Enter Customer Order Rental Line
This activity is used to enter a customer order rental line. A rental line
can be added once the customer order header has been saved.
The Rental Order
Lines tab is used to specify the parts, rental period and quantities
that the customer has ordered to rent. For each rental order line, you can also
specify the wanted and planned delivery dates, prices, discounts and rental
parameters such as chargeable days, date exceptions and rounding.
The price fetched to the rental line either comes from the rental price list
or the sales part.
When calculating the amounts on a rental line both the chargeable days and
quantity are taken into account.
The ownership on a rental line will by default be set to Company Rental
Asset. This means that ownership will be primarily used to supply the line.
The ownership on the line can be changed to Supplier Rented.
To enter the quantity of parts that the customer
actually wants to rent, enter the quantity in the sales unit of measure in the
Desired Qty
field. This field is used if there is a difference between the quantity of parts
that the customer wants to buy and the quantity of parts that is actually entered
as sales quantity on the order line, for example, because of a shortage of parts
in stock.
Sales part number can be entered by using GTIN.
To enter GTIN 14 for package, you must use the
Input Quantity field
instead of the Sales Quantity
field.
The Customer Part
No field can be used if a cross-reference is
established between your sales part number and the customer's part number.
If the customer order is being created for a Jinsui-enabled customer, and
a Jinsui invoice needs to be created, the total line amount must not exceed
the maximum amount for the Jinsui invoice defined for the company.
If the Use Price Incl Tax option is enabled, the Price/Curr
and Price/Base fields are non-editable and the price is calculated based
on the price including tax value and the connected tax codes. The
Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax
option is disabled, the Price Incl Tax/Curr and Price Incl Tax/Base
fields are non-editable and the price including tax is calculated based on the
value entered for the price and the connected tax codes.
Changes in the wanted delivery date after the initial order line entry should
result in an automatic update of the price effective date when the pricing method
is Delivery Date. The Update Price Effective Date Automatically
option is enabled as well. When you update the wanted delivery date on the customer
order line or when you update the wanted delivery dates on all lines from a
customer order header, a warning message appears where you can confirm whether
or not you want to update the price effective date of all order lines. The price
effective date on the order line is then updated and according to the price
sources on the order line prices, discounts are updated.
A new order line acquires the Released status. The status of the order
header does not change; it is still in Planned status. To view or edit
delivery information for the order line, choose command Line Details/Address.
For rental lines the Supply Codes can either be Inventory, Internal
Purchase Transit or Purchase Transit. For service parts Non Inventory
can be used as well as Purchase Transit.
Prerequisites
- The customer order header must have been entered and saved.
- The sales part or service part must have been allowed for rental.
- In rental basic data values for Transaction Generation Schedule must
be entered. Optionally, values for chargeable days and date exceptions should
be entered as well.
- Normally, supply chain parameters should be defined for the supply chain
relation. For an external customer this can be done on the
Site to Customer
Supply Chain Parameters page, and for internal customers this can
be done on the
Site to Site
Supply Chain Parameters page.
For the superseded parts function:
- Replacement parts are entered on the
Sales Part/General
or Non-Inventory
Sales Part/General pages, depending on the type of part that is to
be replaced.
For warranties:
- For the customer order line to inherit customer warranty data, the warranty
data must first exist for the sales part or possibly have been entered for
a preceding sales quotation line.
System Effects
- A rental order line is entered on the Customer
Order/Rental Order Lines page.
- A rental record is created on the Manage Rentals
page with an assigned rental number.
- The system assigns a line and a delivery number.
- The order line receives the Released status.
- If a replacement part has been defined with a replacement date that
is before or on the date on which the order line is created, the part on
the order line is automatically replaced with the replacement part, and
the sales part number of the originally requested part is stored in the
Original Sales Part No field on the order line.
- When the customer order line is created, it inherits any default customer
warranty defined for the sales part or a preceding sales quotation line.
- When the Order Confirmation is printed once for a customer order
with Confirmed rental lines, the Confirmed
Lines Communicated option in the rental line will be set to
Yes. However, if user changes the Planned Delivery
Date/Time of that customer order rental line, the Confirmed option will
be set to NO and the Confirmed Lines Communicated
option will remain unchanged. Still the Promised Delivery Date/Time will
not be changed along with the Planned Deliver Date/Time.
- If you have chosen substitute parts, the original order line is removed
and new order lines for the replacement parts are created. The sales part
number of the originally requested part is stored in the Original Part
No field on the new order line. If you decide to order the available
quantity or some of the originally ordered sales parts, and some of the
substitute sales parts, two order lines are created.
- If a supply site reservation is performed, the supply site quantity
reserved is updated to reflect how much of the part is reserved on the supply
site.
- It will not be possible to invoice an order line blocked from invoicing.
- If the total line amount for any particular Jinsui customer order line
exceeds the specified maximum amount, you will not be allowed to save this
order line. To avoid this, the amount can be divided between two or more
lines.
- If the customer has the Receive Pack Size Charge/Discount option
enabled on the Customer/Sales/General
page, the order header site has a valid pack size charge price list and
the order line(s) has an Input UoM specified in that part list, then a charge
line will be created in the
Customer Order/Charges
tab. The Charge Category option in the charge line indicates that
it is a pack size charge.
- Charge lines will be automatically added for freight.