Create Replacement Order - Rent Out

Explanation

This activity is used when the customer wants to make an exchange of the rental assets sent out. This could happen if the asset has broken down or is due for scheduled maintenance. There can be other or several reasons as well. Then you need to send the customer a replacement.

This activity can also be used to create a replacement customer order to send the replacement parts to the customer. You need to handle the replacement customer order to deliver the replacement parts either from inventory or by supplying from internal or external supplier. If the original parts have been supplied from a site belonging to the same company or a different company compared to the demand site, you might want to request the replacement parts to be sent to the external customer from the original supply site. At this instance you need to manually create a replacement order against your original purchase order in the demand site and manually peg it to the external replacement customer order and proceed through the flow. But in case if you set the supply code of the external replacement customer order to Int Purch Trans or Purch Order Trans, it will create a new rental contract with a new purchase order at demand site and when you send this purchase order to the supply site, it will not be identified as a replacement order request for the supply site. 

You also need to handle the customer receipt manually to get the exchanged parts back from the customer.

Managing the rental and the financial control of the replacement order line will be handled by the original rental number which corresponds to the original customer order line.

Prerequisites

The original customer order must be at least partially delivered to the customer.

System Effects

Window

Manage Rentals
Rental Workbench

Related Window Descriptions

Manage Rentals
Rental Workbench
Customer Order

Procedure

  1. Open the Manage Rental window and either populate or query for the rental number or rental type as customer order.
  2. Right-click and then click Create Replacement Order. The Create Replacement Order dialog box is displayed. In the Quantity to Replace field, specify a quantity in sales unit of measure. Confirm by clicking OK.  A message displays the order number of the replacement order and a question is asked whether you want to view the newly created replacement order. Confirm by clicking OK.
  3. A new customer order in the Planned status is now available in the Customer Order window. Treat this order as a normal customer rental order.
    The wanted delivery date will be set as the default value for planned rental start date of the replacement order line and the planned rental end date will be copied to the replacement order line. If the planned rental end date is less than the planned rental start date, then the planned rental end date will be set as equal to the planned rental start date.

Note: