Select the rental category on the rental agreement header to define whether it is for rental or subrental processes.

Use the relation account on the header to distinguish the agreement based on type. For example:

  • Rental agreements use a customer as the relation account.
  • Subrental agreements use a vendor as the relation account.

The relation account varies by agreement type. For example:

  • Project agreements can have both rental and subrental orders per project.
  • Work location agreements can apply to both rental and subrental orders.

The relation account is disabled for default agreements, as these are not linked to specific customers, projects, or locations.

You can create agreements for the following categories:

  • Rental: Used for rental orders.
  • Subrental: Used for subrental orders.

Rental categories are limited to these two standard processes. Rental agreements cannot be used for sales or purchase orders.


Standard procedure

1. Click New.
2. In the Rental/sub rental field, select an option.
3. In the Rental agreement type field, select an option.
4. In the Relation account field, enter or select a value.
5. In the Currency field, enter or select a value.
6. In the From date field, enter a date.
7. In the To date field, enter a date.
8. Click Save.
9. Click Change status to open the drop dialog.
10. In the New status field, select an option.
11. Click OK.
12. Click Save.
13. Click the form caption.
Related to Notes

Create rental agreements

 

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