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.