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Note:
The field Rent Item situated on Item or Fixed Asset Card must be turned on. If it's turned off, the Item or Fixed Asset can not be rented!
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For created Rent Items
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You have ability to make bulk import of Rent Items from Items via following function available on Rent Item Card/Actions/Import/Import from Item
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If we have available such items, which have following parameters
Rent Item = Yes, Max. Rent Item Count ≤ Quantity on Hand
and Rent items were not yet created from all of available amount saved in field Max. Rent Item Count, then clicking on button Import Items creates:
detected missing number of Rent Items (without tariff group, tariff subgroup, pricelist), e.g. if Max. Rent Item Count = 100 and the detected number of Rent Items already created is 89, import function creates 11 new Rent Items
at the same time, the entry will be created into to the Package Item table
Import Rent Items from Fixed Asset
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After clicking on Actions/Import from FA
it will be created ONE Rent Item for each Fixed Asset found (without tariff group, tariff subgroup, pricelist ). Tickbox Rent Item Created will be changed to YES
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Note:
For creating new rent item, don't forget to fill Tariff Group, Tariff Subgroup and Pricelist Code.
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Create more Rent Items with Pricelist setup
If you want to create more rent items just in a few clicks, click on Import Items with Setting.
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Then choose the Item, from which you want to create Rent Item, define the tariff group, subgroup, pricelist and other data. Also enter the number of Rent Items, which have to be created (the system check the maximum rent item count from item card).
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must be selected Tariff Group, Tariff Subgroup and Pricelist Code.
Item Status - read-only field which is showing the reflection of what is happening with Rent Item on current Work Date. There are several options: "Not Assigned", "Reservation", "Cancel Reservation", "Rent", "Return", "Cancel Rent", "Close", "Invoiced", that are described in table below.
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Example how works field Item Status
Rent Item no. | Reservation/Rent No. | Rent Date and Time | Contract status | Item status on current work date 9.10.24 | Note |
R00317 | RZ2100042 | 5.10.24, 7:00 - 9.10.24, 7:00 | Contract not created | Not Assigned | Available |
R00317 | RZ2100042 | 5.10.24, 7:00 - 9.10.24, 7:00 | Reservation new | Not Assigned | Available |
R00317 | RZ2100042 | 5.10.24, 7:00 - 9.10.24, 7:00 | Reservation Released | Reservation | Item is available for rent from 9.10.24, 7:01 |
R00320 | RZ2100052 | 5.10.24, 7:00 - 9.10.24, 7:00 | a) Reservation Canceled | Cancel Reservation | Reservation was canceled 9.10., 9:22 - item is possible to rent anytime (past, future) |
R00315 | RZ2100051 | 5.10.24, 7:00 - 9.10.24, 7:00 | b) Make Rent / Rent in state New | Reservation | Reservation will be find under scope Reservation Closed |
R00318 | VP2100314 | 5.10.24, 7:00 - 9.10.24, 7:00 | Rent New | Not Assigned | New rent VP2100315 is possible to make with the same item. After Make Rent with this item |
R00318 | VP2100315 | 5.10.24, 7:00 - 9.10.24, 7:00 | Rent Released | Rent | Rent item is not available to select during creation of new rent within the rented dates of released rent. But it is possible to create Rent New (VP2100317) with selection of dates Rent From/Rent To outside of rented period of released rent. In case there was alredy created rent (VP2100316), which includes the same item already used in Released rent, it is displayed message (in both cases) after clicking on Release button: "Rent Item No. R00318 is still rented in the contract no. VP2100314!" |
R00319 | VP2100318 | 5.10.24, 7:00 - 9.10.24, 7:00 | Create invoice / Rent in state Released | Rent | In case we create new rent VP2100320 with Rent From - Rent To after the period where was item released we are able to create new rent with this item but rent wont be possible to release, because message appears: "Rent Item No. R00319 is still rented in the contract no. VP2100318!" |
R00319 | VP2100318 | 5.10.24, 7:00 - 9.10.24, 7:00 | a) Cancel Rent / Rent in state Cancelled | Cancel Rent | Credit note was not created, it is possible to cancel invoiced rent. Possible to release rent VP2100320. |
R00322 | VP2100322 | Returned 9/10/24 11:18:10 | b) Finish Whole Rent / Rent in state Finished | Close | VP2100323 - Released Rent created with R00321, R00322 (return time considered) |
R00321 | VP2100321 | Returned 9/10/24 10:05:18 | Create invoice / Rent in state Invoiced | Not Assigned | VP2100323 - Released Rent created with R00321, R00322 (return time considered) |
Follow up:
How to do basic setup of OneCore Rental App
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