RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
12 In the Qty field, enter a Y for any bill code fee that will be applied to the number of this rental item that are being
reserved (see step 20 below for more information). Enter a N if this bill code fee should be charged regardless of
the number of this rental item that are being reserved.
Using the chair example above: If this bill code fee were determined by the number of chairs begin rented, then
you would enter a Y here. This tells the system to charge whatever number is entered in the Quantity field during
the rental reservations process (see step 20 below). If this bill code fee should be charged to the household,
regardless of the number of chairs being rented, then you would enter an N.
13 Optional step: If the bill code fee is a flat late fee that is charged for this rental item if it is returned late, be sure to
set the Late column for that bill code fee to Y.
14 Optional step: If this bill code fee is a package rate, be sure to set the Pack column to P (for package) or B (for
both package and non-package).
15 Enter information in all remaining Bill Code fields, or leave their default settings.
16 Enter a Default Deposit, if applicable, and select whether it is a Flat or Percent amount. Press F1 for field-level
Help with this screen as needed.
17 Click Next. You will proceed to the Rental Features screen.
18 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
19 Click Done to save your newly added rental item and to return to the Rental Item Maintenance screen.
20 Click Add to continue adding other rental items.
21 When you have finished adding all applicable rental items, click Exit to return to the Main Menu.
Setting Up Individual Rental Items
The following steps assume that you have:
• Set up any applicable bill codes that you wish to link to a rental item using the Bill Code Maintenance program
(Files � System � Finance Codes Maintenance).
• Set up any applicable rental classes that you wish to link to the rental item.
1 Go to Files � Rental � Rental Item Maintenance. You will proceed to the Rental Item Maintenance screen.
2 Click Add. You will continue to the Rental Core Information screen.
3 Enter the Rental Item name, consisting of up to ten alphanumeric characters.
4 Click Next. Note that all other fields will be made available for editing.
5 In the Type field, select Quantity from the drop-down list.
6 In the Print Descript field, enter a description to be used on all picklists, reports and inquiry screens.
7 Leave the Capacity/Qty field with the default setting of 1.
8 The Rental Class defaults to ZDFLT. You may change the class or delete the default one. The rental class allows
you to link standard rental times and other features to your rental items. If you charge different daily, weekly or
monthly rates for this rental item, you MUST select a rental class that has the Use Lowest Pricing Option option
selected.
9 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
10 Click Next. You will proceed to the Rental Fees/Charges screen.
11 Select all applicable bill code fees.
If the bill code fee is a flat late fee that is charged for this rental item if it is returned late, be sure to set the Late
column for that bill code fee to Y.
12 If this bill code fee is a package rate, be sure to set the Pack column to P (for package) or B (for both package
and non-package).
13 Enter a Default Deposit, if applicable, and select whether it is a "Flat" or "Percent" amount.
14 Enter information in all remaining bill code fields, or leave their default settings. Press F1 for field-level Help with
this screen as needed.
15 Click Next. You will proceed to the Rental Features screen.
16 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
17 Click Done to save your newly added rental item and to return to the Rental Item Maintenance screen.
18 Click Add to continue adding other rental items.
19 When you have finished adding all applicable rental items, click Exit to return to the Main Menu.
6/9/2008 66 Vermont Systems, Inc.