Home FAQ DMFree FAQ How do I setup Rentals in DMEFree ?

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How do I setup Rentals in DMEFree ?

Date added:
Monday, 19 October 2009
Last revised:
never
favoured:
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Answer

in dmefree, rental renewals can be done quickly by
using the Renewal button.
 
If you set of the rental correctly there is a lot of info
that can help

for example, make the status's of a rental FILE OUT RENT
and give the rental a billing cycle like M (found on 2nd tab of
claim transaction screen)

and within the billing cycles setup there is a table to set which
billing cycles (like M) are monthly (you'll see the setup option there.)

What will happen is not only will you be able to see which rentals
are out on the rental report , the report will be a tickler for when
to run your rentals.

And when using the renewal function, the month counter will be
incremented and the status's will be handled correctly so that
your system will only see one rental out per month per item.


additional info

1. THE STARTING POINT FOR GETTING BATCH GOING IS IN THE TRANSACTION.
 WHAT MAKES A RENTAL ELIGIBLE FOR RENTAL RENEW IS ARE THE FOLLOWING:
 CLAIM STATUS = FILE RENT STATUS = OUT SALE/RENT = RENT


IN THE TRANSACTION. THE MONTH NUMBER IS ENTERED
THIS IS FOUND ON THE 2ND TAB OF THE CLAIM , DOWN AT THE BOTTOM IN A FIELD LABELD:
RENTAL INFORMATION.

FOR EXAMPLE IF IT IS MONTH 1 PUT A 1 IN THE FIELD. IF THE RENTAL IS CURRENTLY AT MONTH 6 PUT A 6 THERE.
AND THERE MUST BE A BILLING CYCLE FOR EXAMPLE M FOR MONTHLY BUT YOU CAN USE WHAT EVER YOU WISH JUST STAY CONSISTENT WITH CAPITALIZATION.


2. NOW TO TELL THE SOFTWARE WHAT BILLING CYCLES ARE MONTHLY CYCLES YOU
MUST CONFIGURE THE BILLING CYCLES.  TO DO THIS YOU CLICK ON THE BUTTON WITH THE ...
TO THE RIGHT OF THE BILLING CYCLE FIELD

WHEN THE BILLING CYCLES POPUP PRESS THE BUTTON LABELED:
"CONFIGURE MONTHLY CYCLES'

WHAT YOU NEED TO DO HERE IS ENTER THE BILLING CYCLES YOU USE THAT ARE
MONTHLY BILLING CYCLES . FOR EXAMPLE IF THE BILLING CYCLES YOU USE ARE M AND Q ,
THEN ENTER M AND Q INTO THIS TABLE JUST ONCE, NOT ON EACH LINE. IN THE WINDOWS
VERSION CLICK ON FILE AND GO TO ‘CONFIGURE BATCH FOR MONTHLY CYCLES’

FROM THIS POINT A CLAIM THAT IS
FILE OUT RENT WITH A BILLING CYCLE WILL HAVE IT'S MONTH COUNTER INCREMENTED
WHILE YOU USE THE 'RENEWAL' BUTTON

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