The Vehicle Rentals module functionality is vastly increased when supported by CRM defaults held against the company, driver and vehicle records. This additional functionality is provided by attaching an extra file to each of the basic CRM company, customer and vehicle records.
What do you want to do?
Tip: Enable vedv1 for the Vehicle details form (although depending upon what system is being used these forms may not necessarily have to be enabled).
To access CRM Vehicle Rental More Details Tab:
From the Master Menu, select the Vehicle rentals option and Company required.
The Vehicle Rentals menu is displayed.
Select the Reservations option.
The Reservations and Availability form is displayed.
Select the 
icon.
The Open Agreement form is displayed.
Locate the required agreement using the appropriate selection criteria and select the Open command button.
The Rental Agreement form is displayed.
Select the 
icon.
Select the Vehicle menu option.
Select the 
icon
Select the Vehicle Options menu.
Select the Vehicle Rental option.
Select the More Details Tab.
This form holds information regarding the tracking of vehicles.
Fitted: A checkbox which, if ticked, denotes that the vehicle has a tracking device fitted and, as such, is suitable and is therefore displayed appropriately at the Allocation stage for selection within a tracking agreement.
Device Number: A field allowing input of the tracking device number (used for reporting purposes).
These fields provide the facility to be able to hold details of the next agreement that the vehicle has been Allocated to (but prior to the agreement becoming live at an On hire status) for reporting and viewing purposes.
These fields are updated when a new agreement is created and a vehicle is Allocated to the agreement; once this agreement has been started the next details update the current agreement details in the Rental Details Tab.
Note: If the next agreement number has the vehicle unallocated then the next details are removed.
Agreement number: The rental agreement to which the vehicle has been allocated.
Start Date: The start date of the next rental agreement.
Return Date: The return date of the next rental agreement.
Out location: The out location of the next rental agreement.
Rental location: The owning location of the next rental agreement.
Vehicle location: The current location of the vehicle. The location details are written to the rental vehicle details form from the Delivery Address of the vehicle (held within the Vehicle Tab) in the associated agreement within the Vehicle Rentals module.
Locn Postcode: The current location postcode of the vehicle. The location details are written to the rental vehicle details form from the Delivery Address of the vehicle (held within the Vehicle Tab) in the associated agreement within the Vehicle Rentals module.
Note: The location details are subsequently accessible (and editable) via the Rental Location Details icon within the Incident Details form.
This tab is only enabled if the Operator Questions is ticked in the General 4 Tab of System Parameters.
If this checkbox is ticked, the Operator Questions functionality is brought in to use. The rental hire operator is to be prompted with specific defined questions at the time of making the booking in order to ensure all the correct details are recorded for the booking; only those vehicles which conform to the specification in the recorded selections are to be subsequently displayed for allocation to the booking.
One of the results of this functionality is that the system displays a the Questions Tab against the Hire Group set-up table. This allows the set-up of automatically prompted call centre type questions, at hire group level (typically relating to specification - tow bar required, etc), so that less experienced staff can handle calls for complicated vehicles.
Against each operator question a specific charge can be allocated. At the booking stage the rental hire operator is to be prompted with these questions and, if they are ticked, the associated charge is placed in the Prices Tab.
At the Allocation stage (as with Vehicle Tracking), the option is available to select only those vehicles that contain the charge/optional extra item specific requirements (held within the Vehicle Specification Items grid).
Charge: The specification item charge code. Specification item charges are set-up within the Charges Table within Vehicle Rentals. Clicking into the field enables the
button so that the appropriate charge/specification item can be selected.v
Description: The full description associated with the specification item charge code.
