Create rental transfer journal

Create a rental transfer journal to move rental equipment between locations within a warehouse or in different warehouses. You can move both bulk and serialized rental equipment.

Rental transfers reflect the immediate movement of rental equipment. In-transit inventory isn't tracked. If you need to track in-transit inventory, use a rental transfer order instead.

Usually, you move the rental equipment with the Rental Logistics Scanning app. To do so, release the journal for picking. If you don't use Rental Logistics Scanning, make sure to post the journal when the transfer is physically done. See Post rental transfer journal.

Steps

1. Go to Business objects > Periodic > Rental transfer journal.

2. Click New.

   The Create inventory journal dialog opens.

3. In the Name field, enter or select the rental transfer journal name.

   The journal name defines the default values for the journal, such as the voucher series and posting settings.

4. Fill in the other fields as desired.

5. Click OK.

6. Sub-task: Create journal lines.

   1. On the Lines tab, in the Journal lines section, click New.

   2. Fill in the fields as desired.

      On each line, specify the item and where it is moved from and to. These fields are the most important:

      • Item number: The rental item that you want to move.

      • From site and To site: The site that the item is moved from and to.

      • From warehouse and To warehouse: The warehouse that the item is moved from and to. For a move within a warehouse, enter the same warehouse in both fields.

      • From location and To location: The location that the item is moved from and to.

      • From serial number and To serial number: For a serialized item, the serial number of the business object.

      • Quantity: The quantity to move.

   3. Click Save.

7. Sub-task: Release journal for picking.

   To do the transfer with Rental Logistics Scanning, you must release it for picking.

   1. Click the Header tab.

   2. Expand the Setup section.

   3. Select Yes in the Release for picking field.

      The journal is released for picking with Rental Logistics Scanning.

      Note

      • You can only start an existing rental transfer journal in Rental Logistics Scanning if it is released for picking. See Start existing rental transfer journal.

      • You can also create a new rental transfer journal in Rental Logistics Scanning. See Create rental transfer journal.

   4. Click Save.

8. Close the page.