1. Equipment Rental
  2. Rental Management
  3. Flows

Serialized Business Objects
Activity Flow

Create a unique business object for each piece of equipment with a serial number attached to it. For example: a photocopier machine or an aerial working platform.

Rental Clerk Rental Clerk Start Start  Is item available?  Is item available? Create released item Create released item To create a serialized business object, a released item is required with Auto asset set to Yes. As a result, you can create the business object and the related fixed asset. Procedure 1. Go to Product information management > Products > All products and product masters. 2. Sub-task: Create product. 3. Click New. 4. In the Product number field, type a value. 5. In the Product name field, type a value. 6. Click OK. 7. Click Dimension groups to open the drop dialog. 8. In the Storage dimension group field, enter or select a value. 9. In the Tracking dimension group field, enter or select a value. 10. Click OK. 11. In the Rental type field, enter or select a value. 12. Click Save. 13. Close the page. 14. Sub-task: Release product. 15. Click Release products. 16. Click Next. 17. In the list, find and select the desired record. 18. Click Next. 19. Click Finish. 20. Close the page. 21. Sub-task: Edit release product. 22. Go to Product information management > Products > Released products. 23. Open Item number column filter. 24. Enter a filter value of "coffee" on the "Item number" field using the "begins with" filter operator. 25. In the list, find and select the desired record. 26. In the list, click the link in the selected row. 27. Click Edit. 28. In the Item model group field, enter or select a value. 29. In the Item group field, enter or select a value. 30. Select Yes in the Auto convert asset sales field. 31. Select Yes in the Auto convert asset purchases field. 32. In the Default order line type field, select an option. 33. In the Fixed asset group field, enter or select a value. 34. Click Save. 35. Close the page. Purchase serialized business object with fixed asset Purchase serialized business object with fixed asset In Dynamics 365 for Finance and Operations, the Procurement and sourcing module and the Fixed assets module are integrated. You can create a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the fixed asset when you receive a purchase order. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. 2. Sub-task: Create purchase order. 3. Click New. 4. In the Vendor account field, enter or select a value. 5. Click OK. 6. In the list, mark the selected row. 7. In the Item number field, enter or select a value. 8. In the Site field, type a value. 9. In the Warehouse field, type a value. 10. In the Warehouse field, type a value. 11. In the Unit price field, enter a number. 12. Click the Fixed assets tab. 13. Click Rental. 14. Click Create serial numbers. 15. In the Serial number field, type a value. 16. Click OK. 17. Sub-task: Confirm the purchase order. 18. On the Action Pane, click Purchase. 19. Click Confirmation. 20. Click OK. 21. Close the page. 22. In the list, mark the selected row. 23. Sub-task: Receive the purchase order. 24. On the Action Pane, click Manage. 25. On the Action Pane, click Receive. 26. Click Product receipt. 27. In the Product receipt field, type a value. 28. Click OK. 29. Close the page. 30. Go to Default dashboard. How to create  business object? How to create  business object? Purchase serialized business object without fixed asset Purchase serialized business object without fixed asset You can purchase a business object without acquiring a fixed asset.  You do so, for example,if the object is internally used and does not require any fixed asset to be acquired.  Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. 2. Sub-task: Create purchase order. 3. Click New. 4. In the Vendor account field, enter or select a value. 5. Click OK. 6. In the list, mark the selected row. 7. In the Item number field, enter or select a value. 8. In the Site field, type a value. 9. In the Warehouse field, type a value. 10. In the Unit price field, enter a number. 11. Click the Fixed assets tab. 12. Select No in the New fixed asset? field. 13. Click Rental. 14. Click Create serial numbers. 15. In the Serial number field, type a value. 16. Click OK. 17. On the Action Pane, click Purchase order. 18. On the Action Pane, click Purchase. 19. Click Confirmation. 20. Click OK. 21. Close the page. 22. Sub-task: Receive the purchase order. 23. In the list, mark the selected row. 24. On the Action Pane, click Manage. 25. On the Action Pane, click Receive. 26. Click Product receipt. 27. In the list, mark the selected row. 28. In the Product receipt field, type a value. 29. Click OK. what type of manual business object required? what type of manual business object required? Create internal business object Create internal business object You can create an internal business object. An internal business object is your own asset. You add it as business object for maintenance reasons. Procedure 1. Go to Business objects > Business objects > All business objects. 2. Click New. 3. In the Category field, select an option. 4. In the Serial number field, type a value. 5. In the Item number field, enter or select a value. 6. In the Manufacturing date field, enter a date. 7. Click Create. Create external business object Create external business object You can create an external business object. An external business object is not owned by you. It is an asset owned by a customer, that you add as business object for maintenance purposes.You can use external business objects only on work orders and not on rental orders or rental quotations. Procedure 1. Go to Business objects > Business objects > All business objects. 2. Click New. 3. In the Serial number field, type a value. 4. In the Item number field, enter or select a value. 5. In the Organization field, enter or select a value. 6. In the External object number field, type a value. 7. In the Manufacturing date field, enter a date. 8. Click Create. Create rental business object Create rental business object You can create a rental business object. A rental business object is part of the rental fleet. It is available to be rented and you can use it on rental orders or rental quotations. Procedure 1. Go to Business objects > Business objects > All business objects. 2. Click New. 3. In the Category field, select an option. 4. In the Serial number field, type a value. 5. In the Item number field, enter or select a value. 6. In the Manufacturing date field, enter a date. 7. In the First on rent date field, enter a date. 8. Click Create. 9. Click Save. End End No Yes Purchase order  with fixed asset Purchase order  without fixed asset Manually

Activities

Name Responsible Description

Create released item with auto asset

Rental Clerk

To create a serialized business object, a released item is required with Auto asset set to Yes.

As a result, you can create the business object and the related fixed asset.

Create purchase order with fixed asset

Rental Clerk

In Dynamics 365 for Finance and Operations, the Procurement and sourcing module and the Fixed assets module are integrated. You can create a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the fixed asset when you receive a purchase order.

Purchase serialized business object without fixed asset

Rental Clerk

You can purchase a business object without acquiring a fixed asset.  You do so, for example,

if the object is internally used and does not require any fixed asset to be acquired. 

Create internal business object

Rental Clerk

You can create an internal business object. An internal business object is your own asset. You add it as business object for maintenance reasons.

Create external business object

Rental Clerk

You can create an external business object. An external business object is not owned by you. It is an asset owned by a customer, that you add as business object for maintenance purposes.
You can use external business objects only on work orders and not on rental orders or rental quotations.

Create rental business object

Rental Clerk

You can create a rental business object. A rental business object is part of the rental fleet. It is available to be rented and you can use it on rental orders or rental quotations.

Activities

Name Responsible Description

Create released item with auto asset

Rental Clerk

To create a serialized business object, a released item is required with Auto asset set to Yes.

As a result, you can create the business object and the related fixed asset.

Create purchase order with fixed asset

Rental Clerk

In Dynamics 365 for Finance and Operations, the Procurement and sourcing module and the Fixed assets module are integrated. You can create a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the fixed asset when you receive a purchase order.

Purchase serialized business object without fixed asset

Rental Clerk

You can purchase a business object without acquiring a fixed asset.  You do so, for example,

if the object is internally used and does not require any fixed asset to be acquired. 

Create internal business object

Rental Clerk

You can create an internal business object. An internal business object is your own asset. You add it as business object for maintenance reasons.

Create external business object

Rental Clerk

You can create an external business object. An external business object is not owned by you. It is an asset owned by a customer, that you add as business object for maintenance purposes.
You can use external business objects only on work orders and not on rental orders or rental quotations.

Create rental business object

Rental Clerk

You can create a rental business object. A rental business object is part of the rental fleet. It is available to be rented and you can use it on rental orders or rental quotations.
Related to Notes

Create serialized business objects

 		 

Provide feedback