Edit PID Config File

Use this program to:

Define personal ID fields (PID) that are required in order to save a rental agreement. The RA can be saved only when data has been entered in the designated fields.
Turn on the PID pop-up window used in RA Open for entering PID data. Refer to "User Tip" in Field 1 below.

Note: When these fields are set to "required" They will now take priority over any other PID features in Cars+.

To access the Edit PID Configuration File program, type EDTPID (RET) at any menu "OPTION:" field or the appropriate line number on the System Configuration menu. The screen will then display:

OPTION: __ EDIT PID CONFIG FILE
1 Location or Group
2 Require Gender N 22 Require Bank Name N
3 Require Title N 23 Require IBAN No N
4 Require Birth Date N 24 Require Comp Tax ID N
5 Require Birth Ctry N 25 Require Comp Email N
6 Require Birth Place N 26 Require Dest Code N
7 Require Fed Tax ID N
8 Require Country N
9 Require Address 2 N
10 Require Local Cont N
11 Require Local Addr N
12 Require License N
13 Require License St N
14 Require License Exp N
15 Require Addl ID N
16 Require Addl ID Dsc N
17 Require Addl ID Cty N
18 Require Addl ID Iss N
19 Require Addl ID Exp N
20 Require City N
21 Require Zip Code N
1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8

Enter data as follows:

		Fields shown in the PID pop-up window are indicated with "X" (See screen illustration below)	PID Pop up window Field Number and Name (See screen illustration below)
1. LOCATION	Enter: Up to 6 alphanumeric characters to select a single location. A Group Name representing several locations. ALL if this record should apply to all locations. EXAMPLE: Type TUS (RET) USER TIP: To turn on the PID pop-up window in RA Open (used for entering some of the renter's PID data), a record in this file needs to be created. However, no fields need to be marked as required. Simply enter the Location Code, the Group Name, or ALL and save the record. NOTE: When this feature is in use, RA Open (field 17), "E-Mail", will change to: "PID Res/RA".
REMAINING FIELDS	In the remaining fields, enter "Y" if data must be entered in the field(s) in order to save a RA. Some fields can be ignored as they are always required - regardless of the setting here. These are noted. Setting an already required field to "N", such as birth date, does not override the requirement for it.
2. GENDER	The field "Gender Required" in Edit Main Control Record can require that the gender be entered for the renter. If that field is set to "Y", this field can be ignored as it will not override that setting. If the field in Edit Main Control Record is set to "N", this field can be used to require that the gender be entered for the renter for RAs opening at the location(s) designated in Field 1. The "Gender" field is in the Main Window of RA Open.
3. TITLE	Enter "Y" if a title is required. User tip: Valid titles (such as JR, SR, MS, MR, etc. ) must be set up in the Edit Title Codes file. The "Title" field is in the Main Window of RA Open.
4. BIRTH DATE	This field can be ignored; the birth date is always required (in the Main Window of RA Open).
5. BIRTH COUNTRY	Enter "Y" if the country of birth is required in PID pop-up window. Note this field is NOT available in the AD subwindow.	X	Field 6 Country of Birth
6. BIRTH PLACE	Enter "Y" if the place of birth is required, such as the city or town. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 7 Place of Birth
7. FEDERAL TAX ID	Enter "Y" if the Federal Tax ID number is required. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 8 Federal Tax ID
8. COUNTRY	This field can be ignored; the renter's country (or state/province) is always required (in the Main Window of RA Open).
9. ADDRESS 2	This field can be ignored; the renter's address is always required (in the Main Window of RA Open).
10. LOCAL CONTACT	Enter "Y" if data must be entered in the Local Contact field in the Main Window of RA Open.
11. LOCAL ADDRESS	This field can be ignored.
12. LICENSE	This field can be ignored; the renter's license number is always required (in the Main Window of RA Open).
13. LICENSE STATE/ COUNTRY	This field can be ignored; the renter's license state or country is always required (in the Main Window of RA Open).
14. LICENSE EXPIRATION DATE	This field can be ignored; the renter's license expiration date is always required (in the Main Window of RA Open).
15. ADDITIONAL ID	Enter "Y" if an additional ID number is required. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 2 ID Number
16. ADDITIONAL ID DESCRIPTION	Enter "Y" if an additional ID description is required. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 1 Passport or ID
17. ADDITIONAL ID COUNTRY	Enter "Y" if the additional ID country is required. (Country issuing the ID.) This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 3 Issuing Ctry
18. ADDITIONAL ID ISSUE DATE	Enter "Y" if the additional ID issue date is required in PID pop-up window. Note this field is NOT available in the AD subwindow.	X	Field 5 Issue Date
19. ADDITIONAL ID EXPIRATION	Enter "Y" if the additional ID expiration date is required in PID pop-up window. Note this field is NOT available in the AD subwindow.	X	Field 4 Expire Date
20. CITY	This field can be ignored; the renter's city is always required (in the Main Window of RA Open).
21. ZIP CODE/ POSTAL CODE	Enter "Y" if a zip or postal code is required for every address - regardless of country (in the Main Window of RA Open).
22. BANK NAME	Enter "Y" if the Bank Name field is required in the PID pop-up window. This field may be required for an Uber rental. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 11 Bank Name
23. IBAN NUMBER	Enter "Y" if the IBAN Number field is required in PID pop-up window. IBAN Number (International Bank Number.) This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 12 IBAN No
24. COMPANY TAX ID	Enter "Y" if the Company Tax ID is required in PID pop-up window. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 13 Company Tax ID
25. COMPANY EMAIL	Enter "Y" if the Company Email is required in PID pop-up window. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 14 Company Email
26. DEST CODE	Enter "Y" if the Dest Code is required in the PID pop-up window. This field is in the AD subwindow and can also be accessed in the PID pop-up window.	X	Field 15 Company Dest Code

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

Below is an illustration of the Personal ID pop-up window which can be accessed in RA Open by pressing Shift/F7 from the Main window OPTION field or in the AD Subwindow OPTION field.

Note: If the pop-up window logic has been turned on in Edit Misc. Control Fields, this screen will pop-up after the user enters the renter's Driver's license information. This window is shown below.

OPTION: __ Personal ID Information

1 Passport or ID *
2 ID Number *
3 Issuing Ctry *
4 Expire Date *
5 Issue Date *
6 Country of Birth *
7 Place of Birth *
8 Federal Tax ID *
9 Email Address *
10 Accept Marketing *
11 Bank Name *
12 IBAN No *
13 Company Tax ID *
14 Company Email *
15 Company Dest Code *

Note there is no indication of which fields are required. However, when F1 is pressed to save the RA and a required field is blank, a message in reference to the requirement will display and the save is stopped.

Use