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 a default Transaction
Generation Schedules to be used by default for any rental lines that are
newly created for the company by adding a schedules in the company page
Rental tab in the Supply Chain Information
page
Rent Out: If a schedule is defined in this field, this
schedule will be used for any newly created customer order rental lines
for the company, unless a default transaction generation schedule has
been defined for the customer used (which will take precedence).
Rent In: If a schedule is defined in this field, this schedule
will be used for for any purchase requisition/purchase order rental
lines 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 in the Rental page
for the site.
The parameters that can be defined are as
follows:
Chargeable Days ID: By defining a chargeable
days ID on the site, any rental lines created for the site will use the
specified chargeable days by default.
Date Exception ID:
By defining a date exception ID on the site, any rental lines created
for the site will use the specified date exception ID by default.
Period Rounding: The value defined for period rounding will be
used on any rental lines created for the site by default. Possible
values are None, i.e., no rounding will take place when generating
transactions, and Daily Rounding, i.e., any transactions generated will
be rounded to be for a full day.
- 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 by adding a company and Schedule in the Sale
pages Rental tab in the Customer
page.
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 list
and select the desired company and schedule ID.
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.