(Contents) (Previous) (Next)

Maintenance Agreement (Other Tab)

To access the Other Tab:

  1. From the Master Menu, select the Vehicle rentals option and Company required.

    The VEHICLE RENTALS Menu is displayed.

  2. Select the Reservations option.

    The Reservations and Availability form is displayed.

  3. Select the New icon.

    The Open Agreement form is displayed.

  4. Locate the required agreement using the appropriate selection criteria and select the Open command button.

    The Maintenance Agreement form is displayed and focussed automatically on the General Tab. Select the Other Tab.

Other Tab

The Other Tab is generally used to view the Start and Finish maintenance agreement data but also holds collection and delivery details. The following fields are held within the form:

Odometer - Out details: The odometer reading of the vehicle recorded at the start of the maintenance agreement using the Finish Rental form.

Fuel - Out details: The fuel reading of the vehicle recorded at the start of the maintenance agreement using the Start Rental form. This is recorded as a percentage of the tank and is held for reporting purposes only (e.g. this may be displayed on the printed rental agreement); no system calculations are performed on this data.

Damage - Out details: A textual description of any damage to the vehicle recorded at the start of the maintenance agreement using the Start Rental form. Many companies choose to default-in a value of See Checksheet as an Agreement default.

Odometer - Return details: The odometer reading of the vehicle recorded at the end of the maintenance agreement using the Finish Rental form.

Fuel - Return details: The fuel reading of the vehicle recorded at the end of the maintenance agreement using the Finish Rental form. This is recorded as a percentage of the tank and is held for reporting purposes only; no system calculations are performed on this data.

Damage - Return details: A textual description of any damage to the vehicle recorded at the end of the maintenance agreement using the Finish Rental form. Many companies choose to default-in a value of See Checksheet as an Agreement default.

Difference: The difference between the Odometer - Out details and Odometer - Return details values.

Deliver: A checkbox which, if ticked, denotes that delivery is required for the selected maintenance agreement. This is for memo purposes only. However, a delivery report can then be defined which references the value in this field.

Delivery Name: The full CRM/Marketing company/target name associated with the selected delivery address (if applicable). This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module). All of the delivery name and address fields are typically populated via the Postcode database search facility.

Address: The full five lines of CRM/Marketing company/target address associated with the selected delivery address. This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module).

Postcode: The CRM/Marketing company/target postcode associated with the selected delivery address. This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module).

Entry of a postcode starts the postcode daemon which displays all addresses relating to the selected postcode. The appropriate address should be selected from those displayed and this then automatically populates all delivery address fields.

Collect: A checkbox which, if ticked, denotes that collection is required for the selected maintenance agreement. This is for memo purposes only. However, a collection report can then be defined which references the value in this field.

Collection Name: The full CRM/Marketing company/target name associated with the selected collection address (if applicable). This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module). All of the collection name and address fields are typically populated via the Postcode database search facility.

Address: The full five lines of CRM/Marketing company/target address associated with the selected collection address. This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module).

Postcode: The CRM/Marketing company/target postcode associated with the selected collection address. This field can be edited (any edits are for the purposes of the current agreement and are not saved back to the CRM/Marketing module).

Entry of a postcode starts the postcode daemon which displays all addresses relating to the selected postcode. The appropriate address should be selected from those displayed and this then automatically populates all collection address fields.

(Contents) (Previous) (Next) (Top of the Page)