1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Fleet and warehouse management
  5. Business object components
  6. Rental order execution for composed business object

Allocation on the Rental order

This flow described the allocation process of a business object on a rental order.


Rental clerk Rental clerk Start Start Create rental order Create rental order Use a rental order to rent a rental item or sell a sales item to a customer. This topic explains how to create a rental order. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. Click New. 3. In the Customer account field, select the desired customer.. 4. Expand the General section. 5. In the Site field, enter or select a value. 6. In the Warehouse field, enter or select a value. 7. In the Invoice profile field, type a value. 8. In the Rental calendar field, type a value. 9. In the Rate code field, type a value. 10. Select Yes in the Rental project field. Note: With this action the rental order will be linked to a project. If you don't want to link the rental order to a rental project, select No in the Rental project field. 11. In the Project ID field, enter or select a value. 12. In the On-rent date field, enter a date. 13. In the Expected off-rent date field, enter a date. 14. Click OK. Add sales or Rental item to  the rental order? Add sales or Rental item to  the rental order? Add rental order line with rental item Add rental order line with rental item You can add two types of rental items to a rental order line: Serialized rental item. You can only add a quantity of 1 to the rental order line. Bulk rental item. You can add multiple quantities to the rental order line. The steps to use these rental item types are different. For a serialized rental item you need to assign a business object to the rental order line. For a bulk rental item, this is not required.  You can assign a business object to a rental order line on:   Rental order line. Rental quotation line. Transport plan board.  Service plan board. Depending of the settings of the work order that is used on the rental order line, you can be limited to do the assignment via the service plan board.   Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. Click Add line on the Rental order lines section. 4. In the Item number field on the rental order line, enter or select a value. Note: Site, Warehouse, On-rent date and Expected Off-rent date are retrieved from values of the rental order header. You can change these values. 5. The default Rental gross amount is retrieved from the rental agreement. 6. The default Rental discount % is retrieved from the rental agreement. 7. Expand the Line details section. 8. Click the Rental tab. 9. In the Invoice profile field, type a value. 10. In the Rental calendar field, type a value. 11. In the Rate code field, type a value. 12. On the question: Do you want to convert prices using new rate - "Rate code", select Yes or No. 13. Click Edit rental lines on the Rental order lines section. Note: The rental line editor shows an overview of the selected rental order line with its mandatory and optional supplementary rental items or sales items. You can include- or exclude the supplementary items. Mandatory items are automatically included which you cannot undo. You can also change the Rental gross amount and the Rental discount % on the Rental line editor. 14. In the list, find and select the desired supplementary item. 15. Select or clear the Include check box. 16. Click OK. 17. Click OK. Add rental order line with sales item Add rental order line with sales item Use the steps in this topic to add a Sales/Purchase order line with service or sales item to the rental order. You can add sales or service items to a rental order. In order to do so, you need to choose the order line type: Sales/Purchase.  For Services and Sales you can add three types of items: Service items  Serialized sales item. For serialized items only use a quantity of one on the rental order line. Bulk sales item. You can use multiple quantities with bulk rental items per rental order line. Note: An on-rent date, expected off-rent date and an invoice profile are required on the rental order. For sales and service items this information would not be taken into account for price calculation or invoicing. This process explains how to add additional lines with service or bulk sales items to a  rental order.       Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. Click Add line. 4. In the list, mark the selected row. 5. In the Order line type field, select 'Sales/purchase'. 6. In the Item number field, enter or select a value. Note: Site, Warehouse, On-rent date and Expected Off-rent date are retrieved from values of the rental order header. You can change these values. 7. In the Rental gross amount field, enter a number. Note: The default Rental gross amount is retrieved from rental agreement. You can change this value. 8. In the Rental disc. % field, enter a number. Note: The default Rental discount % is retrieved from rental agreement. You can change this value. 9. Click Save. Add work template? Add work template? Assign work order template

Assign work order template

 End End Assign ST business object to rental order line Assign ST business object to rental order line You can assign a business object to a rental order line with a serialized SET rental item. You can only assign a business object that is in inventory. Depending on the work order template of the rental order line, you can assign a business object in these ways: Directly on the rental order. On the service plan board. This topic explains how to assign a business object directly on the rental order line. How to assign a business object on the service plan board is explained in the Order fulfillment process. Procedure 1. Collapse the Rental order header section. 2. In the list, mark the selected row. 3. Click Rental. 4. Click Assign object. 5. Click OK. Note: Validate all serialized components are also assigned on the rental order line. Yes No

Activities

Name Responsible Description

Create rental order

Rental clerk

Use a rental order to rent a rental item or sell a sales item to a customer.

This topic explains how to create a rental order.

Add rental order line with rental item

Rental clerk

You can add two types of rental items to a rental order line:

  • Serialized rental item. You can only add a quantity of 1 to the rental order line.
  • Bulk rental item. You can add multiple quantities to the rental order line.

The steps to use these rental item types are different. For a serialized rental item you need to assign a business object to the rental order line. For a bulk rental item, this is not required. 

You can assign a business object to a rental order line on:

 

  • Rental order line.
  • Rental quotation line.
  • Transport plan board. 
  • Service plan board. Depending of the settings of the work order that is used on the rental order line, you can be limited to do the assignment via the service plan board.

 

Add rental order line with sales item

Rental clerk

Use the steps in this topic to add a Sales/Purchase order line with service or sales item to the rental order.

You can add sales or service items to a rental order. In order to do so, you need to choose the order line type: Sales/Purchase. 

For Services and Sales you can add three types of items:

  1. Service items 
  2. Serialized sales item. For serialized items only use a quantity of one on the rental order line.
  3. Bulk sales item. You can use multiple quantities with bulk rental items per rental order line.

Note: An on-rent date, expected off-rent date and an invoice profile are required on the rental order. For sales and service items this information would not be taken into account for price calculation or invoicing.

This process explains how to add additional lines with service or bulk sales items to a  rental order.

 

 

 

Assign work order template

Rental clerk

Assign ST business object to rental order line

Rental clerk

 		You can assign a business object to a rental order line with a serialized SET rental item. You can only assign a business object that is in inventory. Depending on the work order template of the rental order line, you can assign a business object in these ways: Directly on the rental order. On the service plan board. This topic explains how to assign a business object directly on the rental order line. How to assign a business object on the service plan board is explained in the Order fulfillment process.

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