1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Fleet and warehouse management
  5. Business object management

Count fleet

You can count on-hand rental inventory to ensure accuracy.

Rental counting journals help you correct registered on-hand inventory for assets or asset groups. You can then post the physical count to reconcile any differences.


Fleet management clerk Fleet management clerk Start Start Create the Rental Counting journal header Create the Rental Counting journal header Create a counting journal header by associating counting policies with counting groups. Counting groups can target assets with specific characteristics or thresholds. Counting codes include: Manual – Includes lines each time you run the job. Period – Includes lines when the defined interval expires. Zero in stock – Includes lines when on-hand inventory reaches zero. Minimum – Includes lines if stock is equal to or below minimum levels. If the Period code is selected, enter the interval (in days) in the Counting period field. Procedure 1. Go to Business objects > Journals > Rental counting. 2. Click New. 3. In the Site field, enter or select a value. 4. In the Warehouse field, enter or select a value. 5. Click OK. 6. Close the page. Create the Rental Counting journal lines Create the Rental Counting journal lines Create new lines in the rental counting journal based on the specified interval. If the interval is 7 days and the last count was on January 1, running the job on January 5 does not create new lines. Running it on January 8 does, because the interval has passed. Procedure 1. Go to Business objects > Journals > Rental counting. 2. Click Create lines. 3. Click Rental items. 4. In the Counting group field, enter or select a value. 5. Click OK. 6. Close the page. Print Counting List Print Counting List Print the Rental counting list report to review rental counting journal details. You can run the report from the Business objects > Rental counting > Print > Counting list page. You can choose to include or exclude the current rental quantity in the report. Procedure 1. Go to Business objects > Journals > Rental counting. 2. Click Print. 3. Click Counting list. 4. Select Yes in the Print on-hand field. 5. Click OK. 6. Close the page. End End Adjust the rental quantity Adjust the rental quantity Enter the counted rental quantities from the print-outs in the recordings. Then, post the rental counting journal. Procedure 1. Go to Business objects > Journals > Rental counting. 2. In the list, mark the selected row. 3. Click Edit. 4. In the Quantity field, enter a number. 5. Click Save. 6. Click Validate. 7. Click Post. 8. Close the page.

Activities

Name Responsible Description

Create the Rental Counting journal header

Fleet management clerk

Create a counting journal header by associating counting policies with counting groups.

Counting groups can target assets with specific characteristics or thresholds.

Counting codes include:

  • Manual – Includes lines each time you run the job.
  • Period – Includes lines when the defined interval expires.
  • Zero in stock – Includes lines when on-hand inventory reaches zero.
  • Minimum – Includes lines if stock is equal to or below minimum levels.

If the Period code is selected, enter the interval (in days) in the Counting period field.

Create the Rental Counting journal lines

Fleet management clerk

Create new lines in the rental counting journal based on the specified interval.

If the interval is 7 days and the last count was on January 1, running the job on January 5 does not create new lines. Running it on January 8 does, because the interval has passed.

Print Counting List

Fleet management clerk

Print the Rental counting list report to review rental counting journal details.

You can run the report from the Business objects > Rental counting > Print > Counting list page.

You can choose to include or exclude the current rental quantity in the report.

Adjust the rental quantity

Fleet management clerk

Enter the counted rental quantities from the print-outs in the recordings.

Then, post the rental counting journal.

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