This screen allows you to:
Order equipment for a reservation, view old entries and delete old entries.
Before you begin:
Choose the Equipment Ordering option from the Reservation Menu.
Equipment entries require that you enter equipment items that have been previously established using the Equipment File option on the Files Menu. Refer to this section for further information on establishing your equipment charges.
To delete a previous entry, use the view option. This option will allow you to remove the old entry and will automatically adjust the reservation amount due.
The amount due for equipment ordered is based on information in the equipment record. To compute the amount owed the system will first multiply the number of whole weeks in the rental duration times the weekly charge. The remaining days are then multiplied by the daily rate. If the charge for the days exceeds the charge for a week, the weekly charge will be used for the days (the rate for days less than a week cannot exceed the rate for a week). The weekly charge is then added to the daily charge and compared to the minimum charge. If the charge is less than the minimum charge, the minimum charge will be used; otherwise, the computed charge will be used. This amount is then multiplied by the quantity to order.
Owner reservations may charge the equipment to the reservation, the owner statement or another unit. This option only becomes available for owner reservations.
Item descriptions:
All of the information on the screen is for the reservation number entered or for the equipment item being used. All of the items on this screen are discussed in different areas of the Help Files. If you have any questions about this information, refer to the specific item in the index.
Prompt descriptions...
Enter Resv #, name, namez3, namez5 [View] or [Exit]:
Retrieve the reservation you wish to order equipment for by entering in the reservation number or name. Reservation retrieval is discussed in detail in the View Reservations section of this manual, refer to this section for additional information.
Click [View] to view previous equipment entries. This option allows you to delete or modify an existing equipment order. You will be prompted to enter the reservation number/name as the above paragraph describes. The equipment ordered for the reservation will be displayed in a select list. The equipment description, date to deliver, date to pickup, quantity ordered and the amount charged will display. To delete or modify an order, select the order desired and that order will be displayed along with the below modification prompt. Press [ESC] to abandon the process. You will return to the first prompt.
Click [Exit] to exit this screen and return to the Reservation Menu.
Charge [Resv] Reservation, Owner [Statement] or [Unit]:
This prompt will only be asked for ‘C’ and ‘CY’ status reservations. Equipment rentals for status ‘A’ and ‘B’ reservations are automatically charged to the reservations.
Click [Resv] to charge the rental to the reservation.
Click [Statement] to have the amount due for the equipment rental charged to the owner statement for the reservation’s unit.
Click [Unit] to charge equipment to another unit.
Enter the equipment number or [Select] from equipment list:
Enter the equipment number of the item you wish to order. All equipment is given a unique number when entered in the Equipment File Maintenance screen and you may use this number for retrieval. You may also [Select] from the reference screen and double click the highlighted item.
Enter the delivery date or <Return> for arrival date:
Enter the date you wish to have the equipment delivered. Pressing <Enter> will tell the system to use the arrival date of the reservation you are currently ordering equipment for as the delivery date. Some equipment is established to automatically use the arrival date as the delivery date and this prompt will not be asked.
Enter the pickup date or <Return> for departure date:
Enter the date you wish to have the equipment picked up. Pressing <Enter> will tell the system to use the departure date of the reservation you are currently ordering equipment for as the pickup date. Some equipment is established to automatically use the departure date as the pickup date and this prompt will not be asked.
Enter the quantity to order:
Enter the quantity of the equipment you wish to order for the reservation. The system will automatically enter the equipment amount to be charged. These charges are established in the equipment record using the Equipment File option on the Files Menu. Equipment can be setup to automatically determine the quantity to order and this prompt will not be asked.
[Exit], [Next], [Continue], [Show] or [Delete]:
To modify information before processing, click on the field next to the item you wish to change and that item’s prompt will be asked. The equipment amount is the total amount due for the order. See above for the method used to compute the amount due.
Click on [Next] to order another item for the same reservation.
Click [Continue] if the equipment information is correct, this will update the order.
Click the [Delete] to delete an item that has been entered while working with the reservation. This option will only allow the removal of an order that has been entered prior to finishing with the reservation. To remove a previous entry, select the [View] option on the first prompt. A select list of the entered orders will be displayed. Select the order to delete and that order will be deleted. You will return to this prompt.
Click [Show] to see items entered and to display all orders that have been posted to the reservation while working with the reservation. Previous entries are not shown. This option is helpful if you have forgotten which entries you have made for the reservation. A list of the entered orders will be displayed and you will return to this prompt.
Click [Exit] to abandon any changes made and to not process any equipment items ordered. You will return to the first Equipment Ordering screen.