Review Rental Transactions

Explanation

This activity is used to review rental transactions. Once rental transactions have been generated they can be reviewed before being transferred to a voucher or used for invoicing.

By modifying the applied date of a rental transaction (Rent In, Project Charging and Work Order Charging), you can control when the transaction will be included on a voucher.

By modifying  the Invoiceable check box and the planned invoice date of a rental transaction (Rent Out), you can control if and when the transaction will be included on an invoice.

Prerequisites

Rental transactions have to be generated.

System Effects

• By modifying the applied date, you affect the date on which the transaction will be transferred to a voucher.
• By modifying the Invoiceable check box or the planned invoice date, you affect if and when the transaction will be invoiced.

Window

Rental Transactions
Rental Workbench

Related Window Descriptions

Rental Transactions
Rental Workbench

Procedure

1. Open the Rental Transactions window.
2. Query for the required rental transactions.
3. Review information as required.
4. To change the applied date, right-click and click Modify Date Applied.
5. Edit the Invoiceable check box and planned invoice date as required.
6. Save your changes.