Define Rental Transaction Schedules

Explanation

This activity is used to define rental transaction schedules. Rental schedules are used to define how and when transactions will be generated for a given rental line. By linking a schedule to a rental line, transactions will be generated for the line according to the schedule data in combination with any rental events logged for the line when the Generate Rental Transactions function is run.

Prerequisites

None.

System Effects

After defining rental transaction schedules, these can be linked to rental lines.

When the Generate Rental Transactions task is run, rental transactions will be generated for rental lines according to the linked schedule.

Window

Transaction Generation Schedule

Related Window Descriptions

Transaction Generation Schedule
Generate Rental Transactions
Generate Schedule
Company/Distribution/Rental

Procedure

1. Open the Transaction Generation Schedule window.
2. Either query for an existing schedule or create a new one.
3. Right-click and then click Generate Schedule to automatically generate schedule lines.
4. Alternatively, insert lines manually.
5. Adjust dates on inserted lines if required.
6. Ensure that the schedule is set to Active status to allow it to be used on newly created rental lines.