1. Equipment Rental
  2. Rental Management
  3. Flows

Amend sub rental orders
Activity Flow

You can amend a sub rental order during its lifecycle. Available amendments include:

  • Rental stop using the rental stop calendar to invoice periods without charges
  • Change or add supplementary items
  • Change delivery dates
  • Change on-rent, expected off-rent, or off-rent dates
  • Change sub rental prices like gross or net amount

Purchasing agent Purchasing agent Purchasing manager Purchasing manager Change management  enabled? Change management  enabled? Start Start Request change Request change If change management is enabled, you can only edit a subrental order in Draft status. If the order is confirmed and needs to be changed, you can request a change. This resets the status to Draft so that you can make updates. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, find and select the desired record. 3. On the Action Pane, click Sub rental order 4. Click Confirm. 5. Close the page. Type of  amendment? Type of  amendment? Change or add supplementary Items Change or add supplementary Items You can change or add supplementary items to the subrental order. For example, add fuel to operate equipment. You can use supplementary items that are rental, sales, or a combination. The line type depends on the default order line type setup of the released product. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link of the desired sub rental order 3. Click Edit rental lines. 4. Click Add line. 5. In the Item number field, enter or select a value. 6. Click OK. 7. Close the page. Rental stop Rental stop You can apply the rental stop calendar to subrental order lines to ensure selected rental invoice periods are not charged. The rental stop options include: Rental stop: Stop the rental calendar. Rental activation: Reactivate the rental calendar. Reset calendar: Reset the rental calendar for a specific period. Effectivity options include: One day: Stop invoicing for a single day. Free-range: Stop invoicing for a selected date range. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link in the selected row. 3. Click Rental. 4. Click Rental stop. 5. In the Date field, enter a date. 6. In the Contact field, type a value. 7. In the Contact field, enter or select a value. 8. Click OK. 9. Close the page. Change delivery dates Change delivery dates Vendors provide a delivery date for the equipment. On a subrental order, this is the requested delivery date and time. You can change this date if the vendor gives a new one. You can also use the requested delivery date and time in the graphical plan board. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link of the desired sub rental order 3. In the Sub rental order lines section, click Rental. 4. Click Change date. 5. In the Requested delivery date field, enter a date. 6. In the Contact field, enter or select a value. 7. Click OK. 8. Close the page. Change sub rental price Change sub rental price For each sub rental order line, you can change the gross or net amount on the sub rental order line or with the rental line editor. Also, the change can be effective within a specific date range or not. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link of the desired sub rental order 3. Click Edit. 4. Click Edit rental lines. 5. In the list, find and select the desired row 6. In the Rental gross amount field, enter a number. Note: You can also change the net amount. In normal situations only the gross rental amount will be changed manually and the net amount will automatically change to. 7. Click OK. 8. Close the page. Change rental  dates Change rental  dates You can change rental or delivery dates at the header or line level of a sub rental order.Rental dates you can change:On-rent date: The start of the sub rental. Change this before posting the product receipt note.Expected off-rent date: The planned end date. Used for price calculation. Change this before posting the return note.Off-rent date: The actual end date. Change this before posting the return note.You can also change the requested delivery date/time if the vendor gives a different delivery date.Notes:The system synchronizes date changes only if Keep synchronized is set to Yes on the line.The off-rent date can define the end of the invoice period, based on Rental parameters.You can also use the requested delivery date/time in the graphical plan board. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link of the desired sub rental order 3. In the Sub rental order lines section, click Rental 4. Click Change date. 5. In the Off-rent date field, enter a date. 6. In the Contact field, In the Contact field, enter or select a value. 7. Click OK. 8. Close the page. Change management enabled ? Change management enabled ? Submit sub rental to workflow Submit sub rental to workflow Submit the sub rental order to the workflow for rental manager approval. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, find and select the desired sub rental 3. On the Action Pane, click Sub rent. 4. Click Workflow to open the drop dialog. 5. Click Submit. 6. In the Comment field, type a value. 7. Click OK. 8. Close the page. Review sub rental order Review sub rental order As the assigned reviewer, reviews the sub rental order. There are several options for the reviewer to choose from. Also, a comment can be added to the sub rental order submitter for instructions of any sort. Also, work items assigned to the reviewer can be found at : common -> common -> work items -> work items assigned to me   Approve: The sub rental order is approved Reject: The sub rental order is rejected. The sub rental order must be adjusted or cancelled. Request change: A change is required for the sub rental order. The sub rental order is re-assigned to the user who submitted it. Delegate: The sub rental order must be reviewed by another user. It is delegated to another user as defined in the workflow. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, find and select the desired sub rental order 3. Click Workflow to open the drop dialog. 4. Click Approve. Note: You can also reject, request a change or delegate the sub rental order. But in this example we approve the sub rental order 5. In the Comment field, type a value. 6. Click OK. 7. Close the page. 8. Go to Default dashboard. Result of the review? Result of the review? Rejected sub rental order Rejected sub rental order Confirm order Confirm order You can confirm a sub rental order in two ways:With printing: Click the Confirmation button to confirm and print the document.Without printing: Click the Confirm button to confirm the document without printing.You can view the confirmation document on the Sub rental orders page. In the Action Pane, on the Sub rent tab, in the Journals group, click Sub rental order confirmations. Procedure 1. Go to Rental order management > Rental orders > All sub rental orders. 2. In the list, click the link in the selected row. 3. On the Action Pane, click Sub rent. 4. Click Confirm. 5. Close the page. Amended  sub rental order Amended  sub rental order Yes No Yes No Approve Delegate Reject Change request

Activities

Name Responsible Description

Request change

Purchasing agent

If change management is enabled, you can only edit a subrental order in Draft status.

If the order is confirmed and needs to be changed, you can request a change. This resets the status to Draft so that you can make updates.

Change or add supplementary items via rental line editor

Purchasing agent

You can change or add supplementary items to the subrental order. For example, add fuel to operate equipment.

You can use supplementary items that are rental, sales, or a combination. The line type depends on the default order line type setup of the released product.

Rental stop (sub rental order)

Purchasing agent

You can apply the rental stop calendar to subrental order lines to ensure selected rental invoice periods are not charged.

The rental stop options include:

  • Rental stop: Stop the rental calendar.
  • Rental activation: Reactivate the rental calendar.
  • Reset calendar: Reset the rental calendar for a specific period.

Effectivity options include:

  • One day: Stop invoicing for a single day.
  • Free-range: Stop invoicing for a selected date range.

Change delivery date

Purchasing agent

Vendors provide a delivery date for the equipment. On a subrental order, this is the requested delivery date and time.

You can change this date if the vendor gives a new one.

You can also use the requested delivery date and time in the graphical plan board.

Change sub rental price via rental line editor

Purchasing agent
For each sub rental order line, you can change the gross or net amount on the sub rental order line or with the rental line editor. Also, the change can be effective within a specific date range or not.

Change sub rental order line dates

Purchasing agent

You can change rental or delivery dates at the header or line level of a sub rental order.

Rental dates you can change:

  • On-rent date: The start of the sub rental. Change this before posting the product receipt note.
  • Expected off-rent date: The planned end date. Used for price calculation. Change this before posting the return note.
  • Off-rent date: The actual end date. Change this before posting the return note.

You can also change the requested delivery date/time if the vendor gives a different delivery date.

Notes:

  • The system synchronizes date changes only if Keep synchronized is set to Yes on the line.
  • The off-rent date can define the end of the invoice period, based on Rental parameters.
  • You can also use the requested delivery date/time in the graphical plan board.

Submit sub rental to workflow

Purchasing agent

Submit the sub rental order to the workflow for rental manager approval.

Review sub rental order

Purchasing manager
As the assigned reviewer, reviews the sub rental order. There are several options for the reviewer to choose from. Also, a comment can be added to the sub rental order submitter for instructions of any sort. Also, work items assigned to the reviewer can be found at : common -> common -> work items -> work items assigned to me
 
  • Approve: The sub rental order is approved
  • Reject: The sub rental order is rejected. The sub rental order must be adjusted or cancelled.
  • Request change: A change is required for the sub rental order. The sub rental order is re-assigned to the user who submitted it.
  • Delegate: The sub rental order must be reviewed by another user. It is delegated to another user as defined in the workflow.

Confirm sub rental order

Purchasing agent

You can confirm a sub rental order in two ways:

  • With printing: Click the Confirmation button to confirm and print the document.
  • Without printing: Click the Confirm button to confirm the document without printing.
You can view the confirmation document on the Sub rental orders page. In the Action Pane, on the Sub rent tab, in the Journals group, click Sub rental order confirmations.

Activities

Name Responsible Description

Request change

Purchasing agent

If change management is enabled, you can only edit a subrental order in Draft status.

If the order is confirmed and needs to be changed, you can request a change. This resets the status to Draft so that you can make updates.

Change or add supplementary items via rental line editor

Purchasing agent

You can change or add supplementary items to the subrental order. For example, add fuel to operate equipment.

You can use supplementary items that are rental, sales, or a combination. The line type depends on the default order line type setup of the released product.

Rental stop (sub rental order)

Purchasing agent

You can apply the rental stop calendar to subrental order lines to ensure selected rental invoice periods are not charged.

The rental stop options include:

  • Rental stop: Stop the rental calendar.
  • Rental activation: Reactivate the rental calendar.
  • Reset calendar: Reset the rental calendar for a specific period.

Effectivity options include:

  • One day: Stop invoicing for a single day.
  • Free-range: Stop invoicing for a selected date range.

Change delivery date

Purchasing agent

Vendors provide a delivery date for the equipment. On a subrental order, this is the requested delivery date and time.

You can change this date if the vendor gives a new one.

You can also use the requested delivery date and time in the graphical plan board.

Change sub rental price via rental line editor

Purchasing agent
For each sub rental order line, you can change the gross or net amount on the sub rental order line or with the rental line editor. Also, the change can be effective within a specific date range or not.

Change sub rental order line dates

Purchasing agent

You can change rental or delivery dates at the header or line level of a sub rental order.

Rental dates you can change:

  • On-rent date: The start of the sub rental. Change this before posting the product receipt note.
  • Expected off-rent date: The planned end date. Used for price calculation. Change this before posting the return note.
  • Off-rent date: The actual end date. Change this before posting the return note.

You can also change the requested delivery date/time if the vendor gives a different delivery date.

Notes:

  • The system synchronizes date changes only if Keep synchronized is set to Yes on the line.
  • The off-rent date can define the end of the invoice period, based on Rental parameters.
  • You can also use the requested delivery date/time in the graphical plan board.

Submit sub rental to workflow

Purchasing agent

Submit the sub rental order to the workflow for rental manager approval.

Review sub rental order

Purchasing manager
As the assigned reviewer, reviews the sub rental order. There are several options for the reviewer to choose from. Also, a comment can be added to the sub rental order submitter for instructions of any sort. Also, work items assigned to the reviewer can be found at : common -> common -> work items -> work items assigned to me
 
  • Approve: The sub rental order is approved
  • Reject: The sub rental order is rejected. The sub rental order must be adjusted or cancelled.
  • Request change: A change is required for the sub rental order. The sub rental order is re-assigned to the user who submitted it.
  • Delegate: The sub rental order must be reviewed by another user. It is delegated to another user as defined in the workflow.

Confirm sub rental order

Purchasing agent

You can confirm a sub rental order in two ways:

  • With printing: Click the Confirmation button to confirm and print the document.
  • Without printing: Click the Confirm button to confirm the document without printing.
You can view the confirmation document on the Sub rental orders page. In the Action Pane, on the Sub rent tab, in the Journals group, click Sub rental order confirmations.
Related to Notes

Rental processes

 		 

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