On the 'Rental order details' page, if you have the 'Maintain' or 'Admin' user role, you can create a case for a rental order line. 

For a rental order line record, you can create these types of cases:

  • Report damage: Report any damage to a rental item to the rental company.
  • Change on-rent date: Request the rental company to change the on-rent date. Example: You have ordered a rental item that you need a few days later than originally requested. You can request to change the on-rent date.
  • Change expected off-rent date/time: Request the rental company to change the expected off-rent date. Example: You are currently renting a rental item that you need a few more days than the expected off-rent date/time. You can request to extend the rental period.

The default case description consists of:

  • The item number of the rental order line for which you create the case.
  • The fleet number of the rental order line for which you create the case.
  • Case type.


Standard procedure

1. Sign in to the Rental Customer Portal.
2. Click 'My rental orders'.
3. Click the 'Order number' of the desired rental order.
4. In the 'Rental order lines' section, click the drop-down of the desired rental order line and select the desired case type.
5. If desired, change the default description.
6. In the 'Notes' field, enter detailed information.
7. Click 'Submit'.
Related to Notes

Monitor my rental orders

 

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