OC - Rent_Car_Dispatcher

RC OneCore – Rent car Dispatcher

In RC OneCore – Rent Car Dispatcher, there are options for managing the Car Rental module (Rent) – a detailed description of each option is described in Autopůjčovna

Reservations - new

opens an overview of new reservations
Filtration on
- Contract Status = New
- Contract Type = Reservation

Reservations - released

opens the list of issued reservations
Filtration on
- Contract Status = Released
- Contract Type = Reservation

Reservations - cancelled

opens an overview of canceled reservations
Filtration on
- Contract Status = Cancelled
- Contract Type = Reservation

Reservations - closed

opens the list of closed reservations
Filtration on
- Contract Status = Done
- Contract Type = Reservation

Rent - new

Opens the New Rent List
Filtration on
- Contract Status = New
- Contract Type = Lease

Rent - released

Opens an overview of issued loans
Filtration on
- Contract Status = Released
- Contract Type = Lease

Rent - finished

opens an overview of terminated loans
Filtration on
- Contract Status = Done
- Contract Type = Lease

Rent - invoiced

opens an overview of invoiced loans
Filtration on
- Contract Status = Invoiced
- Contract Type = Lease

Rent - all

opens an overview of all loans
Filtration on
- Contract Type = Lease

Reservations - today

opens an overview of new reservations
Filtration on
- Contract Status = New, Released
- Contract Type = Reservation
- Rent from <= current date

Rent - expired

opens an overview of expired loans, when the current date >= Rent To
Filtration on
- Contract Status = Released
- Contract Type = Lease
- Rent To <= current date

Rent - before return

opens an overview of rentals X days before the planned return. X is set in the General settings of the car rental company in the Return Toleration field
Filtration on
- Contract Status = Invoiced
- Contract Type = Lease
- Rent To <= Current Date - Car Return Toleration

The other concepts of the role of the center are explained in Autopůjčovna

Description of the tiles to view the tasks:

Pending User Tasks
- A list of pending tasks that are assigned to the logged-in user.
  - List Task View Filter
    - % Completed <>100
    - Pending Jobs = Yes
Pending Salesperson Tasks
- A list of pending tasks that are assigned to the signed-in user, but as a salesperson.
  - The user must be specified as a salesperson in the Salespeople / Purchasers table
  - To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
    - List Task View Filter
      - Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
      - End Date = Today's date and higher dates such as today's date
      - System Job Type = Organizer
      - Closed = No
Expired Salesperson Tasks
- A list of tasks after the due date of tasks that are assigned to the logged-in user but as a salesperson.
  - The user must be specified as a salesperson in the Salespeople / Purchasers table
  - To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
    - List Task View Filter
      - Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
      - End date = lower dates such as today's date
      - System Job Type = Organizer
      - Closed = No
Pending Team Tasks
- A list of pending tasks that are assigned to teams in which the signed-in user is specified as a salesperson.
  - The user must be specified as a salesperson in the Salespeople / Purchasers table
  - To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
  - The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
    - List Task View Filter
      - The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
      - Team Code = filter of all teams in which the logged-in user as a salesperson appears
      - End Date = Today's date and higher dates such as today's date
      - System Job Type = Team
      - Closed = No
Expired Team Tasks
- A list of tasks after the due date tasks that are assigned to teams in which the logged-in user is specified as a salesperson
  - The user must be specified as a salesperson in the Salespeople / Purchasers table
  - To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
  - The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
    - List Task View Filter
      - The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
      - Team Code = filter of all teams in which the logged-in user as a salesperson appears
      - End date = lower dates such as today's date
      - System Job Type = Team
      - Closed = No

Description of tiles for displaying email activities in OC

Failed Emails in Outbox
- emails where the sender is a logged-in user, which were not sent from OC due to an error (e.g. the function for sending emails is not set)
- The error can be displayed by the user for each row of the list via the "Show error" button
Draft Emails in Outbox
- a list of emails that the user has prepared but not sent and saved as Draft
Sent Emails Last 30 Days
- A list of emails sent by the logged-in user in the last 30 days from the set date. By default, the date is set to the current date.