Enter Customer Order Rental Line
This activity is used to enter a customer order rental
line. A rental line can be added once the customer order header has been saved.
The
Rental Order Lines tab is used to specify the parts,
rental period and quantities that the customer has ordered to rent. For each
rental order line, you can also specify the
wanted and planned delivery dates, prices, discounts and rental parameters such
as chargeable days, date exceptions and rounding.
The price fetched to the rental line either comes from
the rental price list or the sales part.
When calculating the amounts on a rental line both the
chargeable days and quantity are taken into account.
The ownership on a rental line will by default be set
to Company Rental Asset. This means that ownership will be primarily used to
supply the line. The ownership on the line can be changed to Supplier Rented.
Sales part number can be entered by using GTIN.
To enter GTIN 14 for package, you must use the Input Quantity field instead of
the
Sales Quantity field.
If the customer order is being created for a Jinsui-enabled customer, and a Jinsui invoice needs to be created, the total line
amount must not exceed the maximum amount for the Jinsui invoice defined for
the company.
If the Use Price Incl Tax check box is selected,
the Price/Curr and Price/Base fields are non-editable and the
price is calculated based on the price including tax value and the connected tax codes.
The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr
and Price Incl Tax/Base fields are non-editable and the price including
tax is calculated based on the value entered for the price and the connected tax codes.
Changes in the wanted delivery date after the initial
order line entry should result in an automatic update of the price effective
date when the pricing method is Delivery Date. The Update
Price Effective Date Automatically check box is selected as well. When you update the wanted
delivery date on the customer order line or when you update the wanted delivery
dates on all lines from a customer order header, a warning message appears where
you can confirm whether or not you want to update the price effective date of
all order lines. The price effective date on the order line is then updated and
according to the price sources on the order line prices, discounts are updated.
A new order line acquires the Released
status. The status of the order
header does not change; it is still in Planned
status. To view or edit delivery information for the order line,
right-click the order line, click Order Line Details, and then click Order Line
Address.
For rental lines the Supply Codes can either be Inventory, Internal Purchase Transit or Purchase Transit. For service parts
Non
Inventory can be used as well as Purchase Transit.
Prerequisites
This activity has the following general prerequisites:
- The customer order header must have been entered and saved.
- The sales part or service part must have been allowed
for rental.
- In rental basic data values for Transaction Generation Schedule must be entered.
Optionally, values for chargeable days and date exceptions should be entered
as well.
- Normally, supply chain parameters
should be defined for the supply chain relation. For an external customer this
can be done in the
Site to Customer Supply Chain Parameters
window, and for internal customers this can be done in the
Site to Site
Supply Chain Parameters window.
For the superseded parts function:
- Replacement parts are entered in the
Sales Part/Misc Part Info
or
Non-Inventory Sales Part/Misc Part Info
windows, depending on the type of part that is to be replaced.
For warranties:
- For the customer order line to inherit customer warranty data, the
warranty data must first exist for the sales part or possibly have been entered for a
preceding sales quotation line.
System Effects
As a result of this activity:
- A rental order line is entered in the
Customer Order/Rental Order Lines window.
- A rental record is created in the
Manage Rental
window with an assigned rental number.
- The system assigns a line and a
delivery number.
- The order line receives the Released status.
- If a replacement part has been defined with a replacement date that is
before or on the date on which the order line is created, the part on the order
line is automatically replaced with the replacement part, and the sales part
number of the originally requested part is stored in the Original Sales Part
No field on the order line.
- When the customer order line is created, it inherits any default customer
warranty defined for the sales part or a preceding sales quotation line.
- If you have chosen substitute parts, the original order line is removed
and new order lines for the replacement parts are created. The sales part
number of the originally requested part is stored in the Original Part No
field on the new order line. If you
decide to order the available quantity or some of the originally ordered sales parts, and
some of the substitute sales parts, two order lines are created.
- If a supply site reservation is performed, the
supply site quantity reserved is updated to reflect how much of the part is reserved on
the supply site.
- It will not be possible to invoice an order line
blocked from
invoicing.
- If the total line amount for any particular Jinsui
customer order line exceeds the
specified maximum amount, you will not be allowed to save this order line. To
avoid this, the amount can be divided between two or more lines.
- If the customer has the Receive Pack Size
Charge/Discount check box selected in the Customer/Order/General
tab, the order header site has a valid pack
size charge price list and the order line(s) has an Input UoM
specified in that part list, then a charge line will be created in the
Customer Order/Charges tab. The Charge Category check box
in the charge line indicates that it is a pack size charge.
- Charge lines will be automatically added for freight.
Window
Customer Order
Related Window Descriptions
Customer Order
Customer Order/Rental Order Lines
Manage Rentals
Procedure
To enter a new rental order line, follow these steps:
- Open the
Customer Order window, and click the
Rental Order Lines tab.
- Create a new record.
- Enter the sales part number or service part number in the Sales Part No
field or search for it by using the List of Values. Only parts that are
allowed for rental will be possible to enter. You can enter the customer's part number in the Customer Part No
field if a
cross-reference is established between your sales part number and the customer's part
number. The description of the part is then displayed in the Description
field including
the sales unit, price unit, and possible discounts.
Note:
Instead of the sales part number, you can enter GTIN or select it from List of
values.
- Enter the quantity of ordered parts. You can enter
this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total
price for the order line appear automatically.
- Enter the planned start and end rental dates.
Optionally, enter the planned start rental date and the planned rental
duration.
- Enter transaction generation schedule.
- You can save the customer order line at this time if you do not want to add or change any other values.
To enter other details:
- Rental specific parameters can be entered, such as
Chargeable Days ID, Date Exception ID and Period Rounding. The
Start Rental Option can be updated manually. These parameters as well
as the planned start and end rental dates can also be updated from the
Manage Rental window. The values will then be automatically
updated to the customer order rental line.
- To enter the quantity of parts that the customer actually wants to
rent,
enter the quantity you want in the sales unit of measure in the Desired Qty
field. This field is used if there is a difference between the quantity
of parts that the customer wants to buy and the quantity of parts that is actually entered
as sales quantity on the order line, for example, because of a shortage of parts in stock.
- You can manually change the sales price both in the
customer currency as well as in your own base currency.
If you select the Use Price Incl Tax check box, it is also possible to change the sales price including
tax
directly. The system will calculate the net sales price automatically from the
connected tax codes if the Taxable check box is selected and the tax
liability is of type taxable.
- To change the default supply code, click a different code in the
Supply Code field.
- To enter the ID of the supplier you wish to use, use the
Supplier
field.
- To add a value-added tax report used within the European Community, enter the
applicable data in the Delivery Type field.
- To change the date when the customer wants delivery of each line, use the
Wanted Delivery Date field.
- Save the changes. Each order line acquires the Released
status.
- To block an order line from being invoiced, select the Invoice
Blocked check box.
- To be able to create a Jinsui invoice, select the
Jinsui Invoice check box.