Rental Conversion

This page lists information on converting from another rental system to the TrackAbout Rental Module.

Data Files

Customer Rental Rates

This is a list of all special or contract rental rates for customers. The data that is needed:

• Customer Number
• Type of asset

This can be whatever is used to organize rental.

This is typically a size or part number. Like "HP" for High Pressure or "AR300" for the part number AR300.

• Rental Method

Daily, Monthly, Peak Daily

Can use any native codes from accounting system to represent these different rental methods – just indicate to TrackAbout what each code represents. For instance “8” might indicate daily rental.

• Rate
• Review/Expiration Date (optional)

Do the custom rental rates expire? Note that in TrackAbout the rates never really 'expire' but a date is stored after which someone should review the rates.

• Notes (optional)

Any special notes or comments on this rate

Simple example

12345   AR300   Daily    0.20
12345   NI300   Daily    0.24
18888   AR300   Monthly  3.5

Customer Balances

This file contains the current asset balances/counts for customers. Typically this is the data for the start/end of a month.

Columns:

• Customer Number

If this is in two parts, both parts are needed here. Two columns are fine if this is the case.

• Product Code

This is also called Gas Code, Part Number, Item Number, or Stock Number in some systems. If this code is broken into two parts, both parts are needed here.

• Current Balance

Number of assets of this type with this customer

Indicate in the name of the file the date that this file is accurate. This is typically the start or end of a month.

So a good name for this file would be CylinderBalances_EndofFeb2010.txt

Simple example

12345   AR300   3
12345   NI300   1
18888   AR300   5

Leases (Asset Agreements)

This is for information on Leases or Cylinder Agreements with customers. These are more generically called Asset Agreements in TrackAbout. This is for any agreement where the customer doesn't pay rental on a given kind of asset for a given amount of time.

NOTE: If an agreement has multiple lines, there will be a row for each line of the agreement with the agreement header info repeated on each line.

Columns

• AssetAgreementTypeId

If all you have are leases, then put the word "LEASE" in this column. If you have more types of agreements, contact TrackAbout Support to set this up.

• Customer Number
• AgreementNumber (Optional)

A unique number to identify this agreement.

• OriginalStartDate (Optional)

If this agreement has been renewed and you still have the original start date, we'll take that here.

Format: MM/DD/YYYY

• StartDate (Optional)

Format: MM/DD/YYYY

• EndDate

Format: MM/DD/YYYY

• Duration in Months

This field should be 12 for a 1 year lease

• AutoRenew

This fiels is a "Y" or "N". Y = We do plan to autorenew this agreement.

Today this is just a flag that is shown to the user on a renewal report. The leases are not renewed without a persons's approval.

• Notes (Optional)

This is for any notes stored with this lease.

• Type of assets covered

An indicator for what kind of asset(s) this line covers.

This is typically a size or part number. Like "HP" for High Pressure or "AR300" for the part number AR300.

• Quantity

If this line covers 2 assets then the value here is a 2. If the agreement has many lines, this is just the quantity for this one line.

• RatePerAsset

How much it costs PER ASSET for this line. If this line covers 2 cylinders for a year at $50 each for a total of $100 then the value in this field will be 50