Enter Customer Order Rental Line

This activity is used to enter a customer order rental line. A rental line can be added once the customer order header has been saved.

The Rental Order Lines tab is used to specify the parts, rental period and quantities that the customer has ordered to rent. For each rental order line, you can also specify the wanted and planned delivery dates, prices, discounts and rental parameters such as chargeable days, date exceptions and rounding.

The price fetched to the rental line either comes from the rental price list or the sales part.

When calculating the amounts on a rental line both the chargeable days and quantity are taken into account.

The ownership on a rental line will by default be set to Company Rental Asset. This means that ownership will be primarily used to supply the line. The ownership on the line can be changed to Supplier Rented.

Sales part number can be entered by using GTIN. To enter GTIN 14 for package, you must use the Input Quantity field instead of the Sales Quantity field.

If the customer order is being created for a Jinsui-enabled customer, and a Jinsui invoice needs to be created, the total line amount must not exceed the maximum amount for the Jinsui invoice defined for the company.

If the Use Price Incl Tax check box is selected, the Price/Curr and Price/Base fields are non-editable and the price is calculated based on the price including tax value and the connected tax codes. The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr and Price Incl Tax/Base fields are non-editable and the price including tax is calculated based on the value entered for the price and the connected tax codes.

Changes in the wanted delivery date after the initial order line entry should result in an automatic update of the price effective date when the pricing method is Delivery Date. The Update Price Effective Date Automatically check box is selected as well. When you update the wanted delivery date on the customer order line or when you update the wanted delivery dates on all lines from a customer order header, a warning message appears where you can confirm whether or not you want to update the price effective date of all order lines. The price effective date on the order line is then updated and according to the price sources on the order line prices, discounts are updated.

A new order line acquires the Released status. The status of the order header does not change; it is still in Planned status. To view or edit delivery information for the order line, right-click the order line, click Order Line Details, and then click Order Line Address.

For rental lines the Supply Codes can either be Inventory, Internal Purchase Transit or Purchase Transit. For service parts Non Inventory can be used as well as Purchase Transit.

Prerequisites

This activity has the following general prerequisites:

For the superseded parts function:

For warranties:

System Effects

As a result of this activity:

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Rental Order Lines
Manage Rentals

Procedure

To enter a new rental order line, follow these steps:

  1. Open the Customer Order window, and click the Rental Order Lines tab.
  2. Create a new record.
  3. Enter the sales part number or service part number in the Sales Part No field or search for it by using the List of Values. Only parts that are allowed for rental will be possible to enter. You can enter the customer's part number in the Customer Part No field if a cross-reference is established between your sales part number and the customer's part number. The description of the part is then displayed in the Description field including the sales unit, price unit, and possible discounts.

Note: Instead of the sales part number, you can enter GTIN or select it from List of values.

  1. Enter the quantity of ordered parts. You can enter this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total price for the order line appear automatically.
  2. Enter the planned start and end rental dates. Optionally, enter the planned start rental date and the planned rental duration.
  3. Enter transaction generation schedule.
  4. You can save the customer order line at this time if you do not want to add or change any other values.

To enter other details: