A technical exchange is needed when the rental object breaks down due to a reason not caused by the customer, such as a malfunction or required maintenance. You must replace it with a working equivalent object.

To perform a technical exchange:

  1. On the rental order line, click Rental.
  2. Under Amendments, click Exchange item.
  3. Under Technical exchange, decide whether to make the returned object available.
  4. In Transport and return transport discount, enter any applicable discounts.
  5. In Exchange templates, select a delivery and return template.
  6. In Exchange date/time, enter the off-rent and requested pickup date/time.
  7. In Information, enter the contact details.
  8. Click OK.

Note: You cannot request a different item during a technical exchange.


Standard procedure

1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired rental order.
3. Select the desired rental order line and click Rental.
4. Click Exchange item.
5. Select the Technical option.
6. In the Off-rent date/time field, enter a date and time.
 

Note: Set the date and time to the date that the rental item will be exchanged.

7. In the Requested pickup date/time field, enter a date and time.
8. In the Contact field, enter or select a value.
9. In the Reason code field, enter or select a value.
10. Click OK.

Provide feedback