New Features - Version 4.02

Transcription

1 New Features - Version 4.02 View-Only Security Settings Added for More Setup items New view-only privileges are available for the following the menu items. Employees with "View" access can view the information in the table but cannot make changes. Future TSD RENTAL.NET releases will introduce similar view-only privileges for other areas of the application. Setup Access Privileges Expanded Fleet Setup Tables (Fleet Type Table, Body/Product Table, Make Table, Service Types Table, Class Table, Model Table, Options Table and Status Table) Unit Master Table: The ability to view all units is controlled by the Unit Master Table: View privilege. To infleet or edit foreign units, an employee must have the privilege to view or edit the Unit Master Table, as well as the In Fleet Foreign Units privilege. The ability to add and edit all units is controlled by the Unit Master Table: Edit privilege. An employee must have the Edit Unit Financial Information privilege to edit a unit's financial information. Fuel Module Tables (Fuel Trucks Table, Fuel Credit Cards Table and Gas Stations Table) 2014 TSD

2 Optional Services: The Optional Services: View privilege is required, along with the Add/Edit Equipment Inventory privilege, for an employee to be able to add and edit equipment inventory items. The same holds true for the Add/Edit Chauffeurs privilege and the ability to edit chauffeur records. At the same time, an employee with this set of privileges cannot add or edit other optional service types. An employee with the Optional Services: Edit privilege can only add and edit equipment and chauffeur optional services if they have been granted the specific privileges to do so. Sources Company Setup: An employee with the Companies: View privilege may only view Company Rules and Notes; access to Company Import and Company Rules Taxes is restricted. Access to Agents is based on the Agents privilege: Employees with the Agents: View privilege may view agents; employees with the Agents: Edit privilege may edit agent records. An employee with the Companies: Edit privilege may use the Company Import and edit Notes, edit Company Rules and Company Rules Taxes for tax-exempt companies. Access to Agents is still dependent on the Agents privilege, as described above. The Company Setup button on the Agent page is only available for employees who have the Companies: View privilege. Companies and Agents privileges also affect the Company Account and Profile Account Applications. G/L Accounts Reasons Undesirable Renters Tax Exempt Postal Codes Reservations Reservations privileges also apply to Input/Edit Reservation, Input/Edit Service Loaner Reservation, Input/Edit One-Way Reservation, Input/Edit Demo Event Reservation and Corporate Reservation. Employees with the Reservations: View privilege can view the Reservation page, and view (but not edit) information on the Optional Services, Additional Drivers, Notes, Payments, Company and Custom Rate dialogs. For these employees, the Update, Discount, Invoice, Open R/A, Duplicate and Cancel buttons are not available. Agreements Agreements privileges also apply to contracts that are Waiting for Unit Assignment. Employees with the Agreements: View privilege can view the Agreement page, and view (but not edit) information on the Optional Services, Additional Drivers, Payments, Adjustments, Company and Custom Rate dialogs. For these employees, the Edit, Discount, Return, Exchange and Void buttons are not available. On the Waiting for Unit Assignment page, the Update, Print, Damage and Void R/A buttons are not available. Employees with the Agreements: View privilege can use the Printing/ ing Returns option in the Mobile Application Welcome menu. 2

3 Additional New Privileges Take Voice Only Payments (Available only if an EDC credit card processor is selected on the System Control Table) Allows employee to take Voice Only payments on the Authorizations / Payments / Refunds and Miscellaneous Payments dialogs and the Mobile Application open agreement payment screen. The ability to take voice only payments is not applicable to the Mobile Application. At this time of release, this new privilege is granted to all employees, by default. Delete Voice Only Payments (Available only if an EDC credit card processor is selected on the System Control Table) Allows employee to delete Voice Only payments on the Authorizations / Payments / Refunds and Miscellaneous Payments dialogs and the Mobile Application open agreement payment screen. At this time of release, this new privilege is granted to all employees, by default. Allow Rate change on RezCentral Rez, RA For reservations and agreements that originate from RezCentral reservations, allows employee to change the Rate plan selection on Input/Edit Reservation, Open Rental Agreement (including Mobile Application open agreement) and View /Edit Rental Agreement. Preferred Renter Enhancements Several updates have been made to the Preferred Renter feature: A Preferred Renter's preferred class does not overwrite the class on a reservation they booked. The preferred class is only used for new quotes, reservations and agreements for the preferred renter. For systems with the Auto Update Preferred Renter from Rez/RA option selected in the System Control Table, Preferred Renter information that is updated on a reservation or agreement also updates the renter's profile for future use. This includes name, address, phone number (home, work and mobile), date of birth, address and driver's license, frequent flyer, credit card, employer, local address, insurance, personal vehicle, coverage and deductible information, verified by, DMS ID and alternate ID. Sales and Revenue Detail Grid Report Updates You can now run the Sales and Revenue Detail Grid using these additional criteria: Source of Business Referral Agency Referral Agent Salesperson Also, note that the report can be run by DBR Date or Transaction Date, and the Display "Rate" in Addition to Charge Amount check box is now labeled: Display charge item "Rate". 3

4 Fleet Import: More Fields Added The following additional fields can be imported as part of the Fleet Import process. None are mandatory. All Unit Master Table Miscellaneous information fields that were not previously available for import, except those inherited from the Model Table. Depreciation Type All Unit Cost Reductions values (accessible from the Unit Master Table Total Reductions Details button Undesirable Renter Import Click the new Import button on the Undesirable Renters page to import a list of customers who are restricted from renting. Required Fields are Last Name, First Name, License Number, License State and Reason. Other optional fields that may be imported are Street 1, Street 2, City, Country, State, Postal Code, Home Phone, Work Phone, Alternate ID, Date of Birth, Reason and Note. Set up Package Optional Services by Rate Code In addition to setting up Optional Service Amounts by location and class, you can now set up amounts by rate code. Issue a Refund to a Specific Card Number When using the Mobile Application for IOS, Android or Symbol devices to return an agreement that has a refund due, if more than one card has been presented for payment, you can choose which card to apply the refund to, using the list of cards on the first return screen. The label of the list depends on whether a balance is due or a refund is due: Apply Payment to Card or Apply Refund to Card. When performing the refund, the refunded amount on any given card cannot exceed the sum of payments taken with the card. Refunds are processed against eligible cards on the agreement, beginning with the selected card number. Restrict Modifications to the Source on a Corporate Reservation Use the new Change Source if Corp Res access privilege to lock down the Source selection on corporate reservations. Only employees with this privilege can change the Source on a corporate reservation, if the Source is populated by a reservation link. Mobile Application Return: Review Note Book Entries During the Mobile Application return process, if any notes have been entered for the agreement, a Notes button is available next to the Review charges, Adjust and Payments buttons. (Payments and Notes buttons are only available if payments and notes, respectively, have been entered for the agreement.) Click Notes to review the Note Book entries. Forecast Availability with "Calculate Today as of Now" Reflects No Show Grace Period The Forecast Availability Reservations Out row takes into account the Grace Period when calculating the reservations that are scheduled to go out today, regardless of whether or not the Calculate Today as of Now check box is selected. 4

5 Equifax Reporting to include Customer First and Last Name Results of Equifax Reporting (Admin > Equifax Reporting) now include the customer's first and last name. Improved Report Performance At TSD, we continue our ongoing effort to address performance issues that have sometimes been experienced when running reports for long time periods or for large amounts of data. Additional TSD RENTAL.NET reports are being upgraded to take advantage of superior reporting technology. Reminder: Please be aware that this process will result in changes to the layout of exported report results. Exports from upgraded reports contain column headings and data only. Report header information such as the location, cutoff dates, sort method, run date and run by are not included in exported results. The Sales History, Foreign Location, Unit Revenue and Missing Miles reports have been upgraded for version