1. Edit Posting Codes - EDITGL - ( Accounting Control Files Menu)
Will you need to a new Posting Code? If the revenue from this vehicle will post to the same set of of General Ledger accounts as other vehicles do, there is no need to set up a new GL Posting Code. However, if the revenue should post to a new set of GL accounts, then a new Posting Code must be created as well as Option Posting records.
2. Edit Pricing Codes - EDITPRC - (Rate Control Files Menu)
Will you need a new Pricing Code? If the coverage rates and option rates for this vehicle are different from the coverage and option rates charged for other vehicles, a new Pricing Code must be set up. If the rates will be the same as those for other vehicles, or the Pricing Code will be controlled by the Rate product, skip this step.
3. Edit Vehicle Option Codes - VEHOPT (Fleet Control Files Menu)
Do you use Vehicle Option Codes? If so and the new vehicle has options that are not already coded, it is necessary to set up new option codes. If you do not use Codes for vehicle options, skip this step.
4. Edit Model Codes - EDITMDL - (Fleet Control Files Menu)
Is the vehicle the same model and year as other vehicles in the fleet, or it is new? If this is a new Model or a new Model Year of an existing Model, a new Model Code must be created. (Model codes from one year can be cloned to another year using the Set Model Codes program.)
5. Edit Class Codes - EDITCLS - (Fleet Control Files Menu)
Is this vehicle the same Class as other vehicles in the fleet, or is it a new Class? If this is a new Class, create a new Class Code for it. User tip: Remember to place it in the correct spot in the hierarchy if you do upsells.
6. Edit Class Groups - EDITCLGP - (Fleet Control Files Menu)
If it was necessary to create a new Class Code, should the Class be added to a Class Group?
7. Edit Color Codes - EDTCOLOR - (Fleet Control Files Menu)
Do you use Color Codes? If so and the vehicle is a new color that is not already coded, it is necessary to set up a new color code. If you do not use Color Codes, skip this step.
8. Edit Fleet Types - EDFLTY - (Fleet Control Files Menu)
Do you use Fleet Type Codes? If so and the vehicle is a new type that is not already coded, it is necessary to set up a new Fleet Type. If you do not use Fleet Types, skip this step.
9. Add Class to Rates - ADDCLASS - (Rate Control Files Menu)
If it was necessary to create a new Class Code, the Class will need to be added to the Rental Rates. This program allows the Class to be added to all rates at one time. Otherwise, to add the Class to only certain rates, use the Edit Rental Rules/ Rates program.
10. Edit Company File - EDITCOMP (Accounting Control Files Menu)
If you want to use automatic number assignment, set it up in this program. See the field "Next Vehicle Number". Only works when used in conjunction with a GVT record (set up by Thermeon's Customer Support Dept.) Entering a number in that field configures the system so that sequential unit numbers are assigned as vehicles are entered.
11. Vehicle Inventory Control - INV - or Fast In-Fleeting - FASTINV(Fleet Menu)
Add the vehicle to the fleet by entering it using either of these programs.
12. Recalculate Class Needs - RECALC - (Fleet Planning Menu)
If you use the Planning Calendar and you added a new Class Code, it is necessary to update the Planning Calendar. To do so, perform the following steps:
Run the Change Class Availability program for the location, location group, or all locations. Enter the Class. Use "ADD" in the "Operation" field, and leave the "Amount" field blank.
Run the Recalculate Class Needs program.