1. Equipment Rental
  2. Rental Management
  3. Flows

Apply charges
Process flow

You can amend a rental order to apply charges when needed.

You can apply charges in three ways:

  • From the Active pan
  • Add a rental order line with a service item
  • Add manual price components

Manual price components are used to round prices or apply corrections to specific amounts.

This flow explains how to apply charges to a rental order.

Rental clerk Rental clerk Start Start How charges will be applied? How charges will be applied? 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. Apply miscellaneous charges from Active pan Apply miscellaneous charges from Active pan You can apply miscellaneous charges to a rental order. This activity describes how to add these charges, including at the line level. Note: To add charges at line level, go to the rental order line, then click: Financial > Charges > Maintain charges. 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 Charges. 5. Click New. 6. In the Charges code field, enter or select a value. 7. In the Charges value field, enter a number. 8. In the VAT group field, enter or select a value. 9. In the Item VAT group field, enter or select a value. 10. 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. Add manual price components Add manual price components Procedure Manual price components are used for rounding and manual correction on specific amounts purpose and can be applicable to all invoicing scenarios. Manual price components can be invoiced separately from the first or last invoice.  The Keep function of the manual price component works in the same way as for normal charges. Therefore, if checked it will be applicable for all upcoming invoices, if not checked, it will be applicable only to the next invoice. This process explains how to add manual price components to a rental order line.     1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. On the Action Pane, click Rental order. 5. Click Rental. 6. Click Manual price components. 7. In the Description field, type a value. 8. In the Calculated value field, enter a number. 9. Select the Keep check box. Note: Skip if manual price component must be applied only to the next invoice 10. Click Save.

Activities

Name Responsible Description

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.

Apply miscellaneous charges from Active pan

Rental clerk

You can apply miscellaneous charges to a rental order.

This activity describes how to add these charges, including at the line level.

Note: To add charges at line level, go to the rental order line, then click: Financial > Charges > Maintain charges.

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.

Add manual price components

Rental clerk

Activities

Name Responsible Description

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.

Apply miscellaneous charges from Active pan

Rental clerk

You can apply miscellaneous charges to a rental order.

This activity describes how to add these charges, including at the line level.

Note: To add charges at line level, go to the rental order line, then click: Financial > Charges > Maintain charges.

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.

Add manual price components

Rental clerk
Related to Notes

Apply charges

 		 

Provide feedback