Class Code that represents this equipment.

EXAMPLE: Press(RET)

Refer to the chapter titled Appendix – Tracking Optional Equipment for details on how to set up and use this logic.

Y = For assets of this type, the unit number must be entered when closing the RA.
N (or blank) = The unit number is not required when closing the RA.

EFF TYPE

(Effective Type)

Use this field to define what type of effective date (reservation, opening or closing date) should be used to determine the rate when the option is applied to a Reservation or RA.

The settings entered here are used as the default setting for a similar field in the Edit Optional Rates program. When entries are made in both files (Edit Optional Items and Edit Optional Rates) the setting in Edit Optional Rates takes precedence.

Enter:

R (or blank) =

For reservations, the rate in effect as of the reservation’s pickup date is used.

For RAs with a reservation, the rate quoted on the reservation is used. If the item was not quoted on the reservation, the opening date of the RA is used to determine the rate.

For RAs without a reservation, the rate in effect as of the opening date of the RA is used.

O =

For reservations, the rate in effect as of the reservation’s pickup date is used.

For RAs with a reservation, the rate in effect as of the opening date of the RA is used. That is, the rate will be requoted at Open from what it was at the time of the reservation. (See User Tip below for an example.)

For RAs without a reservation, the rate in effect as of the opening date of the RA is used.

C =

For reservations, the rate in effect as of the return date is used.

When opening a RA with a reservation, the return date of the RA is used to determine the rate. That is, the rate will be requoted at Open from what it was at the time of the reservation.

When opening a RA without a reservation, the return date of the RA is used to determine the rate.

When closing a RA, the rate will be requoted using the return date.

Additional notes:

When a dependent option is added at Close, for codes R or O (or blank) the rate in effect as of the opening date of the RA is used. For code C, the closing date is used.

When an option is manually added to a RA at Close, the rate in effect as of the return date is used regardless of the value in the Effective Type field.

Example for using Effective Type O:

Assume that on December 15 a notice is received that the current tax rate of 10% will change effective January 1 to 12%. Therefore, on December 15 a new Option Rate record is created with an effective date of January 1 at the rate of 12%.

Assume that the new 12% rate should apply to anything opened as of January 1 or later. RAs opened prior to January 1 are to remain at the 10% rate.

Problem: Reservations for January and later that were made prior to December 15 have the tax rate of 10%. The tax rate of 12% should apply to these rentals.

Solution:

On BOTH the new Option Rate record for Tax (effective January 1) at the rate of 12% and the old record for 10%, set "EFF TYP" field to "O".

User tip: It is the Option Rate record in use on the reservation that determines the logic of what rate is applied. Therefore, the old record with the 10% tax rate must be edited with the Effective Date Type set to "O". This will cause the tax rate to change from 10% to 12% when a RA is opened using a reservation with the old (10%) tax rate.

Example for using Effective Type C:

In this example, assume that the new 12% rate should apply to all RAs closing January 1 or later.

Problem: RAs that opened prior to December 15 have the 10% rate. But if they close in January they will need to have the 12% rate applied at the time of Close.

Solution:

EXAMPLE: Press (RET)

User tip: On occasion the notice of a change in the tax rate may come in late. That is, the new rate should have applied to RAs that are already closed. In this case, a Tax Code can be set up (Edit Tax Codes) and applied to the RAs by bringing them up in Edit Closed RA and entering the Tax Code in the Other Charges subwindow.

BLK RMV

(Block Removal)

This field is used to prevent the removal of an option from a Reservation or RA. Enter:

Y = Yes, this option should be blocked from being removed from an existing contract -- even if the user has been granted the ability to remove mandatory options. (See "User Tip" below.) Options flagged like this cannot be removed from a reservation or RA through the Open or Close programs. But they can be removed by using Edit Opening Fields.

N (or blank) = No, this option will be able to be removed from a contract.

H = Hard Block. Once added, this option cannot be removed from a reservation, RA, or voucher. Options flagged with a Hard Block CANNOT be removed by using the Edit Opening Fields program. (If an option with a Hard Block was added and later needs to be removed, this setting must temporarily be changed.)

There are fields in Edit User Access File that define whether or not individual users can remove options from RAs. In some cases, it may be permissible for them to remove certain options, but not others. Therefore, this field defines which options should be blocked from being removed. As stated above, options that are blocked from removal with a "Y" in this field CAN be removed by using Edit Opening Fields.

EXAMPLE: Type Y (RET)

ALT. GL ACCT

Alternate General Ledger (G/L) Account Number

Non-Hertz Users:
Leave this field blank.

Hertz Users:
Use this field to indicate the "official" Hertz G/L account number for this option. It will be this account number that will be sent in the EDRB file. If this field is blank, then the G/L account number on page 1 will be sent. Placing the correct Hertz G/L account number in this field will cause the proper description for the charge to appear when the rental agreement is viewed on the Hertz website. For additional information, please refer to the chapter Overview - Viewing Rental Agreements on hertz.com.

EXAMPLE: Type 3104 (RET)

LONG DESCRIPTION

Enter up to 50 alphanumeric characters to further describe the code entered.

EXAMPLE: Type ADDITIONAL DRIVER (RET)

EST PRI

(Estimate Priority)

This field works with a setting in the "Estimate Format" field in Edit Misc. Control Fields. Estimate Format "T" calls for a subtotal just above the Tax figure when doing an estimate in Reservations or RA Open. It is the setting entered in this field that determines whether the option is listed above the subtotal or if it is listed below the tax figure.

If the Estimate Format field in Edit Misc. Control Fields is set to "T", enter:

Blank or 1 = this Option will be listed above the subtotal in the estimate.

2 = this Option will be listed below the tax figure.

User tip: This field determines where the item is listed. It is has nothing to do with whether or not the item is taxed. Therefore, depending on the setting here, taxable and non-taxable items may be listed above the subtotal and tax rows or below them. Additionally, whether or not the item is marked as 'taxable' in the Percent Matrix has no influence.

Y = if this option is sold by the roving agent, change the opening agent to the roving agent.
N or blank = ignore this field.

Y = list this option in the Release Gold options pop-up window
N or blank - ignore this field

OPT CODE

Enter up to 5 alphanumeric characters to indicate this is an Upsell charge. A typical code is shown below.

EXAMPLE: Type UPGRD (RET).

SHORT DESC

Enter the description for the upgrade (up to 10 alphanumeric characters).

EXAMPLE: Type UPSELL (RET)

TYP FLG

Enter the option type code. This must be a "U". This is what designates this option as the upsell code.

EXAMPLE: Type: U (RET)

GL ACCT

Enter up to 4 numeric characters to indicate the revenue account to which Upsell time revenue should be posted.

EXAMPLE:Type 4100 (RET).