You can use a rental transfer journal to move rental equipment between locations within a warehouse or in different warehouses.


Warehouse worker Warehouse worker Documents warehouse operation events and responds to warehouse operation inquiries Start Start Existing or new  rental transfer journal? Existing or new  rental transfer journal? Start existing rental transfer journal Start existing rental transfer journal To start an existing rental transfer journal, you can: Scan or enter the rental transfer journal. Find and select the desired rental transfer journal.   Procedure 1. In the Rental Logistics Scanning app, go to Rental Transfer Journal. 2. Scan or enter a rental transfer journal. 3. In the Journal field, scan or enter the rental transfer journal number. 4. Click "F4:Ok". 5. Select rental transfer journal from list. 6. Click "F2:List". 7. Find and select the desired rental transfer journal. 8. Click "F4:Ok". 9. View the rental transfer journal information. 10. Click "F4:Ok". Notes You can only start a rental transfer journal if it is released for picking in D365 F&SCM. Create rental transfer journal Create rental transfer journal You can create a rental transfer journal with the Rental Logistics Scanning app. Procedure 1. On the Rental Logistics Scanning app, go to Rental Transfer Journal. 2. Click "F3:Create". Scan 'from' location Scan 'from' location Scan the location from which you want to transfer rental equipment. Scan item Scan item Scan or enter the rental equipment that you want to transfer and click "F4:Ok". What you can scan or enter depends on the item type: Serialized item: Scan or enter the fleet number, serial number, or barcode. Bulk item: Enter the item name. Enter quantity to move Enter quantity to move In the Qty to move field, enter the number of items to be transferred to another location and click "F4:Ok". In the Item field, you can check the item name, serial  number, and fleet number. Additionally, you can: Take a picture of the location or item. To do so, click Take picture, take the picture, and click "F4:Ok". Enter task notes for the transfer. To do so, click Task Note, enter the notes, and click "F4:Ok". Scan 'to' location Scan 'to' location Scan or enter the location (Scan dest. loc field) to which you want to transfer the rental equipment. Make sure this location differs from the 'from' location. To finish the transfer, click "F4:Ok". Notes You can allow cross-company for a business object. When cross-company is allowed, the legal entity of the 'from' warehouse can differ from the legal entity of the 'to' warehouse. In this case, finishing a transfer updates the business object physical owner to the legal entity of the 'to' warehouse. End End New Existing

Activities

Name Responsible Description

Start existing rental transfer journal

Warehouse worker

To start an existing rental transfer journal, you can:

  • Scan or enter the rental transfer journal.
  • Find and select the desired rental transfer journal.

 

Create rental transfer journal

Warehouse worker

You can create a rental transfer journal with the Rental Logistics Scanning app.

Scan 'from' location

Warehouse worker

Scan the location from which you want to transfer rental equipment.

Scan item

Warehouse worker

Scan or enter the rental equipment that you want to transfer and click "F4:Ok".

What you can scan or enter depends on the item type:

  • Serialized item: Scan or enter the fleet number, serial number, or barcode.
  • Bulk item: Enter the item name.

Enter quantity to move

Warehouse worker

In the Qty to move field, enter the number of items to be transferred to another location and click "F4:Ok".

In the Item field, you can check the item name, serial  number, and fleet number.

Additionally, you can:

  • Take a picture of the location or item. To do so, click Take picture, take the picture, and click "F4:Ok".
  • Enter task notes for the transfer. To do so, click Task Note, enter the notes, and click "F4:Ok".

Scan 'to' location

Warehouse worker

Scan or enter the location (Scan dest. loc field) to which you want to transfer the rental equipment. Make sure this location differs from the 'from' location.

To finish the transfer, click "F4:Ok".

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