Rental order amendments

Apply rental stop

You can change a rental order if you need to apply a rental stop to the rental items on the order lines.

The rental stop calendar ensures that the selected rental invoice periods are processed without charging any amount.

This process explains how to apply a rental stop.

Change rental dates

You can change a rental order if the rental dates are incorrect.

You can change the rental dates in two ways:

• At the rental order header level. The changes apply to all rental order lines.
• Directly at the rental order line level.

This process explains how to change rental dates.

Change rental prices

You can change a rental order if the rental prices are incorrect.

You can change the prices in the following ways:

• Use the rental line editor.
• Edit the rental order line directly.

This process explains how to change rental prices.

Add additional lines

You can change a rental order if you need to add extra lines.

You can add rental items, sales items, or services to the rental order.

For rentals, you can add:

• Serialized rental items. Use a quantity of one per rental order line.
• Bulk rental items. You can use multiple quantities per line.
• Service items. For example, you can add a KIT.

You must use rental orders with the line type Rental.

For sales, you can add:

• Service items.
• Serialized sales items. Use a quantity of one per rental order line.
• Bulk sales items. You can use multiple quantities per line.

You must use rental orders with the line type Sales/Purchase. This applies, for example, when you sell used equipment, consumables, or charge for services such as transport or damage fees.

Rental orders can contain rental items, sales items, services, or a combination.

Note: An on-rent date, expected off-rent date, and invoice profile are required. For sales and service items, this information does not affect pricing or invoicing.

This process explains how to add additional lines to the rental order.

Exchange Rental order amendment

You can change a rental order if you need to exchange rental items.

There are two types of exchanges:

• Technical exchange. Use this when the rental object needs repair or inspection.
• Commercial exchange. Use this when the customer requests a different rental object.

This process explains how to make an exchange.

Apply charges

You can amend a rental order to apply charges when needed.

You can apply charges in three ways:

• From the Active pan
• Add a rental order line with a service item
• Add manual price components

Manual price components are used to round prices or apply corrections to specific amounts.

This flow explains how to apply charges to a rental order.

Multi-order amendments

The Multi-Order Amendment (MOA) functionality enables rental businesses to efficiently update rental order line details across multiple orders simultaneously. By applying bulk amendments, users can adjust line elements such as rental pricing, consumption pricing, rental dates, effectivity dates, invoice profiles etc. Pricing updates can be set based on predefined parameters such as percentage-based increases or fixed amounts. The MOA update can also be utilized only for consumption order line updates.