Perform a commercial exchange when a customer wants to change a rental object for personal reasons. For example, the object is too small.

To process the exchange:

  1. Click Rental on the rental order line.
  2. Under Amendments, select Exchange item.
  3. In the Commercial exchange section, enter the replacement item.
  4. Select a delivery and return template in Exchange templates.
  5. Enter the off-rent and requested pickup date/time in Exchange date/time.
  6. Enter the contact information in the Information section.
  7. Click OK.


Standard procedure

1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired record.
3. Select the desired rental order line and click Rental.
4. Click Exchange item.
5. In the Requested item field, enter or select the desired rental item.
6. In the Requested item field, type a value.
7. In the Off-rent date/time field, enter a date and time.
8. In the Requested pickup date/time field, enter a date and time.
9. In the Contact field, enter or select a value.
10. In the Reason code field, enter or select a value.
11. Click OK.

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