You can use the Manage fleet location process to operate large vehicle fleets for services or rentals.

This process helps you track vehicle performance and maintenance and optimize fleet operations.


Fleet management manager Fleet management manager Start Start Validate rental on-hand quantity and location Validate rental on-hand quantity and location You can view real-time rental inventory levels using the On-hand Rental Inventory report in the Business objects module. The report includes warehouse locations such as the customer’s buffer, VANs, and depots. For each rental type, the on-hand grid shows: Rental quantity Not yet delivered Not yet returned You can run the report for a specific rental or transfer order. Procedure 1. Go to Business objects > Enquiries > On-hand rental inventory. 2. In the Rental type field, enter or select a value. 3. In the From date field, enter a date. 4. In the To date field, enter a date. 5. In the Warehouse field, enter or select a value. 6. Click Refresh data. 7. Close the page. End End Receive transfer orders

Receive transfer orders

You can receive a transfer order by using the arrival overview.

Cross-company rental return

Rental Management supports receiving rental equipment transferred between warehouses in different legal entities. Based on the setup, the physical owner of the serialized business object is updated upon receiving.

This can be achieved in D365 F&SCM by using return transfer order receive, or in Logistics Scanning by using rental return or mass return.

Prerequisites:

  1. In Business objects > Setup > Business object parameters, set Allow automatic change of physical owner to Yes.
  2. In the applied rental type, set Not allow for cross-company rental to No.

When you create the rental transfer order, select the From warehouse in one legal entity and the To warehouse in another.

The serialized business object can be received via:

  • D365 F&SCM rental transfer order receive.
  • Logistics Scanning rental return: In the Rental Return page, select the To warehouse as Warehouse, and Transfer order as Order type.
  • Logistics Scanning mass return: Run the fill cache batch job in both legal entities. In the Mass Return page, select the To warehouse as Warehouse.

After the return is complete, the physical owner updates automatically to match the To warehouse legal entity.

Ship transfer orders

Ship transfer orders

You can ship business objects between warehouses by using a rental transfer order. After the rental transfer order has fully been processed the rental on hand inventory will be deducted from the "From" warehouse to the "To" warehouse.

Activities

Name Responsible Description

Validate rental on-hand quantity and location

Fleet management manager

You can view real-time rental inventory levels using the On-hand Rental Inventory report in the Business objects module.

The report includes warehouse locations such as the customer’s buffer, VANs, and depots. For each rental type, the on-hand grid shows:

  • Rental quantity
  • Not yet delivered
  • Not yet returned

You can run the report for a specific rental or transfer order.

Receive transfer orders

Fleet management manager

You can receive a transfer order by using the arrival overview.

Cross-company rental return

Rental Management supports receiving rental equipment transferred between warehouses in different legal entities. Based on the setup, the physical owner of the serialized business object is updated upon receiving.

This can be achieved in D365 F&SCM by using return transfer order receive, or in Logistics Scanning by using rental return or mass return.

Prerequisites:

  1. In Business objects > Setup > Business object parameters, set Allow automatic change of physical owner to Yes.
  2. In the applied rental type, set Not allow for cross-company rental to No.

When you create the rental transfer order, select the From warehouse in one legal entity and the To warehouse in another.

The serialized business object can be received via:

  • D365 F&SCM rental transfer order receive.
  • Logistics Scanning rental return: In the Rental Return page, select the To warehouse as Warehouse, and Transfer order as Order type.
  • Logistics Scanning mass return: Run the fill cache batch job in both legal entities. In the Mass Return page, select the To warehouse as Warehouse.

After the return is complete, the physical owner updates automatically to match the To warehouse legal entity.

Ship transfer orders

Fleet management manager

You can ship business objects between warehouses by using a rental transfer order. After the rental transfer order has fully been processed the rental on hand inventory will be deducted from the "From" warehouse to the "To" warehouse.

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