In Rental App is important to set up basic parameters, which will be reflected into process of creating items, reservations and rents as default.
It's possible to set up 6 parameters in section Settings:
Rent Module Setup
Rent Posting Setup
Tariff Groups
Tariff Subgroups
Tariff Pricelist
Rent Item Locations
In the picture below is shown the place, where you can find this settings.
Rent Module Setup
Warning Interval For Insurance Ending - the number of days remaining until the insurance expires. The system displays a message if the object is offered for rent before the end insurance validity date.
Mechanic Resource Group - the field is used to set the resource group for mechanics. Selection of particular mechanic is based on values defined in Resources table. For created Resource is possible to set Mechanic Resource Group. Values are then possible to select on the rent line in fields Rent Item Apposition [Mechanic] and Rent Item Pickup [Mechanic].
Reason Code for Invoice - specifies the reason code which will be then displayed in field “Reason” on the invoice screen.
Rent before return days - it is in formula to calculate records in Tile “Rent before returns”.
Tile “Rent before return” filters those rents, where Rent To [Date] is Work date (which is set in Settings) decreased by number of days which are set in field.
Note: In case of change the no. of days before return, the number displayed on tile can be updated after page reload. In case of testing environment is needed rollcentrum update (CTRL + F5).
Allow Edit Handover Protocol - if turned on, you will be able to edit Handover Protocol.
Numbering, Dimensions, Email
In numbering and Dimension fast tab is possible to select default Numbering and Dimensions into fields displayed on screenshot. In the Email section, there is a predefined email body in connection with sending rental invoices by emails.
Rent Posting Setup
By combining Gen. Bus. Posting Group and Gen. Prod. Posting Group set relevant accounts where individual rental items are billed:
Tariff Groups
Here you have ability to create tariff groups by your requirements. Tariff groups represents categories of items and are intended for for better distinction between them.
Tariff Subgroups
You can create subgroups for individual tariff groups. Tariff subgroups represents subcategories of tariff groups and in this place you can define the items in more detail.
Tariff Pricelist
Based on combination of tariff groups and tariff subgroups create tariff price lists. Individual amounts will be reflected into process of creating rent automatically.
You have to fill at least one row in Tariff Pricelist Subform. The system need to know tariff day for detail calculation.
Note:
To link the price list with the item, don't forget to select the Pricelist Code in the specific rental item on the Rent Item Card.
Rent Item Locations
Define the Code, Place and Description of rent items locations.
Note:
You have ability to edit this general set up also in concretely reservation or rent according to your parameters.