Enter Rental Information

Explanation

This activity is used to connect customer and company specific default transaction generation schedule if it differs from the default value on the company. The default value for a renting out line is primarily fetched from the customer and next from the company. The schedule is used when generating rental transactions and it is the value on the rental line that is used when it can be manually updated.

Prerequisites

• Rental component must be installed.
• Basic data must have been defined on the Customer/General tab and the Customer/Order/General tab.
• Transaction generation schedule must have been entered on the Transaction Generation Schedule window. 

System Effects

• The transaction generation schedule entered here will be used as the default value when creating a customer order rental line.

Window

Customer

Related Window Descriptions

Customer
Customer/Rental

Procedure

1. Open the Customer window and query for the required customer.
2. On the Order/Rental tab, click New in the table.
3. In the Company and Schedule ID fields, either enter a value or select one from the List of Values.
4. Save the changes.