Define Rental Parameters

Explanation

This activity is used to define rental parameters. For rental parameters that will typically have similar values for many rental lines, it is possible to define default values as follows:

• Company: It is possible to define Transaction Generation Schedules to be used by default for any rental lines that are newly created for the company.
• Site: It is possible to define Chargeable Days ID, Date Exception ID and Period Rounding to be used by default for any rental lines that are newly created for the site.
• Customer: It is possible to define Transaction Generation Schedules per company to be used by default for any rental lines that are newly created for the customer.

Prerequisites

Transaction generation schedules, chargeable days IDs and date exception IDs basic data have to be defined.

System Effects

By defining default rental parameters, the selected parameters will be used by default on newly created rental lines.

Window

Company
Site
Customer

Related Window Descriptions

Company/Distribution/Rental
Site/Extended Site Info/Rental
Customer/Order/Rental

Procedure

Company

1. Open the Company window and query for the company you would like to update.
2. Navigate to the Distribution/Rental tab.
3. Select schedules to be used for Rent Out and Rent In/Project Charging.
4. Save.

Site

1. Open the Site window and query for the site you would like to update.
2. Navigate to the Extended Site Info/Rental tab.
3. Select values to be used for chargeable days ID, date exception ID and period rounding.
4. Save.

Customer

1. Open the Customer window and query for the customer you would like to update.
2. Navigate to the Order/Rental tab.
3. If an entry already exists for the company you wish to update, then change the linked schedule as required.
4. If an entry does not exist for the company you wish to update, then create a new line in the table and select the desired company and schedule ID.
5. Save.