Create and send rental order

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Use a rental order to rent rental items or services, or to sell sales or service items to a customer.

You can create a rental order as a stand-alone order or link it to a project. If you link it to a project, invoicing takes place from the project, not the rental order.

You can create the rental order from these pages:

  • All rental orders

  • All customers

  • All projects

  • Service plan board

  • Business object availability

For serialized rental items, you must assign a business object before delivery. This is not required for bulk or service items.

You must use line type Rental to rent items. Use line type Sales/Purchase to sell equipment or charge additional services such as transport or apply a damage fee for damaged rental equipment.

A rental order can include rental items, sales items, services, or any combination of these. A default rental agreement must exist before you can create a rental order.

Flow diagram