Viewing terms and conditions for rental order

In this page you can view the terms and conditions that are applicable to the customer order. The system displays bill to customer and ship to customer details. You can view general terms agreement details, general payment terms and advance payment terms. In addition to this, you can view general delivery terms and return shipment terms for part shipment.

Select the “View Terms & Conditions” link in the “View Rental Order” page.

The “View Terms & Conditions” page appears.

The system displays the following fields in the “Rental Order Details” group box:

Rental Order #	The rental order for which the terms and conditions are displayed.
Amendment #	The amendment number of the rental order.
Rental Order Date	The date on which the rental order is created.
Status	The status of the rental order.
Customer Name	The name of the customer for which the rental order is created
Order Currency	The currency in which the rental order values are represented.

The system displays the following fields in the “General Terms Agreement Details” group box:

GTA Reference #	The General Terms Agreement reference document number that you wish to attach to the rental order.
Ref. Document Date	The date on which the reference document was created.
GTA Remarks	Any remark pertaining to the General Terms Agreement.
File Name	The file name of the General Terms Agreement reference document.

The system displays the following fields in the “Bill To Address” group box:

Bill To Customer #	The customer to whom the rental charges are billed.
Bill To Address	The address of the bill to customer.
Address	The primary address for billing purposes.
Contact Person	The name of the contact person.
Phone #	The phone number.
E-mail	The e-mail address.
Fax	The fax number.

The system displays the following fields in the “Insurance Payment Terms” group box:

Advance Applicable	Indicates whether advance payment is applicable or not.
Advance Payable By Date	The date by which the advance payment must be made.
Advance Percent	The percentage of amount that is to be received as advance.
Advance Percent On	The option by which the advance payment must be made. The system displays one of the following options: Total Rental Value – indicates that advance payment will be made on the total value of the rental order. Rental Charges – indicates that advance payment will be made on the rental charges of the rental order. Rental Price – indicates that advance payment will be made on the rental price of the rental order.
Advance Payable	The amount that is to be received as advance
Advance Tolerance Percent	The maximum deficit / excess amount in percentage that can be received as advance
Pay Term	The pay term applicable for the rental order.
Exchange Rate	The option by which the exchange rate is determined, which could be one of the following: As of Order Date – indicates that the exchange rate is determined as on rental order date. As of Invoice Date – indicates that the exchange rate is determined as on invoice date.
Receipt Mode	The receipt mode of payment.
Receipt Method	The method by which the payment will be received. The system displays one of the following: Regular – indicates that the payment will be received through regular method. ESR – indicates that the payment will be received through the ESR method. In the ESR method, the amount to be paid is fixed and is equal to the invoice amount. ESR+ – indicates that the payment will be received through the ESR+ method. In this method, the amount is not mentioned and the customer can adjust it with discounts, charges, prepayments etc. LSV – indicates that the payment will be received through the LSV method. In this method, the customer’s bank account is charged directly instead of waiting for the customer to pay. Specific Bank – indicates that the payment will be received through a specific bank.
Action On Non-payment	The action to be taken on non-payment of advance. The system displays one of the following: Hold Order Processing – indicates that the operator will hold rental order processing. Hold Release of Part – indicates that the operator will hold the part release. Request Return of Part – indicates that the operator will request for return of rented part.
DD Charges borne by	The agency that would bear DD charges, which could be “Customer”, “Self” or “None”.
Payment Notes	Any notes regarding the payment terms.

The system displays the following fields in the “General Payment Terms” group box:

Insurance Liability

Indicates who should bear the insurance amount. The values could be:

Self – indicates that the service provider will bear the insurance amount.
Customer – indicates that the customer will bear the insurance amount.
None – indicates that there is no insurance liability on this rental order.

Insurance Amount

The total insurance amount to be borne.

Insurance Terms

The conditions, which could prevail for claiming the insurance.

The system displays the following fields in the “Ship To Address” group box:

Ship To Customer #	The customer to whom the part must be shipped.
Ship To Address	The address of the ship to customer.
Address	The primary address for shipping purposes.
Contact Person	The name of the contact person.
Phone	The phone number.
E-mail	The e-mail address.
Fax	The fax number.

The system displays the following fields in the “General Delivery Terms” group box:

Packaging Code	The packaging code for the part.
Packaging Notes	Any additional information pertaining to the packaging of part.
INCO Term	The INCO term (International Commercial term).
Ship by	The method by which the part will be shipped.
Port of Departure	The port from which the part will be sent.
Port of Destination	The port to which the part will be sent.
Carrier #	The code of carrier to be used for part shipment.
Shipping Payment	The method of shipping payment.
Freight Billable	Indicates whether the freight charge is billable to the customer or not.
Freight Amount	The amount charged as freight.
Shipping Notes	Any additional information pertaining to the shipping of part.

The system displays the following fields in the “Return Shipment Terms” group box:

Return to Location	The organizational unit to which the part must be returned.
Warehouse #	The warehouse to which the part must be returned.
Address	The address of the warehouse.
Carrier #	The code of carrier to be used for part return shipment.
Ship by	The method by which the part will be shipped.
Freight Payable	Indicates whether the freight charges must be borne by the customer or not.
Shipping Payment	The method of return shipping payment.
Packaging Notes	Any additional information pertaining to the packaging of part during return shipment.
Shipping Notes	Any additional information pertaining to the shipping of part.

The system displays the following fields in the “Other Details” group box:

User Defined Detail 2	Any user defined detail pertaining to the rental order.
User Defined Option 2	The user defined option.
User Defined Detail 3	Any user defined detail pertaining to the rental order.
User Defined Option 3	The user defined option.
User Defined Detail 4	Any user defined detail pertaining to the rental order.
User Defined Option 4	The user defined option.

To proceed, carry out the following

Select the “View TCD Details” link at the bottom of the page, to view the taxes, charges and discount details for the rental order.
Select the “View Penalty Charges” link at the bottom of the page, to view the penalty charges details for the rental order.
Select the “Upload Documents” link at the bottom of the page, to facilitate the upload of documents against the rental order.
Select the “View Associated Doc Attachments” link at the bottom of the page, to view the uploaded documents against the rental order.