1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Rental and sales
  5. Rental order

Manage consumption-based billing item on rental order

You can manage a rental line with a consumption-based price.

The consumption-based billing applies to:

  • Serialized rental types
  • Rental types with an active consumption price component in the Rental agreement

The consumption price is defined per consumption group and must be activated in the Rental agreement. You can define several consumption groups for the same rental type.

The business object must include meters linked to consumption groups. Actual consumption is based on meter readings linked to the same group and assigned to the rental line.

The following consumption-based billing types are supported:

  • Every invoice – Invoice actual consumption each period
  • Last invoice – Invoice actual consumption only on the final invoice
  • Estimated + Actual – Use estimated consumption for interim invoices, and actual consumption for the final invoice


Rental clerk Rental clerk Start Start Define estimated consumption on the Rental order header Define estimated consumption on the Rental order header D365FO Define invoice profile on the rental order Define invoice profile on the rental order Validate consumption price line Validate consumption price line Is Estimated-Actual  consumption billing used? Is Estimated-Actual  consumption billing used? Assign business object to rental order line Assign business object to rental order line You can assign a business object to a rental order line with a serialized rental item. The business object must be in inventory.Depending on the work order template, you can assign the business object in two ways:Directly on the rental order.From the service plan board.To assign the business object from the service plan board, follow the steps in the Order fulfillment process.Cross-company business object physical owner update (serialized rental)Business object parameterTo support cross-company rental, you must set the global parameter 'Allow automatic change of physical owner' to Yes in the Business object parameters page. This setting updates the physical owner automatically when you move a serialized business object between legal entities during processes like rental quotation, rental order, picking, return, and transfer receipt using Rental Management or Logistics Scanning.Business object physical ownership logYou can update the physical owner multiple times in one day. In this case, the ownership log allows overlapping transactions. The latest entry by created date and time determines the current owner.When you update the log, follow these rules:The last on rent date must be later than the first on rent date.The first on rent date must be later than the previous last on rent date.If the log entry is created automatically, its created date and time must be later than the last entry. If identical, the system adds 1 second to avoid duplication.Business object assignmentIf the rental type has the checkbox 'Not allowed for cross-company rental' set to Yes, you cannot assign a business object from another legal entity. You will receive an error when you try to assign it using Rental Management or Logistics Scanning.If the checkbox is set to No, the following applies when you assign a business object:If the physical owner matches the legal entity of the quotation, you can assign it.If the owner does not match, the system updates the owner automatically after assignment.If you unassign the business object, the previous physical owner is restored.This logic does not apply to rental transfer orders.Note: You can only enable the checkbox if the parameter 'Allow automatic change of physical owner' is set to Yes. Cross-company assignment does not apply to rental transfer orders. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. In the list, find and select the desired rental order line. 4. On the rental order lines section, click Rental. 5. Click Assign object. 6. In the list, find and select the desired business object. 7. Click OK. Validate meter assignment on consumption price line Validate meter assignment on consumption price line End End Yes No

Activities

Name Responsible Description

Define estimated consumption on the Rental order header

Rental clerk

Define invoice profile on the rental order

Rental clerk

Validate consumption price line

Rental clerk

Assign business object to rental order line

Rental clerk

You can assign a business object to a rental order line with a serialized rental item. The business object must be in inventory.

Depending on the work order template, you can assign the business object in two ways:

  • Directly on the rental order.
  • From the service plan board.

To assign the business object from the service plan board, follow the steps in the Order fulfillment process.

Cross-company business object physical owner update (serialized rental)

Business object parameter

To support cross-company rental, you must set the global parameter 'Allow automatic change of physical owner' to Yes in the Business object parameters page. This setting updates the physical owner automatically when you move a serialized business object between legal entities during processes like rental quotation, rental order, picking, return, and transfer receipt using Rental Management or Logistics Scanning.

Business object physical ownership log

You can update the physical owner multiple times in one day. In this case, the ownership log allows overlapping transactions. The latest entry by created date and time determines the current owner.

When you update the log, follow these rules:

  • The last on rent date must be later than the first on rent date.
  • The first on rent date must be later than the previous last on rent date.
  • If the log entry is created automatically, its created date and time must be later than the last entry. If identical, the system adds 1 second to avoid duplication.

Business object assignment

  • If the rental type has the checkbox 'Not allowed for cross-company rental' set to Yes, you cannot assign a business object from another legal entity. You will receive an error when you try to assign it using Rental Management or Logistics Scanning.
  • If the checkbox is set to No, the following applies when you assign a business object:
    • If the physical owner matches the legal entity of the quotation, you can assign it.
    • If the owner does not match, the system updates the owner automatically after assignment.
    • If you unassign the business object, the previous physical owner is restored.
    • This logic does not apply to rental transfer orders.

Note: You can only enable the checkbox if the parameter 'Allow automatic change of physical owner' is set to Yes. Cross-company assignment does not apply to rental transfer orders.

Validate meter assignment on consumption price line

Rental clerk

Define consumption price

For consumption-based billing items, the consumption price can be fetched from the Rental agreement. It is possible to set 2 types of consumption-billing prices per consumption group: Consumption-charge. The consumption price is a price per consumption unit. Consumption-driven. The consumption price is a rental price per day. The estimated or actual consumption value is only used to determine the relevant price (consumption price tier). On the Invoice profile, you can set up the type of consumption price that must be used. Selecting the invoice profile on the Rental order line, you determine the consumption price type that will be retrieved from the relevant Rental agreement and calculated on the Rental line.    

Define estimated consumption

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