1. Equipment Rental
  2. Rental Management
  3. Flows

Bulk Business Objects
Activity Flow

Bulk business objects are not serialized and are generally procured in bulk quantities stored in your inventory as well as on fixed asset level. For example, scaffolding pipes or computer cables.

Rental Clerk Rental Clerk Start Start Is item available Is item available Create product with item tracking none Create product with item tracking none Bulk business objects are not serialized. These business objects are usually purchased in bulk quantities and stored in your inventory and on fixed asset level. For example: scaffolding pipes or computer cables.  For bulk business objects, no serial numbers or lots are defined. 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. Close the page. 13. In the list, mark the selected row. 14. Sub-task: Release the 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. Go to Default dashboard. 22. Sub-task: Adding values on product. 23. Go to Product information management > Products > Released products. 24. Open Item number column filter. 25. Enter a filter value of "Printer" on the "Item number" field using the "begins with" filter operator. 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. In the Serial number group field, enter or select a value. 31. Click Save. 32. Use the shortcut for saving a record. Create purchase order for bulk with fixed asset Create purchase order for bulk 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 business object with a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the bulk business object with fixed asset when you receive a purchase order. Procedure 1. Sub-task: Create and confirm purchase order using bulk product. 2. Go to Procurement and sourcing > Purchase orders > All purchase orders. 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 Site field, type a value. 8. In the Warehouse field, type a value. 9. In the Unit price field, enter a number. 10. Click the Fixed assets tab. 11. Select Yes in the New fixed asset? field. 12. In the Fixed asset group field, enter or select a value. 13. Click Save. 14. On the Action Pane, click Purchase. 15. Click Confirmation. 16. Click OK. 17. Close the page. 18. Sub-task: receive the purchase order. 19. In the list, mark the selected row. 20. On the Action Pane, click Receive. 21. Click Product receipt. 22. In the list, mark the selected row. 23. In the Product receipt field, type a value. 24. Click OK. 25. Close the page. 26. Go to Default dashboard. End End No Yes

Activities

Name Responsible Description

Create released item of Bulk type

Rental Clerk

Bulk business objects are not serialized. These business objects are usually purchased in bulk quantities and stored in your inventory and on fixed asset level.

For example: scaffolding pipes or computer cables. 

For bulk business objects, no serial numbers or lots are defined.

Create purchase order for bulk 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 business object with a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the bulk business object with fixed asset when you receive a purchase order.

Activities

Name Responsible Description

Create released item of Bulk type

Rental Clerk

Bulk business objects are not serialized. These business objects are usually purchased in bulk quantities and stored in your inventory and on fixed asset level.

For example: scaffolding pipes or computer cables. 

For bulk business objects, no serial numbers or lots are defined.

Create purchase order for bulk 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 business object with a fixed asset from a purchase order instead of creating it manually. This activity explains how to create the bulk business object with fixed asset when you receive a purchase order.
Related to Notes

Create bulk business objects

 		 

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