Create sub rental or purchase order
Activity Flow

Create and send sub rental orders

You can create a sub rental order in these ways:

• Stand-alone
• From a rental order
• From a project

This flow describes how to create a stand-alone sub rental order.

The rental type determines whether the item is serialized or bulk. For serialized items, you must create the serial number on the sub rental line before receiving the equipment.

Note:

• In the dialog box, define the vendor, rental dates, site, and warehouse.
• If a sub rental agreement applies, the rental prices are filled in by default.

Create, send and amend purchase orders

You can create, send, and amend a purchase order. You can create a purchase order from:

• A stand-alone order from the All purchase orders page
• A project
• A sales order
• The vendor page

This flow explains how to create a stand-alone purchase order from the All purchase orders page.

Receive purchase orders

This flow shows how you can register and receive an item or a service on a purchase order.

Receive sub rental orders

This flow describes how you can receive a business object or service on a sub rental order.

Creation of Sub rental order from Rental order

Receive sub rental orders

This flow describes how you can receive a business object or service on a sub rental order.

Ship transfer orders

You can ship business objects between warehouses by using a rental transfer order. After the rental transfer order has fully been processed the rental on hand inventory will be deducted from the "From" warehouse to the "To" warehouse.

Receive transfer orders

You can receive a transfer order by using the arrival overview.

Cross-company rental return

Rental Management supports receiving rental equipment transferred between warehouses in different legal entities. Based on the setup, the physical owner of the serialized business object is updated upon receiving.

This can be achieved in D365 F&SCM by using return transfer order receive, or in Logistics Scanning by using rental return or mass return.

Prerequisites:

1. In Business objects > Setup > Business object parameters, set Allow automatic change of physical owner to Yes.
2. In the applied rental type, set Not allow for cross-company rental to No.

When you create the rental transfer order, select the From warehouse in one legal entity and the To warehouse in another.

The serialized business object can be received via:

• D365 F&SCM rental transfer order receive.
• Logistics Scanning rental return: In the Rental Return page, select the To warehouse as Warehouse, and Transfer order as Order type.
• Logistics Scanning mass return: Run the fill cache batch job in both legal entities. In the Mass Return page, select the To warehouse as Warehouse.

After the return is complete, the physical owner updates automatically to match the To warehouse legal entity.