Update Consolidated Transactions

Explanation

This activity is performed to update the consolidated transactions information based on the current rental transactions.

Prerequisites

Rental transactions have to be generated. For the consolidated transactions to show relevant information, it is important that rental transaction generation is up to date for all rental events.

System Effects

In case consolidated transactions already exist for the time period from the selected from-date and later, these transactions will be removed. After this, consolidated transactions will be created based on the existing rental transactions for the selected time period.

Note: There is no impact on the normal rental transactions, as the consolidated transactions create separate data based on the existing transactions.

Window

Update Consolidated Transactions
Manage Rentals
Rental Workbench

Related Window Descriptions

Update Consolidated Transactions
Consolidated Rental Transactions
Manage Rentals
Rental Workbench

Procedure

You can either update consolidated rental transactions directly (procedure A), or schedule the task as a background job (procedure B). Alternatively, consolidated transactions can be generated for specific rental lines directly in the Manage Rentals or Rental Workbench windows (procedure C).

A. To Update Consolidated Rental Transactions Directly:

  1. Open the Update Consolidated Transactions dialog box. 
  2. Enter a value in the Company and/or Site fields, or click List to select a value from the List of Values.
  3. Select a value for the From Date field.
  4. If you wish to restrict updates to a certain rental type, set the Rental Type parameter accordingly.
  5. If all the necessary selection criteria have been defined, click OK to complete the operation.

B. To Schedule the Update Consolidated Rental Transactions Task as a Background Job:

  1. Click Schedule to open the Create New Task Schedule window. Set the scheduling parameters as desired and save. Scheduled tasks can be seen in Scheduled Database Tasks window.

C. To Update Consolidated Rental Transactions for Specific Rental Lines:

  1. Open the Manage Rentals or Rental Workbench window.
  2. Query for the required rental lines.
  3. Select the records, right-click and then click Update Consolidated Transactions.
  4. Select a value for the From Date field and then click OK  in the dialog box that opens.