The Rental Detail Status Change program prints lists of the rental items that are past due for their return or that were reserved but never picked up. The program can also change the status of 'pending' rentals to 'in use,' and it can process auto returns.
This program should be scheduled to run daily.
Note: Auto returns allow you to return rental items automatically without having to return the item for each household through the Rental Check Out/Check In program. When processing auto returns, no fees are processed. Therefore, VSI recommends that you only process auto returns for rental items to which no fees are attached or for which you collect all payments in advance.
Other buttons on the screen…
Click Process to run the program. You will continue to an Information screen where you can choose your report settings (email, print, preview). The Information screen also allows you to schedule this program to run.
Click Default Settings to reset the screen parameters. Vermont Systems recommends clicking Default Settings whenever a program or report doesn't produce the expected results. Resetting a program to its default settings removes any unseen spaces and/or bad data in the fields.
Core Criteria
Rental Items (RNRentalItem_RentalItemCode_DataGrid)
This field is applicable for the Rental Module only when running this program.
Select individual Rental Items or a range of Rental Items from the DataGrid if desired. The Rental Items you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Rental Item Range to select a range of Rental Items to include in this process if desired.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving the Use Rental Item Range option de-selected and making no selections in the DataGrid will result in NO RENTAL ITEMS being selected.
Use Rental Item Range (RNRentalItem_RentalItemCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of Rental Items.
THEN
Enter the range of Rental Item Codes.
OR
Leave this option de-selected to skip the Rental Item Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Note: If opting to use multiple filters in this group all Rental Items must fall within their proper hierarchy to be included. For Example: If your Class Range is "Kayak" and Rental Item Code range is "Mountain Bike 1 - Mountain Bike 6 then report will yield 0 results because the Mountain Bikes are not in the Kayak Rental Class.
Begin Rental Item Code (RNRentalItem_RentalItemCode_Begin)
This field is applicable only if you opt to Use Rental Item Range.
Select the Beginning and Ending Rental Item Codes for their respective fields. Rental Item Codes within the range entered will be included in the process.
DeleteEnd Rental Item Code (RNRentalItem_RentalItemCode_End)
This field is applicable only if you opt to Use Rental Item Range.
Select the Beginning and Ending Rental Item Codes for their respective fields. Rental Item Codes within the range entered will be included in the process.
DeleteRental Item Code WildCard (RNRentalItem_RentalItemCode_Equals)
Select the Rental Item you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteRental Item Code Option (RNRentalItem_RentalItemCode_Equals_Option)
This field is applicable only if you opt to use a Wildcard.
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Rental Class Range (RNRentalItem_RentalClass_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Rental Classes
THEN
Enter the range of Rental Class Codes.
OR
Leave this option de-selected to skip the Rental Class Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Note: If opting to use multiple filters in this group all Rental Items must fall within their proper hierarchy to be included. For Example: If your Class Range is "Kayak" and Rental Item Code range is "Mountain Bike 1 - Mountain Bike 6 then report will yield 0 results because the Mountain Bikes are not in the Kayak Rental Class.
Begin Rental Class (RNRentalItem_RentalClass_Begin)
This field is applicable only if you opt to Use Rental Class Range.
Select the Beginning and Ending Rental Class Codes for their respective fields. Rental Class Codes within the range entered will be included in the process.
DeleteEnd Rental Class (RNRentalItem_RentalClass_End)
This field is applicable only if you opt to Use Rental Class Range.
Select the Beginning and Ending Rental Class Codes for their respective fields. Rental Class Codes within the range entered will be included in the process.
DeleteAuto Returns (RNSADetailStatusChange_ProcessAuto)
Select this option to include rental items flagged for Auto Return in the process. When you run the program, any Auto Return items with a status of 'In use' will be returned.
Note: Auto returns allow you to return rental items automatically without having to return the item for each household through the Rental Check Out/Check In program. When processing auto returns no fees are processed. Therefore VSI recommends that you only process auto returns for rental items to which no fees are attached or for which you collect all payments in advance.
Only InUse Status (RNSADetailStatusChange_OnlyInUse)
Select this option to include on those Auto Return items that have a status of 'In Use.' The program will skip Auto Return items with any other status when this option is selected.
DeletePrint Auto Return Details (RNSADetailStatusChange_AutoLog)
Select this option to have the report list any Auto Return items that were returned as a result of running the program.
DeleteChange Pending To InUse (RNSADetailStatusChange_ChangePending)
Select this option to change items with a status of 'Pending' to 'In Use' when you run this program.
DeleteBegin Date (RNSADetailStatusChange_BeginDate)
Select your Begin Date option for this program.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. The date you select acts as the as of" date for this program.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeletePrint Pending To InUse Details (RNSADetailStatusChange_PendingLog)
Select this option to have the report list any items that were changed from 'Pending' status to 'In use' as a result of running the program.
DeleteAs Of Time (RNSADetailStatusChange_AsOfTime)
Accept the default entry (the time you entered this program) or overwrite with another value as needed. This is the as of" time on the date you entered. Items will have their status changed when you run this program provided the "due" time is at or before the time you enter here.
DeleteSort Option (RNSADetailStatusChange_SortOption)
Determine how you want to sort the various sections on the report.
- Name - Alphabetically by last name of the customer.
- Name - Alphabetically by rental item.
- Date - Chronologically by date, oldest to most recent.
Only Include Quick Rental Items (RNSADetailStatusChange_IncludeQuick)
Select this option to run the program for rental items of the Rental Class Quick" only. This option does not allow you to skip selections in the Rental Item Range and/or DataGrid. When using this option your item range and/or DataGrid has to include "Quick" Class rental items in order to be included..
DeletePrint Past Due Details (RNSADetailStatusChange_PastDue)
Select this option to include a list of rental items whose return is past due on the report.
DeletePrint Past Pickup Details (RNSADetailStatusChange_PastPickup)
Select this option to include a list of rental items that were scheduled to be picked up (i.e. checked out) but never were.
DeletePrint Today's Pickups Details (RNSADetailStatusChange_Pickups)
Select this option to include a list of rental items that are scheduled to be picked up (i.e. checked out) today" (i.e. on your Begin Date.
DeletePrint Tomorrow's Pickups Details (RNSADetailStatusChange_NextPickups)
Select this option to include a list of rental items that are scheduled to be picked up (i.e. checked out) tomorrow" (i.e. on your Begin Date pluse one (1) day.
DeleteSkip Rentals with Balance Due (RNSADetailStatusChange_SkipDue)
Select this option to skip the printing of any rental items with a balance due. The report will display only those rental items without a balance or rental items for which you do not charge.
Delete