Exchange Rental order amendment
Process flow

A technical exchange is needed when the rental object breaks down due to a reason not caused by the customer, such as a malfunction or required maintenance. You must replace it with a working equivalent object.

To perform a technical exchange:

1. On the rental order line, click Rental.
2. Under Amendments, click Exchange item.
3. Under Technical exchange, decide whether to make the returned object available.
4. In Transport and return transport discount, enter any applicable discounts.
5. In Exchange templates, select a delivery and return template.
6. In Exchange date/time, enter the off-rent and requested pickup date/time.
7. In Information, enter the contact details.
8. Click OK.

Note: You cannot request a different item during a technical exchange.

Perform a commercial exchange when a customer wants to change a rental object for personal reasons. For example, the object is too small.

To process the exchange:

1. Click Rental on the rental order line.
2. Under Amendments, select Exchange item.
3. In the Commercial exchange section, enter the replacement item.
4. Select a delivery and return template in Exchange templates.
5. Enter the off-rent and requested pickup date/time in Exchange date/time.
6. Enter the contact information in the Information section.
7. Click OK.

You can assign a business object to a rental order line with a serialized rental item. The business object must be in inventory.

Depending on the work order template, you can assign the business object in two ways:

• Directly on the rental order.
• From the service plan board.

To assign the business object from the service plan board, follow the steps in the Order fulfillment process.

Cross-company business object physical owner update (serialized rental)

Business object parameter

To support cross-company rental, you must set the global parameter 'Allow automatic change of physical owner' to Yes in the Business object parameters page. This setting updates the physical owner automatically when you move a serialized business object between legal entities during processes like rental quotation, rental order, picking, return, and transfer receipt using Rental Management or Logistics Scanning.

Business object physical ownership log

You can update the physical owner multiple times in one day. In this case, the ownership log allows overlapping transactions. The latest entry by created date and time determines the current owner.

When you update the log, follow these rules:

• The last on rent date must be later than the first on rent date.
• The first on rent date must be later than the previous last on rent date.
• If the log entry is created automatically, its created date and time must be later than the last entry. If identical, the system adds 1 second to avoid duplication.

Business object assignment

• If the rental type has the checkbox 'Not allowed for cross-company rental' set to Yes, you cannot assign a business object from another legal entity. You will receive an error when you try to assign it using Rental Management or Logistics Scanning.
• If the checkbox is set to No, the following applies when you assign a business object:
  • If the physical owner matches the legal entity of the quotation, you can assign it.
  • If the owner does not match, the system updates the owner automatically after assignment.
  • If you unassign the business object, the previous physical owner is restored.
  • This logic does not apply to rental transfer orders.

Note: You can only enable the checkbox if the parameter 'Allow automatic change of physical owner' is set to Yes. Cross-company assignment does not apply to rental transfer orders.

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.

You can use order fulfillment to assign a business object to a rental order on the Service plan board.

The Service plan board shows:

• All unplanned and planned tasks
• Available resources to assign to the tasks

Note: You must first set up the business object as a resource before you can use it on the Service plan board.