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.

Use the advanced rental invoicing management page in Rental Management to manage rental invoice runs with different invoice profiles. For example, monthly, daily, or hourly.

This page gives you a centralized overview of all rental invoice runs that have a setup. You can monitor the invoicing process, check results, and resolve issues efficiently.

You can amend a sub rental order during its lifecycle. Available amendments include:

• Rental stop using the rental stop calendar to invoice periods without charges
• Change or add supplementary items
• Change delivery dates
• Change on-rent, expected off-rent, or off-rent dates
• Change sub rental prices like gross or net amount

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.

You can change a rental order if you need to apply a rental stop to the rental items on the order lines.

The rental stop calendar ensures that the selected rental invoice periods are processed without charging any amount.

This process explains how to apply a rental stop.

You can apply the rental stop calendar to selected rental periods. This ensures invoicing continues without charging for those periods.

Options include:

• Rental stop calendar:
  • Rental stop: Stop the rental calendar
  • Rental activation: Reactivate the rental calendar
  • Reset calendar: Reset a rental period in the calendar
• Effectivity:
  • One day: Stop invoicing for a single day
  • Free range: Stop invoicing over a selected date range

Work orders are an integral part of the out and inbound processes of rental orders. It is then essential that work orders are always linked to rental order header or line. Linking the work order templates can be done by manually assigning the work order template or having a default template be assigned. The following workflow describes how to assign a work order template to a rental order and its lines and where to populate the default values.

This process explains how to dispose of bulk business objects. The disposal process for bulk objects differs from that of serialized objects.

Bulk business objects are not linked to a specific fixed asset. Instead, they are linked to child fixed assets when used on a rental order.

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.

Before you convert a fixed asset to inventory and scrap or sell it, you must off-rent the linked business object if it is still on rent.

You can change the off-rent date and post a return note, or wait until the rental period ends. You can also enter the last on-rent date manually on the Business object page.

This process explains how to sell a business object manually or automatically. In both cases, the fixed asset is sold.

To sell a business object manually:

1. Post the Fixed asset to inventory journal.
2. Create a sales order with the item and serial number.

To sell a business object automatically:

1. Use the Rental Management functionality to generate the journal and confirm the sales order.
2. Post the journal manually.

If a business object has no value and you must remove it from inventory, use the standard Inventory adjustment journal. This journal posts the profit or loss using the appropriate general ledger posting profile.

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.

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

You can change the prices in the following ways:

• Use the rental line editor.
• Edit the rental order line directly.

This process explains how to change rental prices.

The customer can accept or reject the project rental quotation. To record the customer’s response, mark the quotation as Confirmed, Lost, or Canceled.

This flow explains how to mark the project rental quotation with one of these statuses. After you confirm, lose, or cancel the quotation, you can no longer change it.

Use a value add work order in Rental Management to add value to a business object or fixed asset. The costs are captured in a work order and posted to an acquisition adjustment journal.

To process a value add work order:

1. Create a project group.
2. Create the value add work order. A project is created automatically.
3. Post the acquisition adjustment journal to add value to the fixed asset.
4. Optionally, transfer value using a revision asset.

Use this flow to create a value add work order and link it to a specific project. You can do this manually if the project already exists. Make sure the project group is set to 'maintenance'.

Fixed-price projects must be linked to a project contract. This contract defines the terms agreed upon with one or more funding sources. A funding source is usually one customer but can include several customers, grants, or self-funded departments.

You must release items before you can use them on rental or sub-rental orders.

You can release a product to one or several companies at once. Each company can then add its own specific data to the released product.

This flow explains how to release a product and add additional data after release.

Create and manage tasks for work order lines.

You can use tasks to build work order templates or add them to existing work orders. All linked setups transfer to the work order line. This includes the status group, item requirements, and the work order checklist.

You must link each task to a status group. This setup is mandatory.

Link each task to a task type:

• Tasks with the task type 'Service' appear on the service plan board.
• Tasks with other task types appear on the transport plan board.

Once you create a work order with the correct setup, the tasks appear on the relevant graphical plan board for resource planning.

Use the transport plan board to plan delivery and load tasks.

Use the service plan board to plan service tasks, such as maintenance and repair. You can also plan transport tasks on this board.

You can generate work orders based on a predefined work order template. The template specifies the tasks that appear as work order lines.

A work order template contains one or more tasks that you can sequence. Use the Up and Down icons to arrange the task order. You can then schedule these tasks on the work order lines or on the service or transport plan board.

You set the synchronization mode for each task line. This mode determines the requested start and end date and time on the work order lines.

To use a work order template for creating work orders, you must activate the template. You cannot use inactive templates to generate work orders.

You can add rental, service, or sales items to a project rental quotation.

On-rent and expected off-rent dates are required. These dates do not affect pricing or invoicing for sales or service items.

The quotation links to a project. If converted, rental order revenues transfer to the project.

You can create a quotation from these pages:

• All rental quotations
• Project rental quotations
• All customers
• All prospects
• All projects
• All opportunities

This flow explains how to create, revise, cancel, lose, or win a quotation, and how to transfer it to a rental order.

You can include details for rental items and services. Quotations can be created for customers and prospects.

Project quotations differ from sales quotations. In project quotations, link the project, define planned work in a work breakdown structure (WBS), and estimate costs.

After confirming the quotation, you can transfer planned costs to the project to define the budget.

Using WBS, you can:

• Create phases and hour forecasts.
• Cover expenses in quote and order phases.
• Include sales and rental item transactions.

You can track quotation status: cancel, lose, confirm, or transfer to project.

At least one rental agreement must exist. This agreement defines rental prices, items, and services for the quotation.

An invoice profile is required for pricing and invoicing rental items. It is not used for sales or service items.

Use a rental order to rent rental items or services, or to sell sales or service items to a customer.

You can create a rental order as a stand-alone order or link it to a project. If you link it to a project, invoicing takes place from the project, not the rental order.

You can create the rental order from these pages:

• All rental orders
• All customers
• All projects
• Service plan board
• Business object availability

For serialized rental items, you must assign a business object before delivery. This is not required for bulk or service items.

You must use line type Rental to rent items. Use line type Sales/Purchase to sell equipment or charge additional services such as transport or apply a damage fee for damaged rental equipment.

A rental order can include rental items, sales items, services, or any combination of these. A default rental agreement must exist before you can create a rental order.

You can create a sub rental order in these ways:

• Stand-alone
• From a rental order
• From a project

This flow describes how to create a stand-alone sub rental order.

The rental type determines whether the item is serialized or bulk. For serialized items, you must create the serial number on the sub rental line before receiving the equipment.

Note:

• In the dialog box, define the vendor, rental dates, site, and warehouse.
• If a sub rental agreement applies, the rental prices are filled in by default.

You can maintain a business object by creating a default maintenance plan. There are three types of maintenance plans:

• Time-based – Perform recurring maintenance such as a monthly or yearly inspection.
• Consumption-based – Perform maintenance based on usage, such as every 10,000 miles or 5,000 hours. Update this via a meter reading.
• Time and consumption-based – Combine both time and usage criteria for maintenance planning.
• You can also create a recall for one-time large-scale maintenance. However, it is recommended to use the recall menu item for this. See the ‘Manage recall’ flow.

Default maintenance plans act as templates. When you create a new business object, it inherits the linked default maintenance plan setup.

These default plans are linked to the product level. When a product becomes a business object, the default plan is copied to the business object record.

You can also manually create a maintenance plan on a business object. This has the same setup but does not include the ‘Recall’ option.

You can create a rental type as part of a product. Each product can have its own rental type. For example, the product 'Air Pro Plus' has rental type 'Air Pro Plus'.

You can also link one rental type to several products. This applies when there is no distinction within a product category. For example, a customer rents a 'medium' car type and receives a Fiat500L or a similar vehicle.

You can assign a rental type group to a rental type. The rental type group defines prices in rental agreements. For example, the 'Air Mattress' rental type group sets the same rental price for all its products, such as 'Air Pro Plus' and 'Optima Mattress'.

Rental types include a rental posting policy. This policy defines the steps in the rental process. You apply the policy to rental transactions and tailor it per item or product. For example, one item may need warehouse picking, while another does not. The policy also separates processes for sales and purchases.

You can create and maintain a rental type group. Use a rental type group in rental agreements to set rental prices, transport costs, and price tiers. The setup applies to all linked rental types.

You can create, send, and amend a purchase order. You can create a purchase order from:

• A stand-alone order from the All purchase orders page
• A project
• A sales order
• The vendor page
• A request for quotation

This flow explains how to create a stand-alone purchase order from the All purchase orders page.

You can create, send, and amend a purchase order. You can create a purchase order from:

• A stand-alone order from the All purchase orders page
• A project
• A sales order
• The vendor page

This flow explains how to create a stand-alone purchase order from the All purchase orders page.

To depreciate a fixed asset, you can use a proposal or depreciation by line. This process uses the proposal method.

Depending on the scenario, run either a straight-line service depreciation or an accelerated depreciation if the asset is consumed quickly and then scrapped.

The Depreciate was last run field is standard. You can enter it manually or it fills in automatically after depreciation runs.

The Depreciate until field on the Fixed asset page relates to the business object. Both fields must match to scrap the fixed asset or convert the rental object to inventory.

Finance specialists use this field to validate the fixed asset. It helps confirm whether the business object is still on rent. You must manually update the last on-rent date. This ensures proper validation before the object is converted or written down.

You can dispose of a fixed asset by using one of two journal types: Disposal - sales and Disposal - scrap.

Use Disposal - sales to post a disposal amount for the asset. Use Disposal - scrap to remove the asset from the legal entity's books without a value.

This process explains how to perform both types and outlines the differences between them.

You can sell or scrap a business object. This differs from a fixed asset. Use the Fixed asset to inventory journal to unlink the business object and sell the asset. This journal also converts the business object into inventory.

You can trigger this process using a sales order in Rental Management. However, you must post the journal manually. After selling the business object, it receives the external category.

Make sure the financial and physical owners are the same. If the object is cross rented across legal entities, you must align ownership before disposal. Also, manually update the status and last on-rent date of the business object after disposing.

You can change a rental order if you need to exchange rental items.

There are two types of exchanges:

• Technical exchange. Use this when the rental object needs repair or inspection.
• Commercial exchange. Use this when the customer requests a different rental object.

This process explains how to make an exchange.

Use the Execute rental process flow after you initialize the project. This phase covers the execution of project-related activities.

You can procure products and services and track every cost and revenue against the project contract and customer budget.

In this phase, you can:

• Manage work by using work breakdown structures.
• Handle project forecasts and budgets.
• Manage rental orders through the project.
• Post actual costs, such as hours, expenses, items, and fees.
• Prepare the customer invoice.

All work orders are linked to projects. This flow explains how to execute service and maintenance work orders. See the “Service and Maintenance” business process and related sub-processes for details.

You can access the process hierarchy directly or through the flow.

Once a new work order is created there are several elements of a work order that should or could be edited. 

If not previously setup through the work order template, the requested start and end date/time must be entered on the work order. This is to ensure the work order will appear on the graphical plan board for planning to resources. 

• Journals (Hour/Expense/Item/Fee) can be inputted on the work order line. Hour journals can also be automatically populated based on the task and parameter setup. 
• New registrations can be added to the work order from the work order line: Item requirements, purchase order, sales order etc. 
• The work order status can be updated from the work order line.

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

The should have been a previous setup of a status group in the task (the task that is now used on the work order line). This setup can allow/disallow certain registrations and journals, depending on the current status/stage of the work order or disallow registrations completely.  

• Functionalities such as rental transactions, status history, resource planning, work order task checklist and task requirements can be checked from work order line tab.

If item requirements are added to the task, to view these items on the work order, the work order parameter ''Auto create maintenance item requirement'' must be enabled. 

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

• Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
• Add item requirements, purchase orders, or sales orders to the work order line.
• Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

• Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

Use the DynaRent Mobile app to start, do, and finish scheduled service and maintenance tasks. This flow shows required activities to work on service and maintenance task using the DynaRent Mobile app. You can process all activities or skip one that nor required for specific task as desired for your situation.

Use the Rental Management Mobile app to start, execute, and finish scheduled service and maintenance tasks. This flow outlines the required activities. You can skip steps that are not needed for your task.

Use the mobile app to start, perform, and finish scheduled service and maintenance tasks. This flow outlines the required activities to process these tasks.

You can complete all activities or skip those not relevant to the task, depending on your situation.

This workflows describes how you can register and post project expenses to a project. The Project expense functionality can be used to register expenses made by workers while working a project.

A project can be forecasted in two ways, these are either with or without a Work breakdown structure. The Work breakdown structure is used to estimate the costs, revenue and allocate resources to a project. If the no WBS is used, then the user must manually add the forecasted lines to a project. This flow describes both options.

Apply this amendment to credit the full invoice amount. You can also credit partially or re-invoice. You cannot combine this with other amendment types.

A project invoice proposal is a preliminary invoice where all chargeable project transactions such as hour, item, fee, expense, sales order and item requirement transactions can be selected.

You can credit only the gross insurance amount, either fully or partially. The net value cannot be credited.

If a worker from another legal entity executes a work order, a timesheet is created instead of using the hour journal. For example, if a DEMF worker completes a work order created in USMF, a timesheet is created in DEMF after the hours are posted.

After the worker posts hours using the Field Service app and the entry is processed on the Work order line transactions page, the system creates a timesheet in the worker’s legal entity.

Required setup:

• Go to Project management and accounting parameters and enable:
  • Intercompany resource scheduling
  • Intercompany timesheets
  • A default project category
• Set up workflows for timesheets in Project management and accounting workflows.
• Configure intercompany accounting in General ledger > Posting setup > Intercompany accounting.
• Set up project categories to support intercompany postings.
• Define an intercompany customer and an intercompany vendor in each legal entity.
• Go to Work order project planning > Setup > Work order parameters. In the General section, set the Hour transaction journal type to Timesheet.

Note: For more details, see the Microsoft Learn documentation on intercompany project timesheets.

If a worker from another legal entity uses an item, the system triggers an intercompany transaction. For example, a DEMF worker uses a spare part while executing a USMF work order. The Field Service app records the transaction.

The system then creates a purchase order in USMF and a sales order in DEMF. It also creates an item journal in the project.

Required setup:

• Define intercompany customers and vendors in the legal entities.
• Set up the warehouse for the intercompany vendor or the item.

Process:

• Create a work order in USMF with a USMF project.
• Assign the order to a DEMF worker.
• The worker uses a spare part from the DEMF warehouse and registers it via the Field Service app.
• In D365 F&SCM, go to Work order project planning > Inquiries > Work order line employee app > Work order line transactions to process the item.
• The system creates a purchase order in USMF using the default warehouse setup.
• A sales order is created in DEMF for the DEMF warehouse.
• An item journal is created for the USMF project with the Main_US warehouse.
• Auto-posting (placeholder).

You can invoice a business object service agreement from a project.

Assign an existing project or create a new one and link it to the service agreement.

Project invoicing is based on fee transactions created for subscriptions.

This flow explains how to invoice business object service agreements from the project.

For fixed-price projects, you base invoices on billing schedules. Use billing schedules for on-account invoicing and work in either project-level or contract-level mode.

Use this method to manage WIP and estimate revenue and project completion. Treat pre-estimation invoiced amounts as 'unearned revenue'. The estimation determines earned revenue, which posts during the estimate, not during invoicing.

Posting a purchase order invoice updates the open vendor balance unless the vendor is already fully paid. It also updates inventory financial values and posts the transactions to the general ledger.

The purchase order process is complete when the purchase order lines are invoiced and the invoice journal is posted.

Note: You must set up workflows in advance to use them in this process.

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

You can control which journals or registrations are allowed on a work order by assigning a status group during task setup.

This group defines valid entries depending on the current status or stage of the work order.

You can use a business object service agreement to provide services to a customer. For example, yearly maintenance of an item.

This feature includes:

• Service agreements
• Service level agreements
• Subscriptions
• Integration with work orders and projects
• Subscription invoicing
• Cost control

You can create a business object service agreement for these business object categories: External, Rental, or All business objects.

You can also base the agreement on these relation types: All prospects, Group of prospects, or Prospect.

Specify a validity period for the agreement.

A service agreement created for a specific prospect must be linked to a project.

This flow explains how to create and manage business object service agreements.

You can define the details of a business object service agreement.

Specify the agreement relation level as one of the following:

• All
• Item group
• Item
• Business object

You can include or exclude maintenance plans based on available maintenance plan codes.

You can set pricing at the following levels:

• All
• Task group
• Task

In the pricing section, define the price group, line property (for example, chargeable or non-chargeable), and the active time for the price code.

You can also specify subscription details, including the subscription group, fee category, and base price.

This flow explains how to manage business object service agreement details.

Manage equipment preparation work orders, such as cabin setups.

Prospects are qualified leads. They are interested and are working toward a decision.

You have spoken to them and understand their needs. They are open to continued discussion.

They fit the buyer profile, and your offer meets their needs.

Some prospects need more time or internal approvals. This can make the prospect stage the longest part of the sales cycle.

Create a credit for a monetary amount equal to the total invoice amount.

You can credit miscellaneous charges that were added to the order. Two levels of charges can be amended:

• Order level: For example, freight charges.
• Line level: For example, handling or environmental fees.

The Multi-Order Amendment (MOA) functionality enables rental businesses to efficiently update rental order line details across multiple orders simultaneously. By applying bulk amendments, users can adjust line elements such as rental pricing, consumption pricing, rental dates, effectivity dates, invoice profiles etc. Pricing updates can be set based on predefined parameters such as percentage-based increases or fixed amounts. The MOA update can also be utilized only for consumption order line updates.

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.

Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

You can amend the daily rental price for items. When you lower the price, the difference between the original and new price is credited for all chargeable days.

This results in a lower total amount for the rental invoice.

Apply this amendment to credit the full invoice amount. You can also credit partially or re-invoice. You cannot combine this with other amendment types.

You can credit only the gross insurance amount, either fully or partially. The net value cannot be credited.

Create a credit for a monetary amount equal to the total invoice amount.

You can amend the daily rental price for items. When you lower the price, the difference between the original and new price is credited for all chargeable days.

This results in a lower total amount for the rental invoice.

You can amend the rate code. For example, change the price from '$10 per day' to '$10 per week'.

This change results in a discounted rate that is credited to the customer.

If changes to a sub rental order are required, you can amend it at various stages. You can:

• Apply rental stop
• Add or change supplementary items
• Change delivery and rental dates
• Adjust sub rental prices

You can amend the rate code. For example, change the price from '$10 per day' to '$10 per week'.

This change results in a discounted rate that is credited to the customer.

This flow shows how you can register and receive an item or a service on a purchase order.

This flow describes how you can receive a business object or service on a sub rental order.

You can receive a transfer order by using the arrival overview.

Cross-company rental return

Rental Management supports receiving rental equipment transferred between warehouses in different legal entities. Based on the setup, the physical owner of the serialized business object is updated upon receiving.

This can be achieved in D365 F&SCM by using return transfer order receive, or in Logistics Scanning by using rental return or mass return.

Prerequisites:

1. In Business objects > Setup > Business object parameters, set Allow automatic change of physical owner to Yes.
2. In the applied rental type, set Not allow for cross-company rental to No.

When you create the rental transfer order, select the From warehouse in one legal entity and the To warehouse in another.

The serialized business object can be received via:

• D365 F&SCM rental transfer order receive.
• Logistics Scanning rental return: In the Rental Return page, select the To warehouse as Warehouse, and Transfer order as Order type.
• Logistics Scanning mass return: Run the fill cache batch job in both legal entities. In the Mass Return page, select the To warehouse as Warehouse.

After the return is complete, the physical owner updates automatically to match the To warehouse legal entity.

This flow explains how to control the periodic recognition of project revenue and costs.

On a project that is linked to a rental order or work order to the following project transactions can be registered and posted:

• Expense journal
• Hour journal
• Fee journal
• Item requirements.

Make sure that when registering the journal and item requirements a cost and sales price is assigned to the transaction.

You can register object-related information for a task.

You can:

• Take and add pictures of the object.
• Register the spare parts you use to repair the object.

You can register information about an object that is part of a task.

You can:

• Take and attach pictures of the object.
• Register the spare parts that you use to repair the object.

You can register information about an object that is part of a task.

You can:

• Take and attach pictures of the object.
• Register the spare parts that you use to repair the object.

You can register task-related information for a task.

You can:

• Enter task-related notes.
• Register task-related costs, also called fees. So, costs that are not hours or items.
• Change the task status manually.

You can register information related to a task.

You can:

• Enter notes for the task.
• Register task-related costs, such as fees that are not hours or items.
• Change the task status manually.

You can register information related to a task.

You can:

• Enter notes for the task.
• Register task-related costs, such as fees that are not hours or items.
• Change the task status manually.

Use the task time tickers to register:

• Work time
• Travel time
• Break time
• Extra time

If travel is needed, you can also register the mileage. Before signing off the task, review the recorded time lines on the Time overview page.

Use the task time tickers to record the:

• Work time
• Travel time
• Break time
• Extra time

If you must travel for a task, you can also register the mileage.

Before you sign off a task, review the recorded time lines in the 'Time overview'.

Use the task time tickers to register:

• Work time
• Travel time
• Break time
• Extra time

If travel is needed, you can also register the mileage. Before signing off the task, review the recorded time lines on the Time overview page.

Use the project credit wizard to credit rental and sales lines. It supports these amendment types:

• Price
• Rental stop
• Rate code
• Full credit
• Insurance
• Manual credit

You can only use this if the rental project setup has Transfer rental order to project set to No. Full credit does not support non-rental items or on-account transactions. Invoicing must be based on rental order lines. Project invoices do not support invoice notes in credit scenarios.

You can apply a rental stop to a previously invoiced period. The stopped days are credited and posted using the daily price.

You can revise a project rental quotation. Reasons include customer changes or corrections to the existing quotation.

This process explains how to revise a project rental quotation.

Business objects that are linked to a rental order line can be shipped by making use of Work orders. In the work order you can create tasks related to shipping. These tasks can vary from picking, transport and return. When the transport task is carried the packing slip for the rental lines can either be manually or automatically posted depending on the configured set up and requirements. The flow below describes the process.

You can ship business objects between warehouses by using a rental transfer order. After the rental transfer order has fully been processed the rental on hand inventory will be deducted from the "From" warehouse to the "To" warehouse.

When the quotation is confirmed, transfer it to a project and use a wizard to create a rental order.

You can perform the following actions during the wizard:

• Create a new project or select an existing one.
• Transfer quotation lines to a project forecast.
• Transfer project rental quotation lines to a rental order.

The wizard auto-fills the project ID if the quotation was created from a project or if a project number was added during creation.

If several quotations are linked to the same project ID, the wizard adds their lines to the same rental order.

If used, the project breakdown structure is transferred automatically with the quotation.

You can view the detailed information of the objects that are related to your scheduled tasks.

You can view detailed information about the objects linked to your scheduled tasks.

You can view detailed information about the objects linked to your scheduled tasks.

You can view task-related information from the Task details page.

You can view task-related information from the Task details page.

You can view task-related information from the Task details page.