Execute rental process (new draft version)
Activity Flow

You can transfer rental order costs to the project before posting the invoice. Set Transfer to project to Yes, and then use the Transfer to project button on the Rental order > Invoice page.

This action generates a project journal and posts the rental costs to the project. You can run it in batch or trigger it manually.

On the Posting invoice page, define the calculation date and other parameters. After you click OK, the system generates the project hour journal and allocates all rental costs—including insurance, transport, and warranty—based on item categories.

Check the results in: Project > Manage > Posted project transactions.

➢ [Project Management and accounting> Common > Projects > All projects->Manage action panel->Related information-> Item task->Rental order]

Open the  Rental order created via the Transfer from Project rental quotation process.

Manage the rental order delivery according the standard process:

• Check the Rental prices;
• Check the Rental dates;
• Assign the Rental object;
• Delivery the rental object (post the Packing slip);

Use a rental order to rent rental items or services, or to sell sales or service items to a customer.

You can create a rental order as a stand-alone order or link it to a project. If you link it to a project, invoicing takes place from the project, not the rental order.

You can create the rental order from these pages:

• All rental orders
• All customers
• All projects
• Service plan board
• Business object availability

For serialized rental items, you must assign a business object before delivery. This is not required for bulk or service items.

You must use line type Rental to rent items. Use line type Sales/Purchase to sell equipment or charge additional services such as transport or apply a damage fee for damaged rental equipment.

A rental order can include rental items, sales items, services, or any combination of these. A default rental agreement must exist before you can create a rental order.

On a project that is linked to a rental order or work order to the following project transactions can be registered and posted:

• Expense journal
• Hour journal
• Fee journal
• Item requirements.

Make sure that when registering the journal and item requirements a cost and sales price is assigned to the transaction.

A project invoice proposal is a preliminary invoice where all chargeable project transactions such as hour, item, fee, expense, sales order and item requirement transactions can be selected.