1. Equipment Rental
  2. Rental Management
  3. Flows

Change rental dates
Process flow

You can change a rental order if the rental dates are incorrect.

You can change the rental dates in two ways:

  • At the rental order header level. The changes apply to all rental order lines.
  • Directly at the rental order line level.

This process explains how to change rental dates.

Rental clerk Rental clerk Start Start Change  all lines? Change  all lines? Change rental order dates Change rental order dates Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. On the Action Pane, click Manage. 4. Click Change date. 5. In the On-rent date field, enter a date. Note: This is just an example of a date field that can be changed. You can change other fields if needed. Be aware that depending on the status of the rental order some of the fields cannot be changed. For instance, the on-rent date cannot be changed when the status of the rental order is delivered. 6. In the Expected off-rent date field, enter a date. Note: This is just an example of a date field that can be changed. You can change other fields if needed. 7. In the Contact field, enter or select the desired contact. 8. Click OK and confirm. Note: Check the settings and lines of the confirmation screen before clicking OK and confirm. 9. Click OK. 10. Close the page. Change rental order line dates Change rental order line dates Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. Select the desired rental order line. 4. Click Rental. 5. Click Change date. 6. In the Expected off-rent date field, enter a date. Note: This is just an example of one of the date fields that can be changed. Change other date fields if required. Be aware that depending of the status of the order line it will not be possible to change all the date fields. 7. In the Contact field, enter or select the desired contact. 8. Click OK and confirm. 9. Click OK. 10. If you get the question that you have selected a document without printing it, click OK. 11. Close the rental order. End End Confirm rental order Confirm rental order Confirm the rental order after you finish creating it. This action generates a rental order document. You can send the document to the customer by email or mail. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. On the Action Pane, click Rent. 4. Click Rental order confirmation. Note: You can view the rental order confirmation document, to do so, on the Rental order page, on the Action pane, on the Rental tab, in the Journals group, click Rental order confirmation. 5. Click OK. 6. Click OK. All  Lines One  line 

Activities

Name Responsible Description

Change rental order dates

Rental clerk

Change rental order line dates

Rental clerk

Confirm rental order

Rental clerk

Confirm the rental order after you finish creating it. This action generates a rental order document.

You can send the document to the customer by email or mail.

Activities

Name Responsible Description

Change rental order dates

Rental clerk

Change rental order line dates

Rental clerk

Confirm rental order

Rental clerk

Confirm the rental order after you finish creating it. This action generates a rental order document.

You can send the document to the customer by email or mail.
Related to Notes

Change rental dates

 		 

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