Use this window to define rental transaction generation schedules. Rental transaction schedules can be linked to rental lines to be used when generating rental transactions.
When defining a schedule, you can either manually enter/edit records in the schedule, or right-click and click Generate Schedule.
It is possible to define default schedules to be used on the Company level as well as on the Customer level.
The Active check box on the schedule denotes if the schedule is available to be used on newly created rental lines. To make a schedule active/inactive, the Set Active/Set Inactive options from the right mouse button options can be used. A schedule can still be set inactive even if it has been used on existing rental lines (which will then still have transactions generated according to that schedule), but it will prevent using the schedule on newly created lines. However, it is not possible to set a schedule to Inactive if it has been used as a default schedule on the Company or Customer level.
The Show Historical Records check box allows you to show all records or only records that are currently valid based on the current date. If the check box is selected, then all records in the schedule will be shown. If it is cleared, then the first record in the window will be the currently valid schedule line (based on the trigger dates of the schedule lines), and in addition any future schedule lines are displayed.
A schedule consists of a number of lines, where each line has a set of dates as follows:
As an example of a monthly in advance schedule, the schedule may consist of the following lines:
| Trigger Date | Period End Date | Planned Invoice Date |
| 01 Jan 2014 | 31 Jan 2014 | 01 Jan 2014 |
| 01 Feb 2014 | 28 Feb 2014 | 01 Feb 2014 |
| 01 Mar 2014 | 31 Mar 2014 | 01 Mar 2014 |
| 01 Apr 2014 | 30 Apr 2014 | 01 Apr 2014 |
| 01 May 2014 | 31 May 2014 | 01 May 2014 |
| 01 Jun 2014 | 30 Jun 2014 | 01 Jun 2014 |
| 01 Jul 2014 | 31 Jul 2014 | 01 Jul 2014 |
| 01 Aug 2014 | 31 Aug 2014 | 01 Aug 2014 |
| 01 Sep 2014 | 30 Sep 2014 | 01 Sep 2014 |
| 01 Oct 2014 | 31 Oct 2014 | 01 Oct 2014 |
| 01 Nov 2014 | 30 Nov 2014 | 01 Nov 2014 |
| 01 Dec 2014 | 31 Dec 2014 | 01 Dec 2014 |
If the current date is the 20th of April, then the line with a trigger date of the 1st of April will be used, i.e., the line that is closest in time while still being equal to the current date or in the past. When generating transactions, these will be generated up until the 30th of April considering any events during this time period. The transactions will be generated with a Planned Invoice Date of 1st of April, i.e., it will allow invoicing of April in advance.
Once the current date goes to the 1st of May, the next line would instead be used when generating transactions to generate until the end of May, and any events for May would also be considered.
In this example, if the Show Historical Records check box is cleared, then the first three lines would not be shown in the window.