You can use order fulfillment to assign a business object to a rental order on the Service plan board.

The Service plan board shows:

  • All unplanned and planned tasks
  • Available resources to assign to the tasks

Note: You must first set up the business object as a resource before you can use it on the Service plan board.


Fleet management clerk Fleet management clerk Start Start Sub rental  direct delivery Sub rental  direct delivery End End Business object availability Business object availability Use the Business object availability page in Rental Management to check which business objects can be assigned to a rental order. You can create rental orders, rental quotations, or work orders from this page. Only objects with an available or assignable status appear. If an object is not available or assignable, a red icon appears on the status. Procedure 1. Go to Business objects > Inquiries > Business object availability. 2. Click Settings. 3. In the Rental type field, enter or select a value. 4. In the Object sub group field, enter or select a value. Note: Non-mandatory field 5. In the Object group field, enter or select a value. Note: Non-mandatory field 6. In the Depot field, enter or select a value. 7. Select Yes in the Available only field. Note: ''No'' can also be selected if you need an overview of available and unavailable 8. Select Yes in the Current company only field. Note: Can also be ''No'' if you want the availability across several legal entities 9. Expand the Graphical section. 10. In the Aggregation field, select an option. 11. Click OK. 12. In the Start date/time field, enter a date and time. 13. In the End date/time field, enter a date and time. 14. Click Refresh data. Note: Filter on your desired serial number or object number to see if the object is available or assignable 15. Close the page. Object  available? Object  available? Create sub rental or purchase order

Create sub rental or purchase order

How to complete Order fulfillment? How to complete Order fulfillment? 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. Plan work order on Service Plan Board

Plan work order on Service Plan Board

Plan work order on Transport Plan Board

Plan work order on Transport Plan Board

Assign Business object on the service plan board  Assign Business object on the service plan board  Procedure 1. Go to Work order project planning > Planning > Service plan board. 2. In the list, find and select the desired task (Work order). 3. Click Assign. 4. In the list, find and select the desired business object (must be setup as a resource). 5. Select the Select check box. 6. Click Create assignment. Note: When assignment is done, the task is shown on the timeline of the selected resource or resource group. Assign business object via transport plan board Assign business object via transport plan board Yes No Yes No

Activities

Name Responsible Description

Business object availability

Fleet management clerk

Use the Business object availability page in Rental Management to check which business objects can be assigned to a rental order.

You can create rental orders, rental quotations, or work orders from this page. Only objects with an available or assignable status appear.

If an object is not available or assignable, a red icon appears on the status.

Create sub rental or purchase order

Fleet management clerk

Assign business object to rental order line

Fleet management 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.

Plan work order on Service Plan Board

Fleet management clerk

Plan work order on Transport Plan Board

Fleet management clerk

Assign Business object on the service plan board 

Fleet management clerk

Assign business object via transport plan board

Fleet management clerk

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