1. Equipment Rental
  2. Rental Management
  3. Flows

Business object availability
Activity Flow

Use the Business object availability page in Rental Management to check which business objects are available for assignment. The page shows each object with its serial number and rental type.

To add or remove filters, you can:

  • Adjust the Business object parameters.
  • Use the Settings option in the fasttab to select the checkboxes for the Assign business object filter.

Status icons in the grid view show the availability of the filtered business objects. From this page, you can also create rental orders, rental quotations, or work orders for assignable business objects.

You can go to related pages. For example, you can view maintenance plans and history, planned resources, or rental transactions for the selected business object.

Rental manager Rental manager Start Start Business object availability Business object availability Use the Business object availability page in Rental Management to check which business objects can be assigned to a rental order. You can create rental orders, rental quotations, or work orders from this page. Only objects with an available or assignable status appear. If an object is not available or assignable, a red icon appears on the status. Procedure 1. Go to Business objects > Inquiries > Business object availability. 2. Click Settings. 3. In the Rental type field, enter or select a value. 4. In the Object sub group field, enter or select a value. Note: Non-mandatory field 5. In the Object group field, enter or select a value. Note: Non-mandatory field 6. In the Depot field, enter or select a value. 7. Select Yes in the Available only field. Note: ''No'' can also be selected if you need an overview of available and unavailable 8. Select Yes in the Current company only field. Note: Can also be ''No'' if you want the availability across several legal entities 9. Expand the Graphical section. 10. In the Aggregation field, select an option. 11. Click OK. 12. In the Start date/time field, enter a date and time. 13. In the End date/time field, enter a date and time. 14. Click Refresh data. Note: Filter on your desired serial number or object number to see if the object is available or assignable 15. Close the page. Create a rental order from the business object availability form Create a rental order from the business object availability form You can create a rental order after filtering for available or assignable business objects. This gives you better control of your rental fleet. Procedure 1. Go to Business objects > Inquiries > Business object availability. 2. In the Start date/time field, enter a date and time. 3. In the End date/time field, enter a date and time. 4. Click Refresh data. 5. In the list, find and select the desired record. Note: The chosen business object has to be available and assignable to use it on a rental order 6. Click Create. 7. Click Rental order. 8. In the Work order template ID field, enter or select a value. 9. In the Start date/time field, enter a date and time. 10. In the End date/time field, enter a date and time. 11. Click OK. 12. In the Customer account field, enter or select a value. 13. In the Site field, enter or select a value. 14. In the Warehouse field, enter or select a value. 15. Click OK. Create a rental quote from the business object availability form Create a rental quote from the business object availability form You can create a rental quotation after filtering for available or assignable business objects. This helps you plan rentals and manage your fleet more efficiently. Procedure 1. Go to Business objects > Inquiries > Business object availability. 2. In the list, find and select the desired record. 3. Click Create. 4. Click Rental quotation. 5. In the Work order template ID field, enter or select a value. 6. In the Start date/time field, enter a date and time. 7. In the End date/time field, enter a date and time. 8. Click OK. 9. In the Prospect field, enter or select a value. 10. In the Site field, enter or select a value. 11. In the Warehouse field, enter or select a value. 12. Click OK. Note: A pop up will appear after clicking ''ok'' asking if you want to ''create an opportunity record'', we will choose no for this guide 13. Click No. Create a work order from the business object availability form Create a work order from the business object availability form Filter the available or assignable business objects in your rental fleet. From the Business object availability page, create a work order for the selected business object for delivery, maintenance, inspection, and more. Procedure 1. Go to Business objects > Inquiries > Business object availability. 2. In the Start date/time field, enter a date and time. 3. In the End date/time field, enter a date and time. 4. Click Refresh data. 5. In the list, find and select the desired record. Note: When choosing a business object, with work order creation you can choose business objects that are unavailable and unassignable. 6. Click Create. 7. Click Work order. 8. In the Work order name field, type a value. 9. In the Project group field, enter or select a value. 10. In the Work order template ID field, enter or select a value. 11. In the Start date field, enter a date. 12. Click OK. End End

Activities

Name Responsible Description

Business object availability

Rental manager

Use the Business object availability page in Rental Management to check which business objects can be assigned to a rental order.

You can create rental orders, rental quotations, or work orders from this page. Only objects with an available or assignable status appear.

If an object is not available or assignable, a red icon appears on the status.

Create a rental order from the business object availability form

Rental manager

You can create a rental order after filtering for available or assignable business objects. This gives you better control of your rental fleet.

Create a rental quote from the business object availability form

Rental manager

You can create a rental quotation after filtering for available or assignable business objects. This helps you plan rentals and manage your fleet more efficiently.

Create a work order from the business object availability form

Rental manager

Filter the available or assignable business objects in your rental fleet.

From the Business object availability page, create a work order for the selected business object for delivery, maintenance, inspection, and more.

Activities

Name Responsible Description

Business object availability

Rental manager

Use the Business object availability page in Rental Management to check which business objects can be assigned to a rental order.

You can create rental orders, rental quotations, or work orders from this page. Only objects with an available or assignable status appear.

If an object is not available or assignable, a red icon appears on the status.

Create a rental order from the business object availability form

Rental manager

You can create a rental order after filtering for available or assignable business objects. This gives you better control of your rental fleet.

Create a rental quote from the business object availability form

Rental manager

You can create a rental quotation after filtering for available or assignable business objects. This helps you plan rentals and manage your fleet more efficiently.

Create a work order from the business object availability form

Rental manager

Filter the available or assignable business objects in your rental fleet.

From the Business object availability page, create a work order for the selected business object for delivery, maintenance, inspection, and more.

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