Equipment Rental Rental Management Flows
You can change a rental order if you need to add extra lines.
You can add rental items, sales items, or services to the rental order.
For rentals, you can add:
Serialized rental items. Use a quantity of one per rental order line. Bulk rental items. You can use multiple quantities per line. Service items. For example, you can add a KIT. You must use rental orders with the line type Rental.
For sales, you can add:
Service items. Serialized sales items. Use a quantity of one per rental order line. Bulk sales items. You can use multiple quantities per line. You must use rental orders with the line type Sales/Purchase. This applies, for example, when you sell used equipment, consumables, or charge for services such as transport or damage fees.
Rental orders can contain rental items, sales items, services, or a combination.
Note: An on-rent date, expected off-rent date, and invoice profile are required. For sales and service items, this information does not affect pricing or invoicing.
This process explains how to add additional lines to the rental order.
Rental clerk
Rental clerk
Start
Start
What item or object
should be added
to the rental
order?
What item or object
should be added
to the rental
order?
Add rental order
line with bulk
item
Add rental order line with bulk item
You can add a bulk rental item or service item to a rental order line.
You can add these types of rental items to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
For a serialized rental item, you must assign a business object. For a bulk rental item or service item, this step is not required.
Procedure
1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired rental order.
3. Click Add line on the Rental order lines section.
4. In the Item number field on the rental order line, enter or select a value.
Note: Site, Warehouse, On-rent date and Expected Off-rent date are retrieved from values of the rental order header. You can change these values.
5. In the Rental gross amount field, enter a number.
6. In the Rental disc. % field, enter a number.
7. Click Edit rental lines on the Rental order lines section.
Note: On the rental line editor shows an overview of the selected rental order line with its mandatory and optional supplementary rental items or sales items. You can include- or exclude the supplementary items. Mandatory items are automatically included which you cannot undo. You can also change the Rental gross amount and the Rental discount % on the Rental line editor.
8. In the list, find and select the desired supplementary item.
9. Select the Include check box and select or de-select the supplementary item.
10. Click OK.
11. Click OK.
Add rental order
line with
serialized item
Add rental order line with serialized item
You can add a serialized rental item to a rental order line.
You can add the following item types to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
The steps differ depending on the item type:
Serialized item: Assign a business object.
Bulk or service item: No assignment required.
Procedure
1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired rental order.
3. Click Add line on the Rental order lines section.
4. In the Item number field on the rental order line, enter or select a value.
Note: Site, Warehouse, On-rent date and Expected Off-rent date are retrieved from values of the rental order header. You can change these values.
5. The default Rental gross amount is retrieved from the rental agreement.
Note: You can change this value.
6. The default Rental discount % is retrieved from the rental agreement.
Note: You can change this value.
7. Click Save.
8. In the list, find and select the desired record.
9. Select the Include check box.
Note: The rental line editor shows an overview of the selected rental order line with its mandatory and optional supplementary rental items or sales items. You can include- or exclude the supplementary items. Mandatory items are automatically included which you cannot undo. You can also change the Rental gross amount and the Rental discount % on the Rental line editor.
10. Click OK.
Add rental order
line with service
item
Add rental order line with service item
You can add a sales or service item to a rental order line. To do so, select the order line type: Sales/Purchase.
You can add the following item types:
Service items
Serialized sales item — only quantity of one
Bulk sales item — multiple quantities allowed
Note: The rental order must include an on-rent date, expected off-rent date, and invoice profile. These details are not used in pricing or invoicing for service and sales items.
This activity explains how to add service or bulk sales items to a rental order.
Procedure
1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired rental order.
3. Click Add line.
4. In the list, mark the selected row.
5. In the Order line type field, select 'Sales/purchase'.
6. In the Item number field, enter or select a value.
Note: Site, Warehouse, On-rent date and Expected Off-rent date are retrieved from values of the rental order header. You can change these values.
7. In the Rental gross amount field, enter a number.
Note: The default Rental gross amount is retrieved from rental agreement. You can change this value.
8. In the Rental disc. % field, enter a number.
Note: The default Rental discount % is retrieved from rental agreement. You can change this value.
9. Click Save.
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.
Activities
Name
Responsible
Description
Add rental order line with bulk item
Rental clerk
You can add a bulk rental item or service item to a rental order line.
You can add these types of rental items to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
For a serialized rental item, you must assign a business object. For a bulk rental item or service item, this step is not required.
Add rental order line with serialized item
Rental clerk
You can add a serialized rental item to a rental order line.
You can add the following item types to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
The steps differ depending on the item type:
Serialized item: Assign a business object.
Bulk or service item: No assignment required.
Add rental order line with service item
Rental clerk
You can add a sales or service item to a rental order line. To do so, select the order line type: Sales/Purchase.
You can add the following item types:
Service items
Serialized sales item — only quantity of one
Bulk sales item — multiple quantities allowed
Note: The rental order must include an on-rent date, expected off-rent date, and invoice profile. These details are not used in pricing or invoicing for service and sales items.
This activity explains how to add service or bulk sales items to a rental order.
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
Add rental order line with bulk item
Rental clerk
You can add a bulk rental item or service item to a rental order line.
You can add these types of rental items to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
For a serialized rental item, you must assign a business object. For a bulk rental item or service item, this step is not required.
Add rental order line with serialized item
Rental clerk
You can add a serialized rental item to a rental order line.
You can add the following item types to a rental order line:
Serialized rental item
Bulk rental item
Service item, such as a KIT
The steps differ depending on the item type:
Serialized item: Assign a business object.
Bulk or service item: No assignment required.
Add rental order line with service item
Rental clerk
You can add a sales or service item to a rental order line. To do so, select the order line type: Sales/Purchase.
You can add the following item types:
Service items
Serialized sales item — only quantity of one
Bulk sales item — multiple quantities allowed
Note: The rental order must include an on-rent date, expected off-rent date, and invoice profile. These details are not used in pricing or invoicing for service and sales items.
This activity explains how to add service or bulk sales items to a rental order.
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.
