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.