You can use order fulfillment to assign a business object to a rental order on the Service plan board.
The Service plan board shows:
Note: You must first set up the business object as a resource before you can use it on the Service plan board.
| Name | Responsible | Description |
|---|---|---|
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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 |
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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:
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:
Business object assignment
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. |
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Plan work order on Service Plan Board |
Fleet management clerk |
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Plan work order on Transport Plan Board |
Fleet management clerk |
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Assign Business object on the service plan board |
Fleet management clerk |
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Assign business object via transport plan board |
Fleet management clerk |