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To perform a quick availability check on a piece of equipment, model, or category for a specific date range when in the process of entering an agreement or booking line, see Performing a

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Quick Availability Check.

Note
  • Rental availability checks are available for only equipment line types, not for non-equipment line types, such as inventory items.
  • It is recommended that you do not leave the date range fields empty. Without a date range, the system will assume the beginning of time to the end of time.

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Checking

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General Availability From the Inquiry

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Menu

If you need to check the availability of equipment before entering a booking or agreement, or without having to open agreement or booking lines, you can do so directly from the menu. You also can create a new or add on to an existing booking or agreement from the window. For more information see Creating a rental booking or agreement from inquiry.

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  1. Select Inquiry > Equipment > Rental Availability Inquiry.
  2. Use the following fields to filter records:
    • Filter
      Select the appropriate radio button to filter by Equipment or Model/Category.
    • Equipment ID
      If you chose the equipment filter, select the equipment ID.
    • Model
      If you chose the model/category filter, select the model.
    • Category
      If you chose the model/category filter, select the category.
    • From Date
      Enter the start date for the date range that you want to rent the equipment.
    • To Date
      Enter the end date for the date range that you want to rent the equipment.
    • Mark the appropriate checkboxes to select which status you want displayed on the list. The system automatically enables all three:
    • Available
      Displays available equipment or model/category items not currently on any agreement or booking document.
    • Available * (asterisk)
      Displays available equipment or model/category items that are on an agreement or booking document, but that do not conflict with the date range specified.
    • Reserved
      Displays equipment or model/categories that are reserved for the date range given, meaning a rental booking has been created.
    • Operating Lease
      Displays available items that are on an operating lease, but that do not conflict with the date specified.
    • One Way
      Displays available items that are on a one-way lease.  

      Note

      Each time you change the criteria, select Redisplay

       to

      to refresh the window. You can change search criteria as many times as you like.

  3. Select OK to close the window. To print a Rental Equipment Availability report, select the printer button on the upper right portion of the window.

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  1. Select Inquiry > Equipment > Rental Availability Summary Inquiry.
  2. Use the following fields to filter records:
    • Show By
      Select the appropriate radio button to filter by model or category.
    • From Date
      Enter the start date for the date range that you want to rent the equipment.
    • To Date
      Enter the end date for the date range that you want to rent the equipment.
    • Model
      If you chose to show by model, select the model.
    • Category
      If you chose to show by category, select the category.

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Checking

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General Availability From Customer Center

If you need to check the availability of equipment before entering a booking or agreement, or without having to open agreement or booking lines, you can do so from Customer Center. (For more information about Customer Center, see Customer Center.) You also can create a new or add on to an existing booking or agreement from the window. For more information see Creating a rental booking or agreement from inquiry.

  1. Open the Customer Center window.
  2. Select the Availability right arrow button to open the Rental Availability Inquiry window. The Rental Availability Inquiry will display the availability status for every piece of equipment, just as if you had selected Rental Availability Inquiry from the Inquiry menu. See Checking general availability from the Inquiry menu for more information on this window.
  3. Select OK to close the window.

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Performing a

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Quick Availability Check

From the Rental Agreement Line Entry and Rental Booking Line Entry windows, you can perform a quick availability check on a piece of equipment or a summary availability model/category.

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