Vehicle Rentals Table of Contents
Step Guides:
Reservations form
Allocation Summary/Availability of vehicles within each hire
group
Allocation Summary (Right-click)
Create a new booking
Open an existing booking
Vehicle Movements
Create a Maintenance/Workshop booking
Access the CRM system to view/edit Company, driver or vehicle records
Access the Administrator form for internal mail and diary
functions.
Quick access to Vehicle Rental reports
Agreement form
General Tab
Drivers Tab
Vehicle Tab
Prices Tab
Next Prices Tab
Invoiced Tab
Payments Tab
Supplier Prices Tab
Supplier Invoice Tab
External Vehicle Tab
Allocate/Unallocate a vehicle/supplier to the booking agreement.
Start the rental agreement
Offhire the vehicle
Print, fax or email the agreement
Finish the rental agreement
Invoice the rental agreement
Close the rental agreement
Create a brokerage rental agreement
View or update Company rental notes
Add comments to the agreement
Swap a vehicle
Edit or view brokered external vehicle details
View or edit O Licence details
Clone an agreement
Transfer a booking
Scan documents
Access the CRM system to view/edit company, driver or vehicle
records
View the audit log
Quick access to Vehicle Rental reports
Long Term Invoicing
Select the required Long Term invoicing type
Produce Summary or Non-Summary invoices
Generate LTI Invoices for a specific Sales Ledger account
Validate invoice run via the Report Only option
Select which Vehicle Rental companies for which LTI is to
be run
Post LTI Invoices
View System Parameters that affect Long Term Invoicing
See overview of the typical long term invoicing procedure
Understand postings from LTI to the Accounts module
Misc. Invoicing/Credits
Produce an Estimate
Produce a Miscellaneous Invoice
Produce a Miscellaneous Credit
Search for an existing Miscellaneous Document
Add/Edit an Invoice Line
View/Reprint an Archived Invoice/Credit
Purchasing
Create and save the purchase order.
Finish the purchase order.
Print the purchase order.
Un-Finish the purchase order.
Match invoice to the purchase order.
Match invoice lines to the purchase order.
Understand purchase order postings.
Transaction Log Enquiry
Enter selection criteria
Select the appropriate option button
View the transaction log Search Results grid
View the Transaction Details
Enter Operating Expenses
Enter a new operating expense.
Edit an existing operating expense.
Post the operating expense.
Understand the operating expenses grid.
Reports & Enquiries
Report generator
Ad-hoc enquiries
Action list
View Invoice log
Vehicle activity
Full fleet listing
Vehicle locator
Invoice export
Vehicles due out today
Vehicles due back today
Service & MOT reminder report
RFL reminder report
Yard check report
Vehicle statistics
Vehicles to be taken off fleet
Till report
Miscellaneous Options
Tariff types
Hire groups
Tariff rates
Meter rates
Group extensions
Charges
Payment methods
Purchasing goods/services
Customer rates/charges table
Supplier rates/charges table
Credit note reasons
Operating expenses
Conviction codes
Customer discounts
Vehicle revenue postings
Operator details
Locations link
Long term period tables
Lost business codes
Specific rates tables
Delete closed agreements
Delete old purchase orders
Contract reference
Non-billing tables
Cost centres
Extend Estimated Agreements
System Maintenance
Prevent/allow access
Rebuild booking summary
Create BVRLA data file
Update vehicle statistics
Update Group Utilisation
Update Vehicle Utilisation
Agreement defaults
External Vehicle Defaults
Contract defaults
Order defaults
Agreement driver defaults
Misc. Invoicing Defaults
Agreement stationery format
Order stationery format
Invoice stationery format
Credit stationery format
Generate format overlay
File usage statistics
Reset in use flags
Verify files
System Parameters
General Tab
General 2 Tab
General 3 Tab
General 4 Tab
Sort Sequence Tab
Priorities Tab
Priorities 2/Mail Tab
Purch/Misc. Inv. Tab
Deposits Tab
Supplier/Misc. Tab
System Controls
Create files
CRM Rental Records
Marketing Company General Tab
Marketing Company General2 Tab
Marketing Company General3 Tab
Driver Details form
Rental Details Tab
Rental Stats Tab
More Details Tab
Glossary
Disclaimer
