Define Rental Parameters
Explanation
This activity is used to define rental parameters. For rental parameters that will typically have similar
values for many rental lines, it is possible to define default values as
follows:
- Company: It is possible to define Transaction
Generation Schedules to be used by default for any rental lines that are
newly created for the company.
- Site: It is possible to define Chargeable Days ID,
Date Exception ID and Period Rounding to be used by default for any rental
lines that are newly created for the site.
- Customer: It is possible to define Transaction
Generation Schedules per company to be used by default for any rental lines
that are newly created for the customer.
Prerequisites
Transaction generation schedules, chargeable days IDs
and date exception IDs basic data have to be defined.
System Effects
By defining default rental parameters, the selected
parameters will be used by default on newly created rental lines.
Window
Company
Site
Customer
Related Window Descriptions
Company/Distribution/Rental
Site/Extended
Site Info/Rental
Customer/Order/Rental
Procedure
Company
- Open the Company window and query
for the company you would like to update.
- Navigate to the Distribution/Rental tab.
- Select schedules to be used for Rent Out and Rent
In/Project Charging.
- Save.
Site
- Open the Site window and query for
the site you would like to update.
- Navigate to the Extended Site Info/Rental
tab.
- Select values to be used for chargeable days ID,
date exception ID and period rounding.
- Save.
Customer
- Open the Customer window and query
for the customer you would like to update.
- Navigate to the Order/Rental tab.
- If an entry already exists for the company you
wish to update, then change the linked schedule as required.
- If an entry does not exist for the company you
wish to update, then create a new line in the table and select the desired
company and schedule ID.
- Save.