The Customer Rental Information window provides the ability to record credit limits, branch, price level, invoice grouping, invoicing frequency, and a master lease agreement (MLA) for a specific customer for use in the equipment rental process. You can also add up to three people who are authorized for renting and, if using Service Management, up to three people who are authorized to rebill.

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Entering customer rental information

The information entered in this window will appear as icons in the Customer Center window and the Rental Agreement Entry window. The icons represent if the MLA has been entered, available credit, and if authorized users have been added. Choosing those icons will open a display only version of the Customer Rental Information window.
To enter customer rental information

1. Go to Cards > Sales > Customer to open the Customer Maintenance window.
2. Enter or choose the customer.
3. Choose Additional and then choose Rental Information.
4. Enter information as needed in the following fields:
   • Credit Limit
     Enter the credit limit for the customer. If an amount was entered in the Customer Maintenance Options window, that amount will default into this window. If you update the credit limit here, this will update the amount in the Customer Maintenance Options window. This field will be disabled if the customer's credit limit is set to "No Credit" or "Unlimited" in the Customer Maintenance Options window.
   • Current Balance
     Displays the current credit balance.
   • Unit Limit
     Enter the unit limit for the customer. This field is enabled by marking the Credit Limits Unit check box checkbox in the Rental Setup window.
   • Current Units
     Displays the current unit balance.
   • Branch
     Choose the customer's branch.
   • Rental Price Level
     Choose the customer's rental price level.
   • Invoice Frequency ID
     Choose the invoice frequency. The invoice frequency can be changed on the rental agreement.
   • Invoice By
     From the drop-down, choose the invoice grouping option from Bill to Address ID, Ship to Address ID, or Rental Agreement.

   • Invoice Report Group
     Choose the invoice report group. All invoices for the customer will be grouped based on the selection, however you have the option to exclude an agreement from the grouping function by marking the Separate Invoice check box  checkbox on a specific agreement. Use the Rental Invoicing Routine to create the grouped invoices. For more information, see Grouping invoices using the rental invoicing routineInvoices Using the Rental Invoicing Routine. 

     Note
     The invoice option will determine which version of rental invoice a customer will receive. You must be using SOP Invoicing to group invoices. If you are using Receivables Management

     
     

   • Master Lease Agre. No.
     Enter the Master Lease Agreement (MLA) number.
   • Date
     Enter the MLA date. This field is required if you entered an MLA number.
   • Rental Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rent.
   • Rebill Authorizations
     Enter the name, telephone number, and email address for up to three individuals authorized to rebill. This field is only available if you are using Service Management
5. Choose OK.

Insurance icons displayed on this window

The Insurance section displays the status of the customer's insurance detail information for liability, general, and auto insurance from the Customer Insurance Detail window. (Cards > Sales > Customer Maintenance > Additional > Customer Insurance Details)

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To see detailed information on how each icon status is achieved, see Insurance icons overview.