Associating adjustments with customer rental contracts

Associate adjustments with customer rentals. An adjustment can be an extra charge or a discount such as extra charges for a damaged vehicle or a late return fee on the equipment. The user can also create work orders from this screen.

Create a work order for an adjustment on this screen.

To associate adjustments with customer rental contracts:

  1. Open the Customer Rentals form.
  2. Select the customer rental for which to create an adjustment, and then click the Adjustments tab.
  3. Click Add Adjustment.
  4. Adjustment—Enter the adjustment with which to associate to the customer rental.
    The system automatically populates Adjustment Org., Date, and Status.
  5. Tax Code—Enter the tax code for the adjustment.
  6. Date—Enter the date to invoice the adjustment.
  7. Quantity—Enter the quantity of adjustments to invoice.
  8. Adjustment Type-—Select the type of adjustment, e.g., enter an extra charge for damage if the equipment was returned damaged or a discount because it was returned early. You cannot select Invoice Discount or select Contract Discount because they are reserved by the system.
  9. Status—Select the status of the adjustment. Select one of the following statuses:
    • Unfinished—Adjustments can be changed.
    • Approved—Adjustment is ready for invoicing.
    • Invoiced—Adjustment is invoiced.
    • Cancelled—Adjustment is cancelled.
  10. Rate—Enter the rate for the adjustment.
    The system automatically populates Total Amount, and Tax Amount which is applied to the invoice when the adjustment is due, based on the adjustment date selected.

  12. Click Submit.
    The system automatically populates Invoice and Invoice Org. when the invoice process is completed. Created Work Order is automatically populated when a work order is created for the adjustment.
    Note: To create a work order for the adjustment, click Create WO. See Creating regular work orders.