1. Equipment Rental
  2. Rental Customer Portal
  3. Working with the Rental Customer Portal
  4. Use the Rental Customer Portal

Monitor my rental orders

Use the 'My rental orders' page to view the rental orders of your company.
If you have the 'Maintain' or 'Admin' user role, you can create a case for a rental order line.


Rental contact Rental contact Start Start View rental orders View rental orders Use the 'My rental orders' page to view the rental orders of your company. On the 'My rental orders' page, all rental orders are shown. So, the rental items on these orders can be: Returned. Delivered and currently in use. Not yet delivered. Procedure 1. Sign in to the Rental Customer Portal. 2. Click 'My rental orders'. 3. Define the desired filter and click 'Refresh'. 4. Click the 'Order number' of the desired rental order. 5. You can view the rental order line details. In the 'Rental order lines' section, click the 'Line type' of the desired rental order line. Note: To open the rental order line details, you can also click the drop-down button, and click 'View details'. 6. In the 'Rental order lines' section, of the desired rental order line, click the drop-down button, and click 'Delivery information'. Notes Filter fields on the 'My rental orders' page: Field Description Project You can filter the rental orders based on the project to which a rental order is related. Work location You can filter the equipment list based on the work location. The work location is the location where the rental item is delivered and used. Status You can filter the rental orders based on the rental order status: Open order: Only rental orders are shown for which the rental items are not yet delivered, or partially delivered. Delivered: Only rental orders are shown for which the rental items are delivered, returned, or partially invoiced. Invoiced: Only rental orders are shown for which all rental items are returned, and all rental order lines are fully invoiced. From You can filter the rental orders based on the off-rent date/time. In this field, define the start of the period for which you want to filter rental orders. To You can filter the rental orders based on the off-rent date/time. In this field, define the end of the period for which you want to filter rental orders.   Grid fields on the 'My rental orders' page: Field Description Rental order The rental order based on which the rental item is rented. Order type The type of rental order. Status The status of the rental order: Open order: The rental items are not yet delivered, or partially delivered. Delivered: The rental items are delivered, returned, or partially invoiced. Invoiced: All rental items are returned, and all rental order lines are fully invoiced. Customer account The rental company’s customer account identification for your company. On-rent date/time The start date/time of the rental period. Expected off-rent date/time The expected end date/time of the rental period. Off-rent date The actual end date/time of the rental period. Work location name The name of the work location.   Fields on the 'Rental order details' page: Field Description Rental order The rental order based on which the rental item is rented. Customer account The rental company’s customer account identification for your company. Customer name The name of your company. Contact person name The name of the rental company’s contact person for the rental order. Contact operator name The name of the rental company’s operator for the rental company. Status The status of the rental order: Open order: The rental items are not yet delivered, or partially delivered. Delivered: The rental items are delivered, (partially) returned, or partially invoiced. Invoiced: All rental items are returned, and all rental order lines are fully invoiced. Delivery mode The means of transport used to deliver the rental item. Payment terms The terms that define when and how payments must be made for the rental order. On-rent date/time The start date/time of the rental period. Expected off-rent date/time The expected end date/time of the rental period. Off-rent date/time The actual end date/time of the rental period. Project ID The project to which the rental order is related. Confirmation If rental order confirmation document is linked to the rental order, it is shown in this field. Work location code The location where the rental item is used. Work location name The name of the work location. Work location address The address of the work location. Work location city The city where the work location is located. Delivery address The address where the rental item must be delivered. Created on The date on which the rental order is created. Modified on The date on which the latest modification is made to the rental order.   'Rental order lines' grid fields on the 'Rental order details' page: Field Description Line type The type of rental order line. Line ID The rental order line identification. Item number The identification of the rental item. Fleet number The identification of the fleet to which the rental item business object belongs. Rental net amount The price for the rental item after applying the rental discount percentage. It is the net price per rented time unit. On-rent date/time The start date/time of the rental period. Expected off-rent date/time The expected end date/time of the rental period. Off-rent date/time The actual end date/time of the rental period. Work location name The name of the work location.   Fields on the 'Rental order line details' page: Field Description Order line status The status of the rental order line. Rental type The rental type to which the rental item belongs. A rental type is a group of rental items with similar characteristics. Object ID The identification of the unique rental item. Serial number The serial number of the rental item. Each rental item has a unique serial number. Fleet number The identification of the fleet to which the rental item business object belongs. Line ID The rental order line identification. Delivery address The address where the rental item must be delivered. Work location code The location where the rental item is used. Work location name The name of the work location. Work location address The address of the work location. Invoice profile The invoice profile defines when the rental order line is invoiced, for example, monthly or weekly. Rate code The rate code defines to which time unit the rental net and gross amount of the rental order line apply. For example, the rental amount is the price per day or per week. Rental calendar The rental calendar defines the days and times for which a rental order line is invoiced, for example, only working days from 8:00 to 17:00 are invoiced. On-rent date/time The start date/time of the rental period. Expected off-rent date/time The expected end date/time of the rental period. Off-rent date/time The actual end date/time of the rental period. Requested ship date The date requested by the customer on which the rental item must be shipped. Rental gross amount The price for the rental item before applying the rental discount percentage. It is the gross price per time unit as defined by the rate code. Example: If the rental order line rate is hour, the rental gross amount is the hourly gross price. So, if the rental gross amount is $123 and you rent for three hours, the total rental gross amount is $369. Rental discount % The discount percentage as applied to the rental gross price. Rental net amount The price for the rental item after applying the rental discount percentage. It is the net price per time unit as defined by the rate code. Example: If the rental order line rate is hour, the rental net amount is the hourly net price. So, if the rental net amount is $115 and you rent for three hours, the total rental net amount is $345. Insurance net amount The net amount of insurance costs for the rental order line. It is the net insurance amount per time unit as defined by the rate code. Transport delivery amount The costs of transporting the rental item to the delivery address. Transport return amount The costs of transporting the rental item from the delivery address on return of the rental item.   Fields on the 'Delivery information' page:   Field Description Status Indicates the purpose of the line: Delivered: The line shows the delivery information. Returned: The line shows the return information. Document number If the status is: Delivered, the packing slip number is shown. Returned, the return note number is shown. Item number The identification of the rental item. Quantity The number of rental items that are delivered or returned. Delivery date The date on which the rental item is delivered or returned. Create case? Create case? Create rental order line case Create rental order line case 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. 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'. End End Yes No

Activities

Name Responsible Description

View rental orders

Rental contact

Use the 'My rental orders' page to view the rental orders of your company.

On the 'My rental orders' page, all rental orders are shown. So, the rental items on these orders can be:

  • Returned.
  • Delivered and currently in use.
  • Not yet delivered.

Create rental order line case

Rental contact

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.

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