Create a rental order to rent a rental item or sell a sales item to a customer.
You can select rental or sales items and link the order to a customer.
Steps
Go to Rental order management > Rental orders > All rental orders.
Click New.
In the Customer account field, select the desired customer.
Expand the General section.
In the Site field, enter or select a value.
In the Warehouse field, enter or select a value.
The default invoice profile is retrieved from the customer. You can change this default value if needed.
In the Invoice profile field, enter or select a value.
The default rental calendar is retrieved from the customer. You can change this default value if needed.
In the Rental calendar field, enter or select a value.
The default rate code is retrieved from the customer. You can change this default value if needed.
In the Rate code field, enter or select a value.
Select Yes in the Rental project field.
Note
Selecting Yes links the rental order to a project. If you do not want to link the rental order to a project, select No in the Rental project field.
In the Project ID field, enter or select a value.
The default On-rent date is set based on the rental date setup. You can change this to another date if required.
In the On-rent date field, enter a date.
The default Expected off-rent date is set based on the rental date setup. You can change this to another date if required.
In the Expected off-rent date field, enter a date.
Click OK.