Start Rental
Explanation
This activity is used for starting a rental. Starting rental for a rental line typically indicates
that the item is in operation, however, it could also mean that it the line is under transportation depending on the rental mode selected. In order for
rental transactions to be generated for a rental line, rental has to be started
for the line.
Rentals can be started in the Manage Rentals
or the Rental Workbench windows. As
rental is started, a default mode (with corresponding price factor) will be
suggested. This may be changed by the user as required.
For the Rent In and Rent Out processes, there is also
an option to start rental automatically as follows. In both cases, the Rental
Mode that is set as default will be used.
- Rent In: When receiving the items for the purchase
order, there is an option in the receipt dialog box to automatically start
rental, allowing the user to specify the start rental date.
- Rent Out: By setting the Start Rental option on
the customer order rental line to Use Planned Rental Start Date/Time or
Use Actual Ship Date/Time, rental will automatically be started as items
are delivered for the line.
For the Project Charging/Rent to Projects
functionality, rental can also be started from the demand line itself by
right-clicking and clicking Start Rental.
For the Work Order Charging/Rent to Work Order (Work Task)
functionality, rental can also be started from the Work Task/Resources/Rental
or
Prepare Work
Order/Work Tasks/ Resources/Rental line by right-clicking and clicking Start Rental.
Prerequisites
A rental line has to have been created. Additionally
there are some requirements depending on the rental type as follows:
- Rent In: For a rented in purchase order line, rental
can be started for non-tracked parts once the purchase order has been set to
the Released status. For tracked parts (lot batch and/or serial-tracked),
rental can only be started once the specific lot batch or serial number has been
assigned and received.
- Rent Out: To start rental for a rented out customer
order line, the customer order has to be in the Released status and there
has to be reserved items for the relevant line.
- Project Charging: To start rental for a project
charging line when using your internal asset pool, the project activity has
to be in the Released status and there has to be reserved items for
the relevant line. When renting in specifically to the project, see the Rent
In
prerequisites above.
- Work Order Charging: To start rental for a
rental tool/equipment demand line on a work task with rental supply option Internal Charging, the
items have to be reserved or issued to the corresponding material line of
the work task.
System Effects
By starting rental for a line, rental transactions will
be generated for the line when running the Generate Rental Transactions task,
provided there is a valid schedule for the line.
Window
Manage Rentals
Rental Workbench
Register Arrivals
Customer Order
Project Navigator/Demand/Misc. Rental Parts
Prepare Work Order/Work Tasks/Resources/Rental
Related Window Descriptions
Manage Rentals
Rental Workbench
Register
Arrivals
Customer Order
Project Navigator/Demand/Misc. Rental Parts
Start Rental/ Create Manual Event/ End Rental
Prepare Work Order/Work Tasks/Resources/Rental
Procedure
- Open the Manage Rentals window.
- Query for the rental that needs to be started, in
the Rental No field.
- Select the record, right-click and click Start Rental.
- Enter the event date and time that the rental
should be started, in the respective fields.
- Optionally enter a note to be saved in the event
history.
- In the table part of the dialog box, select the quantity to start rental for.
- If required, adjust the values in the Mode and
Price Factor fields.
- Click OK.